Updated: January 1, 2021

Privacy Policy Statement

Thank you for choosing to be a part of our community at Affinity Trusts ("Company", "we", "us", "our"). We are committed to protecting our clients’ personal information and right to privacy. Any questions or concerns regarding this privacy policy statement, or our practices with respect to our clients’ personal information can be addressed by contacting us at support@affinitytrusts.com.

When clients visit our website www.affinitytrusts.com (the "Website"), and more generally, use any of our services (the "Services", which include the Website), we appreciate that they are trusting us with their personal information. We take client privacy very seriously. In this privacy policy statement, we seek to explain in the clearest way possible what information we collect from our clients, how we use it and what rights our clients have in relation to it.

This privacy policy statement applies to all information collected through our Services (which, as described above, includes our Website), as well as any related services, sales, marketing or events.

TABLE OF CONTENTS

1. WHAT INFORMATION DO WE COLLECT?
2. WILL CLIENT INFORMATION BE SHARED WITH ANYONE?
3. HOW LONG DO WE KEEP CLIENT INFORMATION?
4. DO WE COLLECT INFORMATION FROM MINORS?
5. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?
6. DO WE MAKE UPDATES TO THIS NOTICE?

 

1. WHAT INFORMATION DO WE COLLECT?

Personal information disclosed to us

In Short:  We collect personal information that our clients provide to us.

We collect personal information that clients voluntarily provide to us when they express an interest in obtaining information about us or our products and Services, and when they participate in activities on the Website or otherwise when they contact us.

The personal information that we collect depends on the context of our clients’ interactions with us and the Website, the choices our clients’ make and the products and features they use.

2. WILL CLIENT INFORMATION BE SHARED WITH ANYONE?

In Short:  We only share client information with our clients’ consent, to comply with laws, to provide clients with services, or to protect our clients’ rights.

We may process or share client data that we hold based on the following legal grounds:

• Consent: We may process client data if we have been given specific consent by the client to use their personal information for a specific purpose.
• Performance of a Contract: Where we have entered into a contract with our clients, we may process that client’s personal information to fulfill the terms of our contract.
• Legal Obligations: We may disclose client information when we are legally required to do so in order to comply with applicable law, governmental requests, a judicial proceeding, court order, or legal process, such as in response to a court order or a subpoena (including in response to public authorities to meet national security or law enforcement requirements).

3. HOW LONG DO WE KEEP CLIENT INFORMATION?

In Short:  We keep client information for as long as necessary to fulfill the purposes outlined in this privacy policy statement unless otherwise required by law.

We will only keep client personal information for as long as it is necessary for the purposes set out in this privacy policy statement, unless a longer retention period is required or permitted by law (such as tax, accounting, or other legal requirements).

When we have no ongoing legitimate need to process client personal information, then we will securely store that client’s personal information and isolate it from any further processing until deletion is possible.

4. DO WE COLLECT INFORMATION FROM MINORS?

In Short:  We do not knowingly collect data from or market to children under 18 years of age.

We do not knowingly solicit data from or market to children under 18 years of age. If we learn that personal information from users less than 18 years of age has been collected, we will deactivate the account and take reasonable measures to promptly delete such data from our records.

5. DO CALIFORNIA RESIDENTS HAVE SPECIFIC PRIVACY RIGHTS?

In Short:  Yes, if our clients are residents of California, they are granted specific rights regarding access to their personal information.

California Civil Code Section 1798.83, also known as the "Shine The Light" law, permits California residents to request and obtain from us, once a year and free of charge, information about categories of personal information (if any) we disclosed to third parties for direct marketing purposes and the names and addresses of all third parties with which we shared personal information in the immediately preceding calendar year.

We never share client personal information for marketing purposes.

6. DO WE MAKE UPDATES TO THIS NOTICE?

In Short:  Yes, we will update this notice as necessary to stay compliant with relevant laws.

We may update this privacy policy statement from time to time. The updated version will be indicated by an updated "Revised" date and the updated version will be effective as soon as it is accessible. If we make material changes to this privacy policy statement, we may notify our clients either by prominently posting a notice of such changes or by directly sending our clients a notification.