Privacy Policy

1. Introduction

At ViewTech Financial Services, accessible via viewtechfinancialservices.com, we are firmly committed to safeguarding your privacy and protecting your personal data. This Privacy Policy outlines how we collect, process, use, and disclose personal information in accordance with the General Data Protection Regulation (GDPR), the California Consumer Privacy Act (CCPA), and other applicable privacy laws. We are dedicated to maintaining the confidentiality, integrity, and security of your data, and we strive to handle your information with the utmost care and transparency.

2. Scope of this Policy and Data Controller Role

This Privacy Policy applies to all users of viewtechfinancialservices.com and governs the processing of personal information collected through interactions with our website, products, and services. ViewTech Financial Services acts as the Data Controller in relation to any personal data gathered. As the Data Controller, we determine the purposes and means of processing your personal information as described herein.

3. Categories of Data We Process

We may collect and process the following categories of personal data:

(a) Usage Data: Information about how you use our website and services, including your IP address, browser type, device identifiers, page interactions, time spent on pages, and referring URLs.

(b) Account Data: Personal information provided during account registration or service sign-up, such as your full name, billing and mailing addresses, email address, and phone number.

(c) Profile Data: Information you provide or generate while using our services, including preferences, transaction history, purchase behavior, demographic insights, and communication preferences.

(d) Communication Data: Records of communications including customer support inquiries, contact form submissions, chat transcripts, and email correspondence.

(e) Technical Data: Device and system-related information such as operating system, device type, system configuration, screen resolution, and browser plug-ins.

(f) Transaction Data: Details related to your purchases or service engagements with us, including payment method, order history, and delivery details.

(g) Preference Data: Data reflecting your communication preferences, marketing consents, and areas of interest or product preferences.

4. Legal Bases for Processing

We process your personal data based on the lawful bases under GDPR and CCPA, including:

– Consent: Where you have explicitly agreed to our use of your data, such as subscribing to newsletters or enabling cookies.
– Contractual Necessity: Processing necessary to perform our obligations under a contract with you, including facilitating service delivery, invoicing, and customer support.
– Legal Obligation: Processing required to comply with regulatory obligations or legal processes.
– Legitimate Interests: Where we process your data to achieve valid business purposes, such as improving our services, fraud prevention, and ensuring network/building security, provided these interests are not overridden by your fundamental rights and freedoms.

5. Your Data Protection Rights

Subject to applicable laws, you have the following rights regarding the personal data we hold about you:

– Right of Access: Request a copy of your personal data and details about how we process it.
– Right to Rectification: Request correction of inaccurate or incomplete personal data.
– Right to Erasure: Request deletion of your personal data under certain conditions (right to be forgotten).
– Right to Restriction: Request limitation of the processing of your data in specific circumstances.
– Right to Data Portability: Request that we provide your data in a structured, commonly-used format for transmission to another controller.
– Right to Object: Object to our processing of your data where we rely on legitimate interests or where data is used for direct marketing.

You may exercise your rights by contacting us at [email protected]. We will respond in accordance with applicable data protection regulations.

6. Security Measures

We implement a range of administrative, technical, and organizational safeguards to protect your personal data. These measures include, but are not limited to:

– Data encryption during transmission and at rest
– Access controls to restrict unauthorized access
– Regular data backups and integrity checks
– Employee training on data protection principles and confidentiality obligations

Despite these efforts, no method of transmission or storage is completely secure. You remain responsible for maintaining the confidentiality of your login credentials.

7. International Data Transfers

Where data is transferred out of the jurisdiction where it was collected, including transfers from the European Economic Area (EEA) to countries not deemed to have adequate data protection laws, we use appropriate safeguards such as Standard Contractual Clauses approved by the European Commission. In doing so, we ensure that your data is treated in accordance with this Privacy Policy and applicable law.

8. Data Retention

We retain personal data only for as long as necessary to fulfill the purposes outlined in this Policy, or as required by law. Retention periods vary depending on the data type:

– Account and Transaction Data: Retained for up to 7 years for financial and legal compliance.
– Communication Records: Retained for up to 3 years following the last engagement.
– Marketing and Preference Data: Retained until consent is withdrawn or the individual unsubscribes.
– Usage and Technical Data: Retained for up to 2 years for analytics and service optimization.

When data is no longer required, it will be securely deleted or anonymized.

9. Cookie Policy

Our website uses cookies and similar tracking technologies to enhance user experience. Cookies are small data files stored on your device when you visit our website. We use the following categories:

– Essential Cookies: Necessary for website functionality and security.
– Functional Cookies: Enhance website performance and remember preferences.
– Analytics Cookies: Provide insights on user behavior and traffic patterns via tools such as Google Analytics.
– Performance Cookies: Assist in optimizing website speed and responsiveness.

10. Cookie Management and Regulatory Compliance

We comply with GDPR and CCPA requirements for cookie usage. When you first visit viewtechfinancialservices.com, you are presented with a cookie banner allowing you to accept or manage preferences. You may change your consent settings at any time via our cookie management tool or through your browser settings. In accordance with CCPA, California residents have the right to opt-out of the “sale” of personal data, including data collected through cookies.

11. Children’s Privacy

Our website is not intended for use by individuals under the age of 13. We do not knowingly collect personal information from children under 13. If we become aware that we have collected such data without verifiable parental consent, we will take steps to delete it promptly.

12. Policy Updates

We periodically review and update this Privacy Policy to reflect changes in data practices, regulatory requirements, or service offerings. Material changes will be communicated through appropriate means, including notices on our website or direct email communications, where applicable. Continued use of our services following any updates constitutes acknowledgment and agreement to the revised terms.

13. Contact

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, you may reach us at:

Email: [email protected]
Website: viewtechfinancialservices.com

We are committed to full compliance with applicable data protection laws and encourage you to contact us with any privacy-related inquiries.