PRIVACY POLICY

Protecting your private information is our priority.

We are bound by professional standards of confidentiality that are even more stringent than those required by law. Federal law gives the customer the right to limit some but not all sharing of personal information. It also requires us to tell you how we collect, share, and protect your personal information.

By using the KW Wealth Management website, you consent to the data practices described in this statement.

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law, including computer safeguards and secured files and buildings.FEDERAL & STATE LAW ALLOWS YOU TO LIMIT SHARING – OPTING OUT. Federal law allows you the right to limit the sharing of your NPI by “opting-out” of the following: sharing for non-affiliates everyday business purposes – information about your creditworthiness or sharing with affiliates or non-affiliates who use your information to market to you. State laws and individual companies may give you additional rights to limit sharing. Please notify us immediately if you choose to opt-out of these types of sharing.

DEFINITIONS: Affiliates – companies related by common ownership or control. They can be financial and non-financial companies; Non-affiliates – Companies not related by common ownership or control. They can be financial and non-financial companies; Joint marketing – a formal agreement between non-affiliated financial companies that together market financial products or services to you.

TYPES OF NONPUBLIC PERSONAL INFORMATION (NPI) WE COLLECT

We do not collect any personal information about you unless you voluntarily provide it to us. We use your personally identifiable information to provide you with the information or content that you have requested, and, in some cases, to contact you about our programs, products, features, or services. This can include but is not limited to your Social Security Number, Date of Birth, Banking Information, Financial Account Numbers and/or Balances, Sources of Income, and Credit Card Numbers or Information. When you are no longer our customer, we may continue to share your information only as described in this notice.

KW Wealth Management may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on KW Wealth Management or the site; (b) protect and defend the rights or property of KW Wealth Management; and/or (c) act under exigent circumstances to protect the personal safety of users of KW Wealth Management, or the public.

However, you may be required to provide certain personal information to us when you elect to use certain products or services. These may include: (a) registering for an account; (b) sending us an email message; (e) submitting your payment information when ordering and purchasing products and services. To wit, we will use your information for, but not limited to, communicating with you in relation to services and/or products you have requested from us. We also may gather additional personal or non-personal information in the future.If you no longer wish to receive press releases or any other type of information from us, you may send us an email through our “Contact Us” link https://www.globalwealthadvisor.com/contact-us

We may employ other companies and individuals to perform functions on our behalf. Our employees, agents, and contractors who have access to personally identifiable information are required to protect the information in a manner that is consistent with this Privacy Statement.

We may provide access to your personally identifiable information when legally required to do so, to cooperate with police investigations or other legal proceedings, to protect against misuse or unauthorized use of our Web Site, to limit our legal liability and protect our rights, or to protect the rights and safety of visitors to this Web Site or the public. In those instances, the information is provided only for that limited purpose.

We will not share your personally identifiable information in ways unrelated to those described above without providing you with an opportunity to opt-out of such use or otherwise prohibit such unrelated uses.

COOKIES

KW WEALTH MANAGEMENT uses cookies, tags, pixels, and similar technologies to enhance your experience on our www.globalwealthadvisor.com site. These technologies allow us to recognize your preference information, keep track of the choices you make concerning the e-mails you wish to receive, and to facilitate effective Web site administration. You may elect to refuse cookies. Please refer to your browser’s Help instructions to learn more about cookies.

One of the primary purposes of cookies is to provide a convenience feature to save you time. The purpose of a cookie is to tell the Web server that you have returned to a specific page. For example, if you personalize KW Wealth Management pages, or register with the KW Wealth Management site or services, a cookie helps KW Wealth Management to recall your specific information on subsequent visits. This simplifies the process of recording your personal information, such as billing addresses, shipping addresses, and so on. When you return to the same KW Wealth Management website, the information you previously provided can be retrieved, so you can easily use the KW Wealth Management features that you customized. You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the KW Wealth Management services or websites you visit.

LINKS

This website contains links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information. You have the ability to accept or decline cookies. Most Web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. If you choose to decline cookies, you may not be able to fully experience the interactive features of the KW Wealth Management services or websites you visit.

Security of your Personal Information

KW Wealth Management secures your personal information from unauthorized access, use, or disclosure. KW Wealth Management uses the following methods for this purpose:

 - SSL Protocol

When personal information (such as a credit card number) is transmitted to other websites, it is protected through the use of encryption, such as the Secure Sockets Layer (SSL) protocol.

We strive to take appropriate security measures to protect against unauthorized access to or alteration of your personal information. Unfortunately, no data transmission over the Internet or any wireless network can be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, you acknowledge that: (a) there are security and privacy limitations inherent to the Internet which are beyond our control; and (b) security, integrity, and privacy of any and all information and data exchanged between you and us through this Site cannot be guaranteed.

All Investment Advisers may need to share personal information to run their everyday business. In the section below, we list the reasons that we may share your personal information:

  • For everyday business purposes – such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus;

  • For our marketing – to offer our products and services to you;

  • or joint marketing with other financial companies;

  • For our affiliates’ everyday business purposes – information about your transactions and experiences and information about your creditworthiness; or

  • For non-affiliates to market to you.

 

RIGHT TO DELETION 

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

•     Delete your personal information from our records; and

•     Direct any service providers to delete your personal information from their records.

Please note that we may not be able to comply with requests to delete your personal information if it is necessary to:

•     Complete the transaction for which the personal information was collected, fulfill the terms of a written warranty or product recall conducted in accordance with federal law, provide a good or service requested by you, or reasonably anticipated within the context of our ongoing business relationship with you, or otherwise perform a contract between you and us;

•     Detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity; or prosecute those responsible for that activity;

•     Debug to identify and repair errors that impair existing intended functionality;

•     Comply with the California Electronic Communications Privacy Act;

•     Engage in public or peer-reviewed scientific, historical, or statistical research in the public interest that adheres to all other applicable ethics and privacy laws, when our deletion of the information

      likely to render impossible or seriously impair the achievement of such research, provided we have obtained your informed consent;

•     Enable solely internal uses that are reasonably aligned with your expectations based on your relationship with us;

•     Comply with an existing legal obligation; or

•     Otherwise use your personal information, internally, in a lawful manner that is compatible with the context in which you provided the information.

Subject to certain exceptions set out below, on receipt of a verifiable request from you, we will:

•     Delete your personal information from our records; and

•     Direct any service providers to delete your personal information from their records.

If you are a new customer we may begin sharing your information on the day you sign our agreement. When you are no longer our customer, we may continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

CHILDREN UNDER THIRTEEN

KW Wealth Management does not knowingly collect personally identifiable information from children under the age of thirteen. If you are under the age of thirteen, you must ask your parent or guardian for permission to use this website.

EXTERNAL DATA STORAGE SITES  

We may store your data on servers provided by third party hosting vendors with whom we have contracted

SHARING INFORMATION WITH THIRD PARTIES 

KW Wealth Management does not sell, rent or lease its customer lists to third parties.

KW Wealth Management may share data with trusted partners to help perform statistical analysis, send you email or postal mail, provide customer support, or arrange for deliveries. All such third parties are prohibited from using your personal information except to provide these services to KW Wealth Management, and they are required to maintain the confidentiality of your information.

 

KW Wealth Management may disclose your personal information, without notice, if required to do so by law or in the good faith belief that such action is necessary to: (a) conform to the edicts of the law or comply with legal process served on KW Wealth Management or the site; (b) protect and defend the rights or property of KW Wealth Management; and/or (c) act under exigent circumstances to protect the personal safety of users of KW Wealth Management, or the public.

CHANGES TO THIS STATEMENT 

KW Wealth Management reserves the right to change this Privacy Policy from time to time. We will notify you about significant changes in the way we treat personal information by sending a notice to the primary email address specified in your account, by placing a prominent notice on our website, and/or by updating any privacy information. Your continued use of the website and/or Services available after such modifications will constitute your: (a) acknowledgment of the modified Privacy Policy; and (b) agreement to abide and be bound by that Policy.

CONTACT INFORMATION

We cannot respond to your request or provide personal information to you if we cannot verify your identity or authority to make the request and confirm that the personal information relates to you.

We will use the personal information you provide in a verifiable consumer request only to verify the requester's identity or authority to make the request and to maintain a record of your request. If you have an account with us, we will deliver our written response through that account. If you do not have an account with us, we will not deliver our response. Our response will also explain why we cannot comply with a request, if applicable. We do not charge a fee to process or respond to your verifiable consumer request unless it is excessive, repetitive, or manifestly unfounded. If we determine that the request warrants a fee, we will tell you why we made that decision and provide a cost estimate to you before completing your request.

If you have any questions relating to this notice or concerns about how we have handled your personal information, please email us using the following link: https://www.globalwealthadvisor.com/contact-us. You may also contact us at:

 

KW WEALTH MANAGEMENT

2377 Gold Meadow Way Unit 100

Gold River, CA 95670

 

Email Address:

KIMMY.WAN@GLOBALWEALTHADVISOR.COM

Telephone number:

916-758-9218