PRIVACY POLICY
Effective Date: 7/19/2024
SMS Program Description for CMC Financial Group
Our SMS program at CMC Financial Group is designed to enhance communication with our clients by delivering timely and relevant information directly to your mobile device. By opting in to receive SMS messages from us, you can expect to receive the following types of messages:
- Appointment Reminders: Receive reminders about upcoming meetings, consultations, or appointments scheduled with your financial advisor.
- Market Updates: Stay informed with periodic updates on market trends, financial insights, and investment opportunities that may impact your portfolio.
- Event Notifications: Get notifications about exclusive events, webinars, seminars, and workshops hosted by CMC Financial Group that you may be interested in attending.
- Account Alerts: Receive alerts regarding important account activities, such as transaction confirmations or account status updates.
- Service Updates: Stay informed about changes to our services, new offerings, and updates to our policies that may affect you.
- Promotional Messages: Occasionally, receive promotional messages about special offers, new services, or limited-time opportunities relevant to your financial planning needs.
Message frequency will vary depending on your engagement with CMC Financial Group and the types of services you have opted into. Standard message and data rates may apply.
You can opt out of receiving SMS messages at any time by replying "STOP" to any message received. Opting out will prevent you from receiving further SMS messages from CMC Financial Group, except as required by law.
For support or more information about our SMS program, please contact us at mark@cmcfg.com.
1. Information We Collect
We may collect and process the following data about you:
- Personal Information: Name, email address, phone number, and any other information you voluntarily provide to us through the contact form on our Site.
- Usage Data: Information about your visit to our Site, including the pages you viewed, links you clicked, and other actions you take on our Site. We may collect this data using cookies and similar technologies.
- Analytics Data: We use Google Analytics to collect information about your use of our Site. Google Analytics may collect information such as your IP address, browser type, referring/exit pages, and operating system. This information is used to analyze trends, administer the site, track user movements around the site, and gather demographic information.
2. How We Use Your Information
We may use the information we collect from you for the following purposes:
- To provide and maintain our services to you, including responding to your inquiries submitted through our contact form.
- To communicate with you, including sending you updates about our services, newsletters, and promotional materials that may be of interest to you.
- To analyze and improve our services and the functionality of our Site.
- To comply with legal and regulatory requirements.
3. Sharing Your Information
We may share your information with third parties in the following circumstances:
- With service providers who assist us in operating our website and providing our services, such as website hosting providers and IT service providers.
- With Google Analytics to help us analyze web traffic and improve our services.
- With regulatory authorities, law enforcement agencies, or as otherwise required by law.
4. Security of Your Information
We take reasonable measures to protect your information from unauthorized access, use, or disclosure. However, please be aware that no method of transmission over the internet or method of electronic storage is completely secure.
5. Your Choices and Rights
You may have certain rights regarding your information, including the right to access, correct, or delete your information. Please contact us using the contact information provided below to exercise these rights.
6. Changes to This Privacy Policy
We may update this privacy policy from time to time in order to reflect changes to our practices or for other operational, legal, or regulatory reasons. We will notify you of any changes by posting the updated policy on our Site with an updated effective date.
7. Contact Us
If you have any questions about this privacy policy or our practices, please contact us at:
CMC Financial Group, LLC7000 Central Parkway Suite 225
Atlanta, Georgia 30328
Email: mark@cmcfg.com