Privacy Policy for Momentum Financial Group

Effective Date: October 24, 2024

Momentum Financial Group (“we,” “us,” “our”) is committed to protecting your privacy and ensuring the security of your personal data. This Privacy Policy outlines how we collect, use, and protect the information you provide to us.

1. Information We Collect

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

Use our website or contact us via forms
Request services or submit inquiries
Use our website or contact us via forms
Subscribe to our newsletter or marketing communications
Engage with us through social media or other interactions

The types of personal information we may collect include:

Name, contact details (email, phone number)
Financial information for service provision (bank account details, tax identification numbers)
IP address, browser type, and device information
Subscribe to our newsletter or marketing communications
Any other information you provide to us

2. How We Use Your Information

We use the information we collect for the following purposes:

To provide, operate, and maintain our services
To communicate with you regarding inquiries or services
To send you promotional materials or newsletters (only if you’ve opted in)
To comply with legal obligations, including financial regulations and anti-money laundering (AML) requirements
To improve and optimize our website's performance

3. Financial Disclosures

In the course of providing financial services, we may collect and use your financial information to comply with applicable regulations, such as:

Financial reporting requirements
Fraud prevention and identity verification
To send you promotional materials or newsletters (only if you’ve opted in)
Compliance with financial regulatory bodies and government authorities

Your financial data will be handled securely, and we will never share it with third parties for marketing purposes without your explicit consent. However, we may share such data:

With authorized regulatory or legal entities
With service providers for the purpose of delivering financial services

4. Sharing of Information

We do not sell, rent, or share your personal information with third parties except:

With service providers who assist us in operating the website or providing our services
When required by law, such as to comply with a legal process or protect our rights

5. Security of Information

We take appropriate measures to protect your information from unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.

6. Your Rights

You have the right to:

Access, update, or delete your personal information
Withdraw your consent to our processing of your information at any time
Request the correction of inaccurate or incomplete information
Opt-out of marketing communications at any time

7. Cookies

Our website uses cookies and similar technologies to improve user experience, track usage, and personalize content. You may choose to set your browser to refuse cookies, but this may limit some functionalities of our website.

8. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Effective Date.” We encourage you to review this policy periodically.

9. Contact Us

If you have any questions about these Terms & Conditions, please contact us at:

Email: info@momentumfinancialgroup.com

Address: 500 Australian Ave, Suite 600, West Palm Beach, FL 33401