Privacy Policy | Audare Legacy Group
Effective Date: May 10, 2025
Last Updated: June 13, 2025
1. Introduction
Audare Legacy Group (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or use our services.
2. Information We Collect
Personal Information
We may collect the following types of personal information:
- Contact Information: Name, email address, phone number, mailing address
- Financial Information: Investment objectives, financial goals, net worth, income information, account details
- Identification Information: Social Security number, driver’s license, passport information
- Professional Information: Employment history, business affiliations, professional credentials
Automatically Collected Information
- Website Usage Data: IP address, browser type, device information, pages visited, time spent on site
- Cookies and Tracking Technologies: We use cookies to enhance your browsing experience and analyze website performance
3. How We Use Your Information
We use your information to:
- Provide investment advisory and wealth management services
- Assess your financial needs and investment suitability
- Communicate with you about our services and your accounts
- Comply with legal and regulatory requirements
- Improve our website and services
- Send periodic newsletters and updates (with your consent)
4. Information Sharing and Disclosure
We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:
Service Providers
We may share information with trusted third-party service providers who assist us in:
- Investment management and custody services
- Legal and accounting services
- Technology and data processing services
- Compliance and regulatory reporting
Legal Requirements
We may disclose information when required by law, regulation, or legal process, including:
- Compliance with subpoenas or court orders
- Cooperation with regulatory examinations
- Prevention of fraud or illegal activities
Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.
5. Data Security
We implement robust security measures to protect your information:
- Encryption: Data is encrypted both in transit and at rest
- Access Controls: Strict access limitations based on job responsibilities
- Regular Security Audits: Ongoing assessment of our security practices
- Secure Facilities: Physical security measures for our offices and data centers
6. Data Retention
We retain your personal information for as long as necessary to:
- Provide our services to you
- Comply with legal and regulatory requirements
- Resolve disputes and enforce our agreements
Financial records are typically retained for seven years or as required by applicable law.
7. Your Privacy Rights
Depending on your jurisdiction, you may have the following rights:
- Access: Request access to your personal information
- Correction: Request correction of inaccurate information
- Deletion: Request deletion of your information (subject to legal requirements)
- Portability: Request transfer of your information
- Opt-out: Unsubscribe from marketing communications
To exercise these rights, please contact us using the information provided below.
8. Cookies and Website Analytics
Our website uses cookies and similar technologies to:
- Remember your preferences and settings
- Analyze website traffic and user behavior
- Improve website functionality and user experience
You can control cookie settings through your browser preferences.
9. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies.
10. International Data Transfers
If you are located outside the United States, please note that your information may be transferred to and processed in the United States, where our servers are located and our central database is operated.
11. Children’s Privacy
Our services are not directed toward individuals under 18 years of age. We do not knowingly collect personal information from children under 18.
12. Changes to This Privacy Policy
We may update this Privacy Policy periodically. We will notify you of material changes by posting the updated policy on our website and updating the “Last Updated” date.
13. Contact Information
If you have questions about this Privacy Policy or wish to exercise your privacy rights, please contact us:
Audare Legacy Group
2021 McKinney Ave #1200, Dallas, TX 75201
hello@audarelegacy.kinsta.cloud
