Privacy Policy
Effective Date: April 11, 2025
At BKA Financial, we value your trust and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your information, and under what circumstances we may share it.
Information We Collect
To serve you effectively and deliver the products and services you request, we collect personal information through forms and documents you complete, including:
- New account forms
- Agreements and contracts
- Questionnaires and other documents
These forms may include details such as:
- Name, phone number, and mailing address
- Employment and financial information
- Investment objectives and financial needs
We only collect information necessary to conduct business and administer our services.
How We Use Your Information
We use the information you provide to:
- Establish and maintain accounts
- Provide products and services you request
- Communicate with you about your financial needs
We do not sell your personal information to anyone.
We do not share your information with other companies unless it is required to:
- Fulfill a service you have requested
- Comply with legal obligations
- Cooperate with regulators or law enforcement
- Conduct credit checks or collect debts
- Protect our rights or property
- Respond to reasonable requests from sponsors or providers of products in which you have invested
When we share information to fulfill a product or service, those companies may only use the information as needed for that specific purpose.
With whom we share your personal information
We do not share your personal information with any third parties.
Safeguarding Your Information
We take the protection of your information seriously.
Only employees, representatives, and agents who need the information to perform their job responsibilities are granted access. All such individuals are trained on our privacy and security procedures and are required to use personal information only for business purposes.
We maintain physical, electronic, and procedural safeguards to protect your personal data in line with established security standards.
Cookies
A cookie is a small piece of data sent from a website and stored on your device by your browser. This Website collects cookies. Please visit our Cookie Policy to learn more about what cookies we collect, why we collect them, and how to change your cookie settings.
Children’s privacy
This Website is intended for use by a general audience and does not offer services to children. Should a child whom we know to be under 18 send personal information to us, we will use that information only to respond to that child to inform him or her that they cannot use this Website.
Analytics programs
This Website uses Google Analytics to collect information about you and your behaviors. If you would like to opt out of Google Analytics, please visit https://tools.google.com/dlpage/gaoptout/.
Third-party websites
This Website may contain hyperlinks to websites operated by parties other than us. We provide such hyperlinks for your reference only. We do not control such websites and are not responsible for their contents or the privacy or other practices of such websites. It is up to you to read and fully understand their Privacy Policies. Our inclusion of hyperlinks to such websites does not imply any endorsement of the material on such websites or any association with their operators.
Do Not Track
Do Not Track is a preference you can set on your browser to inform websites that you do not want to be tracked. We do not support Do Not Track (“DNT”). You can either enable or disable Do Not Track by visiting the Preferences or Settings page of your browser.
Changes to Privacy Policy
We reserve the right to amend this Privacy Policy at any time. We will notify you of any changes to this Privacy Policy by posting the updated Privacy Policy to this website or application.
Contact
If you have questions about this policy or how your information is handled, please contact us directly.
