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Privacy Policy for the Karen Clark & Company Client Portal

Last updated: October 2023

1. Introduction

At Karen Clark & Company, your privacy is paramount. We value the trust you place in us, especially in this digital era. This Privacy Policy describes how we manage, process, and safeguard your personal information within our client portal.

2. What Information Do We Collect?

We collect information you provide directly to us. Within the client portal, this may include:
- Name
- Email address
- Contact information
- Account details or preferences
- Any other information you choose to provide

Additionally, when you use our services, we may automatically collect certain information, which could include IP addresses, device information, and more.

3. How Do We Process Your Information?

Your personal data within the client portal is utilized for:
- Providing and facilitating requested services or information
- Sending occasional important notifications regarding your account or our services
- Monitoring and analyzing trends and usage

We commit that we will not sell, lease, or share your personal data with third parties for marketing purposes.

4. Legal Bases for Processing

We process your information based on legitimate business interests, your consent, compliance with our legal obligations, and fulfillment of contractual obligations.

5. Data Protection & Security

Protecting your data is our priority. Our security measures include:
- Encryption of all data in transit and at rest
- Restricted access to authorized personnel
- Regular security assessments and updates

While we use industry-standard measures, no electronic transmission or storage is 100% secure against unauthorized access.

6. When and With Whom Do We Share Your Personal Information?

We may share your data with third-party vendors, service providers, or affiliates to enhance our services, but always under strict privacy constraints. Any sharing of data is done with the aim of improving our services or as mandated by law.

7. Cookies and Tracking

We use cookies and similar tracking technologies to collect and use personal information about you, including for analytics and to tailor content to user preferences.

8. International Data Transfers

Your data may be processed or stored in countries other than your country of residence. Regardless of where your data is processed, we apply the same protective measures described in this policy.

9. Data Retention

We retain your personal data only as long as required to fulfill the purposes outlined in this policy, unless a longer retention period is mandated by law.

10. Your Rights

Depending on your geographical location, you have rights to:
- Request access to your personal data
- Rectify any inaccurate personal data
- Delete your personal data, considering legal and contractual constraints
- Other rights as applicable under local laws

11. Updates to This Policy

This policy may be updated periodically to align with best practices or legal requirements. We advise clients to frequently review this policy.

12. Contact Us

For inquiries or concerns about this policy, data practices, or our services, please reach out to: or:

Karen Clark & Company
116 Huntington Avenue
Boston, MA 02116
United States


Your trust is our asset. We remain dedicated to ensuring the utmost safety and confidentiality of your information.