Privacy Policy

Information We Collect

Daily Preferred Workgroup may collect contact details, identity details, financial information, investment goals, risk tolerance, account-related information, and technical website data such as IP address, browser type, device information, and usage patterns.

How Information Is Used

Information may be used to deliver financial advice, support customized investment strategies, open or manage accounts, verify identity, meet legal obligations, communicate with clients, improve services, and satisfy regulatory or compliance requirements.

Sharing and Service Providers

Daily Preferred Workgroup does not sell or rent personal information. Information may be shared with affiliated service providers, custodians, compliance partners, legal or regulatory authorities, and technology partners only as needed to support services or comply with law.

Security and Retention

The firm uses physical, electronic, and procedural safeguards such as encryption, access controls, and regular review practices. Information is retained as long as necessary for service delivery, legal obligations, dispute resolution, and compliance.

Your Choices

Depending on your jurisdiction, you may request access, correction, deletion, objection to certain processing, or withdrawal of consent. Cookie preferences can also be managed through browser settings.

Cookies and Tracking Technologies

The website may use cookies and similar technologies to enhance user experience, analyze website performance, provide translations, and support site analytics. Visitors can manage cookie preferences through browser settings or available consent controls.

Changes to This Policy

This Privacy Policy may be updated from time to time. Material changes may be communicated by email or through the website, and continued use of the website or services constitutes acceptance of those changes.

Contact

Privacy questions and requests may be sent to privacy@dailypreferredworkgroup.com.