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Privacy Policy

Last updated: December 15, 2024

Introduction

At FinScope Neo, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services as an independent resource for digital financial tools and Canadian financial strategy insights.

Information We Collect

Personal Information

We may collect personal information that you voluntarily provide to us when you:

  • Subscribe to our newsletter or updates about neo financial insights
  • Contact us through our contact forms
  • Participate in surveys or feedback collection
  • Request information about digital finance canada resources

Automatically Collected Information

When you visit our website, we automatically collect certain information about your device and usage patterns, including:

  • IP address and location data
  • Browser type and version
  • Pages visited and time spent on our site
  • Referring website information
  • Device information and screen resolution

How We Use Your Information

We use the collected information for the following purposes:

  • Providing and maintaining our independent finance resource platform
  • Delivering neo platform review content and canadian financial tools analysis
  • Sending newsletters and updates about financial strategy canada insights
  • Responding to your inquiries and providing customer support
  • Improving our website functionality and user experience
  • Analyzing usage patterns to enhance our neo financial overview content
  • Complying with legal obligations and regulatory requirements

Information Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following limited circumstances:

Service Providers

We may share information with trusted third-party service providers who assist us in operating our website, conducting our business, or serving our users, provided they agree to keep this information confidential.

Legal Requirements

We may disclose your information when required by law, regulation, or legal process, or when we believe disclosure is necessary to protect our rights, your safety, or the safety of others.

Business Transfers

In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the business .

Data Security Measures

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • SSL encryption for data transmission
  • Secure server infrastructure and regular security updates
  • Access controls and authentication protocols
  • Regular security audits and vulnerability assessments
  • Employee training on data protection and privacy practices
  • Incident response procedures for potential security breaches

While we strive to protect your personal information, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security but are committed to maintaining industry-standard protection measures.

Your Privacy Rights

Depending on your location, you may have certain rights regarding your personal information:

Access and Portability

You have the right to request access to the personal information we hold about you and to receive a copy of this information in a portable format.

Correction and Updates

You may request that we correct or update any inaccurate or incomplete personal information.

Deletion

You may request that we delete your personal information, subject to certain legal and business requirements.

Opt-Out

You may opt out of receiving marketing communications from us at any time by following the unsubscribe instructions in our emails or contacting us directly.

Cookies and Tracking Technologies

Our website uses cookies and similar tracking technologies to enhance your browsing experience and analyze website usage. These technologies help us:

  • Remember your preferences and settings
  • Analyze traffic patterns and user behavior
  • Improve our neo experience content and recommendations
  • Provide personalized content about neo user feedback and insights

You can control cookie settings through your browser preferences. However, disabling cookies may affect the functionality of certain features on our website.

Compliance with Financial Regulations

As an independent resource focusing on digital financial tools and canadian financial tools analysis, we adhere to applicable privacy and data protection regulations, including:

  • Personal Information Protection and Electronic Documents Act (PIPEDA)
  • Provincial privacy legislation where applicable
  • General Data Protection Regulation (GDPR) for European users
  • California Consumer Privacy Act (CCPA) for California residents

We regularly review and update our privacy practices to ensure ongoing compliance with evolving regulatory requirements.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. Our retention periods are based on:

  • The nature and sensitivity of the information
  • Legal and regulatory requirements
  • Business and operational needs
  • Your ongoing relationship with our services

International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. When we transfer personal information internationally, we ensure appropriate safeguards are in place to protect your information in accordance with applicable data protection laws.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected personal information from a child under 18, we will take steps to delete such information promptly.

Updates to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. We will notify you of any material changes by:

  • Posting the updated policy on our website
  • Updating the "Last updated" date at the top of this policy
  • Sending email notifications for significant changes

We encourage you to review this Privacy Policy periodically to stay informed about how we protect your information.

Contact Information for Privacy Concerns

If you have any questions, concerns, or requests regarding this Privacy Policy or our privacy practices, please contact us:

Privacy Officer

Email: [email protected]

Mailing Address:
FinScope Neo Privacy Office
1250 René-Lévesque Blvd West, Suite 2200
Montreal, QC H3B 4W8
Canada

Phone: +1 (514) 287-9340

Response Time: We will respond to privacy inquiries within 30 days of receipt.

Regulatory Complaints

If you believe we have not addressed your privacy concerns adequately, you have the right to file a complaint with the appropriate regulatory authority:

  • Canada: Office of the Privacy Commissioner of Canada
  • European Union: Your local Data Protection Authority
  • California: California Attorney General's Office