Embedded Files
Privacy Policy for Lead Gen Forms
Privacy Policy for Lead Gen Forms
Effective Date: 05/29/2025
At Cruz & Co., we value your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard the information you provide through LinkedIn Lead Gen Forms.
1. Information We Collect
1. Information We Collect
When you submit a LinkedIn Lead Gen Form, we may collect personal information such as your name, email address, company name, job title, and any other contact details you choose to provide. We do not request or collect sensitive personal data, including but not limited to health, religious beliefs, financial account information, or data about minors.
2. How We Use Your Information
2. How We Use Your Information
We only use the information you provide:
To contact you in response to your inquiry
To schedule a consultation or follow up on your interest in our services
To provide you with relevant information about our bookkeeping and advisory services
We will never sell your information or use it for any unlawful or unrelated purpose.
3. Sharing Your Information
3. Sharing Your Information
Your data may be shared only with trusted third-party service providers working on our behalf (e.g., CRM tools or email marketing platforms) strictly for the purposes outlined above. These providers are required to maintain the confidentiality and security of your data and comply with applicable privacy laws and LinkedIn’s terms.
4. Data Retention
4. Data Retention
Form data submitted through LinkedIn is generally available to us for up to 90 days. We are responsible for securely storing a copy of this data within that period. We retain your information only as long as necessary to fulfill the purposes described above or to comply with legal obligations.
5. Your Rights
5. Your Rights
If you wish to opt out of communications from us or request that we delete your information, please contact us at sally.hocker@cruzandcollc.com. We will honor your request promptly and in accordance with applicable privacy laws.
6. Updates to This Policy
6. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated effective date.
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