Privacy Policy
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This Privacy Policy describes how we treat personal information when you use Turtle’s products and services on its website and related websites. Additional rules may apply to you, as described in this Privacy Policy if you are a user who is also a client of Turtle Financial Advisors LLP (“Turtle”).
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Confidentiality
As a User and Client of Turtle, you may exchange information with Turtle through means that are not inherently secure, including, but not limited to, email and phone. All such communication between you and Turtle, such as emails and any attachments to them (the “Communication”) is confidential and is for the use only of the intended recipient. The Communication may contain copyright material of Turtle or any of its related entities or third parties. If a recipient is not the intended recipient of the Communication, please notify the sender immediately by return email, delete the Communication, and do not read, copy, print, retransmit, store, or act in reliance on the Communication. Any views expressed in the Communication are those of the individual sender only, unless expressly stated to be those of Turtle. Turtle does not guarantee the integrity of the Communication, or that it is free from errors, viruses, or interference.
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Personal Information
You become a User when you access the website, pursuant to Turtle’s Terms of Use. Except as required by law or requested by regulatory authorities, Turtle agrees to maintain your non-public information in the strictest confidence. Turtle restricts access to non-public personal information about Users to certain qualified Turtle employees who require that information in order to maintain and operate the Site. You become a Client of Turtle when you sign up for Turtle Subscription. Turtle may ask you for additional personal information when you become a Client, such as your name or picture, in order to provide personalized services to you and to provide the necessary information for financial experts to service you correctly. Turtle stores, processes, and maintains limited data related to you in order to provide its services to you. Turtle’s uses for this data are described below. When you use the Site, Turtle’s servers automatically record certain information about your use of the Site. Similar to other web services, Turtle records information such as browsing activity, data displayed or clicked on (such as UI elements, and links), and other information (such as browser type, IP address, date and time of access, cookie ID, and referrer URL). Along with cookies, Turtle may also use third-party tracking technology, such as Google Analytics, to record similar information regarding you and your activity on the Site.
Use Of Information
Turtle maintains server processes to store the information you provide to Turtle for various purposes, including but not limited to formatting and displaying your information, delivering related content, sharing community information, and other purposes relating to the service. As a Client, Turtle may also process information for directing payments, KYC processes, or account activity, or for reporting your financial plan and progress. Turtle may send you information related to Turtle services.
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Information Sharing and Onward Transfer
We do not sell, rent, or otherwise share your personal information with any third parties other than the financial advisors (individual and non-individual) except as required by law, such as when we reasonably believe it is necessary or appropriate to investigate, prevent, or take action regarding illegal activities, suspected fraud, frontrunning or scalping, situations involving potential threats to the physical safety of any person, or violations of our Terms of Use. Turtle maintains physical, electronic, and procedural safeguards that comply with regulatory requirements to guard Users’ non-public personal information.
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Special Rules for The Use and Sharing Of Information Of Clients
If you wish to take Turtle services, we will ask you for certain information, including, but not limited to, your full legal name, contact information, birth date, income, expenses, approximate net worth, and other disclosures that may be necessary. We require such information in order to be able to provide our services to Clients in accordance with the rules of regulatory bodies. You may choose not to provide such information to us, but you will not be able to get the best of the services. You may decline to provide personal information to Turtle. Declining to provide personal information may disqualify you from Turtle services and Site features that require certain personal information.
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Changes To This Policy
This Privacy Policy may change from time to time. We will not reduce your rights under this Privacy Policy without your explicit consent, and we expect most changes will be minor. We will post any Privacy Policy changes on this page and, if the changes are substantial, we will provide a more prominent notice (including, for certain services, email notification of Privacy Policy changes). Each version of this Privacy Policy will be identified at the top of the page by its effective date. If you have questions or comments about this Privacy Policy, please email us at talk@turtlefinance.in