Privacy Statement

Overview
Mach 1 Financial Group respects your privacy and is committed to protecting the personal information you provide through this website. This Privacy Statement describes how we collect, use, disclose, and safeguard information obtained through our website and related online services.

 

Information We Collect

We may collect information you voluntarily provide, including your name, email address, telephone number, mailing address, and information submitted through contact forms, appointment requests, client service requests, onboarding materials, account update forms, or other communications. We may also automatically collect certain website usage information, including IP address, browser type, device information, pages viewed, and dates and times of access.

 

Client Forms and Onboarding Materials

Certain areas of the website may provide access to Client Information Sheets, Onboarding Kits, or other documents intended for prospective or existing clients. These materials may require personal information necessary to establish, maintain, or service a client relationship and to satisfy applicable legal and regulatory obligations.

 

How We Use Information

We may use information to respond to inquiries, provide information regarding products and services, establish or service client relationships, comply with legal, regulatory, compliance, recordkeeping, supervisory, and risk-management obligations, improve website functionality, maintain security, prevent fraud, and conduct internal business operations.

 

Cookies and Analytics

Our website may use cookies and similar technologies to support functionality, security, performance monitoring, and analytics. Visitors may manage cookie preferences through browser settings, although certain website functionality may be affected if cookies are disabled.

 

Information Sharing

We do not sell personal information to advertising networks, data brokers, or other third parties for marketing or monetization purposes. We may share information with affiliated entities, custodians, service providers, professional advisors, regulatory authorities, governmental agencies, or other parties when reasonably necessary to provide requested services, operate our business, comply with legal or regulatory obligations, or protect our rights and interests.

 

Data Security

We maintain administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, use, or disclosure. While no method of transmission or storage can guarantee absolute security, we take reasonable measures designed to safeguard information entrusted to us. In the event of a security incident involving personal information, we will provide notifications as required by applicable law.

 

Privacy Rights

Depending on your state of residence and applicable law, you may have certain rights regarding your personal information, including the ability to request access to, correction of, or deletion of personal information, subject to legal and regulatory requirements. To protect privacy and security, we may take reasonable steps to verify identity before responding to requests involving personal information.

 

Website Tracking Preferences

Some web browsers offer privacy settings or tracking preference signals. Because there is not currently a universally accepted standard governing all browser-based tracking signals, our website may not respond to every such signal. Visitors may manage privacy preferences through available browser settings and controls.

 

Additional Client Privacy Notice

Clients will receive an additional privacy notice required by federal law in connection with establishing an investment advisory relationship. This privacy notice is provided pursuant to SEC Regulation S-P and governs the collection, use, safeguarding, and disclosure of information obtained in connection with advisory client relationships. The privacy notice contains additional information and disclosures beyond those included in this Privacy Statement. Clients will receive updated versions of this privacy notice as required by applicable law.

 

Changes to This Statement

We may update this Privacy Statement from time to time. Any revisions will be posted on this page with an updated revision date.

 

Contact Information

To ask questions or comment about this Privacy Statement and our privacy practices, please contact us. See the contact information available below on this website.