Recruiting Financial Advisors for
RIAs & Broker Dealers
Privacy Policy and Consent to Communication
Effective Date: 17-10-2025
At Fractional Sales, along with our affiliates ("Fractional Sales", "we", "us"), we prioritize your privacy and are dedicated to protecting the information you share with us. This document outlines how we handle the Personal Information collected through our website, applications, and services (referred to collectively as "Services"). It does not extend to the content processed on behalf of our API customers, which is covered by separate agreements.
1. Collection of Personal Information
We gather Personal Information about you in the following ways:
Directly from You:
When you create an account, use our Services, or communicate with us, we collect:
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Account Information: Your name, contact details, account credentials, payment information, and transaction history.
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Content: Personal Information in your inputs, uploads, or feedback to our Services.
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Communication Information: If you contact us, we collect your name, contact details, and message contents.
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Social Media Information: Interacting with our social media accounts may result in us collecting your contact details. The social media platforms may also provide us with aggregated user interaction data.
Automatically Collected Information:
As you navigate and interact with our Services, we collect:
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Technical Information: Browser/device data, IP addresses, usage patterns, and cookies to enhance your experience and improve our Services.
2. Use of Personal Information
We use your Personal Information to:
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Deliver and improve our Services.
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Communicate with you about updates and offerings.
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Conduct research and prevent fraud.
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Comply with legal obligations and protect our rights.
3. Disclosure of Personal Information
We may share your Personal Information with:
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Service Providers: To support our business operations and service delivery.
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During Business Transfers: As part of mergers, acquisitions, or other business transitions.
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For Legal Reasons: When necessary to comply with laws or protect our interests and safety.
4. Your Rights
Depending on your location, you may have certain statutory rights in relation to your Personal Information. These may include the right to:
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Access your Personal Information and information relating to how it is processed.
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Delete your Personal Information from our records.
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Rectify or update your Personal Information.
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Transfer your Personal Information to a third party (data portability).
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Restrict how we process your Personal Information.
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Withdraw your consent where applicable.
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Object to how we process your Personal Information.
To exercise any of these rights, please contact us at: elana@fractionalsales.co
5. Children’s Privacy
Our Services do not target children under 13. We do not knowingly collect information from children under this age. If we are made aware of such data collection, we will delete the information. If you are 13 or older but under 18, you must have permission from a parent or guardian to use our Services.
6. Third-Party Websites
Our Services may contain links to external sites not governed by this Privacy Policy. We recommend you review their privacy policies separately.
7. Security and Retention
We employ reasonable security measures to protect your Personal Information, but we cannot guarantee absolute security. We retain your data as long as necessary for service delivery and to comply with legal obligations.
8. International Users
Your Personal Information may be processed and stored in the United States and other jurisdictions. Our processing practices comply with applicable data protection laws for international users.
9. Policy Updates
We may periodically update this Privacy Policy. Any changes will be posted on our website along with the effective date.
10. Contact Us
For any questions or concerns regarding this policy, please contact us at:
elana@fractionalsales.co
Phone: (561) 247-9384
Consent to Communication
Scope of Consent
By submitting your personal information on our website, including your name, telephone number, and email address, you agree that Fractional Sales, its subsidiaries, affiliates, and trusted third-party partners may contact you through:
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Emails
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Phone calls
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Text messages
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Postal mail
These communications may inform you about new products, services, promotions, and other offerings relevant to your interests.
Automated Calls and Messages
You acknowledge that your consent includes receiving autodialed and prerecorded messages or calls delivered via automated technology to the phone number you provided. Where required by law, we will obtain additional express consent for telemarketing calls.
Third-Party Communication
You agree that we may share your personal information with trusted third parties for them to contact you with relevant offers and services. Such sharing will be governed by this Privacy Policy and applicable data protection laws.
Voluntary Nature of Consent
Providing your consent is voluntary. You may withdraw your consent at any time by following the opt-out instructions in our communications or by contacting our customer service at:
elana@fractionalsales.co
Data Protection and Privacy
Use of Information
We use your personal data to:
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Tailor our communications to your interests
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Enhance your experience with our services
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Conduct internal analytics and market research
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Fulfill legal obligations
Sharing and Disclosure
We do not sell your personal data. We share your data only with trusted third parties who comply with our data protection standards or as required by law.
Data Security
We implement appropriate technical and organizational measures to protect your data against unauthorized access, unlawful processing, accidental loss, destruction, or damage.
Your Rights
You retain rights over your personal data, including:
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Access
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Correction
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Deletion
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Restriction of processing
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Objection to processing
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Data portability
To exercise your rights, please contact us at:
elana@fractionalsales.co