Legacy Brand Development website is owned by Legacy™, which is a data controller of your personal data.

We have adopted this Privacy Policy, which determines how we are processing the information collected by Legacy Brand Development, which also provides the reasons why we must collect certain personal data about you. Therefore, you must read this Privacy Policy before using Legacy Brand Development website.

We take care of your personal data and undertake to guarantee its confidentiality and security.

Personal information we collect:

When you visit the Legacy Brand Development, we automatically collect certain information about your device, including information about your web browser, IP address, time zone, and some of the installed cookies on your device. Additionally, as you browse the Site, we collect information about the individual web pages or products you view, what websites or search terms referred you to the Site, and how you interact with the Site. We refer to this automatically-collected information as “Device Information.” Moreover, we might collect the personal data you provide to us (including but not limited to Name, Surname, Address, payment information, etc.) during registration to be able to fulfill the agreement.

Why do we process your data?

Our top priority is customer data security, and, as such, we may process only minimal user data, only as much as it is absolutely necessary to maintain the website. Information collected automatically is used only to identify potential cases of abuse and establish statistical information regarding website usage. This statistical information is not otherwise aggregated in such a way that it would identify any particular user of the system.

You can visit the website without telling us who you are or revealing any information, by which someone could identify you as a specific, identifiable individual. If, however, you wish to use some of the website’s features, or you wish to receive our newsletter or provide other details by filling a form, you may provide personal data to us, such as your email, first name, last name, city of residence, organization, telephone number. You can choose not to provide us with your personal data, but then you may not be able to take advantage of some of the website’s features. For example, you won’t be able to receive our Newsletter or contact us directly from the website. Users who are uncertain about what information is mandatory are welcome to contact us via info@legacybdc.com.

Your rights:

If you are a European resident, you have the following rights related to your personal data:

• The right to be informed.

• The right of access.

• The right to rectification.

• The right to erasure.

• The right to restrict processing.

• The right to data portability.

• The right to object.

• Rights in relation to automated decision-making and profiling.

If you would like to exercise this right, please contact us through the contact information below.

Additionally, if you are a European resident, we note that we are processing your information in order to fulfill contracts we might have with you (for example, if you make an order through the Site), or otherwise to pursue our legitimate business interests listed above. Additionally, please note that your information might be transferred outside of Europe, including Canada and the United States.

Links to other websites:

Our website may contain links to other websites that are not owned or controlled by us. Please be aware that we are not responsible for such other websites or third parties' privacy practices. We encourage you to be aware when you leave our website and read the privacy statements of each website that may collect personal information.

Information security:

We secure information you provide on computer servers in a controlled, secure environment, protected from unauthorized access, use, or disclosure. We keep reasonable administrative, technical, and physical safeguards to protect against unauthorized access, use, modification, and personal data disclosure in its control and custody. However, no data transmission over the Internet or wireless network can be guaranteed.

Legal disclosure:

We will disclose any information we collect, use or receive if required or permitted by law, such as to comply with a subpoena or similar legal process, and when we believe in good faith that disclosure is necessary to protect our rights, protect your safety or the safety of others, investigate fraud, or respond to a government request.

Contact information:

If you would like to contact us to understand more about this Policy or wish to contact us concerning any matter relating to individual rights and your Personal Information, you may send an email to info@legacybdc.com.

Privacy Policy

Additional California Privacy

NOTICE TO CALIFORNIA RESIDENTS - YOUR CALIFORNIA PRIVACY RIGHTS (AS PROVIDED BY CALIFORNIA CIVIL CODE SECTION 1798.83).

A CALIFORNIA RESIDENT WHO HAS PROVIDED PERSONAL DATA TO A BUSINESS WITH WHOM HE/SHE HAS ESTABLISHED A BUSINESS RELATIONSHIP FOR PERSONAL, FAMILY, OR HOUSEHOLD PURPOSES (A "CALIFORNIA CUSTOMER"), MAY REQUEST INFORMATION ABOUT WHETHER THE BUSINESS HAS DISCLOSED PERSONAL INFORMATION TO ANY THIRD PARTIES FOR THE THIRD PARTIES' DIRECT MARKETING PURPOSES. IN GENERAL, IF THE BUSINESS HAS MADE SUCH A DISCLOSURE OF PERSONAL DATA, UPON RECEIPT OF A REQUEST BY A CALIFORNIA CUSTOMER, THE BUSINESS IS REQUIRED TO PROVIDE A LIST OF ALL THIRD PARTIES TO WHOM PERSONAL DATA WAS DISCLOSED IN THE PRECEDING CALENDAR YEAR, AS WELL AS A LIST OF THE CATEGORIES OF PERSONAL DATA THAT WERE DISCLOSED. CALIFORNIA CUSTOMERS MAY REQUEST FURTHER INFORMATION ABOUT OUR COMPLIANCE WITH THIS LAW BY E-MAILING INFO@LEGACYBDC.COM. PLEASE NOTE THAT WE ARE REQUIRED TO RESPOND TO ONE REQUEST PER CALIFORNIA CUSTOMER EACH YEAR, AND WE ARE NOT REQUIRED TO RESPOND TO REQUESTS MADE BY MEANS OTHER THAN THROUGH THIS E-MAIL ADDRESS.

Cancelations, No Shows & Reschedules

Cancelations

If the appointment is canceled by the prospective client (a.k.a. 'public employee) who signed up for the appointment, Legacy™ will replace the canceled appointment with a replacement appointment. However, If the appointment is canceled by the Legacy™ Client, charges still apply and the appointment will not be replaced.

No-Shows

When a prospective client requests an appointment with a Legacy™ Client (i.e financial professionals who paid a fee to be connected with public employees) the appointment along with contact information for the prospective client is placed on the Legacy™ Client's calendar. No charges apply if the prospective client is a "no-show". The Legacy™ Client is required to try to get the prospective client to reschedule. If after a "no-show", the Legacy™ Client has tried to reschedule to a reasonable degree, but concludes that the prospective client is unreachable, Legacy™ will replace the "no-show" appointment with a replacement appointment. If the Legacy™ Client (a.k.a. the payor of appointment fees or the financial agent) cancels or is a no-show, charges still apply and the appointment will not be replaced..

Rescheduled Appointments

When an appointment is rescheduled for any reason by the prospective client or the Legacy™ Client, charges still apply, no replacement appointments will be issued.

Refunds

All sales are final within the boundaries of the refund policy. Legacy™ does not guarantee that financial agents will close sales; no refunds will be issued if the Legacy™ client is unable to close sales or is generally dissatisfaction. Legacy™ does not guarantee that every campaign will be successful, but we will do our utmost to advise you on whether a campaign will likely succeed at the point of sale. Orders require a three-week warming period before a Legacy™ client should expect to see appointments on their calendar. Fulfillment times will vary depending on various factors beyond the control of Legacy™ or the operators. If an order is not fulfilled within 90 days of the order date, Legacy™ clients may request a refund of the amount paid for unfulfilled appointments via email. Refund requests may be sent to support@legacybdc.com. Refunds will be issued for the balance of appointments that were unable to be fulfilled ONLY. Refund requests must be submitted within 30 days of the final fulfillment date indicated on the order confirmation/onboarding email. Requests submitted after 30 days from the confirmation/onboarding email date will not be fulfilled; no exceptions. Once a refund request is validated and approved, said refund will be issued within 7-10 business days of the confirmation.

Refund Policy

Definitions

"Fulfill" in the context of appointments means that the client has received the appointments they were promised or expected according to the agreement or order. It indicates the completion or realization of the commitment to provide appointments.

"Legacy™ client" is an individual or financial agent who has purchased appointments or services from Legacy™. In this context, a Legacy™ client refers to a customer or buyer who has engaged with Legacy™ by acquiring appointments or related offerings.

"Prospective client", in the defined context, is an individual actively seeking assistance with their pension, retirement planning, and savings. This person is typically a public employee or otherwise, and they have not yet engaged in any financial transactions for goods or services. Instead, the prospective client has voluntarily opted in or requested to meet with a licensed financial agent to explore and discuss their pension or retirement-related needs.

Definitions of Terms