Privacy & Data Use Policy

Privacy Commitment

Rosefinch Investment Advisors, Inc. (“Rosefinch”, “we”, “our”, or “us”) respects your privacy and is committed to protecting any personal information you provide through this website.

This Privacy & Data Use Policy explains how we collect, use, disclose and safeguard information obtained through our website. It applies only to information collected through this website and does not apply to personal information collected in connection with advisory services or client relationships.

If you are a client or prospective client of Rosefinch, the collection, use and protection of your personal information is governed by the applicable Beacon Global Advisor Network (BGAN) Privacy Notice, which is available separately on our website as part of the ADV Part 2A.

Information We Collect

When you visit our website, we may collect information that you voluntarily provide, including:

• Name
• Email address
• Telephone number
• Company or organisation (where applicable)
• Any information you choose to provide through contact forms, email enquiries or other communications

We may also automatically collect certain technical information, including:

• IP address
• Browser type and version
• Device and operating system information
• Pages visited
• Date and time of your visit
• Referring website
• General website usage and performance data

This information helps us maintain, secure and improve our website and better understand how visitors use it.

How We Use Your Information

We may use information collected through this website to:

• Respond to your enquiries and requests.
• Provide information you have requested.
• Communicate with you regarding Rosefinch services where appropriate.
• Improve the functionality, security and performance of our website.
• Monitor website usage and analyse visitor trends.
• Comply with applicable legal or regulatory obligations.

We do not sell your personal information.

Marketing Communications

If you choose to subscribe to our newsletters or other communications, we may use your contact details to send you updates, market commentary or information about Rosefinch.

You may unsubscribe from marketing communications at any time by using the unsubscribe link included in our emails or by contacting us directly.

Cookies

Our website uses cookies and similar technologies to improve your browsing experience and help us understand how visitors interact with our website.

Cookies may be used to:

• Remember your preferences.
• Measure website traffic.
• Analyse website performance.
• Support website security and functionality.

You can manage or disable cookies through your browser settings. Please note that disabling cookies may affect certain website features and functionality.

Third-Party Services

We may engage reputable third-party providers to support the operation of our website, including website hosting, analytics, security monitoring, email communications and other technical services.

These providers may process limited personal information solely for the purpose of providing services on our behalf and are expected to protect such information appropriately.

International Data Transfers

Rosefinch is based in the United States. Information submitted through this website may be processed or stored in the United States or in other countries where our service providers operate.

Where personal information is transferred internationally, we take reasonable steps to ensure it is handled appropriately and in accordance with applicable legal requirements.

Data Security

We maintain reasonable administrative, technical and physical safeguards designed to protect information collected through this website against unauthorised access, loss, misuse, alteration or disclosure.

While no method of transmitting or storing electronic information can be guaranteed to be completely secure, we continually review our security practices to help safeguard the information entrusted to us.

External Websites

Our website may contain links to third-party websites. Rosefinch is not responsible for the privacy practices, security or content of external websites. We encourage you to review the privacy policies of any website you visit.

Your Privacy Rights

Individuals may have privacy rights under applicable laws depending on where they reside. These rights may include requesting access to, correction of, deletion of, or restrictions on the use of personal information, or withdrawing consent where processing is based on consent.

If you wish to exercise any applicable privacy rights or have questions regarding information collected through this website, please contact us using the details below. We will consider all requests in accordance with applicable legal requirements.

Changes to This Policy

We may update this Privacy & Data Use Policy from time to time to reflect changes to our website, business practices or applicable legal requirements.

The most current version will always be published on this website.

Contact Us

If you have any questions regarding this Privacy & Data Use Policy or the information collected through this website, please contact:

Rosefinch Investment Advisors, Inc.
1330 Avenue of the Americas, 23rd Floor
New York, NY 10019
United States

Email: info@rosefinchinvestments.com

Client Privacy Notice

If you are a client or prospective client of Rosefinch, please refer to the Beacon Global Advisor Network (BGAN) Privacy Notice, which explains how personal information is collected, used, shared and retained in connection with the advisory services provided through our regulatory and compliance framework.