Privacy Policy

Effective Date: 12/10/2024

1. Introduction

At Michael Cloke Private Client Group, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your information when you use our website and services, including the Ultra Selling Framework™ and Concierge Provisioning™ systems.

2. Information We Collect

We may collect personal data, such as your name, email address, phone number, and business information when you:

  • Contact us through our website
  • Request information or an invitation to our services
  • Register for events, newsletters, or resources

We may also collect non-personal data such as browser type, IP address, and website usage data through the use of cookies and analytics tools.

3. Use of Information

The information we collect is used to:

  • Provide our services, including the Ultra Selling Framework™ and Concierge Provisioning™
  • Communicate with you regarding your inquiries or service requests
  • Improve our website, services, and client engagement
  • Offer personalized recommendations based on your preferences
  • Conduct research and analysis related to our business development

4. Data Sharing and Security

We do not sell or share your personal information with third parties for marketing purposes. We may share your information with trusted third-party vendors who assist us in operating our website or services, provided these parties agree to keep this information confidential.

We implement industry-standard security measures to protect your personal data from unauthorized access, alteration, or disclosure.

5. Your Rights

You have the right to:

  • Access the personal data we hold about you
  • Request corrections or updates to your personal data
  • Request deletion of your data, where legally applicable

To exercise any of these rights, please contact us at [insert email address].

6. Cookies and Tracking

We use cookies to enhance your browsing experience, track website usage, and personalize content. You may opt to disable cookies through your browser settings, though this may limit some functionality on our website.

7. Data Retention

We retain personal data only for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required or permitted by law.

8. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal data from minors. If we discover that we have inadvertently gathered such information, we will take steps to delete it.

9. Changes to this Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page, and your continued use of our website constitutes acceptance of the updated terms.

10. Contact Us

If you have any questions or concerns about this Privacy Policy, please contact us.