Effective Date: July 27, 2024

Online Privacy Statement

This Privacy Notice outlines the practices of VSTA Services LLC (“VSTA,” “we,”” our” or “us”) regarding the use of personal information that we may obtain through this website and other interactions such as web-based and mobile applications, in-person events, meetings and marketing material. This notice does not apply to information collected under engagements requiring contract agreements to provide services such as bookkeeping, applications for
financial products or professional consulting services. Please read the following to understand how we collect, use, and protect your personal information.

Information Collection and Use

The personal information that we collect will vary based on your relationship with VSTA. We collect information that you voluntarily provide through email, registration, or direct communication. We may collect personal information through third-party providers engaged by us when you participate in other interactions with VSTA such as mobile applications or in person events. We also may collect personal information from our business partners when collaborating to provide services to our clients.

The information collected is used for purposes such as to respond to your inquiries, fulfill specific requests, promote our services and products, register you at events or meetings and keep you informed about new products or services.

We do not knowingly collect or maintain personal information directly from individuals under the age of 18, except as may be required by applicable law or where permission has been granted by a child’s parent or legal guardian (e.g. financial literacy education session).

VSTA provides services in the U.S. In certain circumstances, we do interact with or collect personal information about individuals outside of the U.S. In such circumstances, we
typically collect personal information from individuals directly

Sharing

We may share names or contact information with third parties, such as product or service providers, to deliver designated services. These parties cannot use personal information for other purposes. We may also disclose personal information for legal reasons such as to respond to lawful requests of government or law enforcement agencies, including to meet national security or law enforcement requirements or where disclosure is required by
applicable laws, court orders, government regulations or professional rules.

We do not sell or rent your personal information to others.

Access, Retention and Control Over Personal Information

You have the right to know what data we have about you. If there are any inaccuracies in your data, you have the right to request correction of that data. You may also request that we delete your personal information. We retain personal information for so long as it is needed to fulfil the purpose for which it was collected, including to meet business needs and comply with legal requirements. Accordingly, the retention period of your personal information may vary and any requests for deletion of data are assessed on a case-by-case basis.

You can opt out of future communications at any time. Opting out may affect certain services.

To make a request to know, correct or delete your personal information or to express any concerns regarding our use of your data, please refer to the Contact Us section below.

Security

We implement practices and controls aimed to protect your information both online and offline. When working with third parties processing information such as credit card information, we look to ensure they also implement security controls such as encryption and securely transmit data. Despite those efforts, security cannot be guaranteed against all threats.

Cookies

We use cookies to improve site accessibility and identify returning visitors. Cookies are not linked to personal information.

Links

You may come across links to external sites, applications, social media platforms or services in our website or during your other interactions with VSTA Services. Other sites are not governed by this Privacy Statement and they may have their own privacy notice. We are not responsible for the content or privacy practices of these other sites. We encourage you to review the applicable privacy notice of other sites you visit before disclosing personal information.

Contact Us

Thank you for reviewing our Privacy Notice. We are committed to safeguarding your privacy and maintaining the confidentiality of your information. As a result, we may need to modify this Privacy Statement from time to time to reflect our current personal information practices. We encourage you to periodically review this Privacy Statement to be aware of updates to our personal information practices. If you have any concerns about our compliance with this privacy statement, please contact us via email at [email protected]

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