Your privacy is fundamental to our relationship. Learn how we collect, use, and protect your personal information with the highest standards of security and transparency.
At Fiscus Financial ("we," "our," or "us"), we are committed to protecting your privacy and maintaining the confidentiality of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our services, or interact with us.
We collect personal information that you voluntarily provide to us when you:
For clients using our financial services, we may collect:
Sensitive Financial Data
This includes account numbers, investment holdings, income information, and other financial data necessary to provide our services. This information is subject to additional security measures and regulatory requirements.
When you visit our website, we automatically collect certain information:
We Do Not Sell Your Information
Fiscus Financial does not sell, rent, or trade your personal information to third parties for marketing purposes.
We may share your information only in these specific situations:
With trusted third-party service providers who assist in delivering our services (custodians, technology providers, etc.)
When required by law, regulation, or legal process (subpoenas, court orders, etc.)
In connection with a merger, acquisition, or sale of assets (with appropriate protections)
When you explicitly consent to sharing for specific purposes
We implement comprehensive security measures to protect your personal information:
256-bit SSL encryption for all data transmission
Multi-factor authentication and role-based access
Encrypted databases with regular security audits
Regular privacy and security training for all employees
24/7 security monitoring and incident response
SOC 2 Type II and regulatory compliance standards
You have several rights regarding your personal information:
Request a copy of the personal information we hold about you
Request correction of inaccurate or incomplete information
Request deletion of your personal information (subject to legal requirements)
Request transfer of your data to another service provider
Request limitation on how we process your information
Object to processing based on legitimate interests or direct marketing
To exercise any of these rights, please contact our Privacy Team:
We may update this Privacy Policy from time to time to reflect changes in our practices, legal requirements, or business operations.
We will notify you of material changes by email (if you have provided one) and by posting a notice on our website at least 30 days before the changes take effect.
Previous versions of this policy:
If you have questions about this Privacy Policy or our privacy practices, please contact us:
Fiscus Financial
Attn: Privacy Officer
123 Financial District
New York, NY 10004
We will respond to your privacy-related inquiries within 30 days of receipt. For urgent matters, please call our main number and ask to speak with the Privacy Officer.