Privacy Policy

Last Updated: 5/1/2025

Welcome to searlefinancial.com's privacy policy. This privacy policy ("Privacy Policy") describes how Searle Financial and its related companies ("Searle Financial", "Company", "we", "us", "our") collect, use and share personal information of consumer users of this website, searlefinancial.com (the "Site"). This Privacy Policy also applies to any of our other websites that post this Privacy Policy. This Privacy Policy does not apply to websites that post different statements.

What We Collect

We may collect information that identifies you ("Personal Data") when you use the Site which includes:

  • Identity Data includes first name, last name, username or similar identifier.
  • Contact Data includes billing address, email address and telephone numbers.
  • Technical Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access this Site.
  • Profile Data includes your email and password, your preferences, feedback and survey responses.
  • Usage Data includes information about how you use our Site, products and services.
  • Marketing and Communications Data includes your preferences in receiving marketing from us and your communication preferences.

We get Personal Data about you in a range of ways:

  • Information You Give Us. We collect information you directly give us on our Site.
  • Information We Get From Others. We may get information about you from other sources. We may add this to information we get from this Site.
  • Information Automatically Collected. We automatically log information about you and your computer. For example, when visiting our Site, we log your computer operating system type, browser type, browser language, the website you visited before browsing to our Site, pages you viewed, how long you spent on a page, access times and information about your use of and actions on our Site.
  • Cookies. We may log information using "cookies." Cookies are small data files stored on your hard drive by a website. We may use both session Cookies (which expire once you close your web browser) and persistent Cookies (which stay on your computer until you delete them) to provide you with a more personal and interactive experience on our Site. This type of information is collected to make the Site more useful to you and to tailor the experience with us to meet your special interests and needs.

The Site is not intended for children and we do not knowingly collect data relating to children under the age of 13 to be compliant with COPPA (Children’s Online Privacy Protection Act). If we learn we have collected such data, we will delete it promptly. If you learn we have collected such data, please let us know via our contact information section below.

Use of Personal Data

We use your Personal Data as follows:

  • To operate, maintain, and improve our sites, products, and services.
  • To respond to comments and questions and provide customer service.
  • To send information including confirmations, invoices, technical notices, updates, security alerts, and support and administrative messages.
  • To communicate about promotions, upcoming events, and other news about products and services offered by us and our selected partners.
  • To link or combine user information with other Personal Data.
  • To protect, investigate, and deter against fraudulent, unauthorized, or illegal activity.
  • To provide and deliver products and services customers request.

Sharing of Personal Data

We may share Personal Data as follows:

  • We may share Personal Data with your consent. For example, you may let us share Personal Data with others for their own marketing uses. Those uses will be subject to their privacy policies.
  • We may share Personal Data when we do a business deal, or negotiate a business deal, involving the sale or transfer of all or a part of our business or assets. These deals can include any merger, financing, acquisition, or bankruptcy transaction or proceeding.
  • We may share information with those who need it to do work for us.
  • We may share Personal Data for legal, protection, and safety purposes.
    • We may share information to comply with laws.
    • We may share information to respond to lawful requests and legal processes.
    • We may share information to protect the rights and property of Searle Financial, our agents, customers, and others. This includes enforcing our agreements, policies, and terms of use.
    • We may share information in an emergency. This includes protecting the safety of our employees and agents, our customers, or any person.
  • We do not sell your personal information under any circumstances.

We may also share aggregated and/or anonymized data with others for their own uses.

Information Choices and Changes

As required by applicable laws such as CAN-SPAM, our marketing emails tell you how to "opt-out." If you opt out, we may still send you non-marketing emails. Non-marketing emails include emails about your accounts and our business dealings with you.

You may send requests about Personal Data, or changes to it such as correction, to our Contact Information below. You can request to change contact choices, opt-out of our sharing with others, and update your Personal Data.

You can typically remove and reject cookies from our Site with your browser settings. Many browsers are set to accept cookies until you change your settings. If you remove or reject our cookies, it could affect how our Site works for you.

Data Security

We have put in place appropriate security measures to prevent your Personal Data from being accidentally lost, used or accessed in an unauthorized way, altered or disclosed. In addition, we limit access to your Personal Data to those employees, agents, contractors and other third parties who have a business need to know. They will only process your Personal Data on our instructions and they are subject to a duty of confidentiality. We have put in place procedures to deal with any suspected Personal Data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Data Retention

We will only retain your Personal Data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. To determine the appropriate retention period for Personal Data, we consider the amount, nature, and sensitivity of the Personal Data, the potential risk of harm from unauthorized use or disclosure of your Personal Data, the purposes for which we process your Personal Data and whether we can achieve those purposes through other means, and the applicable legal requirements. In some circumstances you can ask us to delete your data. In some circumstances we may anonymize your Personal Data (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.

  • For newsletter subscriptions we retain your information as long as you are subscribed or request deletion.
  • Contact form data submissions will be retained for a maximum of 1 year after submission unless otherwise stated on the form.
  • Requests for deletion can be submitted via the contact information at the end of this policy.

Your California Privacy Rights

California Civil Code Section § 1798.83 permits users of our Website that are California residents to request certain information regarding our disclosure of personal information to third parties for their direct marketing purposes. To make such a request, please contact us at the Contact Information below.

This Privacy Policy describes how the Company collects, uses and shares your personal information. The Company is the Controller and responsible for your Personal Data.

If you have any questions about this Privacy Policy, including any requests to exercise your legal rights, please contact our Privacy Officer using the details set out below.

Email: info@searlefinancial.com
Attention: Privacy
Postal Mail: 651 Via Alondra, Camarillo, CA 93012

Purposes and Lawful Bases to Process Your Personal Data

This Privacy Policy describes the Personal Data we collect from you and how we use it. We will only use your Personal Data when the law allows us to. Most commonly, we will use your Personal Data in the following circumstances:

  • Where we need to perform the contract we are about to enter into or have entered into with you.
  • Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
  • Where we need to comply with a legal or regulatory obligation.

You have the right to withdraw consent to marketing at any time by contacting us.

We have a purpose and lawful basis for processing each type of Personal Data described in this Privacy Policy, which are as follows:

  1. The purpose for collecting your Identity and Contact Data is to register you as a new customer, and the lawful basis is the performance of a contract with you.
  2. The purpose for collecting your Identity, Contact, Marketing and Communications Data is to process and deliver material to you, and the lawful bases are (a) the performance of a contract with you and (b) it is necessary for our legitimate interests.
  3. The purpose for collecting your Identity, Contact, Profile, and Marketing and Communications Data is to manage a relationship with you, and the lawful bases are (a) the performance of a contract with you and (b) it is necessary for our legitimate interests (to keep our records updated and to study how customers use our products/services).
  4. The purpose for collecting your Identity, Contact, Profile, Usage, and Marketing and Communications Data is to enable you complete a survey. The lawful bases are (a) the performance of a contract with you and (b) it is necessary for our legitimate interests (to study how customers use our products and services, to develop them and grow our business).
  5. The purpose for collecting your Identity, Contact, and Technical Data is to administer and protect our business and the Site, and the lawful basis is that it is necessary for our legitimate interests (for running our business, provision of administration and IT services, network security, to prevent fraud and in the context of a business reorganization or group restructuring exercise).
  6. The purpose for collecting your Identity, Contact, Profile, Usage, Marketing and Communications, and Technical Data