Your Privacy Matters

At SHOPPER A, we provide fiduciary, education-first portfolio management. Protecting your personal information is a core part of that responsibility. This Privacy Policy explains what we collect, how we use it, and the choices you have. By using our website or engaging with our services, you agree to this Policy.

1) Information We Collect

  • Contact Data: name, email, phone, and preferred method of contact submitted via forms or consultations.
  • Client Profile Data: goals, time horizon, risk tolerance, and high-level financial details you choose to share for planning purposes.
  • Transactional/Account Data: if you become a client, information necessary for onboarding, KYC/AML, compliance, and service delivery.
  • Usage & Device Data: IP address, browser, pages viewed, and interactions used to improve website performance and security.
  • Cookies & Similar Tech: small files that help remember preferences, measure traffic, and personalize content (see “Cookies” below).

2) How We Use Your Information

  • To respond to inquiries, schedule consultations, and deliver requested education or services.
  • To design, implement, and monitor portfolios in line with your objectives and risk parameters (clients only).
  • To send market insights, updates, or educational content if you opt in (you can unsubscribe anytime).
  • To operate, secure, and improve our website, analytics, and user experience.
  • To comply with legal, regulatory, and fiduciary obligations.

3) Legal Bases (where applicable)

We process personal data based on one or more of: your consent; performance of a contract; compliance with legal obligations; or our legitimate interests (e.g., site security and service improvement). You may withdraw consent at any time.

4) How We Share Information

  • No selling of personal data. We do not sell, rent, or trade your personal information.
  • Service providers (e.g., hosting, analytics, secure document portals) under confidentiality and data-protection agreements.
  • Compliance and legal disclosures if required by law, regulation, or to protect rights, safety, and security.
  • At your direction, with third-party professionals (e.g., your CPA) to coordinate planning.

5) Cookies & Analytics

We use cookies to remember preferences, measure site performance, and improve content. You can control cookies through your browser settings. Disabling certain cookies may impact site features.

6) Data Security

We use administrative, technical, and physical safeguards designed to protect your information against unauthorized access, alteration, or misuse. No method of transmission or storage is 100% secure; we continually enhance our controls.

7) Data Retention

We retain personal data only as long as necessary for the purposes described in this Policy, to meet legal/regulatory requirements, resolve disputes, and enforce agreements. When no longer needed, we securely delete or anonymize data.

8) Your Choices & Rights

  • Access, correct, or delete your personal data (subject to legal exceptions).
  • Opt out of marketing emails by clicking “Unsubscribe.”
  • Request a copy of your data or limit certain processing where applicable by law.

9) Children’s Privacy

Our website and services are not directed to children under 13. We do not knowingly collect personal information from children. If you believe a child has provided data, contact us to remove it.

10) International Users

If you access our site from outside your country, your information may be processed in jurisdictions with different data-protection laws. We take steps to ensure appropriate safeguards where required.

11) Links to Other Sites

Our site may link to third-party websites for education or convenience. We are not responsible for their content or privacy practices. Review their policies before providing personal information.

12) Updates to This Policy

We may update this Policy to reflect changes in laws, services, or practices. The “effective date” will indicate the latest version. Continued use of the site signifies acceptance of any updates.

13) Contact Us

Questions or requests about this Privacy Policy:

  • Email: mail@shopper-a.com
  • Phone: (469) 123-4567
  • Address: 11794 Casa Lago Ln, Ste 103, Tampa, FL 33626

This Privacy Policy is provided for informational purposes and does not constitute legal advice. For guidance specific to your situation, consult qualified counsel.