Privacy Policy

Dupree Financial Group, LLC
Website: https://www.dupreefinancial.com

Welcome to our website. We value your privacy and are dedicated to protecting your personal data. This privacy policy outlines how we collect, use, store, and protect your personal data, and your rights concerning this data. We do not share your data with third parties for marketing or promotional purposes.

1. Data Sharing and Disclosure 

We do not share your personal data with third parties for marketing or promotional purposes. We may share your data with third parties only in the following circumstances:

  •  Service Providers: With third-party service providers who perform functions on our behalf, such as IT service providers, data storage providers, and telecom service providers
  • Legal Obligations: When required by law or to respond to legal processes.
  • Protection: To protect our rights, property, and safety, or that of our customers and others.

2. Data We Collect 

We collect various types of personal data, including:

  •  Identity Data: First and last name.
  • Contact Data: Email address, phone number, billing and delivery address
  • Technical Data: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform.
  • Usage Data: Information about how you use our website, products, and services.
  • Marketing and Communications Data: Your preferences in receiving marketing from us and your communication preferences.

3. Methods of Data Collection 

We collect personal data using various methods, primarily through forms on our website:

  • Direct Interactions: You provide your personal data when you fill out forms, create an account, subscribe to our services, request marketing materials, or give us feedback.
  • Automated Technologies: As you interact with our website, we may automatically collect technical data about your equipment, browsing actions, and patterns. We collect this data using cookies, server logs, and other similar technologies

4. How We Use Your Personal Data

We use your personal data for the following purposes:

  • SMS Program: If you opt into our SMS program, we will send you messages regarding our services, updates, policies, and promotional offers. You will receive messages about product updates, service notifications, and special offers. You can opt-out at any time.
  • Service Provision: To perform the contract we are about to enter into or have entered into with you.
  • Marketing and Communications: To send you marketing materials and communicate with you about our services.
  • Prospecting: To analyze your data to understand your preferences and prospects for new clients.
  • Customer Support: To respond to your inquiries and provide support.

5. Data Storage, Maintenance, and Protection 

We implement appropriate security measures to protect your personal data from being accidentally lost, used, or accessed in an unauthorized way, altered, or disclosed. These measures include:

  • Data Encryption: Encrypting personal data to protect it from unauthorized access.
  • Access Controls: Limiting access to personal data to authorized personnel only.
  • Regular Security Assessments: Conducting regular security assessments to identify and mitigate potential vulnerabilities.

6. Your Rights

You have the following rights regarding your personal data:

  • Access: You can request access to the personal data we hold about you.
  • Correction: You can request correction of any incomplete or inaccurate data we hold about you.
  • Erasure: You can request deletion of your personal data where there is no good reason for us to continue processing it.
  • Objection: You can object to the processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation that makes you want to object to processing on this ground.
  • Restriction: You can request restriction of processing of your personal data.

7. Opt-Out Options and Mobile Information

You have the right to opt out of receiving marketing communications from us at any time by:

  • SMS: Replying “STOP” to any SMS message you receive from us.
  • Email: Clicking the “unsubscribe” link in any email you receive from us.
  • Account Settings: Updating your preferences in your account settings on our website.

More on mobile information usage, collection, and privacy

  • Our SMS program provides updates, notifications, and promotional messages related to our services. By subscribing to our SMS program, you consent to receive SMS messages at the phone number provided. Message frequency may vary based on your interaction with our service.
  • We do not share your mobile information with third parties or affiliates for marketing or promotional purposes. Additionally, all the categories of personal data mentioned above exclude text messaging originator opt-in data and consent. This information will not be shared with any third parties under any circumstances.However, we may share your data with trusted service providers who assist us in operating our SMS program, provided they agree to keep your data confidential and use it solely for the purpose of providing services on our behalf.
  • You have the right to access, correct, verify, or remove your personal information at any time. To manage your information, please contact us at  1-859-233-0400.
  • Opt-Out Option: If you wish to opt-out of receiving SMS messages, you may do so at any time by replying “STOP” to any of our messages or by contacting us directly at 1-859-233-0400 . Opting out will not affect your other interactions with our services.

8. Changes to this Privacy Policy 

We may change this Privacy Statement from time to time when necessary to reflect changes in our Services, how we use personal information, or the applicable law. If we make changes, we will revise the “Last Updated” date at the top of the statement. If we make material changes, we will provide you with notice or obtain consent regarding such changes as may be required by law. We encourage you to review the Privacy Statement whenever you access the Services or otherwise interact with us to stay informed about our privacy practices and the ways in which you can exercise choice over these practices. The practices described in this Privacy Statement are subject to applicable laws in the locations in which we operate.

9. Additional Notice – Client Privacy Commitment

In addition to the above, Dupree Financial Group, LLC is committed to safeguarding your privacy in accordance with federal financial privacy regulations. The following Privacy Notice, originally issued on May 30, 2022, supplements the information provided above:

Privacy Notice
Effective: May 30, 2022

Our Commitment to Your Privacy:
We are sensitive to the privacy concerns of our individual Clients. We have a long-standing policy to protect the confidentiality and security of information we collect about you. We are providing you with this notice to help you better understand why and how we collect certain personal information, the care with which we treat your information, and how we use such information.

Sources of Non-Public Information:
In connection with forming and operating our private investments or our relationship with you, we collect and maintain non-public, personal information from the following sources:

  • Information we receive from you in conversations (in person, over the telephone, voicemail), through written correspondence, email, subscription agreements, Client questionnaires, or other forms;

  • Information about your transactions with us or others;

  • Information captured on our website, including registration information and data collected via cookies;

  • This information includes, without limitation, your address, social security number, assets, investment experience, transaction history, income, and wire transfer instructions.

Disclosure of Information:
We do not knowingly disclose non-public personal information about you to any other person or entity except our personnel, third-party professional service providers who need access to such information in order to carry out our operations, or as otherwise required by law or regulation. These sharing practices comply with federal privacy laws. You may not limit the use of your personal information for these operational purposes under these laws.

Former Clients:
We maintain non-public, personal information of our former clients and apply the same privacy policies that apply to current clients.

Information Security:
We consider the protection of sensitive information to be a sound business practice. We employ physical, electronic, and procedural safeguards to protect your non-public, personal information in our possession or under our control.

Further Information:
We reserve the right to change our privacy policies and this Privacy Notice at any time. The examples provided above are for illustration only and are not exclusive. This notice complies with the privacy provisions of Regulation S-P under the Gramm-Leach-Bliley Act. You may have additional rights under other domestic or foreign laws applicable to you.

Contact:
If you have questions about this privacy policy or wish to amend or rescind your instructions, please contact:

Margaret Grider
Phone: (859) 233-0400
Email Address: mgrider@dupreefinancial.com
Website: https://www.dupreefinancial.com

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