VistaShares Privacy Policy

About Us

At VistaShares, protecting your privacy and safeguarding the security of your personal information is one of our top priorities. This privacy policy explains the types of information we collect, how we use it, and the measures we take to protect your data. By using our website, you agree to the terms outlined in this Privacy Policy.

Information We Collect

We may collect non-public personal information (‘Customer Information’) about you, including:
– Identifying Information: Your name, email address, phone number, and IP address.
– Professional Details: Your status as a financial planner, if applicable.
– Technical Data: Information about your device, internet connection, page interactions, and response times, collected via cookies.

**IP Addresses**:
We collect IP addresses to diagnose server issues, administer our website, and gather demographic insights such as visitor counts.

**Forms and Contact Requests**:
When you request information through online forms, trade show inquiries, or direct interactions with our representatives, we may collect your contact details, including your email, phone number, and business address.

**Analytics Tools**:
VistaShares uses analytics platforms like LeadLander to gather data on website visitors. If you’ve opted into ‘The LeadLander Contact Network,’ your information may be visible across all LeadLander-enabled websites.

How We Use Your Information

We collect and use Customer Information for the following purposes:
– To contact you regarding relevant financial products and services.
– To create aggregated data for improving our services.
– To comply with applicable laws and regulations.

Data Retention

We retain your Customer Information for up to 48 months after our last interaction.

Security Measures

We implement strict physical, electronic, and procedural safeguards to protect your Customer Information. Access to this data is restricted to employees who require it to provide services. All data is stored on secure servers located in the United States.

Your Rights

We believe your information belongs to you. You have the right to:
– View, modify, or delete your information: Contact us at info@vistashares.com for assistance.
– Stop data processing: Reach out to us to request the cessation of data processing activities.

Third-Party Links

Our website may include links to third-party websites. VistaShares is not responsible for the privacy practices of these sites. Review their privacy policies before sharing any personal information.

Information Disclosure

We do not sell or disclose Customer Information except in the following cases:
– To employees or partners who need the information to assist you.
– To compliance professionals, auditors, or legal advisors.
– When required by law.

Communications

We may contact you with updates on financial products via email, phone, text, or postal mail. Please note that email and text communications are not guaranteed to be secure.

California Privacy Rights

Under the California Consumer Privacy Act (CCPA), California residents have specific rights regarding their personal information:
– Right to Know: You can request details on what personal information we collect and share.
– Right to Delete: You can request deletion of your data, subject to certain legal limitations.
– Right to Non-Discrimination: You will not be discriminated against for exercising your privacy rights.
– Right to Opt-Out: We do not sell personal information but honor requests to restrict data sharing.

To exercise your rights, contact us at info@vistashares.com.

Cookies Policy

Cookies enhance your experience on our website by:
– Storing preferences and session data.
– Providing analytics for site improvements.

We use both session and persistent cookies, including third-party cookies from Google Analytics and LeadLander. You can manage or delete cookies through your browser settings, though this may limit functionality.

Updates to This Policy

We may update this Privacy Policy periodically. Any changes will be posted on this page, with the effective date clearly noted.