Privacy Policy

Our Commitment to Privacy

At Quantex Financial Advisors, we take your privacy seriously. This policy explains how we collect, use, protect, and share your personal information when you use our services or visit our website.

Information We Collect

Personal Information

We collect information that you provide directly to us, including:

• Name, email address, phone number, and mailing address
• Financial information including income, assets, and investment objectives
• Social Security number and tax identification information
• Employment and professional details
• Communications you send to us

Automatically Collected Information

When you visit our website, we automatically collect:

• Device information (IP address, browser type, operating system)
• Usage data (pages visited, time spent, click patterns)
• Cookies and similar tracking technologies

How We Use Your Information

We use collected information for the following purposes:

• Providing financial advisory and investment management services
• Communicating with you about your account and our services
• Complying with legal and regulatory requirements
• Improving our website and services
• Sending newsletters and marketing communications (with your consent)
• Protecting against fraud and unauthorized transactions
• Analyzing usage patterns to enhance user experience

Legal Basis for Processing

We process your personal information based on:

• Contract fulfillment: To provide the services you requested
• Legal obligation: To comply with regulatory requirements
• Legitimate interest: To improve our services and prevent fraud
• Consent: For marketing communications and optional data uses

Data Retention

We retain your personal information for as long as necessary to:

• Provide you with services
• Comply with legal obligations (typically 7 years for financial records)
• Resolve disputes and enforce our agreements

After the retention period, we securely delete or anonymize your information.

Data Security

We implement industry-standard security measures to protect your information:

• 256-bit SSL encryption for all data transmissions
• Secure servers with firewall protection
• Multi-factor authentication for account access
• Regular security audits and vulnerability assessments
• Employee training on data protection and confidentiality
• Restricted access to personal information on a need-to-know basis

Information Sharing

We may share your information with:

• Service providers: Companies that help us deliver services (cloud hosting, payment processors, analytics)
• Professional advisors: Lawyers, accountants, and consultants who assist in providing services
• Regulatory authorities: When required by law or to comply with legal processes
• Business transfers: In connection with a merger, acquisition, or sale of assets

We never sell your personal information to third parties.

Your Rights

You have the following rights regarding your personal information:

• Access: Request a copy of the personal information we hold about you
• Correction: Ask us to update inaccurate or incomplete information
• Deletion: Request deletion of your personal information (subject to legal retention requirements)
• Restriction: Request limitation of processing in certain circumstances
• Portability: Receive your data in a structured, machine-readable format
• Objection: Object to processing based on legitimate interests or for marketing purposes
• Withdraw consent: Revoke consent for data processing at any time

To exercise these rights, contact us at [email protected]

Cookies and Tracking

We use cookies and similar technologies to enhance your experience. For detailed information about our cookie practices, please visit our Cookie Policy.

Third-Party Services

Our website may contain links to third-party services:

• Google Analytics for website analytics
• Social media platforms
• Payment processors

These third parties have their own privacy policies, and we encourage you to review them.

Children's Privacy

Our services are not directed to individuals under 18. We do not knowingly collect personal information from children. If you believe we have collected information from a child, please contact us immediately.

Changes to This Policy

We may update this Privacy Policy periodically. We will notify you of significant changes by posting the new policy on our website and updating the "Last Updated" date. Your continued use of our services constitutes acceptance of the updated policy.

Contact Us

For questions about this Privacy Policy or our data practices, please contact: