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Privacy Policy

Effective Date: March 25, 2026  ·  Last Updated: March 25, 2026

This Privacy Policy explains how The Brokerage Guide ("we," "us," or "our") collects, uses, and protects your personal information when you visit thebrokerageguide.com and submit your email address. Please read it carefully.

1. Information We Collect

We collect only the information you voluntarily provide to us:

  • Email Address — collected when you submit our opt-in form to receive the First Trade Checklist and future communications from The Brokerage Guide.

We do not collect your name, payment information, phone number, or any other personally identifiable information unless you explicitly provide it at a later date.

We may also automatically collect limited technical data through standard web server logs, including your IP address, browser type, and pages visited. This data is used solely for security and performance monitoring and is not linked to your identity.

2. How We Use Your Information

Your email address is used exclusively for the following purposes:

  • To deliver the free resource (First Trade Checklist) you requested.
  • To send you educational content, newsletters, updates, and promotional materials from The Brokerage Guide.
  • To improve our content and understand what topics are most relevant to our audience.

We will never use your email address for any purpose not described in this policy without obtaining your prior consent.

3. We Do Not Sell Your Data

We do not sell, rent, trade, or otherwise transfer your personal information to any third party for their marketing purposes. Your email address is yours. We treat it with respect.

4. Third-Party Service Providers

We may share your email address with trusted third-party service providers who assist us in operating our email platform and delivering communications. These providers are contractually obligated to keep your information confidential and to use it only for the services they provide to us.

Current categories of third-party processors may include:

  • Email marketing platforms (e.g., Mailchimp, ConvertKit, Klaviyo, or similar)
  • Web hosting and infrastructure providers
  • Analytics providers (aggregated, non-personally-identifiable data only)

We do not permit these providers to use your data for their own marketing or to share it with other parties.

5. Cookies and Tracking

Our website may use cookies and similar tracking technologies to enhance your browsing experience and to understand how visitors interact with our site. Cookies are small data files stored on your device.

Types of cookies we may use:

  • Essential cookies — required for the website to function properly.
  • Analytics cookies — used to understand site traffic and user behavior in aggregate form.

You can disable cookies through your browser settings at any time. Disabling cookies may affect some functionality of the site, but will not prevent you from accessing core content.

6. How Long We Keep Your Data

We retain your email address for as long as you remain subscribed to our communications. If you unsubscribe, we will remove you from our active mailing list promptly. We may retain suppression records (i.e., a record that you unsubscribed) to ensure we do not contact you again in error.

You may request complete deletion of your data at any time by contacting us at the address below.

7. Your Rights and Choices

You have the following rights regarding your personal information:

  • Unsubscribe — every email we send includes an unsubscribe link. Click it at any time to stop receiving communications.
  • Access — you may request a copy of the personal information we hold about you.
  • Correction — you may request that we correct inaccurate information.
  • Deletion — you may request that we delete your personal information from our records.

If you are located in the European Economic Area (EEA), United Kingdom, or California, you may have additional rights under applicable privacy laws including the GDPR and CCPA. To exercise any of these rights, contact us using the details in Section 11.

8. Children's Privacy

Our website and communications are not directed at children under the age of 13. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a child under 13, please contact us immediately and we will take steps to delete that information.

9. Data Security

We implement reasonable technical and organizational measures to protect your personal information against unauthorized access, loss, or misuse. However, no transmission over the internet or electronic storage method is 100% secure. We cannot guarantee the absolute security of your data.

10. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. When we make material changes, we will update the "Last Updated" date at the top of this page. Your continued use of the site and our services after any changes constitutes your acceptance of the updated policy.

We encourage you to review this policy periodically.

11. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or your personal information, please contact us at:

The Brokerage Guide
Website: thebrokerageguide.com

We will respond to all legitimate requests within a reasonable timeframe.

THE BROKERAGE GUIDE

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