Privacy Policy

Last Updated: January 30, 2024

At Atlant Wealth, we know your privacy is important to you, and our aim with this Privacy Statement is to help you make informed choices about your personal information. This Privacy Statement explains what personal information we collect about you, what we do with it, and how you can control it in connection with our website or other online services (the “Site”).

Why We Collect your information

We collect personal information about you for the following reasons: For our general administrative purposes. For example, we need your information to administer your online account and provide customer service to you. For our internal efforts to operate and improve our business. This could include improving our services and the Site, or using the information for internal activities like auditing, billing, and forecasting. For advertising and marketing purposes. This could include:

• Sending you information on promotions or surveys we offer, or information about us and our events.
• Enhancing and personalizing the content of our Site, our communications with you, and our advertising and marketing.

For security purposes, as necessary to help us protect against, identify, or investigate fraud or other criminal activity. For other legal purposes, if we have a legal obligation, or need to pursue or defend against legal claims, for which we need to process your information. For communication purposes, to get in touch with you in connection with any of the reasons discussed above.

What Information We Collect About You

Information you provide. When you create an account or communicate with us, we may collect your first and last name, email, phone number, company name, title or role, state, Central Registration Depository (CRD) number, login credentials, or other information you voluntarily provide to us. Information gathered automatically. When you log into your account, we collect information about the actions you take while logged in. When you visit the Site, we may automatically collect information directly or through our third-party analytics providers. We (and third parties acting on our behalf) may collect this information directly from your browser interacting with our Site. We may also collect it through cookies, which are typically assigned to one of four categories, depending on their function and intended purpose:

• Essential Cookies: These cookies are necessary for our Site to operate properly and enable you to use its features.
• Performance Cookies: These cookies collect information about how you use our Site and are used to improve future web experiences.
• Functional Cookies: These cookies allow our Site to remember choices you make and provide more personal features as well as services you have asked for.
• Marketing Cookies: We use cookies to help us deliver our content and advertising. You can find more information below on advertising, including your choices with respect to these cookies.

Your browser may give you the ability to control cookies. How you do so depends on the type of cookie. You can be set your browser to reject cookies. To find out more about how to control cookies from your web browser, please visit here. Some browsers have “do not track” features that allow you to tell a website not to track you. These features are not all uniform. We do not currently respond to those signals. Instead, we collect, use, and share information as described in this Privacy Statement regardless of a “do not track” choice.

Third-Party Analytics

We use third-party providers to collect and analyze information about your use of the Site. These providers may collect information about your online activities over time and across third-party websites and other online services using cookies and other tracking technologies discussed above in connection with your use of the Site. You may be able to manage how these providers collect information by changing your browser’s cookie settings as discussed above.

How We Share Your Information

We may share your information:

• With our affiliates and other companies in which we have an economic interest or ownership rights.
• With others working for us, which includes third parties that perform services on our behalf such as running our Site, sending communications for us, and executing marketing programs and promotions.
• With other third parties, such as law enforcement or other government entities: (1) if we believe there has been a violation of our Site policies; (2) if we believe that someone may be causing injury to our rights or property, to other users, or to anyone else; (3) to provide information to law enforcement; or (4) as required by law.
• As part of a corporate restructure, such as a liquidation, reorganization, merger, sale of the company, consolidation, change of control, asset or stock acquisition/disposition, or other corporate combination. If that happens, we will use reasonable efforts to make sure the transferee uses your information in a manner consistent with this Privacy Statement.

We do not share your personal information with any third-party vendor or website owner for their own marketing purposes.

How You Can Control Your Information

You may review and change any personal information in your account profile and, where applicable, personal account preferences, stored in our system if you believe it may be out of date or incorrect. You may also contact us at the address provided in the Contact us section below.

Protection Of Client Information

In addition to the personal information we collect from individuals for our purposes, we may obtain nonpublic personal information (“information”) from our clients. We maintain physical, electronic, and procedural safeguards designed to protect this information. It is our policy to restrict access to all current and former clients’ information (information and records pertaining to personal background, investment objectives, financial situation, tax information/returns, investment holdings, account numbers, account balances, etc.) to those employees and affiliated/nonaffiliated entities who need to know that information in order to provide products or services to the client. We may disclose the client’s information if we are: (1) previously authorized to disclose the information to individuals and/or entities not affiliated with the firm, including, but not limited to the client’s other professional advisors and/or service providers (attorney, accountant, insurance agent, broker-dealer, investment adviser, account custodian, etc.); (2) required to do so by judicial or regulatory process; or (3) otherwise permitted to do so in accordance with the parameters of applicable federal and/or state privacy regulations. The disclosure of information contained in any document completed by the client for processing and/or transmittal by us in order to facilitate the commencement/continuation/termination of a business relationship between the client and a nonaffiliated third party service provider (broker- dealer, investment adviser, account custodian, insurance company, etc.), including information contained in any document completed and/or executed by the client for us (advisory agreement, client information form, etc.), shall be deemed as having been automatically authorized by the client with respect to the corresponding nonaffiliated third-party service provider. We permit only authorized employees and affiliates who have confirmed in writing that they will abide by our policy to have access to client information. Employees violating our policy will be subject to our disciplinary process. Additionally, whenever we hire other organizations to provide services to our clients, we will require them to sign confidentiality agreements and/or our policy.

Changes To This Privacy Statement

This Privacy Statement is effective as of the date noted above. We may update this Privacy Statement in the future. When we do, we will post it on the Site and include the effective date of the update. If there are material changes to our Privacy Statement, we will post a prominent notice on our Site and provide other notice as required by law.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

Email: atlantwealth@gmail.com