Privacy Policy

Prestige Wealth Management has adopted this policy to protect the privacy of
our clients, potential clients, and website visitors (hereafter referred to
as Users). This privacy policy explains our practices with respect to the
collection, use, and disclosure of personal and non-personal information
provided by Users. By visiting and using the website, or signing up for our
services, you are agreeing to and accepting our Privacy Policy and the terms
and conditions of our website.

Personal Information Collection
Generally, we collect personal information that is voluntarily provided to
us. Personal information may include, but is not limited to, first and last
name, telephone number, physical address, and e-mail address.

Non-Personal Information Collection
Certain non-personal information about users is collected by the standard
operation of the website. The non-personal information we collect includes
the type of operating system in use (e.g., MacR or WindowsR), the type of
browser being used, the website user, IP address, and the domain name from
which users accessed the website (Yahoo!R, etc.).

In addition, we may collect information about users’ browsing behavior, such
as the date and time of each site visit, the area or pages of the website
visited, the amount of time spent viewing the website, the number of times
the user returns to the website, and other click-stream data (the “Browsing
Behavior Information”).

Security of Information
We maintain physical, electronic, and procedural safeguards to protect your
personal information. We allow access to personal information only to
persons or entities engaging in activities provided for by this Privacy
Policy. We use several technologies to protect information.

Unforeseen Circumstances
In the event Prestige Wealth Management or any of its assets are acquired by
a third party, personal information acquired by us may be one of the assets
transferred.

Acceptance of Privacy Terms & Conditions
By visiting the website or the associated services, users agree to the
practices described in this Privacy Policy. To the extent that any of the
third party sites accessible through this website have privacy practices
different from those stated in this Privacy Policy, those third party
practices govern the collection and use of information. We are not
responsible for the policies, content, and practices of other companies.

Use of Information
Prestige Wealth Management may use information collected from users for
several purposes, including, but not limited to the following:

1) To send marketing materials, product information, and other
communications.
2) To conduct internal reviews and analyses of the website.
3) To help us better understand users
4) To respond to specific requests from users
5) To protect the security or integrity of the website.

User information will be used for purposes of conducting internal reviews of
the website, monitoring the website, and providing an enhanced online
experience for the user.

Disclosure of Information
We may transfer or otherwise disclose the user information to employees,
independent contractors, subsidiaries, consultants, affiliates, business
partners, service providers, and suppliers if the disclosure will enable a
business, professional, or technical support function for us, or to send
relevant promotional or marketing communications to users. We may also
disclose user information if required to do so by law, in response to a
judicial process, and, as permitted under applicable law, to provide
information to law enforcement agencies or in connection with an
investigation on a matter related to public safety.

Changes to this Privacy Statement
We reserve the right to change the terms of this Privacy Policy. To ensure
that users are aware of current privacy practices, we recommend that users
consult this website regularly.

Disclaimer: Services offered by Prestige Wealth Management, Inc., a Colorado registered investment advisor that provides advisory services and is licensed to provide insurance products.

National Ethics Bureau Member
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