At Bhalla Associates, accessible at https://bhallaassociates.com, we value the privacy of our visitors and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your data when you interact with our website, including when you RSVP for our events, such as the Financial Planning & Wealth Building Seminar, through our lead forms. By providing your information, you agree to the terms of this Privacy Policy.

1. Information We Collect

We collect personal information that you voluntarily provide when you fill out our lead form to RSVP for our seminar. This may include:

  • Personal Identifiers: Full name, email address, and phone number.
  • Event Details: Number of attendees you’re registering for.
  • Additional Information: Your primary financial goals (e.g., retirement planning, wealth building) and how you heard about the seminar (optional fields in the lead form).

We may also collect non-personal information automatically, such as your IP address, browser type, and device information, through cookies or similar technologies when you visit our website. For more details, please refer to our Cookie Policy (if applicable).

2. How We Collect Your Information

We collect your information in the following ways:

  • Directly from You: When you fill out the lead form on our website or through a third-party platform (e.g., Facebook Lead Ads) to RSVP for the seminar.
  • Automatically: Through cookies and similar technologies when you visit our website. This helps us understand how users interact with our site and improve our services.

3. How We Use Your Information

We use the information we collect for the following purposes:

  • Event Registration: To process your RSVP for the Financial Planning & Wealth Building Seminar, confirm your attendance, and send you event-related communications (e.g., reminders, updates).
  • Communication: To contact you via email or phone with event details, confirmations, or follow-ups, such as a thank-you email or future event invitations (if you’ve opted in).
  • Personalization: To understand your financial goals (if provided) and tailor our seminar content or future communications to your interests.
  • Analytics: To analyze how users interact with our website and lead forms, helping us improve our services and marketing efforts.
  • Legal Compliance: To comply with applicable laws and regulations, such as data protection requirements.

4. How We Share Your Information

We do not sell or rent your personal information to third parties. However, we may share your information in the following cases:

  • Service Providers: We may share your information with trusted third-party service providers who assist us in hosting our website, sending emails, or managing event registrations (e.g., email marketing platforms). These providers are contractually obligated to protect your data and use it only for the purposes we specify.
  • Legal Requirements: We may disclose your information if required by law, such as to comply with a subpoena, court order, or other legal process.
  • Business Transfers: If Bhalla Associates is involved in a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction.

5. How We Protect Your Information

We take reasonable measures to protect your personal information from unauthorized access, use, or disclosure. These measures include:

  • Using secure servers and encryption to store your data.
  • Limiting access to your information to authorized personnel only.
  • Regularly reviewing our security practices to ensure compliance with industry standards.

However, no method of transmission over the internet or electronic storage is 100% secure, so we cannot guarantee absolute security.

6. How Long We Retain Your Information

We will retain your personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, including:

  • Until the seminar concludes (April 5, 2025), for event management purposes.
  • For a reasonable period after the event (e.g., 6 months) to follow up with you about future events, unless you opt out.
  • As required by law, such as for record-keeping or compliance purposes.

After this period, we will securely delete or anonymize your information.

7. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

  • Access: You can request access to the personal information we hold about you.
  • Correction: You can request that we correct any inaccurate or incomplete information.
  • Deletion: You can request that we delete your personal information, subject to legal obligations.
  • Opt-Out: You can opt out of receiving future communications from us by clicking the “unsubscribe” link in our emails or contacting us directly.

To exercise these rights, please contact us at the details provided below.

8. Third-Party Services

Our website and lead forms may use third-party services, such as:

  • Facebook Lead Ads: If you RSVP through a Facebook Lead Ad, Facebook may collect certain information (e.g., your name and email) to populate the form. Please review Facebook’s Privacy Policy for more details.
  • Analytics Tools: We may use tools like Google Analytics to track website usage. These tools may collect non-personal information, such as your IP address. See Google’s Privacy Policy for more information.

We ensure that any third-party services we use comply with applicable privacy laws and protect your data.

9. Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website. Cookies are small data files stored on your device that help us understand how you use our site. You can manage your cookie preferences through your browser settings. For more details, please refer to our Cookie Policy (if applicable).

10. Children’s Privacy

Our services, including the seminar, are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we become aware that a child under 18 has provided us with personal information, we will take steps to delete it.

11. Compliance with Privacy Laws

We are committed to complying with applicable privacy laws, including:

  • California Consumer Privacy Act (CCPA): If you are a California resident, you have the right to know what personal information we collect, request deletion, and opt out of the sale of your data (note: we do not sell your data).
  • General Data Protection Regulation (GDPR): If you are in the European Union, you have additional rights, such as the right to data portability and to lodge a complaint with a supervisory authority.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We will notify you of significant changes by posting the updated policy on our website with a new “Last Updated” date. Please review this policy periodically.

13. Contact Us

If you have any questions about this Privacy Policy or how we handle your personal information, please contact us at:

  • Email: [Insert your contact email, e.g., info@bhallaassociates.com]
  • Phone: [Insert your contact phone number, e.g., +1 555-123-4567]
  • Address: Bhalla Associates, 3215 Algonquin Road, Rolling Meadows, IL

14. Grievance Officer

In accordance with best practices, we have designated a Grievance Officer to address any concerns or complaints about our data practices:

  • Name: [Insert Grievance Officer’s name]
  • Email: [Insert Grievance Officer’s email]
  • Phone: [Insert Grievance Officer’s phone number]

We will address any grievances within 30 days of receipt.

How to Use This Privacy Policy in Your Lead Form

  1. Host the Policy: Publish this Privacy Policy on your website, https://bhallaassociates.com, in an easily accessible location, such as a dedicated page (e.g., https://bhallaassociates.com/privacy-policy). Add a link to it in your website footer and on the page where the lead form is embedded (if applicable).
  2. Link in the Lead Form: In your lead form setup (e.g., on Facebook Ads Manager), under the “Privacy Policy” section, provide the URL to this policy (e.g., https://bhallaassociates.com/privacy-policy). This is a requirement for platforms like Facebook Lead Ads.
  3. Obtain Consent: Ensure your lead form includes a checkbox for users to agree to this Privacy Policy (e.g., “I agree to the Privacy Policy”). This is already part of your form setup, as discussed earlier, under the “Consent for Communication” field.

Why This Privacy Policy Works for Your Lead Form

  • Transparency: It clearly explains what data you collect (e.g., name, email, phone number) and why (e.g., to process RSVPs and send event updates).
  • Compliance: It addresses key legal requirements, such as the CCPA, and includes a section for GDPR compliance in case you have EU users.
  • Lead Form Context: It specifically mentions the use of third-party platforms like Facebook Lead Ads, which is relevant since you’re using a lead form for RSVPs.
  • User Trust: It provides contact details and a Grievance Officer, showing accountability and building trust with your audience.

Next Steps

  • Fill in Missing Details: Add your contact email, phone number, and Grievance Officer details in the “Contact Us” and “Grievance Officer” sections.
  • Publish the Policy: Upload this Privacy Policy to your website and link to it in your lead form.
  • Monitor Compliance: If your audience expands beyond the U.S. (e.g., to the EU), you may need to add more GDPR-specific clauses, such as data portability rights or the legal basis for processing.