Trust & Safety


Trust and safety is very important to us here at Seek4Finance. We will only provide simple and basic information like your name, email address and phone number to the financial professionals after you have booked your appointment. This data is safe, secure and will not be shared with any other organization for any other purpose.
Personal information
In order to book an appointment, we ask you to provide us with your full name, area of product interest, telephone number and email address. This is only used to create a new Seek4Finance account with an identifiable user name and password.

We store your appointment history and personal information such as your telephone number and email address to help facilitate future appointment requests.

We will save any personal information sent from you including appointment and advisor reviews, customer service emails and social media interactions.

We will store server logs of user’s sessions to optimize our website interface for future appointment bookings.

We will store cookies on your hard drive in order to save you time with data entries such as locations, username and password.
Using your data
We will only provide personally identifiable data like your name, email address and phone number to the financial professional you have booked an appointment with.

We will use personally identifiable data like your name, email address and phone number to send you appointment reminders and Seek4Finance newsletters.

We will never sell any personally identifiable data to any third parties. Ever.

We will aggregate non-personally identifiable data in order to understand appointment demand, user habits, trends and user preferences.

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