Privacy Policy
Privacy Policy
Guardian Trust Partners
Effective Date: July 14, 2025
Last Updated: July 14, 2025
All the below categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties, excluding aggregators and providers of the Text Message services.
1. Introduction
Guardian Trust Partners ("we," "our," or "us") is 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 www.guardiantrustpartners.com or use our services.
2. Information We Collect
2.1 Personal Information
We may collect the following types of personal information:
Contact Information: Name, email address, phone number, mailing address
Financial Information: Account details, transaction history, investment preferences
Identity Verification: Government-issued ID numbers, Social Security numbers, date of birth
Professional Information: Employment details, income information, investment experience
Communication Records: Records of calls, emails, text messages, and other communications
2.2 Automatically Collected Information
Technical Data: IP address, browser type, device information, operating system
Usage Data: Pages visited, time spent on site, click patterns, referral sources
Location Data: General geographic location based on IP address
Cookies and Tracking: Information collected through cookies and similar technologies
2.3 Third-Party Information
We may receive information about you from:
Credit reporting agencies
Identity verification services
Public databases and records
Marketing partners and service providers
Social media platforms (if you connect your accounts)
3. How We Use Your Information
3.1 Primary Business Purposes
Provide financial services and investment management
Process transactions and maintain accounts
Verify your identity and prevent fraud
Comply with legal and regulatory requirements
Communicate about your accounts and services
3.2 Marketing and Communications
Promotional Communications: Send marketing materials about our services, market insights, and financial opportunities
Educational Content: Provide investment education, market updates, and financial planning resources
Event Invitations: Invite you to webinars, seminars, and other educational events
Customer Surveys: Request feedback to improve our services
3.3 TCPA and FCC Compliant Messaging
We strictly comply with the Telephone Consumer Protection Act (TCPA) and FCC regulations:
Express Written Consent Requirements:
We obtain express written consent before sending marketing texts
Consent includes your signature (electronic or written) authorizing specific types of messages
We clearly disclose that consent is not required to purchase services
We provide toll-free customer service number for questions
Call and Text Restrictions:
No auto-dialed calls/texts to cell phones without prior express consent
No prerecorded marketing calls to any phone without consent
Compliance with National Do Not Call Registry requirements
Proper caller ID transmission for all calls
Record Keeping:
Maintain detailed records of all consents for minimum 4 years
Document opt-out requests and honor them within 30 days
Record all marketing communications and consent dates
Track consent methods and sources for audit purposes
Revocation Rights:
You can revoke consent at any time using any reasonable method
Text "STOP," "QUIT," "END," "CANCEL," "UNSUBSCRIBE" or "REVOKE"
Call our opt-out line at [Phone Number]
Email [email protected]
Written request to our business address
All A2P communications comply with:
TCPA requirements for express written consent
FCC rules on automated calling and texting
CTIA guidelines for responsible messaging
Carrier-specific content and delivery standards
CAN-SPAM Act requirements for commercial messages
4. Legal Basis for Processing (GDPR)
For users in the European Union, we process personal data based on:
Contract Performance: To provide requested services
Legal Obligation: To comply with regulatory requirements
Legitimate Interests: For business operations and fraud prevention
Consent: For marketing communications (where required)
5. Data Sharing and Disclosure
5.1 Service Providers
We share information with trusted third-party service providers who assist us in:
Technology infrastructure and security
Customer relationship management
Marketing and communication services
Compliance and regulatory reporting
A2P messaging platform providers
5.2 Legal Requirements
We may disclose information when required by:
Court orders, subpoenas, or legal process
Regulatory authorities and government agencies
Law enforcement investigations
Compliance with securities regulations
5.3 Business Transfers
In the event of a merger, acquisition, or sale of assets, your information may be transferred to the acquiring entity.
5.4 With Your Consent
We may share information for other purposes with your explicit consent.
6. Data Security
We implement comprehensive security measures including:
Encryption: Data encrypted in transit and at rest
Access Controls: Role-based access limitations
Regular Audits: Security assessments and vulnerability testing
Employee Training: Staff education on data protection
Incident Response: Procedures for addressing security breaches
7. Data Retention
We retain personal information for as long as necessary to:
Provide ongoing services
Comply with legal and regulatory requirements
Resolve disputes and enforce agreements
Meet recordkeeping obligations (typically 7 years for financial records)
8. Your Rights and Choices
8.1 Access and Correction
Request access to your personal information
Correct inaccurate or incomplete data
Update your contact preferences
8.2 Marketing Opt-Out
You can opt out of marketing communications by:
Clicking "unsubscribe" links in emails
Replying "STOP" to text messages
Contacting us directly at [email protected]
Updating preferences in your account dashboard
8.3 GDPR Rights (EU Residents)
Right to Erasure: Request deletion of personal data
Right to Portability: Receive data in a portable format
Right to Restriction: Limit processing of your data
Right to Object: Object to certain processing activities
8.4 California Privacy Rights (CCPA/CPRA)
Under California law, you have the right to:
Know: What personal information we collect and how it's used
Delete: Request deletion of your personal information
Opt-Out: Opt-out of the sale or sharing of personal information
Correct: Request correction of inaccurate information
Limit: Restrict use of sensitive personal information
Non-Discrimination: Equal service regardless of privacy choices
How to Exercise Rights:
Online: Visit our Privacy Rights Portal at [Your Website]/privacy-rights
Email: Send requests to [email protected]
Phone: Call our Privacy Hotline at [Your Privacy Number]
Mail: Send written requests to our Privacy Officer
Verification Process: We may require additional information to verify your identity before fulfilling requests, including:
Government-issued identification
Account verification details
Signed declaration under penalty of perjury
9. Cookies and Tracking Technologies
We use cookies and similar technologies for:
Essential Functions: Site functionality and security
Analytics: Understanding site usage and performance
Marketing: Personalized advertising and content
Preferences: Remembering your settings and choices
You can manage cookie preferences through your browser settings or our cookie consent tool.
10. Children's Privacy
Our services are not directed to individuals under 18. We do not knowingly collect personal information from children under 18. If we become aware that we have collected such information, we will take steps to delete it promptly.
11. California-Specific Privacy Rights (CCPA/CPRA)
As a California-based company, we comply with the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA). California residents have the following rights:
11.1 Right to Know
Categories of personal information collected
Sources of personal information
Business or commercial purposes for collection
Categories of third parties with whom we share information
Specific pieces of personal information collected
11.2 Right to Delete
Request deletion of personal information we have collected, subject to certain exceptions for:
Completing transactions and providing services
Detecting and preventing fraud and security incidents
Complying with legal obligations
Internal uses reasonably aligned with your expectations
11.3 Right to Opt-Out of Sale/Sharing
We do not sell personal information in the traditional sense
We may share information for targeted advertising purposes
You can opt-out of such sharing via our "Do Not Sell My Personal Information" link
11.4 Right to Correct
Request correction of inaccurate personal information
11.5 Right to Limit Sensitive Personal Information
Request limits on the use of sensitive personal information beyond what's necessary to provide services
11.6 Non-Discrimination
We will not discriminate against you for exercising your privacy rights
11.7 Authorized Agents
You may designate an authorized agent to make requests on your behalf with proper verification
12. Updates to This Policy
We may update this Privacy Policy periodically. We will notify you of material changes by:
Posting the updated policy on our website
Sending email notifications to registered users