Faulk & Winkler Privacy Policy
The Faulk & Winkler Privacy Policy describes how Faulk & Winkler, LLC and Sentinel Pension, LLC collect, use, share and disclose the Personal Information we collect for our business purposes. This policy applies only to information that we collect and use about you when you access or use our websites or other online services. By accessing or using these online services, you agree to this policy. If you do not agree to this policy, please do not access, or use these online services.
SCOPE
All customers and consumers of Faulk & Winkler, LLC and Sentinel Pension, LLC are covered by this Privacy Policy. Faulk & Winkler, LLC and Sentinel Pension, LLC are collectively referred to as the “company” or “we” or “us” or “our”. Customers and Consumers are collectively referred to as “you”.
DEFINITIONS
FTC – Federal Trade Commission
Consumers – The FTC defines consumers as someone who obtains or has obtained a financial product or service from a financial institution.
Customers – The FTC defines customers as a subclass of consumers who have a continuing relationship with a financial institution.
Financial Institutions – The FTC’s recent regulations define Faulk & Winkler, LLC, and by extension, Sentinel Pension, LLC as a Financial Institution.
Personally Identifiable Information – Any information that identifies or can be linked to you in any way. This includes your name, email address, IP address, and other information used to identify you.
Cookies – Information saved by your web browser that can customize your browser experience and assist in site navigation.
PRIVACY NOTICES
Information Sharing
To provide our customers with our services, we will collect personal information about you. We do not sell, rent, trade, or otherwise disclose this information to third parties. We may share your personal information with companies or individuals that we contract with to provide services to you including but not limited to: Tax preparation, Assurance and Accounting engagements, Pension Administration, Consulting and Technology services.
We will share consumer or customer information to law enforcement if we are required by law, judicial order, or subpoena. Additionally, we will share customer information to regulatory and professional oversight agencies authorized to perform quality control reviews.
We may disclose your information to nonaffiliated third parties based on your consent. This includes the disclosure of your information when we have your permission or as described in this policy.
Protecting Personal Information
We implement and maintain physical, electronic, and procedural safeguards to protect the confidentiality and security of your personal information. We maintain best practices, but cannot guarantee that information transmitted to us via this website, email, or other means is ever fully secure or error free. We cannot promise that your personal information will not be collected, disclosed and/or used by others. We are not responsible for the unauthorized use of your information nor for any lost, stolen or compromised passwords, or for any activity on your account via unauthorized password activity.
Marketing Emails
You may unsubscribe from our Marketing and Informational Emails by following the opt out instructions at the bottom of those emails.
Children Under the Age of 18
The content of our websites is suitable for any age. No information should be submitted from those under the age of 18, without the consent of a parent or guardian.
Selling Data
We do not sell, rent, trade, or disclose customer or consumer personally identifiable information to affiliates or nonaffiliated third parties unless otherwise described here in this policy.
Links to Other Sites
On occasion, we provide links to other websites for your convenience and information. These sites operate independently from us and are not under our control. These sites may have their own privacy notices in place, which we strongly suggest you review if you visit any linked websites. We are not responsible for the content of these sites, any products or services that may be offered through these sites, or any other use of these sites.
Cookies
Our websites use a technology called cookies to provide us with analytics for the traffic on our websites. Our website host uses analytics and performance cookies to collect information on your behalf about how visitors interact with our website. This data is only reviewed internally by management and marketing personnel and gets deleted after a certain period of time. Please refer to the FTC’s article on cookies for more information: https://consumer.ftc.gov/articles/how-protect-your-privacy-online.
California Disclosure
“Do Not Track” is a privacy preference that you can set in your Internet search browser that sends a signal to a website that you do not want the website operator to track certain browsing information about you. We do not sell your information. We may disclose your personal information to our vendors in order to provide you services.
CONTACT US
If you have any questions about this Privacy Policy, would like your contact information updated, or would like to be removed from our contact lists, please contact us at privacy@fw-cpa.com. You can also send us physical mail to:
Attn: Privacy Administration
6811 Jefferson Highway
Baton Rouge, LA 70806
Roles & Responsibilities
The Firm Administrator and Information Security Officer are responsible for the enforcement and maintenance of this policy. They must perform and provide an annual review of this policy to the Organization’s Partners.
Revision History & Review
We may need to make updates or changes to this Privacy Policy. The date at the top of this document will indicate the date of most recent update. If we need to make changes to this Privacy Policy, appropriate notice will be given to consumers and customers when necessary. We may also update or change this Privacy Notice without prior notice to you.