Privacy Policy

Effective Date: 19th December 2024

Sahebe Financial Services (“we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of our clients’ personal and financial information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you interact with us or use our services.

By engaging with Sahebe Financial Services, you agree to the practices outlined in this Privacy Policy.

1. Information We Collect

We collect personal information necessary to provide financial services and comply with legal and regulatory requirements. The types of information we collect include:

Personal Identification Information
• Full Name
• Date of Birth
• Social Security Number or Tax Identification Number
• Home Address, Email Address, and Phone Number
Financial Information
• Income, Assets, and Liabilities
• Investment Preferences and Objectives
• Account Balances and Transaction Histories
• Tax and Employment Information
Other Information
• Data from communications with us (e.g., emails, phone calls, and written correspondence).
• Information from cookies and tracking technologies when using our website (e.g., IP address, browser type).

2. How We Use Your Information

We use your personal information to:
• Provide and manage financial services tailored to your needs.
• Process and execute transactions.
• Create and maintain accurate client records.
• Communicate with you regarding updates, promotions, or service-related matters.
• Comply with applicable laws and regulatory requirements.
• Enhance our services, improve customer support, and analyze trends.

3. Information Sharing

We do not sell or rent your personal information. However, we may share your information under the following circumstances:
Service Providers
• With trusted third parties who assist in delivering our services, such as IT service providers, payment processors, or financial institutions.
Legal Obligations
• To comply with legal, regulatory, or judicial requirements.
• To prevent fraud, money laundering, or other illegal activities.
With Your Consent
• When you explicitly authorize us to share your information with third parties.

4. Protecting Your Information

We use industry-standard security measures to protect your personal and financial information, including:
• Secure servers and encrypted data transmission.
• Regular security audits and updates.
• Restricted access to sensitive information based on a need-to-know basis.
Despite our efforts, no method of data transmission or storage is completely secure. Therefore, we cannot guarantee absolute security.

5. Your Privacy Rights

You have certain rights concerning your personal information, including:
Access and Correction
• Request access to the personal information we hold about you.
• Request corrections to ensure accuracy and completeness.
Data Deletion
• Request the deletion of your personal information, subject to legal or regulatory obligations.
Opt-Out of Marketing
• Opt-out of receiving promotional or marketing communications from us.

6. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to improve your user experience. Cookies are small files stored on your device that help us analyze website traffic and customize content. You can manage cookie preferences through your browser settings.

7. Retention of Information

We retain your personal information only for as long as necessary to:
• Fulfill the purposes outlined in this Privacy Policy.
• Comply with legal, regulatory, or contractual obligations.

8. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Any updates will be posted on our website with the revised effective date. We encourage you to review this policy regularly.

9. Third-Party Websites

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites. Please review their privacy policies before providing personal information.

10. Children’s Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

11. Contact Us

If you have questions or concerns about this Privacy Policy or how we handle your personal information, please contact us:

11. Contact Us

Sahebe Financial Services

1440 N Edgewood St., Arlington VA 2201

Email: info@sahebe.com

Phone: +1 (747) 306 4183

Website: www.sahebe.com

This Privacy Policy complies with U.S. federal and state privacy laws, including the Gramm-Leach-Bliley Act (GLBA) and other applicable regulations. Please consult a legal professional to ensure this policy fully aligns with your specific legal and operational requirements.

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