Introduction

Welcome to Sun Harbor Advisors LLC. We are committed to protecting your privacy and ensuring that your personal information is handled in a safe and responsible manner. This Privacy Policy explains how we collect, use, and protect your personal data when you interact with us through our website and our services.

Information We Collect

We collect various types of information in the course of providing our services, including:

Personal Information

• Name
• Contact details (address, phone number, email)
• Date of birth
• Social Security Number or Tax Identification Number

Financial Information

• Bank account details
• Investment details and preferences
• Transaction history
• Income and financial status

Usage Data

• Information on how you use our website and services
• IP address
• Browser type and version
• Time zone setting and location
• Operating system and platform

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your browsing experience and to collect information about your online activity on our website. For more details, please see our Cookie Policy.

How We Use Your Information

We use the information we collect for the following purposes:

To Provide Services

• Processing transactions and providing investment advisory services
• Managing your account and maintaining accurate records
• Communicating with you regarding your investments and our services

To Improve Our Services

• Analyzing usage patterns to enhance our website and services
• Conducting research and analysis to better understand client needs and preferences

To Comply with Legal Obligations

• Fulfilling regulatory and compliance requirements
• Detecting and preventing fraud, money laundering, and other unlawful activities

To Communicate with You

• Sending you updates, newsletters, and promotional materials (you may opt-out at any time)
• Responding to your inquiries and providing customer support

How We Share Your Information

We do not sell or rent your personal information to third parties. However, we may share your information in the following circumstances:

With Service Providers

We may share your data with trusted third-party service providers who assist us in operating our business and providing services to you, such as IT support, payment processing, and compliance services. These providers are contractually obligated to protect your information and use it only for the purposes specified by us.

With Regulatory Authorities

We may disclose your information to regulatory or governmental authorities as required by law or in response to lawful requests, such as subpoenas or court orders.

For Business Transfers

In the event of a merger, acquisition, or sale of our business, your information may be transferred to the new owners as part of the transaction. We will notify you of any such change and the new owner’s privacy practices.

With Your Consent

We may share your information with third parties if you have given us explicit consent to do so.

How We Protect Your Information

We implement a variety of security measures to protect your personal information from unauthorized access, use, or disclosure. These include:

Encryption

We use advanced encryption methods to secure your data both in transit and at rest.

Access Controls

We limit access to your personal information to employees and third-party service providers who need it to perform their duties and are bound by confidentiality obligations.

Security Audits

We conduct regular security audits and assessments to ensure the effectiveness of our data protection measures.

Your Rights and Choices

You have certain rights regarding your personal information, including:

Access and Correction

You have the right to request access to the personal information we hold about you and to request corrections if any of the data is inaccurate or incomplete.

Data Portability

You can request a copy of your personal information in a structured, commonly used, and machine-readable format, and you can ask us to transfer it to another entity.

Right to Erasure

You can request the deletion of your personal information, subject to certain exceptions, such as where we need to retain the data to comply with legal obligations or for legitimate business purposes.

Right to Restriction

You can request that we limit the processing of your personal information in certain circumstances, such as if you contest the accuracy of the data or object to our processing.

Right to Object

You have the right to object to the processing of your personal information for direct marketing purposes or on grounds relating to your particular situation.

Withdrawing Consent

If we process your personal information based on your consent, you can withdraw that consent at any time. However, this will not affect the lawfulness of processing based on consent before its withdrawal.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of any significant changes by posting the new policy on our website and updating the effective date at the top of the policy. We encourage you to review this policy periodically to stay informed about how we protect your information.

Contact Us

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

SUN HARBOR ADVISORS LLC
560 Belvedere Court
Punta Gorda, FL 33950
Email: privacy@sunharboradvisory.com
Phone: (941) 479-1267
(941) 357-7693