Exeter Group of Companies LLC Privacy & Refund Policy

Please read this policy carefully to understand our policies and practices regarding your information, refunds, and how we will treat it. If you do not agree with our policies and practices, your choice is not to use our website or services. By accessing or using this website and services, you agree you understand the provisions of our privacy & refund policy. This policy may change from time to time, and your continued use of this website and services after we make changes is deemed to be acceptance of those changes. Please check the policy for updates periodically.

Your Privacy Is Protected

Your privacy is important to us. At Exeter Group of Companies LLC, we value the trust you place in us by choosing us as your financial services provider. We are committed to safeguarding your personal information and maintaining service excellence. Your personal information, including contact details, financial records, and transaction history, will not be disclosed to unauthorized parties. We have appointed a Chief Privacy Officer to oversee our privacy practices and this policy.

What We Collect and How We Collect It

The type of personal information we collect depends on the products or services you use and applicable legal obligations. This includes contact information, identity details, financial data, transactional records, and relationship information. We collect information from you directly, through applications and communications, and from third-party sources such as credit bureaus and public records.

How We Use and Share Information

We use your information to provide products or services, communicate with you, manage our business, and comply with legal obligations. We may share information with program partners, joint account holders, and for legal purposes. Our service providers are required to maintain confidentiality and security standards.

Refund Policy

Bank Instrument Required Deposit Refund:

Refunds are provided if we fail to issue or deliver the bank instrument as per the signed agreement.

-Refund Period:

The default refund period is from 6 to 48 months from the date we receive a formal refund letter request.
– **Partial Refund:** Partial payments are not refunded; any incomplete required deposit results in loss of payments.

– Non-Refundable Fees:

Exeter Group TradeXpert Broker License Fees, Phone Consultations Fees, Insurance Wrap Fees, Bank Account Opening Fees, Paymaster Fees are non-refundable.

**Asset Monetization Policy**

We conduct thorough due diligence on all applications. Monetization of bank instruments is subject to specific conditions, including loan disbursements and attorney-trustee involvement. Clients leasing instruments must adhere to payment terms and responsibilities.

**Protecting Your Personal Information**

We take the protection of your personal information seriously. We use reasonable efforts to prevent unauthorized access, sharing, loss, or theft of information. We regularly audit our security procedures and access controls.

**Your Privacy Choices**

You can withdraw your consent to our collection, use, or sharing of information at any time, subject to legal, business, or contractual requirements. This may limit or prevent us from providing specific products or services.

**Accessing Your Information**

You have the right to access the personal information we hold about you. Please contact us to update or correct your information.

**Addressing Any Privacy Concerns**

If you have any complaints, questions, or concerns about this privacy policy or our privacy practices, please contact us. We will address your concerns promptly and appropriately.

**How to Contact Us**

For inquiries regarding personal information, marketing communications, or access to information, please contact:

– Email: [email protected]
– Telephone: (800) 123-4567

We are committed to providing you with the highest quality service and protecting your privacy. Thank you for choosing Exeter Group of Companies LLC.