How Profit Wise Invest collects, uses, protects and shares your personal information.
Profit Wise Invest (“we”, “us”, “our”) respects your privacy and is committed to protecting the personal and financial information you share with us. This policy explains what we collect, why we collect it, how it is safeguarded and the choices available to you. It applies to contact@profitwiseinvest.com, our website and all services we provide from our office at 65 Betty Ave, Spokane Valley, WA 99206, USA.
We collect information you provide directly, information generated when you use our website and, where you engage us for a service, information required by lenders, insurers and regulators.
Your information is used to respond to enquiries, assess eligibility, prepare recommendations, arrange lending, investment, tax or insurance services, meet legal and regulatory obligations, prevent fraud, and — only where you have opted in — send you newsletters and updates.
We do not sell your personal information, and we do not use automated decision-making that produces legal or similarly significant effects without human review.
We disclose information only as needed to deliver the service you requested or as required by law. This may include disclosure to lenders, banks, insurers, investment custodians, credit bureaus, identity-verification providers, our professional advisers, and state or federal regulators. Each of these parties is required to protect your information and use it only for the purpose for which it was shared.
We may also disclose information in connection with a merger, acquisition or sale of assets, in which case we will notify affected individuals as required by applicable law.
Our website uses essential cookies to keep the site functioning correctly and analytics cookies to understand which pages are useful. You can block or delete cookies in your browser settings; essential site functions will continue to work, though some convenience features may not. We do not permit third-party advertising networks to track visitors across our site.
We use administrative, technical and physical safeguards including encryption in transit, role-based access controls, secure document storage and staff confidentiality training. No method of transmission over the internet is completely secure, so we cannot guarantee absolute security — but we work continuously to reduce risk.
We retain client records for the period required by applicable lending, tax and insurance regulations, and delete or anonymise other information when it is no longer needed for the purpose it was collected.
Depending on your state of residence, you may have the right to access the personal information we hold about you, request correction or deletion, obtain a portable copy, opt out of certain sharing, and opt out of marketing communications at any time. You can unsubscribe from our newsletter immediately using the link in any email or through our unsubscribe page.
To exercise any right, email contact@profitwiseinvest.com or call +1 509-487-3386. We verify requests before acting and respond within the timeframe required by applicable law. You will not be discriminated against for exercising your privacy rights.
Our services are intended for adults aged 18 and over. We do not knowingly collect personal information from children. If you believe a child has provided us with information, contact us and we will delete it promptly.
We may update this policy to reflect changes in law or in our practices. The revised version will be posted on this page with an updated effective date, and material changes will be communicated to active clients directly.
Profit Wise Invest
65 Betty Ave, Spokane Valley, WA 99206, USA
Phone: +1 509-487-3386
Email: contact@profitwiseinvest.com