Privacy Policy

1. Introduction

Sherpa Financial Group ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our portfolio tracking and financial management services (the "Service"). Please read this Privacy Policy carefully. By using our Service, you agree to the collection and use of information in accordance with this policy.

2. Information We Collect

3. How We Use Your Information

We use the information we collect for various purposes, including:

• Providing, maintaining, and improving our Service
• Processing transactions and managing your portfolio
• Authenticating your identity and securing your account
• Sending you notifications, updates, and important information
• Responding to your inquiries and providing customer support
• Detecting, preventing, and addressing technical issues and security threats
• Complying with legal obligations and regulatory requirements
• Conducting analytics and research to improve our services
• Personalizing your experience and content

4. Information Sharing and Disclosure

We do not sell your personal information. We may share your information in the following circumstances:

• Service Providers: We may share information with third-party service providers who perform services on our behalf, such as hosting, data analysis, payment processing, and customer support.
• Legal Requirements: We may disclose information if required by law, court order, or governmental authority, or to protect our rights, property, or safety.
• Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.
• With Your Consent: We may share information with your explicit consent or at your direction.

5. Data Security

We implement appropriate technical and organizational security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure authentication protocols, regular security assessments, and access controls. However, no method of transmission over the Internet or electronic storage is 100% secure, and we cannot guarantee absolute security.

6. Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required or permitted by law. When we no longer need your information, we will securely delete or anonymize it in accordance with our data retention policies.

7. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

• Access: Request access to your personal information
• Correction: Request correction of inaccurate or incomplete information
• Deletion: Request deletion of your personal information
• Portability: Request a copy of your data in a portable format
• Opt-out: Opt-out of certain data processing activities, such as marketing communications
• Withdraw Consent: Withdraw consent where processing is based on consent

To exercise these rights, please contact us using the information provided in the "Contact Us" section below.

8. Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our Service and store certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

9. Third-Party Links

Our Service may contain links to third-party websites or services that are not owned or controlled by us. We are not responsible for the privacy practices of these third parties. We encourage you to review the privacy policies of any third-party sites you visit.

10. Children's Privacy

Our Service is not intended for individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us, and we will take steps to delete such information.

11. International Data Transfers

Your information may be transferred to and processed in countries other than your country of residence. These countries may have data protection laws that differ from those in your country. By using our Service, you consent to the transfer of your information to these countries.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

13. Contact Us

If you have any questions about this Privacy Policy or our privacy practices, please contact us at: