Privacy Policy

Information We Collect

We collect information that you provide directly to us, information we obtain automatically when you use our services, and information from third-party sources. Understanding what we collect helps you make informed decisions about sharing your data with us.

Automatic Data Collection

We automatically collect certain information when you visit our website or use our mobile application. This includes technical information about your device, browser settings, and how you interact with our platform. We use cookies and similar tracking technologies to enhance your experience and analyze usage patterns.

How We Use Your Information

Your information enables us to provide comprehensive financial planning services tailored to your unique needs. We process your data for specific purposes that directly benefit your financial journey and improve our service quality.

• Provide personalized financial planning advice and investment recommendations based on your financial situation and goals
• Process transactions, manage your account, and facilitate secure access to our platform
• Communicate important updates about your account, market changes, and new features that may benefit you
• Analyze usage patterns to improve our website functionality and develop new financial tools
• Comply with legal obligations, including anti-money laundering requirements and tax reporting
• Protect against fraud, unauthorized access, and other security threats to your account
• Conduct research and analysis to better understand financial planning needs and market trends
• Provide customer support and respond to your inquiries in a timely and helpful manner

Information Sharing and Disclosure

We share your information only in specific circumstances that are necessary for our services or required by law. We maintain strict controls over data sharing and work only with trusted partners who meet our security standards.

Service Providers

We work with carefully selected third-party service providers who help us deliver our financial planning services. These providers may access your information to perform functions such as data processing, payment processing, identity verification, and technical support. All service providers are contractually bound to protect your information and use it only for specified purposes.

Financial Institutions

With your explicit consent, we may share necessary information with banks, investment firms, and other financial institutions to facilitate transactions, account linking, and comprehensive financial planning. This sharing enables us to provide you with a complete view of your financial picture and execute your investment strategies.

Legal Requirements

We may disclose your information when required by law, court order, or government regulation. This includes responding to subpoenas, regulatory inquiries, and compliance with financial reporting requirements. We will notify you of such disclosures when legally permitted to do so.

Your Privacy Rights

You have significant control over your personal information and how we use it. We believe in transparency and provide you with comprehensive rights to manage your data according to your preferences.

To exercise any of these rights, contact us using the information provided below. We will respond to your request within 30 days and may need to verify your identity before processing certain requests to protect your privacy and security.

Data Security Measures

Protecting your financial information is our highest priority. We implement comprehensive security measures using industry-standard technologies and practices to safeguard your data against unauthorized access, disclosure, alteration, and destruction.

Data Retention and Deletion

We retain your personal information only as long as necessary to provide our services, comply with legal obligations, and protect our legitimate business interests. Different types of information have different retention periods based on their purpose and applicable regulations.

Account Information

We retain your account information and financial data for as long as your account remains active. After account closure, we may retain certain information for up to seven years to comply with financial regulations, tax requirements, and legal obligations. This includes transaction records, tax documents, and communications related to your financial planning services.

Marketing Data

Information collected for marketing purposes is retained until you opt out of marketing communications or for a maximum of three years from your last interaction with us. You can request immediate deletion of marketing data by contacting our privacy team.

Technical Data

Usage logs, cookies, and technical information are typically retained for 12 to 24 months for security analysis and service improvement purposes. This data is anonymized when possible and deleted when no longer needed for its original purpose.

International Data Transfers

kfuviews operates primarily within the United States, but some of our service providers may process data internationally. When we transfer your information outside the United States, we ensure appropriate safeguards are in place to protect your privacy rights and maintain the security of your data.

We use standard contractual clauses, adequacy decisions, and other approved transfer mechanisms to ensure your information receives the same level of protection regardless of where it's processed. Any international service providers must demonstrate compliance with privacy standards equivalent to those required in the United States.

Children's Privacy

Our services are designed for adults and we do not knowingly collect personal information from individuals under 18 years of age. If you are under 18, please do not provide any personal information through our website or services. If we become aware that we have collected information from someone under 18, we will take steps to delete that information promptly.

Parents or guardians who believe we may have collected information from their child should contact us immediately using the information provided below. We will investigate the situation and take appropriate action to protect the child's privacy.

Changes to This Privacy Policy

We may update this privacy policy periodically to reflect changes in our practices, services, or applicable laws. When we make significant changes, we will notify you through your registered email address or by posting a notice on our website at least 30 days before the changes take effect.

We encourage you to review this policy regularly to stay informed about how we protect your information. Your continued use of our services after policy changes indicates your acceptance of the updated terms. If you disagree with any changes, you may close your account or contact us to discuss your concerns.

Contact Information

If you have questions about this privacy policy, want to exercise your privacy rights, or need assistance with your account, we're here to help. Our privacy team is committed to addressing your concerns promptly and thoroughly.