Privacy Policy for Fiduciary Services

Last Updated: August 11, 2025

At Fiduciary Services, accessible from https://fiduciaryservices.la, we are committed to protecting the privacy and confidentiality of our clients’ and visitors’ personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website or engage with our fiduciary services. By using our website, you consent to the practices described in this policy.

1. Information We Collect

We may collect the following types of information:

Personal Information

Automatically Collected Information

Usage Data: Information collected automatically when you visit our website, including your IP address, browser type, operating system, device type, pages visited, time spent on pages, and referral URLs.
Cookies and Tracking Technologies: We use cookies, web beacons, and similar technologies to track user activity, enhance website functionality, and analyze usage patterns. Cookies may include session cookies (temporary) and persistent cookies (stored until deleted or expired).

Information from Third Parties

We may collect information from third parties, such as public databases, credit agencies, or business partners, to comply with legal obligations or to verify information provided by you.

2. How We Use Your Information

We use the information we collect for the following purposes:

To Provide and Manage Services: To process transactions, manage accounts, and deliver fiduciary services as requested.
To Comply with Legal Obligations: To meet regulatory requirements, including AML, KYC, and sanctions compliance.
To Improve Our Website and Services: To analyze usage trends, enhance user experience, and optimize our website’s performance.
To Communicate with You: To respond to inquiries, provide updates about our services, or send promotional materials (if you have opted in).
For Security Purposes: To protect against unauthorized access, fraud, or other malicious activities.
For Business Operations: To manage billing, payments, audits, and other administrative tasks.

3. How We Share Your Information

We do not sell, rent, or lease your personal information to third parties. We may share your information in the following circumstances:

With Service Providers: We may share information with trusted third-party service providers who assist with website operations, payment processing, or compliance checks. These providers are contractually obligated to protect your information.
For Legal Compliance: We may disclose information if required by law, such as in response to a court order, subpoena, or regulatory request.
With Affiliates or Business Partners: We may share information with affiliates or partners to facilitate services you have requested, provided they adhere to this Privacy Policy.
In Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.
With Your Consent: We may share information for other purposes if you provide explicit consent.

4. Cookies and Tracking Technologies

Our website uses cookies to enhance your experience. You can control cookie settings through your browser. Types of cookies we use include:

Essential Cookies: Necessary for website functionality, such as maintaining user sessions.
Functionality Cookies: To remember your preferences (e.g., login details or language settings).
Analytics Cookies: To collect data on website usage and performance.

You may opt out of non-essential cookies, but this may limit some website features. For more information, see our Cookies Policy (if applicable).

5. Data Security

We implement physical, technical, and procedural safeguards to protect your personal information, including:

Secure Socket Layer (SSL) encryption for data transmission.
Restricted access to personal information to authorized personnel only.
Regular security audits and monitoring to prevent unauthorized access or data breaches.

While we strive to protect your information, no system is completely secure, and we cannot guarantee absolute security.

6. Your Data Rights

Depending on your jurisdiction, you may have the following rights regarding your personal information:

Access: Request a copy of the personal data we hold about you.
Correction: Request corrections to inaccurate or incomplete data.
Deletion: Request deletion of your personal data, subject to legal obligations.
Opt-Out: Opt out of marketing communications or certain data-sharing practices.
Restrict Processing: Request restrictions on how we process your data.
Data Portability: Request a transferable copy of your data.

To exercise these rights, contact us at [insert contact email, e.g., privacy@fiduciaryservices.la]. We will respond within the timeframes required by applicable law.

7. Data Retention

We retain personal information only as long as necessary to fulfill the purposes outlined in this policy or to comply with legal obligations. For example:

Personal data related to fiduciary services may be retained for the duration of our business relationship and as required by law (e.g., for tax or compliance purposes).
Website usage data may be retained for a shorter period, typically up to one year, unless needed for analytics or security purposes.

8. Children’s Privacy

Our services are not directed to individuals under the age of 13. We do not knowingly collect personal information from children without verifiable parental consent. If we learn that we have collected such information, we will take steps to delete it promptly.

9. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these sites. We encourage you to review the privacy policies of any third-party websites you visit.

10. International Data Transfers

If you are located outside the United States, be aware that your information may be transferred to, stored, and processed in the United States or other jurisdictions where our servers or service providers are located. We take steps to ensure that such transfers comply with applicable data protection laws.

11. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website with a revised “Last Updated” date. Please review this policy periodically.

12. Contact Us

If you have questions about this Privacy Policy or our data practices, don’t hesitate to get in touch with us at:

Fiduciary Services
Address: 1959 Cloverfield
Email: privacy@fiduciaryservices.la]
Phone: 310 424 2967

By using our website or services, you acknowledge that you have read and understood this Privacy Policy.