Privacy Policy

Privacy Policy for Top Shelf Advisors

At Top Shelf Advisors, protecting your privacy is our priority. This Privacy Policy explains how we collect, use, and safeguard your personal information. By engaging in our services, you consent to the terms outlined below.

Information We Collect

We collect personal information directly from you as necessary to provide financial advisory services. This may include:

• Contact details (e.g., name, email address, phone number).
• Financial details (e.g., account information, income, and investment goals).
• Other relevant information required to fulfill our fiduciary duties.

How We Use Your Information

We use your personal information to:

• Provide tailored investment advice and financial planning services.
• Fulfill regulatory and compliance requirements.
• Communicate updates or changes related to your account.

Information Sharing

We value your trust and strictly limit the sharing of your information:

• We do not sell or rent your personal information to any third parties.
• Your information may be shared with third-party service providers only as necessary to deliver our services, and these providers are bound by confidentiality agreements.
• We may disclose your information if required by law or regulatory authorities.

Data Security

We implement robust security measures to protect your personal information from unauthorized access, disclosure, or misuse. These measures include:

• Encryption and secure storage of sensitive data.

Your Privacy Rights

You have the right to:

• Access and review the personal information we hold about you.
• Request corrections to inaccurate information.
• Withdraw consent for certain data uses, subject to legal or contractual obligations.