Privacy Notice
Draft for client and legal review before launch. This notice describes the limited information requested by this educational website. It must be approved and completed with the business’s confirmed contact and legal details before live collection is enabled.
Information requested
The website enquiry form requests a name, email address, optional phone number, enquiry topic and message. The retirement assessment requests contact details, retirement interests, goals and follow-up preferences. Optional financial-range questions remain disabled unless the client explicitly approves their collection.
How information is used
Submitted information is intended only to respond to an enquiry and provide educational information the visitor requests. A visitor who selects “Not yet, I am just exploring” does not grant permission for follow-up contact beyond processing the submitted assessment as required.
Form delivery
When enabled, forms are delivered through FormSubmit. FormSubmit’s standard spam protection remains enabled. Do not submit Social Security numbers, bank details, passwords, account numbers, property documents or other sensitive credentials.
Retention, sharing and rights
Retention periods, service-provider details, applicable rights, and a confirmed privacy contact must be added after client and legal review. Mature American should not sell submitted information or use it for a purpose unrelated to the visitor’s request without an appropriate legal basis and notice.
Contact
A client-confirmed public privacy contact has not yet been configured. Live submission must remain disabled until the privacy notice and contact details are approved.