Privacy Policy

Call: (949) 390-9380

Privacy Policy for Platinum Cubed LLC

Effective Date: 1/1/2025

At Platinum Cubed, we take your privacy seriously. This Privacy Policy explains how we collect, use, store, and protect your personal and financial information when you engage with our professional services in the financial services industry. Our practices comply with applicable data privacy laws and regulations.

By using our services or visiting our website, you agree to the collection and use of your information in accordance with this Privacy Policy.

1. Information We Collect

We collect personal and financial information that is necessary to provide our services. The types of information we may collect include:

  • Personal Information: Name, contact details (email, phone number), date of birth, address, and other identifiers.
  • Financial Information: Income, investment accounts, bank account details, credit history, tax information, and other financial data relevant to the services we provide.
  • Usage Data: Information about your interactions with our website, including IP address, browser type, device information, and browsing behavior.
  • Client Data: Any data shared by clients in connection with our professional services (e.g., financial plans, investment strategies, account balances).

2. How We Use Your Information

We use the information we collect to:

  • Provide financial services, including financial advice, investment management, tax planning, and other related services.
  • Communicate with you about your accounts, services, and updates.
  • Comply with legal and regulatory requirements, including anti-money laundering (AML) and know your customer (KYC) regulations.
  • Improve and personalize your experience with our website and services.
  • Respond to inquiries, requests, and provide customer support.

3. How We Share Your Information

We may share your information under the following circumstances:

  • With Service Providers: We may share your data with trusted third-party service providers who assist us in performing necessary business functions (e.g., payment processors, data hosting providers, IT support). These third parties are required to maintain the confidentiality and security of your information.
  • As Required by Law: We may disclose your information if required by law, regulation, legal process, or government request.
  • With Affiliates and Partners: In some cases, we may share information with trusted partners to provide integrated financial services, subject to appropriate privacy and confidentiality agreements.

4. Data Security

We implement a variety of security measures to protect your personal and financial data from unauthorized access, alteration, or disclosure. Our security practices include:

  • Encryption: We use industry-standard encryption methods (e.g., SSL/TLS) to protect sensitive information during transmission.
  • Access Control: Access to sensitive data is limited to authorized personnel only, and all access is logged and monitored.
  • Regular Audits and Testing: We conduct regular security audits, vulnerability assessments, and penetration testing to ensure our systems are secure.

We are committed to complying with SOC 2 standards, ensuring that our systems and processes meet the rigorous criteria for data security, availability, processing integrity, confidentiality, and privacy.

5. Data Retention

We retain personal and financial information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce agreements. Once the data is no longer required for these purposes, we will take steps to securely delete or anonymize it.

6. Your Rights

Depending on your location, you may have the following rights regarding your personal data:

  • Access and Correction: You can request access to the personal information we hold about you and request that we update or correct any inaccuracies.
  • Deletion: You may request that we delete your personal data, subject to certain exceptions (e.g., if retention is required by law).
  • Opt-Out: You can opt out of receiving marketing communications from us at any time.
  • Data Portability: You may request a copy of your personal information in a structured, commonly used format.

To exercise your rights, please contact us at [contact information].

7. Cookies and Tracking Technologies

Our website uses cookies and other tracking technologies to enhance your experience. These technologies may collect information such as your IP address, browser type, and page views. You can control cookie settings through your browser, but disabling cookies may affect your ability to use certain features of our website.

For more information, please review our Cookie Policy [insert link].

8. International Data Transfers

If you are located outside of [Country], please be aware that your information may be transferred to and processed in [Country], where our servers are located. We will take appropriate steps to ensure that your personal data receives an adequate level of protection in accordance with applicable laws.

9. Children’s Privacy

Our services are not intended for children under the age of 13. We do not knowingly collect or solicit personal information from anyone under 13 years of age. If we discover that we have collected personal information from a child under the age of 13, we will take steps to delete that information.

10. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. If we make significant changes to the way we collect or use your data, we will provide notice through our website or by other means. Please review this Privacy Policy periodically to stay informed about how we are protecting your information.

11. Contact Us

If you have any questions or concerns about this Privacy Policy, or if you wish to exercise your privacy rights, please contact us at:

Platinum Cubed LLC
573 North State Road, Briarcliff Manor, NY 10510
(718)715-6981
support@platinumcubed.com