Legal
Privacy Policy
Last updated: June 2025
1. Information We Collect
We collect information you provide when creating an account (name, email, phone, company, license states), placing orders, and communicating with us. We also collect technical information such as IP addresses and session data for security and compliance purposes.
2. How We Use Your Information
We use your information to process orders, deliver leads, manage CRM access, issue and process invoices, provide customer support, and maintain compliance records associated with your account.
3. Lead Data
Lead records and associated compliance documentation are stored securely and tied to your account. You can access compliance records for your orders through your agent portal at any time.
4. Data Sharing
We do not sell your personal information. We share data with third-party service providers (such as Stripe for payment processing) only as necessary to operate the platform. We may disclose information when required by law.
5. Cookies and Analytics
We use cookies and similar technologies for session management and basic analytics. You may disable cookies in your browser, but some platform features may not function correctly.
6. Data Security
We take reasonable technical and organizational measures to protect your data. All payment processing is handled by Stripe, a PCI-compliant payment processor. We do not store full card numbers.
7. Data Retention
We retain account and order data for the life of your account and as required for compliance and legal purposes. Compliance records associated with lead orders are retained for a minimum of three years.
8. Your Rights
You may request access to, correction of, or deletion of your personal data by contacting us at leads@wts-financial.com. Deletion requests may be limited by legal or compliance obligations.
9. Contact
For privacy-related inquiries, contact leads@wts-financial.com.