Last Updated: October 29, 2024 Version: 1.0 Effective Date: October 29, 2024Your Basic RightsAs a Quality Connect service user, you have the right to:
- Clear, accurate information about our services
- Professional and responsive customer service
- Protection of your personal information
- Control over your data
- Fair and transparent treatment
- Access to support services
- File complaints and receive timely responses
Service GuaranteesWe guarantee:
- No waiting on hold for representatives
- Direct connection to investment professionals
- Clear communication about our role
- Protection of your personal information
- Transparency about service limitations
- Professional handling of all interactions
- Response to email inquiries within 7 days
Privacy RightsYou have the right to:
- Access your personal information
- Request correction of inaccurate data
- Delete your information
- Restrict data processing
- Data portability
- Withdraw consent at any time
- Opt-out of data sharing
- Receive breach notifications
Communication RightsYou can:
- Choose your preferred contact method
- Opt-out of promotional communications
- Request call recordings
- Receive clear disclosure of call recording
- Stop service communications at any time
- Request communication records
Service RightsYou are entitled to:
- Clear explanation of services
- Transparent fee information
- Professional service delivery
- Accurate representation of offerings
- Fair treatment
- Service cancellation
- Documentation of interactions
Financial Information RightsRegarding your financial information, you have the right to:
- Keep your financial information confidential
- Know how your information is used
- Control sharing of your information
- Receive notice of information sharing
- Opt-out of certain information sharing
Complaint RightsYou have the right to:
- File complaints about our service
- Receive timely responses
- Escalate unresolved issues
- Contact regulatory authorities
- Seek resolution through appropriate channels
Your ResponsibilitiesTo help us honor your rights, please:
- Provide accurate information
- Update your information when it changes
- Report unauthorized activities
- Review communications from us
- Maintain account security
- Follow service terms
How to Exercise Your RightsContact Methods:Response Times:- General inquiries: 7 days
- Rights requests: 30 days
- Complaints: 7 days
- Data requests: 30 days
Protection MeasuresWe protect your rights through:
- Staff training
- Regular audits
- Policy enforcement
- Security measures
- Documentation
- Regular reviews
Special ProtectionsVulnerable ConsumersWe provide additional protections for:
- Elderly consumers
- Disabled consumers
- Non-English speakers
- First-time investors
Data ProtectionEnhanced protection for:
- Financial information
- Personal identifiers
- Communication records
Regulatory FrameworkYour rights are protected under:
- State consumer protection laws
- Federal privacy laws
- Industry regulations
- Company policies
Changes to RightsIf we modify these rights, we will:
- Notify you in advance
- Explain the changes
- Provide opt-out opportunities
- Maintain previous versions
- Honor existing commitments
Contact InformationFor questions about your rights: