Privacy Policy for Shetland Financial

Last updated: 20/07/2025

This Privacy Policy describes our policies and procedures on the collection, use, and disclosure of your information when you use the Service, and tells you about your privacy rights and how the law protects you.

We use your personal data to provide and improve the Service.

By using the Service, you agree to the collection and use of information in accordance with this Privacy Policy.

Interpretation and Definitions

Interpretation

The words with capitalized initial letters have meanings defined under the following conditions. These definitions apply regardless of whether they appear in singular or plural.

Definitions

Account means a unique account created for you to access our Service or parts of our Service.

Affiliate means an entity that controls, is controlled by, or is under common control with a party. "Control" means ownership of 50% or more of the shares, equity interest, or other securities entitled to vote for election of directors or other managing authority.

Company (referred to as either "the Company", "We", "Us" or "Our" in this Agreement) refers to Shetland Financial, 4647 Saucon Creek Rd, Ste 201, Center Valley Pennsylvania 18034

Cookies are small files placed on your computer or device that store details of your browsing history among other uses.

Country refers to: Pennsylvania, US.

Device means any device that can access the Service, such as a computer, cellphone, or digital tablet.

Personal Data is any information that relates to an identified or identifiable individual.

Service refers to the Website.

Service Provider means any third-party processing data on behalf of the Company. This includes vendors who help facilitate or analyze the Service.

Third-party Social Media Service refers to any site or social network you can use to log in to the Service.

Usage Data is data collected automatically from the use of the Service.

Website refers to Shetland Financial, accessible at www.shetlandwealth.com

You means the individual or legal entity accessing the Service.

Collecting and Using Your Personal Data

Types of Data Collected

Personal Data

We may collect the following personally identifiable information:

Email address

First and last name

Phone number

Address, including city, state/province, and ZIP/postal code

Usage Data

Collected automatically and may include:

IP address

Browser type/version

Pages visited

Time and date of visit

Time spent on pages

Device identifiers and diagnostics

If accessed via mobile, we may collect:

Mobile device type and IDOS version

Browser type

Diagnostic data

Third-Party Social Media Services

If you log in via a third-party (e.g., Google, Facebook, Instagram, Twitter, LinkedIn), we may collect associated account data (name, email, activity, contacts).You may opt to share additional info with us. That data will be used according to this policy.

Tracking Technologies and Cookies

We use cookies and similar technologies like web beacons to track activity and store data.

Types of Cookies Used:

Necessary/Essential Cookies (Session): Enable core website functions.

Cookies Policy / Notice Acceptance Cookies (Persistent): Store cookie consent.

Functionality Cookies (Persistent): Store preferences like login or language.

Use of Your Personal Data

The Company may use Personal Data to:

Provide and maintain the Service

Manage your account and registration

Perform contractual obligations

Contact you for updates or service-related communication

Offer similar products or services

Fulfill requests

Analyze performance and improve services

Manage business transfers (e.g. merger or acquisition)

Sharing Your Data

We may share your data with:

Service Providers

Business partners and affiliates

Other users (public areas or social media logins) With your consent

Retention of Your Personal Data

We retain your data only as long as necessary. Usage data may be retained longer for security or analytics. Legal obligations may also extend retention.

Transfer of Your Personal Data

Data may be processed outside of your region. We ensure reasonable security and protections before transferring data across jurisdictions.

Deleting Your Personal Data

You can request deletion of your data by:

Using account settings

Contacting us directly at [email protected] or by phone at: (610) 936-9900

We may retain necessary data for legal or operational reasons.

Disclosure of Your Data

Business Transactions

Data may be transferred in the event of a merger or acquisition.

Law Enforcement & Legal Requirements

We may disclose data to:

Comply with legal obligationsProtect company rightsPrevent fraud or security issues

Security of Your Personal Data

We use reasonable measures to protect your data. However, no system is 100% secure.

Children's Privacy

We do not knowingly collect data from anyone under 13. If you believe we have, contact us and we’ll remove it.

Links to Other Websites

We are not responsible for third-party sites linked from our Service. Review their policies before using.

Changes to This Privacy Policy

We may update this policy and will notify you of significant changes. Review periodically.

Contact Us

For questions about this Privacy Policy:

Email: [email protected]

Phone: (610) 936-9900