Privacy Policy

McGregor Financial Group

Last updated: [LAST UPDATED]

Investment Advisers are required by law to inform their clients of their policies regarding privacy of client information. We are bound by professional standards of confidentiality that are even more stringent than those required by law. This notice is being provided to you in accordance with the Securities and Exchange Commission's rule regarding the privacy of consumer financial information ("Regulation S-P"). Please take the time to read and understand the privacy policies and procedures that we have implemented to safeguard your nonpublic personal information.

Information We Collect

Foundations Investment Advisors, LLC ("Foundations") must collect certain personally identifiable financial information about its customers to provide financial services and products. The personally identifiable financial information that we gather during the normal course of doing business with you may include:

• information we receive from you on applications or other forms;
• information about your transactions with us, our affiliates, or others;
• information we receive from a consumer reporting agency.

Information We Disclose

We do not disclose any nonpublic personal information about our customers or former customers to anyone, except as permitted or required by law, or as necessary to provide services to you. In accordance with Section 248.13 of Regulation S-P, we may disclose all of the information we collect, as described above, to certain non-affiliated third-parties such as our attorneys, accountants, auditors, to certain affiliated third-parties in order to provide services or products to you, and to persons or entities that are assessing our compliance with industry standards. We enter into contractual agreements with all non-affiliated third-parties that prohibit such third-parties from disclosing or using the information other than to carry out the purposes for which we disclose the information.

Confidentiality and Security

We restrict access to nonpublic personal information about you to those Employees who need to know that information to provide financial products or services to you. We maintain physical, electronic, and procedural safeguards that comply with federal standards to guard your nonpublic personal information.

Accuracy

Foundations strives to maintain accurate personal information in our client files at all times. However, as personal situations, facts and data change over time, we encourage our clients to provide feedback and updated information to help us meet our goals.

SMS Text Messaging & Consent

By providing your mobile phone number and checking the SMS consent box on our website forms, you agree to receive SMS text messages from McGregor Financial Group regarding appointment reminders, confirmations, event information, and related scheduling communications. Message frequency varies. Message and data rates may apply. Consent to receive SMS messages is not a condition of purchase.

Opt-Out

You may opt out of receiving SMS messages at any time by replying STOP to any message. After you opt out, you will receive a one-time confirmation message, and no further messages will be sent unless you opt in again.

Help

For assistance at any time, reply HELP to any message, or contact us using the information below.

Privacy

We do not share, sell, rent, or disclose your mobile number or SMS opt-in data to third parties or affiliates for marketing or promotional purposes. This includes any text messaging originator opt-in data and consent, which will not be shared with any third parties for marketing or promotional purposes.

Third-Party Providers

We may use a third-party messaging provider, such as Twilio, to facilitate message delivery. Twilio and other service providers may process limited data (such as your phone number and message content) solely to provide these services on our behalf.

Compliance

We comply with applicable U.S. laws and industry guidelines governing SMS communications, including the Telephone Consumer Protection Act (TCPA). Your consent to receive text messages is not a condition of purchasing any service.

Questions

If you have questions about this Privacy Policy or how your information is handled, contact McGregor Financial Group at info@mcgregorfg.com or 800.933.5773.

McGregor Financial Group
4400 Hwy 20 E, Suite 312
Niceville, FL 32578

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC Registered Investment Adviser.