Who this policy covers
Coastglen Financial of Pensacola, FL (address in the site footer; phone (850) 669-5365) operates coastglenfinancial.com. In this policy, "Coastglen", "we" and "us" mean Coastglen Financial, and "you" means a visitor to the site or a person who sends a funding request or calls us.
Information you give us
Sending the online funding request shares these details with Coastglen:
- Full name
- Phone number
- Email address
- Company name (optional)
- How long the business has traded, picked from a list
- Your annual revenue band, picked from the form's list
- The amount band you are requesting, from the form's list
- Whether you agree to calls and texts
If you call us or a funding partner later asks for more, you may also share details such as what the money will pay for, bank statements or business records. We ask you not to send Social Security numbers or account passwords through the website.
Information collected automatically
Like most websites, the site and its hosting provider record technical data when pages load: IP address, browser and device type, the pages visited, the referring page and the date and time. The request form is provided by a third-party form service, which processes what you type into it to deliver it to us.
How we use information
- To contact you about your request and explain the funding options that may fit
- With your agreement, to pass your request to one or more funding partners so they can review it
- To keep a record of each request, consent and conversation
- To operate, protect and refine coastglenfinancial.com
- To comply with the law and lawful demands
When information is shared
We share request information with funding partners only when you agree to that step, and only what is needed for them to review the request. Partners that receive it handle it under their own privacy policies; read them before you accept an offer.
We also use service providers for hosting, the request form, phone and messaging. They process information for us under contract.
We may disclose information where the law requires it, to protect our rights or the safety of others, or as part of a sale or reorganization of the business.
Calls and text messages
If you consent on the form, we may call or text you about your request. You can withdraw consent at any time; the SMS terms in the footer explain how to stop texts.
Retention of request records
We keep request records for as long as needed to handle the request and to keep a record of consents and communications, then delete or anonymize them.
Security
We use reasonable safeguards for the information we hold, including encrypted connections on the website. No method of sending or storing data is completely secure, so please share only what a request needs.
Your choices
- Find out which details Coastglen holds on you
- Have inaccurate details corrected
- Ask us to delete it, where we are not required to keep it
- Withdraw consent to calls and texts
To make a request, call (850) 669-5365 or write to the address in the footer. Coastglen may check it is really you before acting.
Children
The site is meant for business owners and is not directed to children under 13. We do not knowingly collect information from them.
Changes to this policy
Any revision of this policy will appear here, dated.
By Coastglen Financial · Updated