Privacy Policy

Our privacy policy and our respect for the information you provide us can be summarized simply: We collect information from you in order to provide you information about what we do.  We only use it for our purposes and do not sell or share it with any third parties outside of our immediate team.  Upon request, we will remove all of the personally identifiable information you provide from our systems.  Please continue to read the reminder of our privacy policy for additional details and specifics.

Information We Collect

When you sign up for a 1-1 meeting, event, require information about an investment, or ask to be added to our mailing list, we collect:

Required Information:
  • Name
  • Email address
Optional Information:
  • Phone number(s)
  • Locale information (address, time-zone)

How We Use Your Information

  • Communicate with you about meetings/events you've registered for
  • Send newsletters, updates, and promotional communications
  • Improve our website and services

Disclosures       

  • Do Not Track – Our site does not respond to do not track signals
  • Cross Site Tracking – We do not perform any cross-site tracking directly. We do use Google analytics, allow you to interface and/or access social media sites from our website, and use external payment processes.  Refer to their policies for details on any cross-site tracking provided by those services. 
  • Trusted Service Providers:  We contract with service providers for key services:
    • Payment Processors – to manage payment for our services
    • Investor Portals - to facilitate any specific investment you are involved in
    • Google – Website analytics and performance monitoring
    • RAVID Enterprises – Website hosting, Email
  • Our services and website are not suitable for children under the age of 13 and we do not knowingly collect nor store information for children under the age of 13.  Upon discovery or notice, any such information is immediately removed.
  • Although not planned, should the business be sold or merged, all provided information will transfer to the new owner.
  • Our website provides links to third-party websites.  Those websites will each have their won privacy policy which should be reviewed.   We are not responsible for the privacy policy of any third party website.
  • Consumer Rights
    • Right to Know: Consumers can request that a business disclose the specific pieces of personal information it has collected about them, the categories and sources of that information, and who received it.
    • Right to Delete: Consumers can request that a business erase the personal information it collected from them. The business must also direct its service providers, contractors, and any third parties that received the data to delete it.
    • Right to Correct: Consumers can ask a business to fix inaccurate personal information. The business must use commercially reasonable efforts to make the correction.
    • Right to Opt Out of Sale or Sharing: Consumers can tell a business to stop selling or sharing their personal information with third parties.
    • Right to Limit Sensitive Personal Information: Consumers can direct a business to restrict how it uses their sensitive personal information, limiting it to what is necessary to provide the goods or services the consumer requested.

 

Personally identifiable information we collect and how we use it:

What

How It's Used

Where/How it's stored

How long is it stored

Is data sold or shared

Can I opt-out

Can it be deleted

Name, phone, location, email, email read pixels

Providing service and service history to you

On our CRM (High Level)

Indefinitely

No

No

Yes

Email Address

Send emails, newsletters, updates, and promotional communications.  Inform you about upcoming events or offers.

On our server

Indefinitely

No

Yes

Yes

IP Address

Web Server logs and firewall security

On our server - we temporarily log IP addresses in our server and firewall logs to detect malicious activity, prevent spam, and ensure the security of our website

Logs continuously

No

No

No

IP Address

When you submit a form on our site, we log your IP address in our CRM to track where the submission originated and to assist with customer support and record-keeping.

On our server

Indefinitely

No

No

Yes

IP Address, First Party Cookies

We use your IP address on a transactional, non-stored basis to process user behavior through Google Analytics. This information is processed in an anonymized manner to help us understand site traffic and improve our services. Google uses first party cookies to track website session data.

We use your IP address on a transactional, non-stored basis to process user behavior through Google Analytics. This information is processed in an anonymized manner to help us understand site traffic and improve our services.  Your IP address is not stored by Google.  For more information, see: https://support.google.com/analytics/topic/2919631?hl=en&ref_topic=1008008&sjid=9756300981546294831-NC

IP Address - Not stored

Cookies – 2 years or per your browser policies

Account restrictions in place to prevent Google from using data for advertising or marketing purposes

No

No

Cookies – Us

To store transactional data while you are using our website

On our server

Indefinitely and/or per your browser

No

Yes (through your browser)

Yes (through your browser)

Payment Information

Processing payments for our services.  Our primary payments processors are Stripe & Paypal.  Both allow you to pay with other secondary processors, ex: Lime, Venmo, etc.

With the payment processors. PCI DDS compliance is handled by the payment processor.

Varies with their terms and your preferences

See their terms and conditions

No

See their terms and conditions

 

 

Email & SMS Communications

  • By submitting your information, you consent to receive emails from us.
  • Email Marketing:  You may opt-out of any email marketing content by providing direct notice to us, or, using the opt-out/unsubscribe feature of each email.  Unsubscribing from marketing emails does not prevent you from receiving transactional emails directly related to the services you request of us or meetings/events you sign up for.
  • Transactional Emails: Transactional emails are those related to scheduling appointments, providing meeting links, providing payment receipts, and other direct communication related to services you request of us.  You may not opt-out of this communication and an email address is required.
  • SMS Messaging:  By providing your phone number, and, opting-in to SMS communication, you allow us to communicate with you directly over SMS Messaging.  You may opt-out of SMS messaging at any time by replying STOP to any received text message, or, providing notice to us.  You may re-start text messaging at any time by replying START.  Note that there is no independent opt-out for marketing SMS vs. transaction SMS.

Sharing of Information

  • We do not sell, rent, or trade your personal information to third parties.
  • We may use trusted service providers to help us operate our website, email communications, monitor performance, or business operations. These providers are required to protect your information.

Data Security

We take the security of your data seriously:

  • Our site uses SSL/TLS with AES encryption for all data transmission
  • Our payment processors are PCI compliant
  • Access to customer records is limited to personnel who need it.

You may request to:

  • Review the personal information we have about you
  • Correct inaccurate information
  • Request deletion of your information

Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated effective date.

Contact

If you have questions about this Privacy Policy, please contact:

sylvia@jacksylgroup.com

Jacksyl Group, 2108 N ST STE N, SACRAMENTO, CA 95816