Privacy Policy

Last updated: Sep 25, 2024 3:31 PM

We value your privacy very highly. Please read this Privacy Policy carefully before using the pattenfiduciary.com Website (the "Website") operated by Patten Fiduciary Services, a(n) Sole Proprietorship formed in Florida, United States ("us," "we," "our") as this Privacy Policy contains important information regarding your privacy and how we may use the information we collect about you.

Your access to and use of the Website is conditional upon your acceptance of and compliance with this Privacy Policy. This Privacy Policy applies to everyone, including, but not limited to: visitors, users, and others, who wish to access or use the Website.

By accessing or using the Website, you agree to be bound by this Privacy Policy. If you disagree with any part of the Privacy Policy, then you do not have our permission to access or use the Website.

What information we collect and store

We collect and store any and all information that you enter on this Website. We collect the following information about you:

Category of informationSpecific piece of informationHow we use this information
Identifying informationName
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationPostal / Shipping address
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationBilling address
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationPhone number
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationIP address
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationEmail address
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationDevice identifier
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationOnline identifier
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Identifying informationAccount name
  • Analytics;
  • Auditing compliance;
  • Auditing transactions that the consumer has entered into;
  • Counting ad impressions to unique visitors;
  • Creating new features;
  • Debugging to identify and repair errors;
  • Detecting security incidents;
  • Enforcing our Terms of Service;
  • Marketing and advertising;
  • Participation in surveys and contests;
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Protecting against malicious, deceptive, fraudulent or illegal activity, and prosecuting those responsible for such activities;
  • Providing customer service;
  • Resolving disputes;
  • Short-term transient use;
  • Undertaking activities to verify or maintain the quality or safety of our services or devices;
  • Undertaking internal research for technological development and demonstration;
  • Verifying customer information;
  • Verifying position and quality of ad impressions.
Financial informationCredit card or debit card number
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Verifying customer information.
Financial informationCard expiration date
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Verifying customer information.
Financial informationCard CVV (security code)
  • Performing services;
  • Processing or fulfilling orders or transactions;
  • Processing payments;
  • Verifying customer information.
Financial informationBank account number
  • Performing services;
  • Processing payments;
  • Verifying customer information.

Note that we do not use your personal information for the purposes of targeted advertising, nor for profiling. Please see the "Your Rights" section below for more information about exercising your privacy rights related to profiling and targeted advertising.

With whom we share your personal information

We share the following personal information with the following categories of third parties:

Category of personal information sharedSpecific piece of personal information sharedCategories of third parties with whom personal information is/was shared
Identifying informationName
  • Financial transactions processors;
  • Brokerage houses.

Sale of your information

We do not sell your personal information. Please see the "Your Rights" section below for more information about exercising your privacy rights regarding sales of your personal information.

Cookies

A cookie is a small piece of data sent from a website and stored on your device by your browser. This Website collects cookies. Please visit our Cookie Policy to learn more about what cookies we collect, why we collect them, and how to change your cookie settings.

Children's privacy

This Website is intended for use by a general audience and does not offer services to children. Should a child whom we know to be under 18 send personal information to us, we will use that information only to respond to that child to inform him or her that they cannot use this Website.

Analytics programs

This Website uses Google Analytics to collect information about you and your behaviors. If you would like to opt out of Google Analytics, please visit https://tools.google.com/dlpage/gaoptout/.

Your rights

All visitors or users of this website have the following rights with regard to their personal information:

  1. The right to opt out of use of your personal information for the purposes of targeted advertising.
  2. The right to access the personal information that we have collected about you.
  3. The right to say no to the sale of your personal information.
  4. The right to opt out of the use of your personal information for the purposes of profiling in furtherance of decisions that produce legal or similarly significant effects concerning you.
  5. The right to request that we delete all or some of the personal information that we have collected on you.
  6. The right not to be discriminated against based upon your exercise of your privacy rights.
  7. The right to request that we amend any of the information that we have collected about you.
  8. The right to receive the personal information that we hold about you in a portable and, to the extent feasible, a readily usable format that allows you to transmit this information to another entity.
  9. The right to confirm whether we are processing your personal information.

Exercising your rights

You may exercise the rights specified above by submitting a consumer request to:

Richard Russell
Owner & Website Designer
rich@websitedesignbyrich.com
7632032957
15920 Rain Lilly Way, City of Westlake, FL 33470
United States
websitedesignbyrich.com

We will need to verify your identity prior to effectuating your request and may ask you to provide personal information to do so.

You may also designate an authorized agent to exercise your rights on your behalf. You may designate an agent via any of the ways used to submit requests on your behalf. We will request the agent to verify that he or she has the authority to submit requests on your behalf. We will do so by asking the agent to submit the following information:

Please note that we may not be able to process your request if your designated agent and/or you do not provide us with the above information.

We will respond to most consumer requests within 30 to 45 days of receipt, depending upon where you reside. However, some requests may take longer. We will notify you in writing if we need more time to respond. We have the ability to deny your request(s) if certain exceptions in the law apply. If we do deny your request, we will provide you with the reasons for such denial.

You have the right to appeal a refusal to take action on a rights request. You may file an appeal to us at the contact information provided above. We will respond to most appeal requests within 60 days of receipt. In our response to your appeal, we will inform you of any actions taken or not taken and the reason(s) as to why. Normally, we do not charge a fee to process or respond to consumer requests. However, we may charge a fee for a third or subsequent request within a 12-month period.

Third-party websites

This Website may contain hyperlinks to websites operated by parties other than us. We provide such hyperlinks for your reference only. We do not control such websites and are not responsible for their contents or the privacy or other practices of such websites. It is up to you to read and fully understand their Privacy Policies. Our inclusion of hyperlinks to such websites does not imply any endorsement of the material on such websites or any association with their operators.

Do Not Track

Do Not Track is a preference you can set on your browser to inform websites that you do not want to be tracked. We do not support Do Not Track ("DNT"). You can either enable or disable Do Not Track by visiting the Preferences or Settings page of your browser.

Changes to Privacy Policy

We reserve the right to amend this Privacy Policy at any time. We will notify you of any changes to this Privacy Policy by posting the updated Privacy Policy to this website or application.

Questions

If you have any questions about this Privacy Policy, please contact us at john@pattenfiduciary.com.