Privacy Policy

Last Updated: May 1, 2010

WealthPoint, LLC, (“WealthPoint,” “we,” “us,” or “our”) respects your privacy. We developed this Privacy Policy to explain how we collect, use, share, and protect Personal Information (defined below), and your choices about the collection and use of Personal Information.

This Privacy Policy applies to Personal Information collected or processed through www.wealthpoint.net and any other WealthPoint-operated website, app, social media page, or any other WealthPoint product or service that links to this Privacy Policy (collectively, the “Site”).

To jump to a section of this Privacy Policy, click a link below:

What is Personal Information

Personal Information” is information that identifies or relates to a particular individual. Examples of Personal Information include, among others, name, email address, phone number, mailing address, and online identifiers.

How We Use Personal Information

We use Personal Information the following purposes:

  • Providing our Site to you;
  • Analyzing, administering, and improving the Site;
  • Enabling secure use of the Site;
  • Sending information and promotional materials;
  • Protecting our rights or our property;
  • Meeting legal obligations; and
  • For other purposes related to the reasons for which you provide Personal Information.

Types of Personal Information We Collect and Use

  • A. Information that You Provide Us

In various places on the Site, we request information from you via forms.  The exact information we need to collect (including Personal Information) will depend on the purpose of the form.  For example, we typically collect your name, email address, and occupation.  We will indicate on the form whether a particular field of information is mandatory or optional.  If you choose not to provide certain information, we may not be able to provide requested services.

  • B. Information We Automatically Collect from You

We collect the following types of information automatically through your use of the Site:

  • Cookies, Device Identifiers, and Similar technologies

When you use or access the Site, we and our service providers use cookies, device identifiers, and similar technologies such as pixels, web beacons, and local storage to collect information about how you use the Site.  We process the information collected through such technologies, which may include or be combined with Personal Information, to help operate certain features of the Site, to enhance your experience through personalization, and to help us better understand the features of the Site that you and other users are most interested in.

Most browsers provide you with the ability to block, delete, or disable cookies, and your mobile device may allow you to disable transmission of unique identifiers and location data. If you choose to reject cookies or block device identifiers, some features of the Site may not be available, or some functionality may be limited or unavailable.  Please review the help pages of your browser or mobile device for assistance with changing your settings.

Some of our service providers may use cookies or other methods to gather information regarding your use of the Site, and may combine the information in these cookies with any Personal Information about you that they may have.   The use of such tracking information by a third party depends on the privacy policy of that third party.  We do not respond to Do Not Track (“DNT”) signals sent to us by your browser at this time. To learn more about how DNT works, please visit http://allaboutdnt.com/.

  • Analytics

To assist us with analyzing our website traffic through cookies and similar technologies, we use analytics services, including Google Analytics.  For more information on Google Analytics’ processing of your information, please see “How Google uses data when you use our partners’ sites or apps.”

  • Log File Information

When you use our Site, our servers automatically record information, including your Internet Protocol address (“IP Address”), browser type, referring URLs (e.g., the site you visited before coming to our Site), domain names associated with your internet service provider, information on your interaction with the Site, and other such information (collectively, “Log File Information”). We may also collect similar information from emails sent to you which then help us track which emails are opened and which links are clicked by recipients.

We use Log File Information collected from our implementation of the Site to help secure the Site by identifying potential threats and vulnerabilities and in analyzing the effectiveness of our Site to improve the Site’s function and content.

Disclosure of Personal Information

We will not disclose Personal Information except as set forth in this Privacy Policy or with your consent. Specifically, we do not sell Personal Information.  This section describes to whom we disclose Personal Information and for what purposes:

  • Companies Involved in Mergers and Acquisitions Transactions. If we sell or otherwise transfer part or the whole of our business or assets to another organization (g., in the course of a transaction like a merger, acquisition, bankruptcy, dissolution, or liquidation), any information collected through the Site, including Personal Information, may be among the items sold or transferred.
  • Law Enforcement, Government Agencies, and Courts. We may disclose Personal Information at the request of law enforcement or government agencies; in response to subpoenas, court orders, or other legal process; to establish, protect, or exercise our rights; to defend against a legal claim; to protect the rights, property, or safety of any other person; or as otherwise required by law.

How We Protect the Confidentiality of Personal Information

We protect the confidentiality and security of information we obtain in the course of business. We use commercially reasonable safeguards, such as industry-standard encryption technology, to help keep the information collected through the Site secure.

Accessing, Updating, or Deleting Personal Information

If you would like to otherwise access, update, or delete Personal Information about you, you may submit a request to info@wealthpoint.net. We will promptly review all such requests in accordance with applicable law.

If you are a resident of California or the European Union, please see the information below in Section 10 (California Residents) and Section 11 (EU Residents) for more information regarding your rights.

Opting Out of Receiving Electronic Communications

With your permission, we may send notifications, promotions, or other information via email or text message (“Communications”). You may choose to stop receiving Communications by indicating your preference in your account profile or settings. Please note that certain Site-related Communications are necessary for the proper functioning and use of the Site (e.g., to verify the phone number associated with your account) and you may not have the ability to opt out of those Communications.

International Use of the Site

If you are using our websites from outside the United States, please be aware that personal information may be collected, stored, and processed in the United States. If we transfer personal information internationally, we take steps to provide adequate safeguards, such as entering into standard contractual clauses (as approved by the European Commission) with our service providers.  Please be aware that the data protection laws of the United States might not be as comprehensive as those in your country.

California Residents

This section applies to our collection and use of “Personal Information”, as defined under California law, if you are a resident of California.

  • A. Categories of Personal Information Collected, Used, and Disclosed

In accordance with California law, we collected the following categories of Personal Information within the preceding 12 months:

  • Identifiers such as your name, alias, email address, mailing address, IP address, and online identifiers;
  • Certain categories of Personal Information described in subdivision (e) of California Civil Code Section 1798.80;
  • Internet or other electronic network activity information, including information on your usage of our Website (“Usage Information”);
  • Information used to create a profile about a consumer reflecting the consumer’s preferences or behavior;
  • Electronic, audio, visual, thermal, olfactory, or similar information;
  • Commercial information, including records of products or services purchased or other purchasing histories; and
  • Professional or employment-related information.

 

  • B. Your California Privacy Rights

If you are a resident of the California, you have the following rights:

  • Right to Know. You may have the right to request information on the categories of personal information that we collected in the previous twelve (12) months, the categories of sources from which the Personal Information was collected, the specific pieces of Personal Information we have collected about you, and the business purposes for which such personal information is collected and shared. You also have the right to request information on the categories of Personal Information which were disclosed for business purposes, and the categories of third parties in the twelve (12) months preceding your request for your personal information.
  • Right to Delete. You may have a right to request us to delete Personal Information that we collected from you.

If you would like to exercise your rights listed above, please contact (or have your authorized agent contact) us at info@wealthpoint.net.  When doing so, please tell us which right you are exercising and provide us with contact information to direct our response.

We must verify your identity before fulfilling your requests.  If we cannot initially verify your identity, we may request additional information to complete the verification process. Any Personal Information you disclose to us for purposes of verifying your identity will solely be used for the purpose of verification.

You have a right not to receive discriminatory treatment by any business when you exercise your California privacy rights.

Children’s Privacy

We do not knowingly collect or solicit any Personal Information from children. In the event that we learn that we have collected Personal Information from a child, we will promptly take steps to delete that information.

 Other Websites and Sites, Including Social Media

We are not responsible for the practices employed by any websites or services linked to or from our Site, including the information or content contained within them.  A link to a third party’s website should not be construed as an endorsement.  We encourage you to investigate and ask questions before disclosing Personal Information to third parties.

Changes to Our Privacy Policy

We may modify or update this Privacy Policy from time to time, so please review it periodically. We may provide you with notice of material changes to the Privacy Policy as appropriate under the circumstances. Unless otherwise indicated, any changes to this Privacy Policy will apply immediately upon posting to the Site.

How to Contact Us

If you have any questions about this Privacy Policy or the Site, please email us at info@wealthpoint.net.