Atlas Wealth Financial

This privacy notice discloses the privacy practices for atlaswf.com

Privacy Policy

Accountability

Raintree is responsible for all client confidential information under its control, with the CCO

having ultimate responsibility for the proper treatment of the client’s confidential personal information.

Purpose For Collection of Information

Raintree collects confidential client information only for the purposes of complying with securities laws requiring the collection of client information.

No such information will be used for anything other than the above-stated purpose without a client’s prior written consent.

Consent

The knowledge and consent of the client are required for the collection of personal information and the subsequent use or disclosure of the information. This consent is obtained from a client by having them sign Raintree’s KYC form, which they complete prior to their first investment with Raintree. In obtaining consent, the reasonable expectations of the client must always be considered and respected.

A client may withdraw consent at any time, subject to legal or contractual restrictions and reasonable notice. Raintree representatives must inform the individual of the implications of such withdrawal.

Where electronic communications (including SMS) are used, express consent must be obtained and documented in accordance with applicable anti-spam and electronic communications legislation. Clients may withdraw such consent at any time, subject to legal or contractual restrictions. Withdrawal of consent for electronic communications must be documented and processed promptly.

Limiting Collection

The collection of personal information is limited to that which is necessary for the purposes

identified above, without deception. Personal information cannot be collected indiscriminately. Both the amount and the type of information collected must be limited to that which is necessary to fulfill the purposes identified.

Limiting Use, Disclosure, and Retention

It is prohibited to disclose client information for purposes other than those for which it was collected, except with the consent of the client or as required by law. Personal information shall be retained only as long as necessary for the fulfillment of those purposes. If personal information is used for a new purpose, Raintree employees must document this purpose.

Client information will be retained for a period of seven years following the end of the client relationship. After seven years, all client documentation must be destroyed in a manner which will prevent unauthorized disclosure of such information.

Client mobile phone numbers and SMS consent collected for communication purposes shall not be shared, sold, transferred, disclosed, or made available to any third party, affiliate, partner, or service provider for marketing or SMS purposes. Such information shall be usedexclusively by Raintree for client communication purposes and shall not be disclosed except as required by law.

Accuracy

Client information must be accurate, complete, and up-to-date as is necessary for the purposes for which it is to be used and as appropriate considering the interests of the client.

Client information can only be routinely updated so long as it is necessary to fulfill the purposes for which the information was collected. Our policy is to update our client information at least annually as long as they remain current clients of ours. Client information that is used on an ongoing basis, including information that is disclosed to third parties, should generally be accurate and up-to-date, unless limits to the requirement for accuracy are clearly set out.

Safeguards

Security safeguards appropriate to the sensitivity of the information must protect client information. The security safeguards protect client information against loss or theft, as well as unauthorized access, disclosure, copying, use, or modification. Raintree requires that all confidential information be maintained in designated secured areas or electronic databaseswhich are properly secured through password protection, access controls, encryption where appropriate, and other technical safeguards consistent with industry standards

Openness

All clients have a right to access specific information about Raintree policies and procedures relating to the management of client information.

All such requests should be addressed to the CCO. The CCO will provide the client with access to all of their client information currently retained by Raintree.

All clients will be made aware of the existence of this Privacy Policy and be provided with a copy upon request. Upon request, a client shall be informed of the existence, use, and disclosure of their personal information and shall be given access to that information. A client is able to challenge the accuracy and completeness of the information collected and has it amended as appropriate.

Challenging Compliance

A client may address a challenge concerning compliance with this Privacy Policy to the CCO. The concern will be handled by the CCO in accordance with Raintree’s Client Complaint Process.

This privacy notice applies solely to information collected by this website.
It will notify you of the following:

• What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared.
• What choices are available to you regarding the use of your data?
• The security procedures are in place to protect against the misuse of your information.
• How can you correct any inaccuracies in the information?
  
  

  
  Information Collection, Use, and Sharing

Atlas Wealth Financial is the sole owner of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact. 

We will not sell or rent this information to anyone.

We will use your information to respond to you regarding the reason you contacted us. We will not share your information with any third party outside of our organization, other than as necessary to fulfill your request, e.g. to ship an order.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

• See what data we have about you, if any
• Change/correct any data we have about you.
• Have us delete any data we have about you.
• Express any concern you have about our use of your data.

Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information, it is encrypted and transmitted to us securely. You can verify this by looking for a closed lock icon at the bottom of your web browser, or by checking for “https” at the beginning of the web page’s address.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.