Privacy Policy

Effective Date: March 15, 2025
Last Updated: March 10, 2025

Trifecta Financial Services ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, and safeguard your personal information when you use our website and financial services.

1. Information We Collect

We collect the following types of information:

1.1 Personal Information

When you use our services, we may collect:

  • Name, email, phone number

  • Government-issued identification (for verification purposes)

  • Payment details and transaction history

1.2 Non-Personal Information

We may collect non-identifiable information such as:

  • Browser type and device information

  • Website usage data (cookies, analytics)

2. How We Use Your Information

We use your information for the following purposes:

  • To provide and improve our financial services

  • To process transactions and payments

  • To comply with legal and regulatory obligations (AML/KYC compliance)

  • To prevent fraud and enhance security

  • To communicate updates, offers, and service notifications

3. Data Sharing & Disclosure

We do not sell your personal information. However, we may share data with:

  • Regulatory Authorities: To comply with legal requirements

  • Financial Institutions & Partners: For payment processing and service fulfillment

  • Service Providers: To support operations such as fraud detection and customer support

4. Data Security

We implement industry-standard security measures, including:

  • Data encryption and secure payment processing

  • Access controls and authentication mechanisms

  • Regular security audits and compliance checks

5. Your Rights & Choices

You have the right to:

  • Access, update, or delete your personal information (subject to legal requirements)

  • Opt out of marketing communications

  • Request a copy of the data we hold about you

To exercise these rights, contact us at contactus@trifecta.com.

6. Cookies & Tracking Technologies

We use cookies to enhance website functionality and analyze user behavior. You can manage cookie preferences through your browser settings.

7. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for their privacy practices.

8. Changes to This Privacy Policy

We may update this policy periodically. We will notify users of any significant changes.

9. Contact Us

For questions about this Privacy Policy, contact us.