Privacy Policy

Effective Date: 06/06/2025

At Paul Carp, your privacy is important to us. This Privacy Policy explains how we collect, use, disclose, and protect your information when you visit our website www.paulcarp.com, use our digital training platforms, or interact with us through mobile and web-based services.

1. Information We Collect

We may collect personal information, including but not limited to:

  • Full name

  • Email address

  • Mobile phone number

  • Business information (e.g., firm name, role, AUM)

  • Login credentials

  • Usage data and browser/device information

2. How We Use Your Information

We use your personal information to:

  • Provide access to our SERVEFIRST™ training and Advisor Business Center platforms

  • Deliver account-related notifications and updates

  • Authenticate user login via two-factor authentication (2FA)

  • Improve website performance and user experience

  • Respond to customer service inquiries

3. SMS and Two-Factor Authentication (2FA)

When you register for an account, we may send SMS messages to verify your identity. These messages are strictly transactional and used for security purposes such as:

  • Verifying account login

  • Resetting passwords

  • Notifying users of suspicious activity

Message frequency varies based on account activity. Message and data rates may apply.

4. Consent and Opt-In

By registering on our site or submitting your phone number via in-person or digital forms, you provide explicit consent to receive SMS messages from us for authentication and account access purposes.

5. Sharing of Information

We do not sell, rent, or share your mobile number or personal information with third parties for marketing purposes. Your information is used only within our internal systems or by trusted vendors under confidentiality agreements to deliver our services.

6. Data Security

We use industry-standard security measures to protect your data, including encryption, secure server infrastructure, and limited access controls.

7. User Choices and Opt-Out

Users may opt out of receiving SMS messages at any time by updating preferences in their account settings or contacting us at connect@paulcarp.com. However, opting out of 2FA may restrict your ability to securely access your account.

8. Third-Party Links

Our site may contain links to third-party websites. We are not responsible for the privacy practices or content of those sites.

9. Children’s Privacy

Our services are not intended for individuals under the age of 18, and we do not knowingly collect information from minors.

10. Changes to This Policy

We may update this Privacy Policy periodically. Changes will be posted on this page with an updated effective date.

11. Contact Us

If you have any questions about this Privacy Policy, please contact us at:

Paul Carp

Email: connect@paulcarp.com

Website: www.paulcarp.com