Privacy Policy
This Privacy Policy (the “Policy”) describes how Trinity Advisory Group, LLC and its affiliates (the “Firm”) collects, stores, and protects personal information and how personal information may be used by the Firm. This Policy applies to all Firm websites, social media sites, and mobile apps, as well as electronic mail (“e-mail”) messages, text messages, and other electronic communication sent to and/or received by the Firm and any of its employees, managers, officers, agents, and representatives.
Please read this Policy in its entirety before using or submitting information to us through this website or any online resource, or by other electronic means of communication. By using our website or communicating with us electronically, you are agreeing to the terms of this Policy and our Terms of Service, and any information that you submit to the Firm through this site or other means of electronic communication will be collected, processed, used, and disclosed in accordance with these terms.
The terms, policies, and disclosures contained in this Policy may change over time, so please plan to review this Policy periodically for changes.
1. What Information We Collect
You are not required to provide any personal information on any area of this site. However, you may choose to provide us with personal information about yourself by corresponding with us by telephone, electronic mail, via this website, offline, or otherwise.
The personal information that you may provide or that we may collect includes, but is not limited to, the following:
- Your name and/or the name of the business entity which is relevant;
- Your employment status, including job title and responsibilities;
- Your contact details, including your mailing address, telephone number, and email address;
- Information relating to the matter with respect to which you are seeking our advice, or with respect to which analyses is to be performed;
- Business or professional qualifications or experience;
- Information relating to the company with which you are affiliated, including personal information about the company’s directors, officers, beneficial owners, or agents, and relevant company financial and operating information;
- Other personal information contained in correspondence or documents which you may provide to us.
The personal information submitted by you may be required in order to enable us to provide services to you. With regard to personal information submitted by you which relates to others, including company directors, shareholders, beneficial owners, employees, customers, agents, trustees, associates or family members, it is not reasonably practical for us to provide them the information contained in this Privacy Policy. Given that, and as appropriate, you should provide a link to this Policy to any such person.
We use the personal information so collected to send you information that you have requested or other information in which we believe that you will be interested; to respond to an inquiry that you have submitted; to administer and improve our website; to enable you to access areas of the website which are password-protected or for which a password is required; to comply with our internal business policies; to send you communications concerning the Firm; to invite you to seminars, events, or other functions we believe may be of interest to you, and for research, statistical, and survey purposes. With respect to client representations, we may use personal information provided by you to complete the services for which you have hired us, subject to your instructions, privacy and data protection laws, and our professional duty of confidentiality.
2. How We Collect personal information
- Data Submitted Directly By You. When you contact us, request information, subscribe for a service, register as a user, or otherwise send us data we typically collect data such as your name and contact information and certain other personal information. Examples include personal information that you voluntarily provide to us on this website or offline, or information submitted by you to subscribe to receive emails, alerts, or other communications (ie. newsletters). In each such instance, you will know what data we have collected through the website or offline because you actively submit that to us.
- Data Collected Automatically As You Access and Navigate Through this Website. When you visit this site and navigate through the various web pages which comprise the website, we passively track information about your computer (ie. your operating system and browser type), internet connection (ie. the IP address of your computer and the name of your internet service provider), and details of your website visit (ie. the date and time that you accessed the website, website information from sites through which you linked to our website, and browsing information related to your site visit) through the use of cookies, which are small data files which are stored on your computer’s hard drive. We use this passively collected data to: estimate the number and date/time of our visitor traffic and compile statistics relating to site usage; to better understand the preferences of site visitors; to identify server problems; and to personalize your website visits
You can control and/or disable cookies by adjusting your preferences on your internet browser. You can also delete cookies that are already on your computer. You can reset your browser to refuse all cookies or to indicate when a cookie is being sent. However, some website features or services may not function properly without cookies.
3. Security - How We Protect Your Information
Information transmitted over the internet, generally, and specifically personal information transmitted to us by using this website or other electronic communication to us, is not completely secure. Given that, we cannot guarantee or warrant the security of your personal information transmitted electronically to us and any such transmission is at your own risk. Nonetheless, we take reasonable efforts to protect and secure your personal information from loss, misuse, and unauthorized access, use, and disclosure. This includes, among other things, using industry standard techniques such as firewalls, intrusion detection, and site monitoring.
Internally, we will restrict access to your personal information to personnel who need access to the information in order to do their jobs or provide the product or service requested.
4. Sharing personal information
We are not in the business of selling or sharing your personal information. Accordingly, personal information will be retained by us and will not be shared, sold, transferred, or otherwise disclosed to any third party, except as set forth in this Privacy Notice. Specifically, we may disclose personal information as follows:
- To our subsidiaries and affiliates;
- To contractors, service providers, and other third parties we use to support our business. These entities provide information technology, web hosting, and infrastructure support services for us. We do not control the collection and use of personal information by these third parties; however, when possible we seek to obligate these providers to use the information only to the extent necessary to provide the services being contracted for;
- To an actual or potential successor in interest to the Firm’s assets. If the Firm’s assets are transferred and as a result your personal information is transferred, we will require that the transferee use personal information obtained through this website in a manner consistent with this Privacy Policy;;
- To fulfill the purpose for which you provide it;
- To enforce our rights;
- For any other purpose disclosed by us when you provide the information;
- With your consent;
- If necessary to comply with any legal, regulatory, or professional obligation;
- To enforce or apply our Terms of Use or to establish, exercise, or defend the rights of the Firm, Firm personnel, customers, or others.
In addition, we may disclose aggregated personal information about our users, and information that does not identify any individual, without restriction.
5. Links To Other Sites
The Firm website may contain links to websites which are owned by, or sponsored by, third parties and which are neither owned or controlled by the Firm. The Firm links to these websites as a service to our users; however, the presence of such a link is not an endorsement of the linked-to website by the Firm and is provided with no guarantee of completeness, accuracy, or timeliness. The Firm does not investigate, monitor, or check such linked-to websites for accuracy or completeness and is not responsible for the content or opinions expressed in any such linked-to website. This Privacy Policy does not apply to any third-party websites, services, applications, or online resources to which this website or our e-mail may link, frame, or otherwise reference. The Firm takes no responsibility for the content or privacy practices of those third parties. We encourage you to carefully review the privacy policies of any third-party website that you access.
6. Access By Minors
Our website is intended for use by adults only, and children under the age of majority (or under the age at which the child may enter a legally binding contract, if greater) are not to submit personal information to us. We do not knowingly accept or request personal information transmitted by such persons. If we learn that we have collected personal information from a minor, we will either (i) delete any personal information so received; or (ii) obtain verifiable consent in accordance with the Children’s Online Privacy Protection Act (“COPPA”). If you become aware that a minor child has submitted or provided us with personal information, please have that child’s parent, legal guardian, or person having legal responsibility for the child contact us to have any personal information submitted by the child deleted from our records.