shieldLEGAL

Privacy Policy

EPOCH Financial Group, Inc. (“EPOCH,” “we,” “our,” or “us”) is committed to protecting the privacy and confidentiality of nonpublic personal information provided by users of this website.

This Privacy Policy outlines how information is collected, used, and safeguarded when you interact with our website.

Information We Collect

We may collect personal information that you voluntarily provide through the website, primarily when you contact us or submit inquiries.

This may include:

  • Name and contact details
  • Information related to your inquiry or request
  • Any additional information you choose to provide

EPOCH collects this information solely for communication and service-related purposes.

Use of Information

Personal information collected is used to:

  • Respond to inquiries and communications
  • Facilitate business interactions and service engagement
  • Support the evaluation and management of financial transactions

We may also use aggregated, non-personal data to analyze website usage and improve our services.

Information Sharing and Disclosure

EPOCH does not sell or distribute personal information. However, information may be shared in limited circumstances, including:

  • With affiliates and service providers supporting operations
  • With legal, regulatory, or compliance authorities when required
  • With auditors, attorneys, or third-party administrators where necessary
  • To comply with applicable laws, including anti-money laundering regulations
  • When explicitly authorized by the user

These disclosures are made only to the extent necessary for operational or legal purposes.

Data Security

EPOCH implements industry-standard security measures to protect personal information.

These measures include:

  • Secure servers protected by firewalls
  • Restricted access to authorized personnel
  • Physical and digital safeguards to prevent unauthorized access

While we take reasonable steps to protect data, no system can guarantee complete security.

Website Communications Disclaimer

Information transmitted through this website may not be secure. Users are advised not to send confidential or sensitive information through the website, as communications may be accessible to third parties.

Use of Website Data

We may collect and use aggregated statistical data to:

  • Monitor website performance
  • Improve user experience
  • Enhance service offerings

This data does not identify individual users.

User Consent

By using this website and submitting personal information, you consent to the collection and use of your information as described in this Privacy Policy.

Policy Updates

EPOCH reserves the right to update or modify this Privacy Policy at any time. Updates will be posted on this page to ensure transparency regarding how information is handled.

Continued use of the website after changes indicates acceptance of the updated policy.

Contact Information

For questions regarding this Privacy Policy or your personal information, please contact:

EPOCH Financial Group, Inc.

3350 Riverwood Pkwy, Suite 1900

Atlanta, Georgia 30339

Phone: 888-400-0170

Email: tatenhan@epochfinancial.com