Your Financial Future Starts with GlobalInvest Financial Services Inc
Our Privacy Policy
At GlobalInvest Financial Services Inc (“we,” “us,” or “our”), we prioritize the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your data when you interact with our services, website ([https://globalinvestfs.com/]), or communications.
Information We Collect
We may collect the following types of information:
- Personal Data: Name, email, phone number, address, date of birth, Social Security/Tax ID (for financial services), and employment details.
- Financial Data: Account numbers, investment history, risk tolerance, and transaction records.
- Technical Data: IP address, browser type, device information, and cookies (see Section 4).
- Third-Party Data: Credit reports, KYC (Know Your Client) verification, or data from affiliates.
How We Use Your Information
Your data is used to:
- Provide financial advisory, investment management, and client support.
- Verify identity and comply with legal obligations (e.g., anti-money laundering laws).
- Improve our services, website, and marketing communications.
- Prevent fraud and ensure security.
Sharing of Information
We do not sell your data. We may share it with:
- Regulatory authorities (as required by law).
- Trusted third parties (e.g., custodians, brokers, or IT service providers) solely to deliver our services.
- Affiliates for business operations (e.g., audits).
Cookies & Tracking Technologies
Our website uses cookies to enhance user experience. You can disable cookies via browser settings, but some features may not function properly.
Data Security
We implement industry-standard measures (encryption, firewalls, access controls) to protect your data. However, no digital transmission is 100% secure.
Your Rights
Depending on your jurisdiction, you may:
- Access, correct, or delete your personal data.
- Opt out of marketing communications.
- Request data portability or restrict processing.
- Withdraw consent (where applicable).
To exercise these rights, contact us at:
📧 Email: info@globalinvestfs.com
📞 Phone: (+1) (786) 536-4075
SMS Terms & Conditions
You can opt out of receiving SMS messages at any time. To do so, simply reply “STOP” to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.
Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at (insert the link)
Additional Options:
- If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.
Standard Messaging Disclosures:
- Message and data rates may apply.
- You can opt out at any time by texting “STOP.”
- For assistance, text “HELP” or visit our Privacy Policy and Terms and Conditions pages.
- Message frequency may vary
Changes to This Policy
We may update this policy periodically. The revised version will be posted on our website with an updated “Last Revised” date.
Contact Us
For questions about this Privacy Policy or data practices:
GlobalInvest Financial Services Inc
[2525 Ponce de Leon Blvd
Suite 300
Coral Gables, Florida 3313
info@globalinvestfs.com
(+1) (786) 536-4075
