Privacy Policy

Introduction and Scope

CleverTechLink operates as a specialized financial analysis platform designed specifically for investment professionals operating within Canadian markets. We understand that your data represents more than just information – it's the foundation of your professional relationships and business decisions.

This privacy policy explains how we collect, use, protect, and manage your personal information when you interact with our services at clevertechlink.com. Our approach reflects both Canadian privacy legislation requirements and our commitment to maintaining the highest standards of data protection that investment professionals expect.

Information We Collect

Our data collection practices are designed around the specific needs of investment professionals while maintaining strict privacy standards. We collect information necessary to provide comprehensive financial analysis services and maintain secure client relationships.

How We Use Your Information

Every piece of information we collect serves a specific purpose in delivering professional-grade financial analysis services. Our data usage prioritizes functionality, security, and service improvement while respecting your privacy expectations.

• Service Delivery: Processing your requests, providing customized financial analysis tools, generating reports, and maintaining platform functionality that meets professional investment standards.
• Account Management: Creating and maintaining your user account, managing authentication, tracking service usage, and providing technical support when you need assistance.
• Platform Improvement: Analyzing usage patterns to enhance our tools, developing new features based on user needs, and optimizing platform performance for investment professionals.
• Professional Communication: Sending service updates, educational content relevant to investment analysis, security notifications, and responding to your inquiries and support requests.
• Security and Compliance: Monitoring for unauthorized access, preventing fraudulent activities, maintaining data integrity, and ensuring compliance with Canadian privacy regulations.

Data Sharing and Third Parties

We maintain strict control over your information and limit sharing to essential business operations. Any third-party relationships are carefully vetted and governed by comprehensive data protection agreements that meet Canadian privacy standards.

Service Providers: We work with select technology providers for cloud hosting, email services, analytics tools, and security monitoring. These providers access only the minimum data necessary to perform their specific functions and are contractually bound to protect your information.

Professional Networks: When you explicitly consent, we may share professional information with recognized investment industry networks or educational partners to enhance your professional development opportunities.

Legal Requirements: We may disclose information when required by Canadian law, court orders, or regulatory requests. In such cases, we will notify you unless legally prohibited from doing so.

Your Privacy Rights and Control

Canadian privacy legislation grants you specific rights regarding your personal information. We've designed our systems to make exercising these rights straightforward and efficient for busy investment professionals.

To exercise any of these rights, contact our privacy team at [email protected]. We respond to all privacy requests within 30 days and provide clear explanations of any actions taken.

Data Security and Protection

Investment professionals handle sensitive financial information daily, and our security measures reflect this reality. We've implemented multiple layers of protection designed specifically for financial services applications.

Technical Safeguards: All data transmissions use TLS 1.3 encryption, our databases employ AES-256 encryption at rest, and we maintain secure API protocols with rate limiting and access controls. Our infrastructure undergoes regular security audits and penetration testing.

Access Controls: Employee access to your data is restricted based on job requirements, with all access logged and monitored. We use multi-factor authentication, regular access reviews, and immediate access revocation when employees leave the organization.

Physical Security: Our data centers employ biometric access controls, 24/7 monitoring, redundant power systems, and environmental controls. All hardware is securely destroyed when decommissioned.

Incident Response: We maintain a comprehensive incident response plan with defined procedures for data breach detection, containment, assessment, and notification. Any security incidents affecting your data will be reported within 72 hours.

Data Retention and Deletion

We retain your information only as long as necessary to provide services, comply with legal obligations, and protect our mutual interests. Our retention periods reflect the specific requirements of financial services and Canadian regulations.

Active Account Data: Professional profiles, account preferences, and usage analytics are retained while your account remains active plus 12 months after account closure to handle any transition issues.

Communication Records: Support tickets, email correspondence, and consultation records are retained for 3 years to maintain service continuity and resolve any disputes that may arise.

Financial Records: Transaction logs, billing information, and payment records are retained for 7 years to comply with Canadian financial record-keeping requirements.

Technical Logs: Security logs, access records, and system monitoring data are retained for 13 months to support security analysis and platform optimization while balancing privacy considerations.

When retention periods expire, we securely delete information using industry-standard data destruction methods that ensure information cannot be recovered or reconstructed.

International Data Transfers

While CleverTechLink primarily serves Canadian investment professionals, some of our technology infrastructure and service providers operate internationally. We ensure all international data transfers meet Canadian adequacy requirements and provide equivalent protection.

Our cloud infrastructure partners maintain Canadian data residency options, and we prioritize services that keep your data within Canadian borders. When international transfers are necessary, we use standard contractual clauses and adequacy decisions recognized under Canadian privacy law.

You can request information about specific international transfers affecting your data by contacting our privacy team. We maintain current documentation of all international data flows and protection measures.

Cookies and Tracking Technologies

Our platform uses cookies and similar technologies to provide functionality, improve performance, and understand how investment professionals interact with our services. We've designed our tracking approach to be transparent and give you meaningful control.

Essential Cookies: Required for basic platform functionality, including authentication, session management, security features, and core navigation. These cannot be disabled without affecting service operation.

Performance Cookies: Help us understand platform usage patterns, identify technical issues, and optimize performance for financial analysis tools. These are aggregated and don't identify individual users.

Preference Cookies: Remember your dashboard settings, report formats, notification preferences, and other customizations that enhance your professional workflow.

You can manage cookie preferences through your browser settings or our cookie preference center. Disabling certain cookies may affect platform functionality, and we'll clearly explain any impacts before you make changes.

Policy Updates and Notifications

Privacy requirements and business practices evolve, and we may need to update this policy to reflect changes in our services, legal requirements, or industry standards. We're committed to keeping you informed about any modifications that might affect your privacy.

Notification Process: We'll email registered users about significant policy changes at least 30 days before they take effect. Minor clarifications or formatting updates may be posted directly to our website with notification in your account dashboard.

Continued Use: Using our services after policy updates indicates acceptance of the revised terms. If you disagree with policy changes, you can exercise your deletion rights or contact us to discuss alternatives.

We maintain an archive of previous policy versions on our website, so you can review changes and understand how our privacy practices have evolved over time.