Privacy Policy

How we use data

Use, sharing, and retention

We use personal information to communicate with you, provide and administer services, and comply with legal and regulatory obligations.

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How we use personal information

• To respond to inquiries and communicate with you.
• To schedule consultations and provide requested information about our services.
• To provide and administer services (including client support and relationship management).
• To understand how our website is used and improve content, performance, and user experience.
• To maintain the security and integrity of our website, systems, and communications.
• To comply with applicable legal, regulatory, and professional obligations.

We do not sell your personal information.

Francis Shores Investments

Marketing communications

If you request information, subscribe to updates, or otherwise provide consent where required, we may send you marketing or educational communications. You can opt out at any time by using the unsubscribe link (if provided) or by contacting us. Even if you opt out of marketing, we may still send non-marketing messages (for example, to respond to your requests or provide service-related notices).

Sharing with service providers

We may share personal information with third-party service providers who perform services on our behalf (for example, website hosting, analytics, email delivery, customer relationship tools, and security monitoring). These providers are authorized to use personal information only as necessary to provide services to us and are expected to protect it.

Cross-border transfers

We may store or process personal information in jurisdictions outside of your province or country, including in the United States, Canada, and Jamaica, where we and our service providers operate. When information is processed in another jurisdiction, it may be subject to the laws of that jurisdiction and may be accessible to courts, law enforcement, and national security authorities in accordance with those laws.

Legal disclosures and business transfers

We may disclose personal information if we believe it is necessary to comply with law, regulation, legal process, or governmental request; to enforce our agreements; or to protect the rights, property, or safety of Francis Shores Investments, our clients, or others. We may also disclose information in connection with a corporate transaction (for example, a merger, financing, reorganization, or sale of assets), subject to appropriate safeguards.

Retention

We retain personal information only for as long as necessary to fulfill the purposes described in this policy, unless a longer retention period is required or permitted by law. We may retain and use information as needed to resolve disputes, enforce agreements, and comply with legal obligations.

Security

We use reasonable administrative, technical, and physical safeguards designed to protect personal information against loss, theft, misuse, and unauthorized access, disclosure, alteration, or destruction. No method of transmission over the Internet or method of electronic storage is completely secure, so we cannot guarantee absolute security.

Your rights (access and correction)

Subject to applicable law, you may request access to, correction of, or information about our handling of your personal information. To help protect your privacy, we may need to verify your identity before responding to a request.

Third-party links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of those third parties. We encourage you to review their privacy policies before providing personal information.

Children’s privacy

Our website and services are not directed to children, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate steps.

Changes to this policy

We may update this Privacy Policy from time to time. We will post the updated version on this page and update the “Last updated” date. Your continued use of the website after changes are posted means you accept the updated policy, subject to applicable law.