NOTIFICATION TO CONSUMERS

Professional Fiduciaries are licensed and regulated by the

Professional Fiduciaries Bureau Telephone: (916) 574-7340

Professional Fiduciaries Bureau Website www.fiduciary.ca.gov

At Stewardship Services, we are committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy outlines our practices regarding the collection, use, and sharing of your information.

Information We Collect

We may collect the following types of information:

• Personal Identification Information: Name, email address, phone number, and mailing address.
• Financial Information: Details necessary to provide fiduciary services, such as account numbers, financial statements, and transaction history.
• Other Information: Any other information you provide to us directly or through our website.

How We Use Your Information

We use the information we collect to:

• Provide and improve our fiduciary services.
• Communicate with you regarding your accounts and our services.
• Ensure compliance with legal and regulatory requirements.
• Protect against fraud and unauthorized transactions.
• Personalize your experience with our services.

Sharing Your Information

We do not sell, trade, or otherwise transfer your personal information to outside parties, except as described below:

• Service Providers: We may share your information with trusted third-party service providers who assist us in operating our business and providing our services.
• Legal Requirements: We may disclose your information when required by law or to protect our rights, property, or safety, or that of others.
• Business Transfers: In the event of a merger, acquisition, or sale of our assets, your information may be transferred to the new entity.

Protecting Your Information

We implement a variety of security measures to maintain the safety of your personal information. These include:

• Secure data storage with restricted access.
• Encryption of sensitive information.
• Regular security assessments and updates.

Your Rights and Choices

You have the right to:

• Access and update your personal information.
• Request the deletion of your personal information.
• Object to or restrict the processing of your personal information.
• Withdraw your consent for the collection and use of your information.

To exercise any of these rights, please contact us at admin@stewardshipservices.net

Cookies and Tracking Technologies

Our website may use cookies and similar technologies to enhance your experience and gather information about how you use our site. You can choose to disable cookies through your browser settings, though this may affect your ability to use certain features of our website.