Privacy Policy

Based on your Finance Lead Vault business model and the information in your knowledge base, here's a comprehensive privacy policy:

FINANCE LEAD VAULT PRIVACY POLICY

Effective Date: 3rd October 2025
Last Updated: 3rd October 2025

1. INTRODUCTION

Finance Lead Vault ("we," "our," or "us") operates the website https://financeleadvault.com/ and provides lead generation services to financial professionals. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services.

2. INFORMATION WE COLLECT

Personal Information You Provide:

Name, email address, phone number

Company name and business information

Professional credentials and licensing information

Financial information related to your practice (revenue, client capacity, etc.)

Communication preferences

Automatically Collected Information:

IP address, browser type, device information

Website usage data and analytics

Cookies and tracking technologies

Form submission data and timestamps

3. HOW WE USE YOUR INFORMATION

We use your information to:

Provide lead generation and qualification services

Match you with appropriate prospects based on your criteria

Deliver leads through our LeadByte platform integration

Process payments and manage your account

Send service-related communications

Improve our services and website functionality

Comply with legal obligations

4. INFORMATION SHARING AND DISCLOSURE

Third-Party Service Providers:

We share your information with trusted third-party services including:

LeadByte: Our lead distribution platform that delivers qualified prospects to your CRM or email

Payment processors for billing and subscription management

Analytics providers for website optimization

Communication platforms for customer support

Lead Information Sharing:

Qualified leads are delivered exclusively to paying subscribers

Lead information is not shared with competitors

We maintain strict confidentiality of your business information

Legal Compliance:

We may disclose information when required by law, court order, or to protect our rights and safety.

5. DATA SECURITY

We implement industry-standard security measures including:

SSL encryption for data transmission

Secure servers and databases

Regular security audits and updates

Access controls and authentication protocols

TCPA and first-party consent compliance for all leads

6. YOUR RIGHTS AND CHOICES

You have the right to:

Access, update, or delete your personal information

Opt-out of marketing communications

Request information about how your data is used

Withdraw consent where applicable

Request data portability

To exercise these rights, contact us at [email protected]

7. COOKIES AND TRACKING

We use cookies and similar technologies to:

Remember your preferences and login information

Analyze website traffic and user behavior

Provide personalized content and advertisements

Integrate with third-party services

You can control cookies through your browser settings.

8. CALIFORNIA PRIVACY RIGHTS (CCPA)

California residents have additional rights including:

Right to know what personal information is collected

Right to delete personal information

Right to opt-out of sale of personal information

Right to non-discrimination

Note: We do not sell personal information to third parties.

9. LEAD GENERATION COMPLIANCE

TCPA Compliance:

All leads are generated with proper consent

Prospects have opted-in to receive communications

We maintain records of consent for compliance purposes

First-Party Data:

All leads are collected through our own marketing campaigns

No purchased or third-party lead lists are used

Prospects have directly engaged with Finance Lead Vault content

10. DATA RETENTION

We retain your information for as long as:

Your account remains active

Required for business purposes

Mandated by legal obligations

Typically 7 years for financial records and compliance

11. INTERNATIONAL TRANSFERS

Your information may be transferred to and processed in countries other than your own. We ensure appropriate safeguards are in place for such transfers.

12. CHILDREN'S PRIVACY

Our services are not intended for individuals under 18. We do not knowingly collect information from children under 18.

13. CHANGES TO THIS POLICY

We may update this Privacy Policy periodically. We will notify you of material changes via email or website notice. Your continued use constitutes acceptance of the updated policy.

14. CONTACT INFORMATION

For privacy-related questions or requests:

Finance Lead Vault
Email: [email protected]
Phone: (555) 123-4567
Address: [Your Business Address]

For data protection officer inquiries: [dpo email if applicable]

Key Features of This Privacy Policy:

Industry-Specific: Tailored for financial services lead generation

Third-Party Disclosure: Clearly explains LeadByte integration and other service providers

TCPA Compliant: Addresses consent and compliance requirements

Professional Tone: Matches your target audience of CPAs, RIAs, and Fund Managers

Comprehensive Coverage: Includes CCPA, cookies, data security, and retention policies

Next Steps:

Review and customize the bracketed sections with your specific information

Have legal counsel review before publishing

Create a dedicated /privacy-policy page on your website

Link to this policy in your forms and footer

Set up a process for handling privacy requests

Would you like me to adjust any specific sections or add additional clauses?