Privacy Policy

Last Updated: 04/10/2024

1. Introduction


Welcome to the Generation Capital Advisors ("GCA") website. By accessing or using our website and services, you agree to comply with and be bound by the following terms and conditions ("Terms"). Please read these Terms carefully, as they govern your use of our site and services. If you do not agree with these Terms, you should not use our website or services.



2. Information We Collect


Personal Information


We may collect personal information that you voluntarily provide to us when you contact us, register for an account, sign up for newsletters, or engage with our services. This information may include:


  • Name
  • Email address
  • Phone number
  • Mailing address
  • Other information you choose to provide


No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All other categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Automatically Collected Information

When you visit our Site, we may automatically collect certain information about your device and your use of the Site, including:


  • IP address
  • Browser type and version
  • Operating system
  • Referring URLs
  • Pages viewed and links clicked
  • Time and date of visit
  • Geolocation data

This information is collected through cookies, web beacons, and other tracking technologies.

3. Use of Information


To access certain features of our website, you may be required to create an account. You agree to provide accurate, complete, and current information during the registration process and to update this information as necessary.


  • To provide, operate, and maintain our Site and services
  • To improve, personalize, and expand our Site and services
  • To communicate with you, including sending newsletters and marketing materials
  • To process transactions and send you related information
  • To monitor and analyze usage and trends to improve your experience with the Site
  • To protect the security and integrity of our Site and services
  • To comply with legal obligations



4. Cookies and Tracking Technologies


Cookies

Cookies are small data files that are placed on your device when you visit a website. Generation Capital Advisors uses cookies to enhance your experience on our Site, including:


  • Session Cookies: To manage your session on the Site and remember your login details.
  • Preference Cookies: To remember your preferences and settings.
  • Analytics Cookies: To track and analyze how visitors use the Site, including the use of Google Analytics and Microsoft Clarity.


You can choose to disable cookies through your browser settings, but please note that some features of the Site may not function properly if cookies are disabled.


Google Analytics


We use Google Analytics to collect and analyze information about how visitors use our Site. Google Analytics uses cookies to track your interaction with the Site, including pages viewed and time spent on the Site. This data helps us understand how users engage with our Site and improve the user experience.


Microsoft Clarity


We use Microsoft Clarity to capture and analyze how users interact with the Site, including heatmaps, scroll maps, and session recordings. This information helps us optimize our Site design and content to better serve our visitors.

5. Sharing of Information


Generation Capital Advisors does not sell, rent, or lease your personal information to third parties. However, we may share your information in the following situations:


  • With Service Providers: We may share your information with third-party vendors and service providers who perform services on our behalf, such as hosting, analytics, and marketing.

  • For Legal Compliance: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or government agency).


Business Transfers: If we are involved in a merger, acquisition, or asset sale, your information may be transferred as part of that transaction.



6. Security of Information


We take the security of your personal information seriously and implement appropriate technical and organizational measures to protect it from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the Internet or electronic storage is completely secure, and we cannot guarantee its absolute security.



7. Data Retention


Generation Capital Advisors will retain your personal information only for as long as necessary to fulfill the purposes outlined in this Privacy Policy unless a longer retention period is required or permitted by law.



8. Your Rights and Choices


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


  • The right to access and receive a copy of your personal information
  • The right to request correction or deletion of your personal information
  • The right to object to or restrict the processing of your personal information
  • The right to withdraw consent at any time, where we are processing your information based on your consent


To exercise these rights, please contact us using the information provided in the "Contact Information" section below.



9. Third-Party Links


Our Site may contain links to third-party websites and services that are not operated by Generation Capital Advisors. We are not responsible for the content or privacy practices of these third-party sites. We encourage you to review the privacy policies of any third-party sites you visit.



10. Changes to This Privacy Policy


Generation Capital Advisors may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the updated policy on our Site with a new effective date.



11. Contact Information


If you have any questions about this Privacy Policy or our privacy practices, please contact IFP Compliance at (781) 890-3045

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