Privacy Policy

Effective Date: [Insert Date]

At Relevance Wealth Management, we respect your privacy and are committed to protecting your personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your data when you visit our website (https://www.relevancewealth.com/) and interact with our services.


1. Information We Collect

We may collect the following types of personal and non-personal information:

  • Personal Information: Name, email address, phone number, and any information you provide when contacting us.
  • Financial Information: If applicable, details related to financial services and investment inquiries.
  • Technical Data: IP addresses, browser type, operating system, and website usage analytics through cookies or similar technologies.

2. How We Use Your Information

We collect your information for the following purposes:

  • To provide, maintain, and improve our financial services.
  • To communicate with you regarding inquiries, investment strategies, or updates.
  • To enhance website security and user experience.
  • To comply with legal and regulatory requirements.

3. Data Sharing & Disclosure

We do not sell or rent your personal information. However, we may share your data with:

  • Service Providers: Third-party vendors assisting in website operations, analytics, or marketing.
  • Legal & Regulatory Bodies: When required by law, to comply with financial regulations or legal proceedings.

All third parties are required to handle your data securely and in compliance with applicable privacy laws.


4. Cookies & Tracking Technologies

We use cookies and similar technologies to enhance user experience and track website performance. You can manage cookie preferences through your browser settings.


5. Data Security

We implement industry-standard security measures to protect your personal information from unauthorized access, disclosure, or misuse. However, no online transmission is 100% secure, and we encourage users to exercise caution when sharing sensitive data.


6. Your Privacy Rights

Depending on your location, you may have the right to:

  • Access, update, or delete your personal data.
  • Opt out of marketing communications.
  • Restrict or object to data processing in certain circumstances.

To exercise your rights, please contact us at [Insert Contact Email].


7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices and encourage you to review their policies separately.


8. Changes to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page with an updated “Effective Date.”


9. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Relevance Wealth Management
[Company Address]
[Company Email]
[Company Phone Number]

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