§ Legal
Privacy
Draft. Structural template only. A US financial firm collecting personal data has obligations under Regulation S-P / GLBA, and under state privacy laws such as the CCPA/CPRA if California residents are in scope. Have counsel finalise this page and add the required consumer-rights request route before launch.
What we collect
Only what you type into the enquiry form: name, email, optional phone, state, the type of account you're asking about, an approximate amount range, and any message you add. We record which page the enquiry came from so we know what you were reading.
What we do with it
We use it to respond to your enquiry and, if you become a client, to service your account. We do not sell, rent or share it with marketing partners.
Cookies
This site sets a session cookie and a CSRF cookie, both of which are required for the forms to work securely. It does not run advertising or cross-site tracking cookies. If analytics are added later, this section will say which and give you a way to opt out.
How long we keep it
Enquiries that don't become clients are deleted on request and otherwise reviewed periodically. Client records are kept as long as financial recordkeeping rules require.
Your requests
Ask for a copy of your record, a correction, or deletion at hello@pagelee.com. Depending on your state you may have additional statutory rights, which counsel will enumerate here.