Skip to main content

Introduction

Your privacy is of utmost importance to us. This Privacy Policy outlines how Bequest collects, uses, and protects your personal information when you visit our website, complete webforms, or opt-in for our services, including SMS messaging. By using our services, you agree to the practices described in this policy.

Use of Information

  • Consent: By opting in for SMS messaging, you provide explicit consent to receive text messages from our representatives for the purposes specified during the opt-in process.
  • Service Providers: We may share your information with trusted service providers who assist us in operating our website, conducting our business, or servicing you, provided they agree to keep this information confidential and use it only for the purposes for which we disclose it to them.
  • Legal Requirements: We may disclose your personal information if required to do so by law or in response to valid requests by public authorities.

Information We Collect

  • Personal Information: We collect personal information that you voluntarily provide to us when you complete webforms, register for our services, or opt-in for SMS messaging. This information may include your name, email address, phone number, and any other details you provide.
  • Usage Data: We collect information about how you interact with our website. This includes your IP address, browser type, pages visited, the time and date of your visit, and other diagnostic data.
  • Cookies and Tracking Technologies: We use cookies and similar tracking technologies to track activity on our website and hold certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

SMS Messaging

  • To Provide and Improve Our Services: We use your personal information to deliver our services, respond to your inquiries, process your orders, and manage your account.
  • Communication: We use your information to communicate with you, including sending you updates, promotional offers, and other information that may be of interest to you. You can opt-out of receiving such communications at any time.
  • Website Improvement: We use usage data to improve the functionality and user experience of our website.

Sharing of Information

  • Third Parties: We do not share your personal information with third parties for marketing or promotional purposes.
  • Service Providers: We may share your information with trusted service providers who assist us in operating our website, conducting our business, or servicing you, provided they agree to keep this information confidential and use it only for the purposes for which we disclose it to theme.
  • Legal Requirements: We may disclose your personal information if required to do so by law or in response to valid requests by public authorities.

Data Security

We implement a variety of security measures to protect your personal information. These measures include encryption, access controls, and secure servers to ensure that your data is safe. Despite our efforts, no method of transmission over the internet or method of electronic storage is 100% secure. Therefore, we cannot guarantee absolute security.

Your Rights

  • Access and Correction: You have the right to access, correct, or delete your personal information that we have collected.
  • Data Portability: You have the right to request a copy of your personal data in a structured, commonly used, and machine-readable format.
  • Opt-Out: You may opt-out of receiving any future communications from us at any time. You can do this by contacting us or following the unsubscribe instructions in our communications.

Contact Us

Bequest Asset Management
2 N. Tamiami Trail, Suite 101, Sarasota FL 34234
Info@BQFunds.com
941-957-9979

By using our website and services, you consent to this Privacy Policy. Thank you for trusting us with your personal information.