This Privacy Notice explains how CoreFidelity LLC (“CoreFidelity”, “we,” “us,” “the company,” or “the business”) collects, uses, discloses, and protects personal information obtained through the company’s website, www.corefidelity.com, and related communications.

Information we collect We may collect information that you choose to provide, including your name, organization, title, email address, telephone number, inquiry details, consultation information, communication preferences, and correspondence with us. Please do not submit confidential client records, regulated information, proprietary documents, or sensitive personal information through public website forms. The website and its hosting providers may also process limited technical information needed to operate and secure the site, such as IP address, device and browser information, access times, requested pages, security events, and essential cookie or session information.

How we use information Respond to inquiries and consultation requests. Evaluate whether our products or services may be appropriate. Schedule and conduct communications. Operate, maintain, secure, and improve the website. Maintain business records and protect legal rights. Comply with applicable law and enforce our agreements

How we disclose information We may disclose information to service providers that support website hosting, email, scheduling, communications, security, document storage, and business operations. These providers may process information only as permitted by their agreements and applicable law. We may also disclose information when required by law, to protect rights or safety, in connection with a business transaction, or with your direction or consent. We do not sell personal information or use it for behavioral advertising at launch.

Retention We retain information for as long as reasonably necessary for the purposes described in this notice, to maintain appropriate business records, resolve disputes, and meet legal obligations. Final retention periods depend on the type of information, the nature of the relationship, and applicable requirements.

Security We use reasonable administrative, technical, and organizational safeguards appropriate to the nature of the information. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.

International access and processing The business may operate and access business systems while traveling. Information may be processed in the United States and in other locations where approved service providers operate. Appropriate contractual, security, and client-specific restrictions will be applied where required.

Your choices and rights Depending on applicable law, you may have rights concerning access, correction, deletion, restriction, objection, or portability. You may also withdraw consent where processing relies on consent. To submit a request, contact privacy@corefidelity.com. We may need to verify your identity before completing a request.

Children’s privacy The website is intended for business audiences and is not directed to children. We do not knowingly collect personal information from children through the website.

Changes to this notice We may update this Privacy Notice periodically. The effective date at the top of the page will indicate when it was last revised.

Contact privacy@corefidelity.com