We may collect the following types of information:

• Personal Information: Name, email, phone number, address

• Professional Information: Company, role, partner type

• Client Intake Information: Financial goals, risk needs, real estate interests

• Referral Information: Details about the client being referred

• Technical Data: IP address, browser type, device information

• Form Submission Data: Responses submitted through our website forms

We use your information to:

• Provide advisory services

• Review and process partner applications

• Manage referrals and track partner credit

• Deliver requested resources (e.g., Partnership Playbook)

• Communicate with you about services, updates, or opportunities

• Improve our website and user experience

• Maintain compliance and record‑keeping

We do not sell your information. We may share information only with:

• Internal NHFN team members

• Approved service providers (e.g., CRM, email systems)

• Partners or advisors when necessary to fulfill your request

• Legal or regulatory authorities when required

All third‑party providers are required to maintain confidentiality.

We use administrative, technical, and physical safeguards to protect your information from unauthorized access, misuse, or disclosure.

You may:

• Request access to your information

• Request corrections

• Request deletion (where legally permitted)

• Opt out of communications

Our website may use cookies or analytics tools to improve performance and user experience.

Our website may contain links to third‑party sites. We are not responsible for their privacy practices.

We may update this Privacy Policy periodically. The “Last Updated” date will reflect any changes.

For questions about this Privacy Policy or your data, contact us at: contact@nhfn.global

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