Privacy Policy

1. Introduction

Fidelity Heritage Union ("we," "us," or "our") provides predictive data analysis and capital allocation support tools designed for independent workers managing variable income. This Privacy Policy describes the types of information we may collect from visitors to our website and users of our services, how that information may be used, and the choices available regarding its collection and use.

By accessing or using our website or services, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with the practices described here, we recommend that you do not use our website or services.

2. Information We Collect

We may collect the following categories of information, depending on how you interact with our website and services:

• Contact information — such as name, email address, and phone number, when voluntarily submitted through a form or demo request.
• Account and usage information — such as login credentials, preferences, and activity within the service, where applicable.
• Financial and income-related data — information you choose to provide for the purpose of predictive analysis and capital allocation support, subject to any additional terms presented at the point of collection.
• Technical information — such as IP address, browser type, device identifiers, and general usage patterns collected automatically through standard web technologies.
• Communications — records of correspondence you have with us, including support requests or inquiries.

3. How We Use Information

Information collected may be used for purposes including, but not limited to:

• Operating, maintaining, and improving our website and services.
• Responding to inquiries, requests for demonstrations, and support needs.
• Personalizing predictive insights and recommendations relevant to your use of the service.
• Communicating updates, service notices, or relevant information about Fidelity Heritage Union.
• Monitoring for security, fraud prevention, and compliance purposes.
• Complying with applicable legal obligations.

4. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to support core functionality, remember preferences, and understand how visitors interact with our site. You can typically control or disable cookies through your browser settings; however, doing so may affect certain features of the website.

5. How We Share Information

We do not sell personal information. We may share information in the following limited circumstances:

• With service providers who perform functions on our behalf, such as hosting, analytics, or customer communication, under appropriate confidentiality obligations.
• To comply with applicable law, legal process, or governmental request.
• To protect the rights, property, or safety of Fidelity Heritage Union, our users, or others.
• In connection with a business transaction, such as a merger, acquisition, or sale of assets, subject to standard confidentiality practices.

6. Data Retention

We retain information for as long as necessary to fulfill the purposes described in this Policy, unless a longer retention period is required or permitted by law. When information is no longer needed, we take reasonable steps to delete or anonymize it in accordance with our internal practices.

7. Data Security

We implement reasonable administrative, technical, and organizational measures designed to protect information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

8. Your Rights and Choices

Depending on your location and applicable law, you may have rights regarding your personal information, which may include the right to access, correct, delete, or restrict the use of your data, as well as the right to object to certain processing activities. Requests can be submitted through the contact details provided on our website, and we will respond in accordance with applicable legal requirements.

9. International Data Transfers

If you access our website or services from outside the region in which our servers or service providers are located, your information may be transferred to, stored, and processed in a different jurisdiction. Where required, we will take appropriate steps to ensure such transfers comply with applicable data protection law.

10. Children's Privacy

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have inadvertently collected such information, we will take reasonable steps to delete it.

11. Third-Party Links

Our website may contain links to third-party websites or services. This Privacy Policy does not apply to those third parties, and we encourage you to review their respective privacy policies before providing any information.

12. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. The updated version will be indicated by a revised "Last updated" date, and continued use of our website or services following any changes constitutes acceptance of the revised Policy.

13. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please reach out through the contact details listed on our website's contact or footer section.