Privacy Policy

Regis Advisory Group is committed to protecting the privacy of personally identifiable information collected through our website, www.regisadvisorygroup.com. This privacy notice applies exclusively to this website and outlines the following:

1. What information we collect, how it is used, and with whom it may be shared.
2. Your choices regarding the use of your data.
3. Security procedures to safeguard your information.
4. How to correct inaccuracies in your data.

By submitting information through this website, you consent to Regis Advisory Group’s use of such information as described in this policy.

1: Information Collection, Use, and Sharing

1.a. Ownership of Information
Regis Advisory Group is the sole owner of the information collected on this website. We only collect data that you voluntarily provide via email, contact forms, or other direct interactions. We do not sell, trade, or rent this information to third parties.

1.b Purpose of Collection
We use your information to:

• Respond to your inquiries or service requests.
• Communicate updates about our services, opportunities, or policy changes.
• Fulfill contractual obligations (e.g., processing applications or agreements).

1.c Third-Party Sharing
We will not share your information with external parties except as necessary to fulfill your request (e.g., collaborating with legal or financial partners at your direction).

1.d Marketing Communications
Unless you opt out, we may contact you via email to share service updates, industry insights, or opportunities. You may unsubscribe at any time (see Your Control Over Information below).

2. Your Access to and Control Over Information

You retain the right to:

• Review: Request details about the data we hold about you.
• Correct: Update or amend inaccurate information.
• Delete: Ask us to remove your data from our records.
• Opt Out: Withdraw consent for future communications.

To exercise these rights, contact us at legaldept@regisadvisorygroup.com or the phone number listed on our website.

3. Security Measures

We prioritize the protection of your information through:

• Encryption: Sensitive data submitted online is encrypted via SSL/TLS technology.
• Access Controls: Only authorized employees with a legitimate need (e.g., client service) may access your information.
• Secure Storage: Data is stored on password-protected systems in controlled environments.

While we implement robust safeguards, no digital transmission is 100% secure. We encourage users to protect passwords and avoid sharing sensitive details via unsecured channels.

4. Reporting Concerns

If you believe Regis Advisory Group is not adhering to this policy, contact us immediately at legaldept@regisadvisorygroup.com. We will promptly address your concerns.

5. Policy Update

This policy may be revised to reflect changes in legal requirements or business practices. Updates will be posted on this page, with the effective date noted at the top.

Effective Date:04/01/2024
Contact Information: legaldept@regisadvisorygroup.com