Privacy Policy for BKS Financial Inc.
Last Updated: September 6, 2024
1. Introduction
BKS Financial Inc. ("we," "us," "our") is committed to protecting the privacy and security of our clients' personal information. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you engage with our services, visit our website, or interact with us in any way.
2. Information We Collect
We may collect the following types of information:
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Personal Information: This includes your name, address, email address, phone number, Social Security number, financial information, and other identifying details necessary to provide our services.
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Non-Personal Information: Information about your use of our website or services, such as IP address, browser type, device information, and usage data.
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Financial Information: Details related to your income, expenses, assets, liabilities, and other financial data needed for tax preparation, financial planning, or other services.
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Sensitive Information: This includes any data that may reveal your racial or ethnic origin, political opinions, religious beliefs, or health information, which we collect only when necessary and with your explicit consent.
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3. How We Use Your Information
We use your information for the following purposes:
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To provide and manage our services, including tax preparation, financial planning, and notary services.
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To communicate with you about your account, services, and any updates or changes.
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To improve our services, website, and customer experience.
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To comply with legal and regulatory requirements.
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To protect against fraud, unauthorized transactions, claims, and other liabilities.
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4. Sharing and Disclosure of Your Information
We do not sell, rent, or trade your personal information. We may share your information in the following circumstances:
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With Service Providers: We may share your information with trusted third-party service providers who assist us in operating our business and providing our services (e.g., payment processors, IT service providers).
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For Legal Compliance: We may disclose your information to comply with legal obligations, court orders, or regulatory requirements.
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For Protection: We may share information to protect our rights, privacy, safety, or property, or that of our clients or others.
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With Your Consent: We may share your information with third parties when we have your explicit consent to do so.
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5. Data Security
We use appropriate technical, administrative, and physical safeguards to protect your personal information from unauthorized access, use, disclosure, alteration, or destruction. While we strive to protect your data, no security system is impenetrable, and we cannot guarantee the absolute security of your data.
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6. Your Rights and Choices
You have the right to:
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Access and review your personal information held by us.
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Request corrections or updates to your personal information.
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Opt-out of marketing communications at any time by following the instructions in our emails or contacting us directly.
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Request the deletion of your personal information, subject to our legal obligations and legitimate business purposes.
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7. Cookies and Tracking Technologies
Our website may use cookies and similar technologies to enhance user experience and analyze site traffic. You can control the use of cookies at the individual browser level. If you reject cookies, you may still use our website, but some features may be limited.
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8. Third-Party Websites
Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such websites. We encourage you to review the privacy policies of any third-party websites you visit.
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9. Changes to This Privacy Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on our website. Your continued use of our services after such changes constitutes your acceptance of the updated Privacy Policy.
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10. Contact Us
If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us at:
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BKS Financial Inc.
9225 Bay Plaza Blvd, Suite 417, Tampa, FL 33619
Email: info@bks-financial.com
Phone: 813.444.7163