Thank you for reading Surfside Advisory Group’s privacy policy. We value the trust our borrowers place in us, and safeguarding the privacy of our visitors is our top priority.
The following information in our privacy policy is intended to make our visitors aware of if and how we may use any of their data for informational purposes at our company. We are committed to transparency regarding the use of any data when visiting the Surfside Advisory Group website.
Our Privacy Policy
Our Privacy Policy is intended to inform you about how we collect and use any information about you. This policy applies to any data or information collected when you visit the site (https://surfsideadvisory.com), when you fill out any forms on the site, or communicate any additional data with us via fax or email or in any way that you may interact with our company. This policy also applies to all websites, applications, and devices operated by our company that link to this policy.
By accessing the site or utilizing any and all of our services you agree and are bound by the terms & conditions of our Privacy Policy. You may not use this site or any of its services if you do not agree with this Privacy Policy.
Information We Collect Online
We gather Personal Data from you when you interact with our website. “Personal Data” refers to specific details about an individual that we obtain online when they engage our website and applications, which we store in a retrievable format. We gather the following kinds of Personal Data:
Details You Share
Financing Application: When seeking financing, you will apply by sharing your name, email, phone number, and some basic business information. Additionally, you may share while completing our secondary application your residential address, Social Security number, business details (like its name, size, and type of product sold), and financial records such as bank and credit card statements, average bank balance, both personal and business credit records, payment habits, bank details, and tax ID.
Data Collected as You Browse
Automatically, we collect specific Personal Data as you use our Platform and Offerings, such as:
Data from External Entities
To deliver an offer, we might obtain Personal Data about you from external sources like credit bureaus, identity verification services, fraud detection agencies, and governmental entities.
For Residents of California Only: California Consumer Privacy Act (CCPA)
In accordance with California law, Surfside Advisory Group will not share information we collect about you with nonaffiliates, except as allowed by law. For example, we may share information with your consent or to service your accounts. Among our affiliates, we will limit information sharing to the extent required by California law. Surfside Advisory Group does not and will not sell your personal information.
You have the right to request, up to 2 times every 12 months, that Surfside Advisory Group disclose to you the following:
If you are a California resident, you may submit a request by calling Compliance at (561) 510-1836 and we will send you a personal information form to complete. Upon receipt of your completed form, we will work to confirm receipt of your request within 10 days (and provide you with information on how we will process your request, including our verification process) and to respond to your request within 45 days from the date of our receipt of your request (unless additional time is necessary, and, in such cases, we will explain to you the reason it may take more than 45 days to respond).
If you require assistance, please contact us:
