Legal
Privacy Policy
Last updated [Date to be confirmed]
This page is a template prepared for review by the firm's legal counsel. It should be reviewed, completed, and approved before the site is published publicly. Nothing here constitutes legal advice.
Information We Collect
When you submit an inquiry through this website, we collect the information you provide: your name, email address, telephone number, organization, investor type, areas of interest, and the content of your message.
We do not request or store Social Security numbers, bank account information, government identification, or sensitive financial records through this website.
How Information Is Used
Information submitted through the site is used solely to respond to your inquiry and to maintain a record of correspondence. It is not sold, rented, or shared with third parties for marketing purposes.
Confidentiality and Access
Inquiry records are accessible only to authorized personnel of The Navarrete Group. Access controls are applied at the record level.
Data Retention
Inquiry records are retained for as long as necessary to maintain a record of correspondence, or as required by applicable law. You may request the removal of your information by contacting the firm.
Cookies and Analytics
This website may use limited technical cookies required for authentication and session management. Any additional analytics or tracking will be disclosed and controlled here before it is enabled.
Your Choices
You may request access to, correction of, or deletion of the information you have submitted by contacting the firm through the contact page.
Contact
Questions regarding this policy should be directed to the firm through the contact page on this website.