Privacy Notice

Privacy Notice — 
Last Updated: December 1, 2025

1. Information We Collect

We collect only the information necessary to provide services effectively, including:

Personal Information

Name, email, phone number

Business information

Consultation details

Uploaded Files

Financial documents

Corporate documents

Identification documents (if required for filings)

Technical Data

IP address, device type, and security metadata

Form responses submitted through Google Forms

2. How Your Information Is Used

We use information to:

Provide financial-organization and administrative services

Prepare documents requested by the client

Coordinate referrals to licensed attorneys or accountants (with your consent)

Improve service quality and user experience

Communicate updates, onboarding steps, and service confirmations

We never sell or trade your information.

3. Attorney & Third-Party Sharing

Your documents may be shared only when necessary and only with your authorization, including:

Independent attorneys

Accountants

Government agencies for filings

Secure third-party platforms (e.g., Dropbox, Box, Google Workspace)

All third parties must adhere to professional confidentiality standards.

4. Data Storage & Security

FPSS uses encrypted platforms and secure workflows:

Files stored in private, restricted FPSS folders

Encrypted transfers using Box, Dropbox, or Google

Access limited strictly to authorized FPSS team members

Files deleted upon request or at the end of service cycles, unless retention is required for compliance

5. Your Rights

You may request:

Access to your data

Corrections or updates

Deletion of your records

A full copy of documents submitted through FPSS

Requests can be sent to financial.advisors.fpss@gmail.com

6. Cookies & Tracking

The site may use Google-based analytics tools for performance and security monitoring.
No tracking is used for advertising or resale.

7. Children’s Privacy

FPSS does not knowingly collect information from individuals under 18 years old.

8. Policy Updates

FPSS may update this Privacy Notice as required by law or business practices.
The most current version will always be displayed on this page.

9. Contact

financial.advisors.fpss@gmail.com