Privacy Policy.
How we collect, use, store, share and protect information when you visit our website, request financial services, contact us, or interact with our services.
Secure Funds Plan respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and protect information when you visit our website, request financial services, contact us, or interact with our services. Read it alongside our Terms & Conditions.
1. Information We Collect
We may collect information you provide directly to us, including your name, email address, phone number, date of birth, service interests, financial goals, communication preferences, and other details submitted through forms, emails, or other interactions.
We may also collect technical information such as browser type, device information, IP address, website activity, and usage data to improve website performance, security, and user experience.
2. How We Use Your Information
Secure Funds Plan may use your information to:
- Respond to your questions and service requests.
- Provide information about our financial services.
- Process and support service inquiries.
- Improve our website, services, and customer experience.
- Maintain security and prevent fraud or misuse.
- Meet applicable business and legal requirements.
3. Sharing of Information
Secure Funds Plan does not sell your personal information. We may share information with trusted service providers who assist with website operations, technology, communications, security, and customer support.
If you request a financial service, information may be shared with relevant service partners or providers when necessary to support your request and complete the applicable service process.
4. Financial Service Divisions
The information requested varies by service division. Our divisions include:
- Loans — Personal, Home, Mortgage, Education, Business and Auto Loans
- Insurance — Auto, Health, Home, Mortgage, Life, Business, Burial, Pet and Travel Insurance
- Investments — Mutual Fund, Gold and Stock Investments
- Wealth Management — Investment Management, Estate Planning, Risk Management, Retirement Planning, Tax Optimization and Education Planning
- Digital Payments — Credit Card Services, Mobile Wallets, P2P Payment, Payment Gateway, Debit Card Services and Bill Payment
- Debt Relief — Debt Consolidation, Debt Settlement and Bankruptcy Guidance
- Home Warranty — Appliance Protection, Electrical System Coverage and Plumbing Protection
- Auto Warranty — Vehicle Coverage, Mechanical Breakdown Coverage and Repair Cost Coverage
5. Cookies and Tracking Technologies
We may use cookies and similar technologies to improve website functionality, analyze website traffic, remember preferences, and enhance your online experience. You may manage cookie preferences through your browser settings.
6. Data Security
Secure Funds Plan uses reasonable security practices designed to protect your personal information from unauthorized access, disclosure, alteration, or misuse.
However, no online system or method of data transmission can be guaranteed to be completely secure.
7. Information Retention
We retain personal information only for as long as necessary to provide services, maintain records, improve operations, resolve disputes, and meet applicable requirements.
8. Your Privacy Choices
You may contact us to request information about your personal data, request updates, or ask questions about how your information is handled. Marketing preferences can be changed at any time using our subscribe and unsubscribe pages.
For privacy-related requests, contact: contact@securefundsplan.com
9. Third-Party Links
Our website may contain links to third-party websites or services. Secure Funds Plan is not responsible for the privacy practices, security, or content of external websites.
10. Policy Updates
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
Questions about your data?
Email contact@securefundsplan.com with the subject line "Privacy Request" and our team will respond with the verification steps needed to action it.