Privacy Policy
January 2025
Plan Confidence™ Services is a software as a service (SaaS) solution provided by PlanConfidence Corporation (and herein after referred to as the "site"). PlanConfidence Corporation values and respects the privacy of all its users.
By accessing, browsing and using the site you agree that you have read and understood and agree to be bound by our Terms and Conditions and Privacy Policy.
Plan Confidence Corporation collects basic, and minimal information needed to set up an account on the site and other information that may be required under federal regulations.
Information that may be collected is:
· Your Name
· Your Date of Birth
· Your residential address
· Your email address
· Phone Number
· Available investment options of your plan
· Your plan name(s) and plan website URL(s) (optional)
· Risk tolerance / Model
We do NOT store your password or credit/debit card information in our data.
You may change your password at any time on the site.
We do use "logs" when you access our site. Our servers automatically record certain information in an industry standard way. The "logs" record the date/ time you access the site, your current assigned risk profile, the date/time you took the Risk Assessment and selected a "risk profile" and the date/ time you "Agreed to" our “legal information” (Agreement Terms and Conditions, Form ADV Part 2A Disclosure Brochure, Form ADV Part 2B Disclosure Brochure Supplement, Form CRS and Privacy Policy, etc).
Plan Confidence Corporation does not disclose any of your personal information to any company that is not affiliated with us, outside of unaffiliated service providers and vendors that perform technical, administrative, consulting or legal services for us. However, our contractual arrangements with these service providers require them to treat your information as confidential.
We do not sell information about current or former clients to third parties, nor is it our practice to disclose such information to third parties unless requested to do so by a client or client representative or, if necessary, in order to process a transaction, service an account or as permitted by law.
Your information may be disclosed to an auditor or examiner if selected during our routine audits as required by the Department of Labor (DOL), the Securities Exchange Commission (SEC), state regulator, and/or the Financial Industry Regulatory Authority (FINRA).
Your information may be disclosed in the event of a legal proceeding or if ordered by the Government.
We take appropriate security measures to protect your data. In order to protect your personal information, we maintain physical, electronic and procedural safeguards to protect your personal information.
Only authorized personnel have access to our database through a password protected site.
This Privacy Policy may change from time to time.
If you have any questions regarding our Privacy Policy, please contact us at support@planconfidence.com