Privacy Policy for Xel

 

Effective Date: December 1, 2024

Xel, also known as Xel Advisors or Xel Global (“we,” “us,” or “our”), respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, and protect your information in compliance with applicable U.S. laws and regulations.

1. Scope of the Policy

This Privacy Policy applies to all data collected, processed, and stored by Xel through:

• Our websites, platforms, and online tools.
• Our professional services, including tax, wealth management, business services, accounting and bookkeeping, transaction advisory services, audit & assurance services, and brand & marketing services.
• Communications and interactions with clients, prospects, and website visitors.

By engaging with our services or using our websites, you agree to the practices described in this Privacy Policy.

2. Information We Collect

We may collect the following types of personal data:

A. Information You Provide

• Personal identification information: Name, email address, phone number, job title, company name, mailing address.
• Financial information: Tax details, accounting records, and financial statements.
• Professional information: Business information, employment details, and transaction details.

B. Information Automatically Collected

• Technical data: IP addresses, browser type, operating system, and browsing activity.
• Cookies and similar technologies: Tracking preferences and usage analytics.

C. Sensitive Data

We may collect sensitive data, such as tax identification numbers, only when explicitly required for the provision of services. This data is handled with the utmost care and only for legitimate purposes.

3. How We Use Your Information

We use your data to:

• Provide professional services, including tax preparation, wealth management, business consulting, and accounting services.
• Fulfill contractual obligations and manage client relationships.
• Enhance and optimize our services.
• Comply with legal and regulatory obligations.
• Communicate updates, insights, and service offerings.
• Conduct internal research and development.

4. Legal Bases for Processing Data

We process personal data under the following legal bases:

• Consent: Where you have provided clear consent for specific processing activities.
• Contractual necessity: To perform a contract or provide requested services.
• Legal obligations: To comply with U.S. laws or regulations.
• Legitimate interests: To improve our services and ensure operational efficiency.

5. Data Sharing and Transfers

We do not sell or rent your personal data. However, we may share data with:

• Service providers: Third-party vendors who assist in delivering our services, bound by confidentiality agreements.
• Legal and regulatory bodies: As required by U.S. law or to protect our legal rights.

6. Data Security

We implement robust security measures to protect your personal data, including:

• Encryption protocols.
• Access control measures.
• Regular monitoring and updates to systems.

Despite our efforts, no system can guarantee absolute security.

7. Data Retention

We retain personal data for as long as necessary to fulfill the purposes outlined in this Privacy Policy or as required by U.S. law. Upon expiration, data will be securely deleted or anonymized.

8. Your Privacy Rights

Under applicable U.S. laws, you may have the following rights:

• Access: Request a copy of your personal data.
• Correction: Correct inaccuracies in your personal data.
• Deletion: Request deletion of your data under certain circumstances.
• Opt-out: Opt-out of marketing communications.

To exercise these rights, please contact us at [email protected].

9. Cookies and Tracking Technologies

We use cookies to:

• Improve website functionality.
• Analyze user behavior.
• Personalize user experiences.

You can manage cookie preferences through your browser settings.

10. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be communicated via our website, and your continued use of our services constitutes acceptance of the updated policy.

11. Contact Us

For questions or concerns regarding this Privacy Policy, please contact:

Xel Advisors

337 N Vineyard Ave, Ste 230, Ontario, CA 91764

Email: [email protected]
Phone: 909-750-0462