This Privacy Notice provides an overview of the personal information Daniel Zajac LLC (“Daniel Zajac”, “we”, “our”, or “us”) collects, how we use it, with whom we share it, and the choices you have in connection with this.
APPLICABILITY OF PRIVACY NOTICE
This Privacy Notice applies to your interactions with www.danielzajac.com (the “Website”), your communications with us, and your in-person interactions (collectively, the “Services”).
PERSONAL INFORMATION WE COLLECT AND USE
Through your use of our Services, we collect personal information, which is information that identifies, relates to, describes, is capable of being associated with, or could reasonably be linked, directly or indirectly, with you. We collect personal information from you directly and automatically as you use our Website.
A. Information We Collect From You
We will collect personal information from you when you:
Contact us. When you send us a note, you will need to provide us with your personal identifiers (name and email address) and any other information you choose to include in your correspondence. We use this personal information to respond to your questions or inquiries, troubleshoot where necessary, and address any issues you have with the Services.
Schedule an appointment. If you schedule an appointment request with Simone Zajac Wealth Management, you will provide your name, email address, and telephone number. We use this personal information to facilitate your appointment request.
Subscribe to Daniel Zajac updates. When you subscribe to Daniel Zajac updates and notifications, we collect your personal identifiers (email address). We use this personal information to fulfil your request to receive updates and notifications from us. You can unsubscribe from these updates at any time by clicking the “unsubscribe” link provided with each email. Please note we will continue to send you communications necessary to the Website, the Services, or any assistance you request.
Use our calculators. If you use one of the self-help planning calculators on our Website, we will collect your personal identifiers (email address), protected classifications (married or single), and your professional or other employment-related information (wage information). We use this personal information to generate your self-help report from the selected calculator.
We may also use the personal information we collect as described in this section to comply with the law, to efficiently maintain our business, and for other limited circumstances as described in HOW WE SHARE YOUR PERSONAL INFORMATION.
B. Information Collected Automatically
In addition to the personal information you provide directly to us, we may also collect information from you automatically as you use our Website. This includes the following internet or other electronic network activity information:
Usage information. This includes information about your interaction with our Website, such as the pages you visit, the frequency of access, how much time you spend on each page, what you click on while using our Website, and referring website addresses.
Device information. This includes certain information about the device you use to access our Website, such as browser type, browser language, hardware model, operating system, and your preferences.
Location information. This includes information about your location, which may be determined through your IP address.
To collect this information, our Website employs the following cookies:
Essential cookies. We use essential cookies to authenticate users, prevent fraudulent use of the Website, and to enable our Website and its features to function properly.
Functional cookies. We use functional cookies to provide enhanced functionality and personalization, remember your preferences, diagnose server and software errors, and in cases of abuse, track and mitigate the abuse.
HOW WE SHARE YOUR PERSONAL INFORMATION
Daniel Zajac may need to make the personal information identified in this Privacy Notice available within Daniel Zajac, with service providers, or with other third parties. These instances include:
Within Daniel Zajac. We may share your personal information within the Daniel Zajac corporate family, including with subsidiaries or affiliates, for legitimate business purposes, to efficiently carry out our business, and to the extent permitted by law.
With service providers. We may share your personal information with service providers that assist us in providing the Website and our Services. These service providers include our IT support, data analytics provider, communications vendor, and website provider.
With third parties. We may need to disclose your personal information to third parties, such as legal advisors, law enforcement agencies, or governmental/regulatory bodies in order to protect our legal interests and other rights, protect against fraud or other illegal activities, prevent harm, for risk management purposes, and to comply with our legal obligations.
In the event of a corporate reorganization. In the event that we enter into, or intend to enter into, a transaction that alters the structure of our business, such as a reorganization, merger, acquisition, sale, joint venture, assignment, consolidation, transfer, change of control, or other disposition of all or any portion of our business, assets or stock, we would share personal information with third parties, including the buyer or target (and their agents and advisors) for the purpose of facilitating and completing the transaction. We would also share personal information with third parties if we undergo bankruptcy or liquidation, in the course of such proceedings.
With your consent. Apart from the reasons identified above, we may request your permission to share your personal information for a specific purpose. We will notify you and request consent before you provide the personal information or before the personal information you have already provided is shared for such purpose. You may revoke your consent at any time.
Sharing in the Preceding Twelve (12) Months
For a business purpose. In the preceding twelve (12) months, Daniel Zajac has disclosed the following personal information for a business purpose with the following categories of third parties:
- We have disclosed your internet or other electronic network information collected by cookies to our IT support and data analytics provider to detect security incidents, protect against malicious, deceptive, fraudulent, or illegal activity, and to identify and repair Website errors.
- We have disclosed your internet or other electronic network information collected by cookies to our IT support and data analytics provider to update, improve, and maintain the Website.
- We have disclosed personal identifiers and internet and other electronic network activity with service providers that perform services on our behalf. These service providers include IT support, data analytics provider, communications vendor, and website provider.
- At your request, we will share your personal information with Simone Zajac Wealth Management to facilitate your appointment request.
For a sale. Daniel Zajac does not sell your personal information.
The California Consumer Privacy Act (CCPA) grants certain rights to our consumers who are California residents. These rights include the:
Right to Access. You have the right to request what personal information we have collected, used, disclosed, and sold about you within the preceding twelve months. You may only make a request for access twice within a twelve-month period.
Right to Deletion. You have the right to request the deletion of your personal information that we collect or maintain, subject to certain exceptions.
Right to Opt-Out. You have the right to opt-out of the sale of your personal information to third parties. Daniel Zajac does not have actual knowledge that it sells personal information of minors under the age of sixteen (16) years.
Right to Non-Discrimination. You have the right to not receive discriminatory treatment if and when you exercise your rights to access, delete, or opt-out under the CCPA.
To exercise your right to access or delete your personal information, you may submit a request via telephone at 610-363-1344 or via email at firstname.lastname@example.org.
For requests submitted via telephone, you must provide us with sufficient information that allows us to reasonably verify you are the person about whom we collected the personal information and describe your request with sufficient detail to allow us to properly evaluate and respond to it. If we are not able to verify your identity for access and deletion requests with the information provided, we may ask you for additional pieces of information.
Only you, or a person registered with the California Secretary of State that you authorize to act on your behalf, may make a request related to your personal information. If you are an authorized agent making a request on behalf of another individual, you must provide us with signed documentation that you are authorized to act on behalf of that individual.
If you are a consumer in the State of Nevada, you may request to opt-out of the current or future sale of your personal information. We do not currently sell any of your personal information under Nevada law, nor do we plan to do so in the future. If you have any questions regarding our data privacy practices or would like to opt-out of the future sale of your personal information, please contact us at email@example.com.
DO NOT TRACK
We do not support Do Not Track (DNT). Do Not Track is a preference you can set in your web browser to inform websites that you do not want to be tracked. You can enable or disable Do Not Track by visiting the Preferences or Settings page of your web browser.
SECURITY OF YOUR PERSONAL INFORMATION
We implement and maintain reasonable security measures to protect the information we collect and maintain. However, no security measure or modality of data transmission over the Internet is 100% secure and we are unable to guarantee the absolute security of the personal information we have collected from you.
The Services are not intended for individuals under the age of eighteen (18).
CHANGES TO THIS PRIVACY NOTICE
We may amend this Privacy Notice. We will post the changes to this page, and will indicate the date the changes go into effect. We encourage you to review our Privacy Notice to stay informed. If we make changes that materially affect your privacy rights, we will notify you by prominent posting on our Website or via email.
If you have any questions regarding this Privacy Notice or our information collection practices, please contact us at firstname.lastname@example.org.
Last modified on September 14, 2020