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Privacy Policy

Last updated: July 27, 2026

1. Information We Collect

We collect information you provide directly to us, such as when you submit an application, contact us, or use our services. This may include:

  • Name, email address, and contact information
  • Financial information necessary for investment services
  • Property and investment details
  • Communication preferences

2. How We Use Your Information

We use the information we collect to:

  • Respond to inquiries
  • Evaluate lending relationships
  • Maintain compliance
  • Improve user experience

3. Data Retention and Year-End Purging

Upon the formal closing of a deal, records are marked as "Closed" and securely maintained for active management and reporting during the current year.

At the conclusion of each calendar year, we enforce a strict data purging protocol to permanently shred and delete sensitive personal identifiable information and confidential application files associated with deals closed prior to that year.

Only essential, non-sensitive financial summary data required for regulatory and financial audit compliance is retained.

4. Information Sharing & Non-Disclosure

We maintain strict non-disclosure standards. We do not sell, trade, rent, or disclose your Personally Identifiable Information (PII) to any third parties under any circumstances, unless explicitly mandated by a valid court order, legal subpoena, or binding regulatory mandate.

5. Data Security

We implement appropriate security measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

6. Your Rights

You have the right to:

  • Access and review your personal information
  • Request corrections to inaccurate data
  • Request deletion of your personal information
  • Opt out of certain communications
  • Data portability in certain circumstances

7. Cookies and Tracking

We use cookies and similar technologies to enhance your experience on our website, analyze usage patterns, and improve our services. You can control cookie settings through your browser preferences.

8. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Email: privacy@aubartandassociates.com

9. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any material changes by posting the new policy on this page and updating the "Last updated" date. We encourage you to review this policy periodically.