Privacy Policy

Introduction

At Daily Preferred Workgroup ("DPW", "we", "us", or "our"), your privacy is a priority. This Privacy Policy outlines how we collect, use, disclose, and protect your personal information when you engage with our financial services or visit our website.

By accessing our services, you consent to the practices described in this policy.

1. Information We Collect

We collect personal and financial information to provide you with tailored investment and financial strategies. This includes:

Personal Information: Name, address, email, phone number, date of birth, Social Security Number (SSN) or Tax ID.

Financial Information: Income, assets, investment goals, risk tolerance, account balances, transaction history.

Technical Information (via our website): IP address, browser type, device information, usage patterns (collected through cookies or similar technologies).

2. How We Use Your Information

We use your information to:

Deliver financial advice and customized investment strategies

Open and manage accounts

Verify your identity and comply with legal obligations (e.g., KYC/AML)

Communicate with you regarding your portfolio or account

Improve our services and website functionality

Meet regulatory and compliance requirements

3. Sharing Your Information

We do not sell or rent your personal information. We may share it with:

Affiliated service providers: Custodians, fund administrators, compliance partners

Legal and regulatory authorities: As required by law or regulation

Technology partners: Only to the extent needed to support our services (e.g., secure cloud storage, CRM systems)

All third-party service providers are contractually obligated to protect your information and use it solely for the intended purpose.

4. Data Security

We implement physical, electronic, and procedural safeguards to protect your information, including:

Secure data encryption and firewall protection

Access controls and multi-factor authentication

Regular audits and staff training on data security

5. Your Choices and Rights

Depending on your jurisdiction, you may have the right to:

Access the personal information we hold about you

Request corrections or deletions

Object to certain types of processing

Withdraw consent (where applicable)

To exercise your rights or update your preferences, contact us at:
privacy@dailypreferredworkgroup.com
 

6. Retention of Data

We retain your information as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, and resolve disputes.

7. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance user experience and analyze website performance. You can manage your cookie preferences through your browser settings.

8. Changes to This Policy

We may update this Privacy Policy from time to time. Material changes will be communicated via email or through our website. Your continued use of our services constitutes acceptance of any changes.

9. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

privacy@dailypreferredworkgroup.com