Privacy Policy

Perch Wealth (“we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website [perchwealth.com], including any other media form, media channel, mobile website, or mobile application related or connected thereto (collectively, the “Site”). Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the Site.

Information We Collect

We may collect information about you in a variety of ways. The information we may collect on the Site includes:

• Personal Data: Personally identifiable information, such as your name, shipping address, email address, telephone number, and demographic information, such as your age, gender, hometown, and interests, that you voluntarily give to us when you register with the Site or when you choose to participate in various activities related to the Site, such as online chat and message boards.

• Derivative Data: Information our servers automatically collect when you access the Site, such as your IP address, your browser type, your operating system, your access times, and the pages you have viewed directly before and after accessing the Site.

• Data From Social Networks: User information from social networking sites, such as [Facebook, Google+, Instagram, Pinterest, Twitter], including your name, your social network username, location, gender, birth date, email address, profile picture, and public data for contacts, if you connect your account to such social networks.

• Mobile Device Data: Device information, such as your mobile device ID, model, and manufacturer, and information about the location of your device, if you access the Site from a mobile device.

Use of Your Information

Having accurate information about you permits us to provide you with a smooth, efficient, and customized experience. Specifically, we may use information collected about you via the Site to:

• Create and manage your account.
• Process your transactions and send you related information, including purchase confirmations and invoices.
• Manage and respond to your questions and requests.
• Deliver targeted advertising, newsletters, and other information regarding promotions and the Site to you.
• Improve our services and product offerings.
• Monitor and analyze usage and trends to improve your experience with the Site.
• Notify you of updates to the Site.
• Perform other business activities as needed.
• Ensure compliance with regulatory requirements, including those from FINRA.

 

Disclosure of Your Information

We may share information we have collected about you in certain situations. Your information may be disclosed as follows:

• By Law or to Protect Rights: If we believe the release of information about you is necessary to respond to legal process, to investigate or remedy potential violations of our policies, or to protect the rights, property, and safety of others, we may share your information as permitted or required by any applicable law, rule, or regulation, including FINRA regulations.
• Third-Party Service Providers: We may share your information with third parties that perform services for us or on our behalf, including data analysis, email delivery, hosting services, customer service, and marketing assistance.
• Marketing Communications: With your consent, or with an opportunity for you to withdraw consent, we may share your information with third parties for marketing purposes, as permitted by law.
• Interactions with Other Users: If you interact with other users of the Site, those users may see your name, profile photo, and descriptions of your activity, including sending invitations to other users, chatting with other users, liking posts, and following blogs.
• Online Postings: When you post comments, contributions, or other content to the Site, your posts may be viewed by all users and may be publicly distributed outside the Site in perpetuity.
• Affiliates: We may share your information with our affiliates, in which case we will require those affiliates to honor this Privacy Policy.
• Business Partners: We may share your information with our business partners to offer you certain products, services, or promotions.

 

Tracking Technologies

• Cookies and Web Beacons: We may use cookies, web beacons, tracking pixels, and other tracking technologies on the Site to help customize the Site and improve your experience. When you access the Site, your personal information is not collected through the use of tracking technology. Most browsers are set to accept cookies by default. You can remove or reject cookies, but be aware that such action could affect the availability and functionality of the Site.
• Website Analytics: We may also partner with selected third-party vendors, such as Google Analytics, to allow tracking technologies and remarketing services on the Site through the use of first-party cookies and third-party cookies, to, among other things, analyze and track users’ use of the Site, determine the popularity of certain content, and better understand online activity. By accessing the Site, you consent to the collection and use of your information by these third-party vendors.

Security of Your Information

We use administrative, technical, and physical security measures to help protect your personal information. While we have taken reasonable steps to secure the personal information you provide to us, please be aware that despite our efforts, no security measures are perfect or impenetrable, and no method of data transmission can be guaranteed against any interception or other types of misuse.

Your California Privacy Rights

• The right to know about the personal information we collect and how it is used and shared;
• The right to delete personal information collected from you (with some exceptions);
• The right to opt-out of the sale or sharing of your personal information;
• The right to non-discrimination for exercising your CCPA rights.
• The right to correct inaccurate personal information that we have about you
• The right to limit the use and disclosure of sensitive personal information collected about you.