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Privacy Notice
Last Updated: December 2024
See also: Website Privacy Policy
Privacy Notice Overview
netWorth Literacy, Inc. (CRD 326911) is committed to protecting your personal information. This notice explains our privacy practices for current and former clients.
Your Right to Opt Out (Federal Baseline)
Information We May Share
- We collect personal information about you from applications, forms, interviews, and third parties such as credit bureaus.
- We may share this information with companies that perform services for us, such as data processing companies.
- Federal law gives you the right to limit some but not all sharing of your personal information.
Your Rights
- You can limit our sharing of information for marketing purposes
- You can restrict sharing with our affiliates for marketing their products to you
- State laws may give you additional rights to limit sharing
To exercise your opt-out rights, contact us using the information below.
Enhanced Privacy Protections (Opt-In)
Additional Safeguards We Provide
- Beyond federal requirements, we implement additional privacy protections for our clients.
- We will obtain your explicit consent before sharing information for any non-essential purposes.
- You have enhanced control over how your information is used and shared.
Enhanced Protections Include
- Explicit consent required for marketing communications
- Opt-in required for sharing with third-party service providers beyond essential services
- Enhanced data security measures and regular security audits
- Detailed tracking of information access and sharing
Types of Information We Collect
Personal Information
- Name, address, phone number, email
- Social Security number
- Date of birth
- Employment information
Financial Information
- Account balances and transactions
- Investment experience and objectives
- Risk tolerance
- Income and net worth
Technical Information
- Website usage data
- IP address and device information
- Cookies and tracking technologies
How We Protect Your Information
- Physical safeguards: Locked files and restricted access to offices
- Electronic safeguards: Encryption, firewalls, and secure data transmission
- Procedural safeguards: Employee training and access controls
- Regular security assessments and updates to our protection measures
Privacy Requests & Contact Information
To exercise your privacy rights or ask questions about our privacy practices:
Av. Marina Nacional 385, Mexico City, Mexico 11370
Written privacy requests and correspondence
We will respond to your privacy requests within 30 days.