Privacy Policy

This website is owned by Trialta Advisory, LLC. (“Trialta”, “we” or “us”) based in Dallas, Texas. We are the ‘data controller’ of the personal information you provide to us. This Privacy Policy governs your interactions with Trialta and its subsidiaries. Through the course of our business activity, including interactions with you, we may receive information that identifies you. For example, you might send us an email; you might complete a form on our website; you might call to speak with one of our representatives, or we may meet with you or another person with whom you work. We are committed to protecting and respecting your privacy. This privacy policy statement summarizes what personal information we may collect from you and what we will do with it. 

‍INFORMATION WE COLLECT
‍We collect and securely store a limited set of personal information for our legitimate business purpose to provide services to our existing and potential customers. This personal information may include your name, titles, telephone numbers, physical addresses and email addresses. In addition, we record other information arising from the commercial activity between us. Some information (like your name and email address) may be recorded in a documentary record (such as within our customer relationship management system). If you share another person’s data with us (for example, if you give us team member contact information to include on a reply), you will need to check that such person consents to your providing that information to us. 
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‍WHEN DO WE COLLECT INFORMATION?
‍We collect information from you when you fill out a form or enter information on our website. 

‍HOW WE USE THE DATA 
We collect data to enable us to communicate with potential clients and referral sources for our primary business of consulting. We use personal information only in a way that a person would reasonably expect a business such as ours to do. At your request, we will work with a third party to provide you with information, such as a request for our work and a referral for tax diligence. 

In addition to the above, we may use the information held about you to:
- Notify you of any changes to our products. Ensure that the content of our site is presented in the most effective manner for you and your computer.
- Provide you with information, products and services requested from us.
- Provide you with helpful information about our products or services and future changes to our offerings. 

At any time, you can opt out from receiving communication from us by clicking the unsubscribe link in any marketing email which we send to you. We will act in a timely manner to update our records appropriately and to comply with your request and relevant regulations. 

‍HOW DO WE STORE AND PROTECT YOUR DATA?
We will securely and privately keep and manage personal information in accordance with prevailing law. We will not sell or rent your personal information, and we will not disclose personal information to third parties (other than as listed below) unless we are required to do so by law. 

‍THIRD PARTIES WHO PROVIDE SERVICES ON OUR BEHALF
‍We may share your personal information with certain third parties who provide services on our behalf. In such event, they will have access to only the personal information they need to perform those services. They are required to keep your personal information secure and confidential and may only use it as permitted by us in accordance with this Privacy Policy. We may also share personal information among Trialta and its subsidiaries in accord with our legitimate business interests. The third parties who provide services currently only include digital agencies providing analytics.

‍HOW LONG DO WE STORE YOUR DATA? 
We will not keep your data for longer than is reasonably necessary for the relevant purposes set out in this Privacy Policy. We will retain contact information as provided to us in perpetuity unless asked (via email at info@trialta.com) to delete such information. 

‍CHANGE OF CONTROL PROVISION 
In the event of a sale, transfer, merger, change of control, consolidation, reorganization or liquidation of Trialta, we may sell, transfer or assign information you have provided to us to a third party, including such information as, but not limited to, personally identifiable information and other information concerning your relationship with us. 

‍COOKIES 
We may use “cookies” to help us recognize you on any return visits you make to our website and to make any registration or other procedures easier for you. Cookies are small pieces of information which are stored by your browser. If you do not want your browser to store such cookies, you should review your browser’s documentation and settings for privacy, security and cookies and take appropriate action; however, by restricting or disabling cookies you may be unable to access certain parts of our website or others that are important to you. For more information on cookies, please visit www.allaboutcookies.org  

‍THIRD PARTY WEBSITES 
From time to time our website may contain links to and from third-party websites. Such third-party websites have their own privacy policies and you should check these before submitting any personal data. We do not accept any responsibility or liability for the policies or practices of such a third party. 

‍CONTACTING US If you would like us to remove your personal information from our marketing database, or if you would otherwise like to communicate with us, please write by email to info@trialta.com. 

‍CHANGES Our Privacy Policy may change from time to time. We will post changes to our Privacy Policy in a manner that will make them reasonably easy to find and to understand.