What personal information does Aaneev Wealth Builders collect online?
We collect information about you from the information you provide to us when you visit our website. This information may include, but is not limited to:
Phone numbers (including mobile)
Account number at a bank or other financial institution, type of bank account and the name of the bank or other financial institution
Email referral information
Date of birth
Current residential information
How does Aaneev Wealth Builders use the personal information it collects online?
We use personal information collected online for various functions, which may include:
Processing your request for services, products or information.
Improving our customer service.
Servicing your relationship and investment portfolio with us.
For example, we may use the information you provide when you complete an online application for a product or service in order to process and evaluate your application. If you request product information, we may use the information you provide to mail you the information you request.
Does Aaneev Wealth Builders share the personal information it collects online?
We may share the personal information we collect about you with third parties, such as companies performing services on our behalf to provide the products or services you have requested.
As permitted by law, we may also share information collected about you with companies with whom we have formal agreements to offer you financial products and services. We may share information about you with our affiliates and with non affiliates for analysis, market research and marketing purposes as allowed by law. Finally, we may disclose your personal information as otherwise permitted or required by governing agencies.
When you browse or visit one of our websites, we may store certain information on your computer. This information may be in the form of a small text file called a “cookie”.
For example, cookies may be used to remember your bank or auto login preference. Where our website support it, to save you time we may offer you the option to save your username and/or remember your computer by putting a cookie on your machine.
Can I disable or delete cookies?
You can disable cookies by making the appropriate selection from your browser options to inform you when cookies are set or to prevent cookies from being set. However, if you choose to disable or delete cookies, you may limit the functionality we can provide when you visit our site.
How can I change or update my personal information with Aaneev Wealth Builders ?
If you have questions about personal information you provided on our website, log into your Aaneev Wealth Builder Wealth e-Office account and select appropriate links to edit your personal information or your investment details.
What steps does Aaneev Wealth Builders take to protect personal information it collects online?
We restrict access to the personal information obtained from our website to only those employees, agents and contractors who need it to do their jobs. Additionally, companies that provide online services on our behalf are required by contract to protect customer information. They are only allowed to use the information they collect for the purpose of providing the services that we have contracted to them.
This policy is effective 2nd May 2014. We reserve the right to alter this policy at our discretion. Any change to this policy will be posted on our website in a timely manner.
The use of this website is governed by the general terms of usage of websites. In addition, Aaneev Wealth Builders retains all proprietary rights over the intellectual property and information made available to the user through this website. Aaneev Wealth Builders does not warrant the accuracy, completeness or reliability of the information or content contained herein and made available to the users of this portal and/or its clients; nor will Aaneev Wealth Builders be made liable for any losses incurred or investments made or other decisions taken/not taken based on the representations made or information provided hereunder.
THE USER ASSUMES TOTAL RESPONSIBILITY AND RISK FOR THE USAGE OF THE SITE AND THE INTERNET. AANEEV WEALTH BUILDERS DOES NOT MAKE ANY EXPRESS OR IMPLIED WARRANTIES, REPRESENTATIONS OR ENDORSEMENTS WHATSOEVER (INCLUDING WITHOUT LIMITATION WARRANTIES OF PROFITS OR PROSPECTS OF ANY INVESTMENT OPTIONS OR PRODUCTS FOR A PARTICULAR PURPOSE) WITH REGARD TO THE SERVICE, ANY INFORMATION OR SERVICE PROVIDED THROUGH THE SERVICE OR ON THE INTERNET GENERALLY, AND AANEEV WEALTH BUILDERS SHALL NOT BE LIABLE FOR ANY COST OR DAMAGE ARISING EITHER DIRECTLY OR INDIRECTLY FROM ANY SUCH TRANSACTION. IT IS SOLELY RESPONSIBILITY OF THE USER TO EVALUATE THE ACCURACY, COMPLETENESS AND USEFULNESS OF ALL OPINIONS, ADVISORY SERVICES & ANY OTHER INFORMATION PROVIDED THROUGH ITS ONLINE PLATFORM WEALTH E-OFFICE. AANEEV WEALTH BUILDERS DOES NOT WARRANT THAT THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE OR THAT DEFECTS IN THE SERVICE WILL BE CORRECTED.IN NO EVENT WILL AANEEV WEALTH BUILDERS BE LIABLE FOR ANY INCIDENTAL, CONSEQUENTIAL, OR INDIRECT DAMAGES LOSS ARISING OUT OF THE USE OF OR INABILITY TO USE THE SERVICE OR ANY INFORMATION, OR TRANSACTIONS PROVIDED ON THE SERVICE, OR MATERIAL DOWNLOADED FROM THE SERVICE, OR ANY DELAY OF SUCH INFORMATION OR SERVICE. EVEN IF AANEEV WEALTH BUILDERS OR ITS AUTHORIZED REPRESENTATIVES HAVE BEEN ADVISED OF THE POSSIBILITY OF SUCH DAMAGES, OR ANY CLAIM ATTRIBUTABLE TO ERRORS, OMISSIONS, OR OTHER INACCURACIES IN THE SERVICE AND/OR ANY OTHER DATA/INFORMATION PERTAINING TO INVESTMENTS DOWNLOADED THROUGH THE SERVICE.