Privacy Policy

This Privacy Policy explains how ClientMag handles personal information in connection with our website, business inquiries, scheduling, and marketing services.

Information We Collect

Depending on how you interact with us, we may collect:

Contact information you provide, such as your name, email address, phone number, company, and professional role.

Business information you share about your services, investment strategy, marketing needs, or capital goals.

Messages, meeting requests, and other communications with our team.

Technical information generated when you visit the website, such as your IP address, browser, device information, and access logs.

Professional contact information received from clients, public business sources, or data providers in connection with outreach services.

Please do not submit identification documents, account credentials, tax records, or other sensitive financial information through general website inquiries.

How We Use Information

We use personal information as appropriate to:

Respond to inquiries and arrange meetings.

Understand your business needs and discuss our services.

Deliver services under a client agreement.

Manage business communications and relevant follow-up.

Operate, maintain, troubleshoot, and protect our website and systems.

Meet legal obligations and resolve disputes.

Where applicable law requires consent for a particular activity, we will request it separately.

Information Handled for Clients

When we handle prospect information on a client’s behalf, our responsibilities depend on the service agreement and applicable law. The client’s privacy notice may also apply.

Information provided directly to an investment firm is subject to that firm’s own practices and policies.

When Information May Be Shared

We may share information with service providers supporting website hosting, scheduling, communications, CRM, and service delivery, as needed for their work.

When you respond to outreach conducted on behalf of a named client, relevant information and conversation history may be shared with that client to continue the discussion.

We may also disclose information when required by law, to protect legal rights or security, or in connection with a business transfer subject to applicable protections.

Cookies and Third Party Features

Website functionality and embedded services may use cookies or similar technologies. Third-party scheduling or media services may also process information under their own privacy policies.

Any analytics or advertising technologies enabled on this website must be described in the website’s cookie information, with consent or opt-out controls where required. Browser settings can also help you manage cookies.

Retention and Security

We retain information for as long as reasonably needed for the purposes described above, including contractual, legal, and recordkeeping requirements.

We use reasonable safeguards appropriate to the information we handle. No internet transmission or storage system can be guaranteed completely secure.

International Processing

Our team and service providers may process information in countries other than your own. Where applicable, we use the safeguards required for those transfers.

Your Choices and Rights

You can ask to stop receiving marketing emails by using an unsubscribe option where provided or contacting us.

Depending on your location and applicable law, you may also have rights to access, correct, delete, restrict, or obtain a copy of your personal information, or object to certain processing. Where processing relies on consent, you may withdraw that consent.

Send requests to matheus@clientmag.io. We may need to verify your identity before fulfilling a request. Applicable exceptions may limit certain requests. You may also have the right to complain to your local data protection authority.

External Websites

Links to LinkedIn, attorney websites, scheduling platforms, and other external services lead to websites governed by their own policies.

Children

Our services are intended for business audiences and are not directed to children under 18.

Changes and Contact

We may update this policy as our services or practices change. We will update the date above and provide additional notice where required.

For privacy questions or requests, contact matheus@clientmag.io.