Privacy Statement
At FutureYou Finance, we prioritize your privacy and are committed to using your personal information solely for providing regulatory support and delivering the services you have requested from us.
This privacy statement outlines your rights regarding your personal data, why we process it, and the manner in which we utilize that data.
Your rights
You are entitled to understand:
- the purpose behind processing your personal data;
- the details of the personal data we possess and its sources;
- the parties with whom your personal data might be shared;
- the duration for which we intend to keep your personal data;
- your rights concerning the rectification, restriction of processing, and deletion of your personal data;
- your right to lodge a complaint with the Information Commissioner’s Office.
Reasons for processing your personal data
We process your data driven by our legitimate interest to offer you financial guidance, manage investments, and facilitate financial transactions.
Collection and source of your personal data
We gather data regarding your personal and financial situations primarily from you. However, we might also receive information from financial institutions and other third parties that isn’t publicly accessible. This might include collecting additional information or using existing data for further advice or transactions.
We also collect what is considered special category data concerning your health, as it influences our advice and is necessary for insurance or annuity contracts.
Disclosure of your personal data
Your personal data is shared with entities through which we execute financial transactions on your behalf. Additionally, we may disclose your personal data to companies such as accountants, auditors, lawyers, global tax authorities including HMRC, compliance consultants, and any organization requiring regulatory access or responding to legal processes.
Retention of your personal data
We retain client data records for the duration mandated by our regulators or as long as the data might be required to address a legal claim.
Your control over the data we hold
You have the right to request:
- access to your personal data, to which we will provide a copy
- updates or corrections to your personal data
- restriction on the processing of your personal data
- deletion of your personal data once it is no longer necessary for processing in compliance with our legal obligations or -for defending a legal claim
- cessation of marketing communications now and in the future
Withdrawing consent will not preclude us from sending information regarding your financial matters that fall within our client agreement scope, which will continue until the agreement is terminated.
Inquiries about this Privacy Statement
Should you have any questions regarding this statement, please reach out to the managing partner at the email address provided below.
Copyright © 2024 FutureYou Finance - All Rights Reserved.
Not affiliated with the Social Security Administration, IRS or any other governmental agency.
FutureYou Finance provides educational marketing services only and does not offer Financial, Legal or Tax Advice. Retirement You Workshops are hosted by independent financial professionals that are required to be licensed in their state(s) of jurisdiction for all products and service they provide. Insurance and/or financial services may be offered at a later date. There is no cost or obligation required to attend the workshop. All offers and invitations are subject to specific terms and availability. Contact the workshop host for additional details.
This site is not part of, or endorsed by, Meta™, Google™, Snapchat™, X™ or any social media platform in any way.
All product names, logos, and brands are property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, logos, and brands does not imply endorsement.
FACEBOOK™ is a trademark of Meta™, Inc. YOUTUBE™ and GOOGLE™ are trademarks of GOOGLE™, LLC. SNAPCHAT™ is a trademark of SNAP™, Inc. X™ is a trademark of X Corp.