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Privacy Policy

1. Introduction

At Financial Agency Group, Inc., we respect your privacy and are committed to protecting it through our compliance with this policy. This Privacy Policy describes how we collect, use, disclose, store, and safeguard your personal information when you visit our website, interact with our team, or engage our services. Whether you're a prospective client, investor, founder, or visitor, your data is treated with the same level of seriousness as the advisory services we offer. By using our website or submitting your personal data to us, you agree to the terms of this Privacy Policy.

2. Information We Collect

We collect information in the following categories:
a. Information You Provide Voluntarily

  • Contact Forms: Name, email address, phone number, country, company name, job title, and message content.

  • Evaluation Submissions: Company financials, pitch decks, valuation data, and regulatory history.

  • Event Registrations or Newsletters: Email address and preferences.

  • Business Correspondence: Any information voluntarily provided in meetings, NDAs, emails, or consultations.

b. Information Collected Automatically

  • IP address, device type, browser type, operating system.

  • Website usage data including time on page, clicks, session duration.

  • Cookies, pixels, and analytics tags for user behavior tracking.

c. Information from Third Parties

  • Public business directories, data enrichment tools, or referrals.

  • LinkedIn or professional profiles when you apply or interact through social media.
     

3. How We Use Your Information

We use the information collected to:

  • Evaluate your business for IPO or listing feasibility.

  • Respond to inquiries or contact requests.

  • Send newsletters, whitepapers, or marketing materials (with opt-out options).

  • Improve our website’s usability and user experience.

  • Maintain internal compliance, audit logs, and data security.

  • Fulfill legal or regulatory obligations.

  • Detect and prevent fraud or misuse of our services.

We do not sell your personal data. Ever.

4. Legal Bases for Processing

Under applicable data protection laws (including GDPR, where applicable), we process your data based on:

  • Your explicit consent

  • Our contractual obligation to evaluate and advise you

  • Our legitimate interest in operating a secure and professional platform

  • Compliance with legal obligations, including securities laws
     

5. Cookies & Tracking Technologies

We use cookies to enhance your browsing experience, remember your preferences, and provide relevant content. Cookies may be session-based or persistent and may be set by us or third-party tools like:

  • Google Analytics

  • LinkedIn Insight Tag

  • Cloudflare Security Cookies

You may disable cookies via your browser settings, but this may limit site functionality.

6. Cross-Border Data Transfers
As a U.S.-registered firm with global clients, your data may be transferred across borders—including to and from the United States, India, the GCC, and the European Union. We ensure all data transfers comply with local laws through standard contractual clauses or adequacy safeguards.

7. Data Retention

We retain your data only as long as necessary:

  • For ongoing client discussions or engagements: minimum 7 years

  • For newsletter subscribers: until you unsubscribe

  • For inquiry records: 12–24 months

  • As required by applicable financial, legal, or tax regulations

You may request deletion sooner, subject to legal limitations.

8. Disclosure of Your Information

We may share your information with:

  • U.S. securities attorneys, broker-dealers, and auditors (under NDA or legal duty)

  • Third-party service providers for CRM, email marketing, analytics, or hosting

  • Legal or regulatory authorities under subpoenas, SEC inquiries, or court orders

  • Successors in the event of merger, acquisition, or business restructuring

We never share your information for unrelated marketing purposes.

9. Data Security

We employ industry-standard safeguards including:

  • SSL encryption

  • Two-factor authentication (2FA)

  • Encrypted cloud storage

  • Internal access controls with audit trails

  • Regular vulnerability assessments

While no system is 100% secure, we actively monitor and upgrade our defenses.

10. Your Rights

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

  • Request access to your personal data

  • Request correction or deletion of your data

  • Withdraw consent at any time

  • Object to or restrict certain types of processing

  • Lodge a complaint with your local data protection authority

To exercise any of these rights, email us at: privacy@financialagency.org

11. Children’s Privacy
Our services are directed only at persons aged 18 or older. We do not knowingly collect personal data from minors. If you believe we have mistakenly collected such data, contact us for immediate deletion.

12. Third-Party Links
Our website may contain links to third-party sites (e.g., partner law firms, regulators, or content platforms). We are not responsible for the privacy practices or content of those websites. Please review their privacy policies before submitting any data.

13. Changes to This Policy
We may update this Privacy Policy periodically to reflect changes in laws, practices, or services. All updates will be posted here with a revised "Last Updated" date. We encourage you to review this page regularly.

14. Contact Us
For questions, complaints, or to exercise your rights under this Privacy Policy, please contact:
Privacy Officer
Financial Agency Group, Inc.
📧 Email: privacy@financialagency.org

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