Privacy Policy

Your privacy is important to Harry Perler, Perler Financial Group and Worldsource Financial Management Inc. (collectively hereafter referred to as “HP-CFP”). To better protect your privacy, we provide this notice explaining our online information practices and the choices you can make about the way your information is collected, used and disclosed.

General Use Restrictions

Information, documents, products and services (“Materials”) available on this website and created by HP-CFP remain the property of HP-CFP.

Materials available on this website and created by other manufacturers, authors, developers and vendors (“Third Party Providers”) remain the property of the relevant Third Party Provider.

Except as expressly provided for on the website, none of the Materials available on this Web site may be copied, reproduced, distributed, republished, downloaded, displayed, posted or transmitted in any form or by any means, including, but not limited to, electronic, mechanical, photocopying, recording, or otherwise, without the prior express written permission of HP-CFP and any relevant Third Party Provider.

Content Disclaimer

The information and statistical data contained on this website are provided as a service to users. It has been obtained from sources believed to be reliable, but its accuracy cannot be guaranteed, and should not be relied upon as such. Opinions expressed herein are those of the relevant author, and are not specifically endorsed by HP-CFP.

Nothing herein shall be construed as investment or financial planning advice directed to any individual, and users should consult duly authorized practitioners in connection with specific objectives or instruments.

Materials provided by Third Party Providers have not been independently authenticated in whole or in party by HP-CFP, and no warranty, implied or otherwise, is made with respect to those materials.

HP-CFP does not provide, sell, license, or lease any Materials other than those specifically identified as such.

The information we collect

This notice applies to all information collected on or submitted to the website or via e-mail communications.

The way we use information

We, or some of our services, may require the use of cookies so that our servers can identify a specific user and ensure that only that user sees their information. We do not use cookies for any other purposes. Visitors to the secure (log-in) areas of the HP-CFP Web site must have cookies enabled in their browsers.

We do not share information about individual users with any third party without your express consent. At all times we reserve the right to disclose information where required by law; to comply with valid legal processes such as a search warrant, subpoena or court order; to protect our company’s rights and property; or during emergencies when safety is at risk.

We may provide our clients with a newsletter service with updates on the latest products, promotions, sales and new additions to the website. You may at any time unsubscribe from our newsletters by following the unsubscribe instructions in any e-mail you receive from us.

Third Party Links to Other Websites

Other Internet sites accessible through this website, as a convenience to our users, have their own privacy policies and data collection practices. We strongly encourage you to review the privacy policies of any site before providing any personal information. HP-CFP is not responsible for the actions of third parties.

Your consent

By using this website and otherwise submitting or disclosing personal information to HP-CFP, you agree that we may collect, use and disclose personal information for the purposes for which the information was collected and in accordance with this Privacy Policy. IF YOU DO NOT AGREE, PLEASE DO NOT SUBMIT ANY PERSONAL INFORMATION TO THIS WEBSITE OR VIA E-MAIL COMMUNICATIONS. Please check back frequently to see any updates or changes to our Privacy Policy. Your continued use of the Web site following the posting of changes to this Privacy Policy will mean you accept and agree to be bound by such changes.

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