Privacy Policy

Effective Date: 7/5/2024

John li (hereafter referred to as "we", "us", or "our") operates www.simplyfiwealth.com (hereafter referred to as "SimplyFI Wealth"). This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use SimplyFI Wealth and the choices you have associated with that data.

Information Collection and Use

We collect several different types of information for various purposes to provide and improve SimplyFI Wealth to you.

  • Personal Data: While using SimplyFI Wealth, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you ("Personal Data"). Personally identifiable information may include, but is not limited to:
    • Name
    • Email address
    • Phone number
    • Address
  • Usage Data: We may also collect information on how SimplyFI Wealth is accessed and used ("Usage Data"). This Usage Data may include information such as your computer's Internet Protocol address (e.g., IP address), browser type, browser version, the pages of SimplyFI Wealth that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers, and other diagnostic data.

Use of Data

We use the collected data for various purposes:

  • To provide and maintain SimplyFI Wealth
  • To notify you about changes to SimplyFI Wealth
  • To allow you to participate in interactive features of SimplyFI Wealth when you choose to do so
  • To provide customer support
  • To gather analysis or valuable information so that we can improve SimplyFI Wealth
  • To monitor the usage of SimplyFI Wealth
  • To detect, prevent and address technical issues

Transfer of Data

Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country, or other governmental jurisdiction where the data protection laws may differ from those of your jurisdiction.

If you are located outside United States of America and choose to provide information to us, please note that we transfer the data, including Personal Data, to the United States of America and process it there.

Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.

Disclosure of Data

We may disclose your Personal Data in the good faith belief that such action is necessary to:

  • Comply with a legal obligation
  • Protect and defend the rights or property of John Li
  • Prevent or investigate possible wrongdoing in connection with SimplyFI Wealth
  • Protect the personal safety of users of SimplyFI Wealth or the public
  • Protect against legal liability

Security of Data

The security of your data is important to us, but remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your Personal Data, we cannot guarantee its absolute security.

Your Data Protection Rights Under General Data Protection Regulation (GDPR)

If you are a resident of the European Economic Area (EEA), you have certain data protection rights. [Your Name/Your Company] aims to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data.

If you wish to be informed about what Personal Data we hold about you and if you want it to be removed from our systems, please contact us.

Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page.

You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.

Contact Us

If you have any questions about this Privacy Policy, please contact us:

  • By email: john@simplyfiwealth.com