This Privacy Policy outlines how Fidelity Partners Services, LLC. (collectively referred to as “Fidelity,” “we,” “us,” or “our”) collects, utilizes, and shares information gathered from our website www.fidelitypartners.org (“Site”), effective as of the date posted above. By using the Site and submitting your information, you consent to our use and disclosure of your data in accordance with this Policy.

Information Collection

End User’s personal information will not be shared or sold to third parties for the purpose of marketing.

No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Fidelity collects personally identifiable information that visitors voluntarily provide while using the Site. We collect limited identifiable information, such as your name, company name, job title, email address, and telephone number. This information is typically gathered when visitors sign up for mailing lists, register for events or podcasts, request downloadable content, interact with our chatbot, or inquire for additional information. If you are a client accessing our online client portal, you will need to register by providing your company name, job title, email address, and telephone number.

Our Careers page offers guidance to Site visitors on applying for open positions at Fidelity, allowing them to submit information about their qualifications and resumes. This page is managed by a trusted third-party service provider that assists us with staffing needs. The information collected includes phone numbers, email addresses, education, and employment history, which are mandatory. Additionally, diversity information—such as gender, ethnicity, race, disability, sexual orientation, or military status—is collected on a voluntary basis. Any diversity data provided is anonymized and stored separately from candidate records.

By voluntarily sharing diversity information, you give Fidelity explicit consent to use this data as described in this privacy policy or at the point of disclosure.

We also automatically gather information when you visit the Site, such as details about your device (browser type and IP address) and usage statistics, including visit times and navigation patterns.

Use of Cookies

We utilize cookies and similar technologies to collect aggregate (non-personally identifiable) information regarding Site usage by all visitors, as well as to remember your preferences upon revisiting the Site. These cookies may remain on your browser until they expire or you choose to delete them. We also employ technology to enhance the Site’s functionality.

Occasionally, we may permit selected third parties to place cookies on the Site to gain better insights into usage patterns or user demographics, or to deliver relevant advertising. These third parties may gather information about a consumer’s online activities over time and across various websites when they visit our site. We may also allow third-party service providers to place cookies on our Site for analytics or marketing purposes. However, we do not control the usage of these third-party cookies or the information they collect, and we are not liable for the actions or policies of such third parties.

Do Not Track

We do not employ technology that recognizes “do-not-track” signals from web browsers, except as stated in this privacy policy.

Use of Information

Fidelity utilizes the information we collect for general commercial purposes, including enhancing our website and expanding our business. Your contact information helps us respond to inquiries and provide details about our services. Information gathered from the Fidelity site is used for the specific purposes stated at the time of collection and as outlined in this privacy policy. We process the collected information to fulfill our legal obligations or when we have a lawful basis or legitimate interest, including the following:

To administer and fulfill our obligations related to any agreements we enter into, assist you with transactions or requests, prepare and process invoices, respond to queries, provide services and support, and resolve disputes.

To manage customer relationships, create and maintain accounts, notify you of service changes, and send routine customer service messages or updates.

To offer personalized services, send tailored marketing communications (where consent is not required), allow participation in questionnaires, contests, and surveys, and provide personalized promotional offers.

To monitor quality control and ensure compliance with applicable laws, regulations, and standards, such as responding to requests from courts or regulatory bodies made in accordance with the law.

To protect your account, our site, services, and premises from malicious activities and abuses, including verifying information to reset passwords and preventing fraud or illegal actions.

To manage our site and services for internal business operations, including troubleshooting, data analysis, testing, research, statistical purposes, and developing products or services that meet your needs.

Fidelity strives to avoid excessive or irrelevant data collection. With the exception of mailing lists and website inquiries, we do not use personal data from our site for unsolicited marketing activities.

Disclosing Information to Third Parties

Fidelity may share information with unaffiliated third parties under the following circumstances:

For legal, security, or safety reasons; to comply with laws; as required by subpoenas, search warrants, or other legal processes; to protect and defend Fidelity’s rights, property, safety, and the rights of our agents, customers, and others, including enforcing our agreements and policies.

When explicitly requested by a visitor or with their authorization or consent.

To facilitate the completion of transactions or fulfill requests from site visitors, such as delivering requested publications or materials or supporting conferences or events hosted by third parties.

To assist our agents, external vendors, or service providers in performing their services for us, such as payment processing, analytics, marketing support, and customer service.

If the disclosure occurs as part of a purchase, financing, transfer, or sale of services or assets (e.g., in the event that a substantial portion of our assets is acquired by another party, where customer information may be one of the transferred assets).

As otherwise described in this privacy policy.

Fidelity’s website does not collect or compile personally identifiable information for dissemination or sale to outside parties for consumer marketing purposes, nor does it host mailings on behalf of third parties.

Third Party Links

Fidelity’s website may contain links to third-party websites that do not adhere to Fidelity’s privacy practices. Once you navigate to these external sites, Fidelity’s privacy policies are no longer applicable. We are not responsible for the privacy practices of these websites and strongly encourage visitors to review the privacy policies of each site before disclosing any personally identifiable information.

Regarding personally identifiable information provided to Fidelity through its website, submission is entirely voluntary. We offer clear instructions on how to unsubscribe from mailing lists or registrations, which can be found in the relevant sections of our website or in communications to our visitors.

Site visitors have the option to update, amend, or delete their information at any time by logging into their online client portal account or by contacting us via email at bpm@bpmcpa.com. Additionally, visitors can manage cookie settings by adjusting their browser preferences to reject all cookies or to accept cookies only from selected sites. Please note that blocking cookies may impair Site performance and disable certain features.

Security Measures

Fidelity has implemented widely accepted standards of technological and operational security to protect personally identifiable information from loss, misuse, alteration, or destruction. All Fidelity employees adhere to a comprehensive network-wide security policy. Access to personally identifiable information is restricted to authorized personnel who have agreed to uphold its confidentiality. While we utilize standard encryption technology for information transferred to our Site, no electronic transmission or storage method is 100% secure. Any instructions received using your login information will be considered authorized.

Children’s Privacy

This Site is not intended for children under the age of 13, and we do not knowingly collect information from this age group. If you are under 13, please refrain from submitting any personal information to us.

Data Processing and Cross-Border Transfers

Our Site is hosted on servers located in the United States, and any personal information submitted will be stored there. If you access our Site from outside the United States, please be aware that your information will be transferred to our U.S. servers. Sharing your personal information with us under this privacy policy is done at your own risk. We strive to comply with the applicable laws of the jurisdictions where we operate, but we do not guarantee that our practices align with the laws governing personal information collection, security, use, and disclosure outside those jurisdictions.

Changes to the Privacy Policy

We may periodically update this privacy policy. The version in effect at the time you use the Site will govern how we utilize your information. If we make significant changes, we will post the revised policy along with the updated effective date on this Site. We encourage you to check back regularly for updates.

Privacy Rights Notices for Residents of Texas, California, Colorado, Connecticut, Virginia, and Utah

The California Consumer Privacy Act, as amended by the Texas, California Privacy Rights Act (CCPA), along with the Colorado Privacy Act, Connecticut Personal Data Privacy Act, Utah Consumer Privacy Act, and Virginia Consumer Data Protection Act, grants specific rights to residents of these states. For information on your rights and how to exercise them, please refer to our Privacy Rights Notice for Residents of Texas, California, Colorado, Connecticut, Virginia, and Utah.

Notice to Residents of the United Kingdom and the European Economic Area

If you are accessing our Site from the United Kingdom or the European Economic Area (EEA), you may have certain rights under the applicable General Data Protection Regulation. These rights include the ability to request access to any personal information we hold about you, as well as related details, including the purposes for processing your personal information, the categories of recipients with whom your information has been shared, the duration for which your information will be stored, the source of the information, and details regarding any automated decision-making processes.

You have the right to:

Request the prompt rectification of any inaccurate personal information we hold about you.

Ask for the deletion of your personal information from our records.

Prevent or restrict the processing of your personal information.

Request the direct transfer of your personal information to a third party, where technically feasible.

To exercise any of these rights, please contact us using the information provided under “Questions or Concerns” below. We strive to respond to your requests within one (1) month but may extend this period by an additional two (2) months if necessary. If you believe we have not fulfilled our obligations under this privacy policy or applicable UK or EEA law, you have the right to file a complaint with a UK or EEA Data Protection Authority.

This policy outlines our legal basis for collecting and using personal information, which may include your consent, compliance with legal obligations, or legitimate interests that do not override your data protection rights or fundamental freedoms.

If you have questions or require further information about the legal basis for our collection and use of your personal information, or if you wish to object to this use, please reach out to us at the address listed under “Questions or Concerns” below.

Questions or Concerns

For any inquiries or concerns regarding your privacy while using Fidelity’s website, please contact us at info@fidelitypartners.org or send written correspondence to Fidelity LLP, 7551 Callaghan Road, Suite 300, San Antonio, TX 78229: Legal Department.

Fidelity reserves the right to modify or amend this Statement at any time.