RBR Loyal
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Privacy Policy

Last updated: January 2025

1. Information We Collect

RBR Loyal ("we," "us," or "our") collects the following personal information when you use our services or contact us through our website:

  • Contact Information: Name, email address, phone number, and business details
  • Communication Data: Messages and inquiries sent through our contact forms
  • Consent Records: Your consent to be contacted and for data processing

2. How We Use Your Information

We use the personal information we collect for the following purposes:

  • To respond to your inquiries and provide requested information about our services
  • To schedule and conduct consultations
  • To provide financial advice and business resources
  • To communicate about our services and business updates (with your consent)
  • To improve our services and customer experience

3. Data Controller

RBR Loyal is the data controller for the personal information we collect. You can contact us regarding your personal data at:

Email: [email protected]
Address: Physical address available on request

4. Third-Party Processors

We use the following third-party service providers to process your personal information:

  • Formspree: Located in the United States, processes contact form submissions on our behalf

These processors are bound by appropriate data protection agreements and only process your data according to our instructions.

5. Data Retention

We retain your personal information for no longer than 12 months from the date of your last contact with us, unless:

  • You become a client, in which case we retain data as required for providing services
  • Legal or regulatory requirements mandate longer retention periods
  • You have given explicit consent for longer retention

6. Your Rights

You have the following rights regarding your personal data:

  • Access: Request a copy of the personal data we hold about you
  • Rectification: Request correction of inaccurate or incomplete data
  • Erasure: Request deletion of your personal data
  • Portability: Request transfer of your data in a structured format
  • Objection: Object to processing of your data for direct marketing
  • Restriction: Request limitation of processing in certain circumstances

To exercise these rights, contact us at [email protected].

7. Cookies and Tracking

Our website does not use tracking cookies or third-party analytics by default. We may use essential cookies necessary for website functionality, such as:

  • Session cookies for form functionality
  • Cookies to remember your preferences

We do not use third-party cookies for advertising or tracking purposes.

8. Data Security

We implement appropriate technical and organizational measures to protect your personal data, including:

  • Secure transmission protocols (HTTPS)
  • Access controls and authentication
  • Regular security assessments
  • Staff training on data protection

9. International Transfers

Your data may be transferred to and processed in countries outside of Canada, including the United States where our form processor Formspree is located. Such transfers are made with appropriate safeguards in place.

10. Changes to This Policy

We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated revision date. We encourage you to review this policy periodically.

11. Contact Us

If you have questions about this Privacy Policy or our data practices, please contact us:

Email: [email protected]
Subject Line: Privacy Policy Inquiry

RBR Loyal

Professional financial resources for small business growth.

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  • Budget Management
  • Tax Preparation
  • Business Analytics

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© 2025 rbrloyal • Privacy • Terms • Registered in CA • Operating remotely from Toronto, Canada. Physical address available on request.