Privacy Policy for Lonsinger Consulting LLC dba Leverage Point Advisors

At Leverage Point Advisors, we are committed to the privacy of our clients and their customers, advisors, and employees. The information we have about our clients and their customers and advisors is protected and secure. This Privacy Policy applies to data that is collected from advisors and consultants on behalf of our clients verbally or in writing; it explains the types of information collected and recorded by Leverage Point Advisors and how we use and protect that information.

Your rights and who to contact. If you have additional questions or require more information about our Privacy Policy, please contact Leverage Point Advisors at nancy@leveragepointadvisors.com.

You have the right to tell us if you:

• Don’t want to be contacted in the future by Leverage Point Advisors
• Would like a copy of the personal information we hold about you
• Would like us to correct, update, or delete your personal information
• Wish to report any misuse of your personal information

To assist us in dealing with your request, please provide your full name and contact details so Leverage Point Advisors my fulfill your request within 30 days.

Consent

By engaging Leverage Point Advisors, you hereby consent to our Privacy Policy and agree to its terms.

Information we collect directly from you

We collect personal information from you directly when you submit information for flights or payment of services. The reasons why you are asked to provide your personal information is made clear to you at the point we ask for your personal information. The most common information collected includes:

• Name
• Address
• Phone number
• Email
• Social security number or tax ID number
• Medical license number
• Date of birth

Information we collect from other sources

We may receive personal information about you from other sources, either available publicly, such as university websites, or made available with your consent. The type of personal information we collect from such sources include your name, professional email and street address, and publicly available information such as license number, special areas of interest, and recent publications, as permitted by law.

Leverage Point Advisors does not automatically collect information

When you use our website, we do not use cookies, nor do we use personal information for direct marketing communication.

How we use your information

We use the information we collect in various ways, including to:

• Compensate for advising and consulting time
• Arrange travel
• Communicate, either directly or through one of our partners
• Deliver tax documents
• Invite you to contribute or participate in future consulting activities
• Respond to your queries and provide information you request from us

When we collect personal information for a specific purpose, we will not keep it longer than is necessary to fulfill that purpose, unless required for legitimate business or legal reasons.

Sharing personal information

As a general rule, we do not share your personal information with anyone outside Leverage Point Advisors. However, we may share your information with trusted third parties, who we work with. We seek to ensure Leverage Point Advisor partners have privacy policies consistent with data protection laws.

Third Party Privacy Policies

Leverage Point Advisors’ Privacy Policy does not apply to other partners who might, from time to time, support client activities. Thus, we are advising you to consult the respective Privacy Policies of these third parties for more detailed information to understand their practices and instructions about how to opt-out of certain options.

Sale of Personal Information

Leverage Point Advisors does not sell personal information collected to support client engagements.

Changes to our Privacy Policy

We may change this Privacy Policy from time to time by posting the updated version on this website.

Leverage Point Advisors follows GDPR Data Protection Rights

We would like to make sure you are fully aware of all of your data protection rights. Every user is entitled to the following:

The right to access – You have the right to request copies of your personal data.

The right to rectification – You have the right to request that we correct any information you believe is inaccurate. You also have the right to request that we complete the information you believe is incomplete.

The right to erasure – You have the right to request that we erase your personal data, under certain conditions.

The right to restrict processing – You have the right to request that we restrict the processing of your personal data, under certain conditions.

The right to object to processing – You have the right to object to our processing of your personal data, under certain conditions.

The right to data portability – You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

If you make a request, we have one month to respond to you. If you would like to exercise any of these rights, please contact us.

Children’s Information

Leverage Point Advisors does not collect any Personal Identifiable Information from children under the age of 13.