Privacy Policy for ComplyEdge Advisory Group LLC

Effective Date: September 25, 2025

This Privacy Policy explains how ComplyEdge Advisory Group LLC (“We,” “Us,” or “Our”) collects, uses, and protects your personal information when you visit our website, https://complyedgeadvisory.com/, or use our consulting services.

1. Information We Collect

We only collect information necessary to operate our business, provide services, and communicate with you.

Type of InformationSourcePurpose
Direct IdentifiersContact Forms, Email, Consultation RequestsName, Email Address, Phone Number, Company Name, Job Title.
Technical DataCookies, Website Analytics (e.g., Google Analytics)IP Address, Browser Type, Device Type, Pages Visited, Time Spent on Site.
Client DataDuring Service EngagementConfidential business information, compliance documentation, internal policies (as outlined in our separate Client Agreement/SOW).

2. How We Use Your Information

We use the information we collect for the following business purposes:

  • To Provide Services: To fulfill our consulting agreements, provide advisory support, and manage your account.
  • To Communicate: To respond to your inquiries, schedule consultations, and send essential service-related updates.
  • For Marketing: To send you our weekly Compliance Digest and other firm insights, based on your consent (you can opt out at any time).
  • For Analytics: To understand website usage, improve our website, and optimize service delivery.

3. Disclosure of Your Information (No Sale of Data)

We do not sell or share your personal information for monetary or other consideration. We only disclose your information to:

  • Service Providers: Third parties who perform essential business functions on our behalf (e.g., email service providers, website hosting). These parties are contractually bound to keep your data confidential.
  • Legal Obligations: When required by law, subpoena, or in response to a request from a governmental or regulatory agency.

4. Your Privacy Rights (GDPR & CCPA)

Depending on your location, you may have the right to:

RightDescription
Right to Know/AccessRequest details about the personal data we have collected about you.
Right to DeletionRequest that we delete your personal data (subject to certain legal exceptions, such as record-keeping requirements).
Right to RectificationRequest correction of inaccurate or incomplete personal data.
Right to Opt-OutYou have the right to opt-out of our marketing communications (via the unsubscribe link in our emails). Note: We do not sell your personal information.

How to Exercise Your Rights: To exercise any of these rights, please contact us at the email address provided in Section 7. We may require you to verify your identity before processing your request.

5. Cookies and Tracking Technologies

We use cookies to enhance your experience. Cookies are small files placed on your device.

  • Functionality Cookies: To remember your preferences and settings.
  • Analytics Cookies: To track how you use our website (e.g., Google Analytics) to help us improve performance.

You can set your browser to refuse all or some browser cookies, but some parts of our website may not function properly without them.

6. Data Security and Retention

We employ appropriate security measures to protect your personal data from unauthorized access, disclosure, or loss. We only retain your personal data for as long as necessary to fulfill the purposes outlined in this policy or as required by law.

7. Contact Us

If you have any questions about this Privacy Policy or wish to exercise your rights, please contact us:

ComplyEdge Advisory Group LLC Email: info@complyedgeadvisory.com Address: 867 Boylston Street, Suite 500 Boston MA 02116