Privacy Policy
Last updated: May 2026
Your Privacy Matters
Remis & Merius ("R&M," "we," "our," or "us") respects your privacy. This Privacy Policy explains what information we collect when you visit remismerius.com or engage with our services, how we use it, and the rights you have regarding your personal information.
By using our website or submitting information through it, you acknowledge that you have read and understood this Privacy Policy.
1. Information We Collect
We collect information you provide directly to us and information collected automatically when you interact with our website.
Information you provide may include:
- Name, email address, phone number, and other contact details submitted through consultation booking forms, webinar registrations, or contact requests.
- Business information you choose to share, including approximate income range, entity structure, and current advisory situation, when submitted through qualification forms.
- Communications you send to us, including emails, voicemails, and messages submitted through our website.
Information collected automatically may include:
- Device and browser information, including IP address, browser type, operating system, and device identifiers.
- Usage data, including pages visited, time spent on pages, referring website, and interactions with site content.
- Cookies and similar tracking technologies, as described in Section 5 below.
2. How We Use Your Information
We use the information we collect to:
- Respond to inquiries and schedule consultations.
- Deliver requested services, including advisory engagements, webinars, and educational content.
- Send communications related to our services, including newsletters, scheduling confirmations, and follow-up information.
- Improve our website, services, and client experience.
- Comply with legal obligations and protect our legal rights.
3. How We Share Your Information
We do not sell your personal information. We share information only with the following categories of recipients:
- Service providers who support our business operations, including our website platform, customer relationship management system, scheduling software, payment processors, email service providers, and analytics providers. These providers are contractually limited to using your information only for the services they provide to us.
- Professional advisors, including attorneys, accountants, and consultants, when necessary to operate our business or comply with legal requirements.
- Legal authorities, when required by law, court order, or government regulation, or when necessary to protect our rights, property, or safety.
- Successor entities, in the event of a merger, acquisition, or sale of business assets.
4. Third-Party Platforms
Our website and operations rely on third-party platforms that may collect or process your information independently. These include, without limitation, our website host, customer relationship management system, scheduling tools, payment processors, and analytics providers.
Each platform maintains its own privacy practices. We encourage you to review the privacy policies of any third-party platform you interact with through our services.
5. Cookies and Tracking Technologies
We use cookies and similar tracking technologies to operate the website, remember your preferences, analyze usage patterns, and support marketing efforts.
You can control cookies through your browser settings. Disabling cookies may affect certain website functionality. We may also use analytics services that collect aggregated, non-identifying information about how visitors interact with our website.
6. Data Security
We implement reasonable administrative, technical, and physical safeguards designed to protect the information we collect. However, no method of transmission over the internet or electronic storage is fully secure. We cannot guarantee absolute security of your information.
7. Data Retention
We retain personal information for as long as necessary to provide our services, comply with legal obligations, resolve disputes, and enforce our agreements. Retention periods vary based on the type of information and the purpose for which it was collected.
8. Your Rights
Depending on your jurisdiction, you may have rights regarding your personal information, including the right to:
- Request access to the personal information we hold about you.
- Request correction of inaccurate or incomplete information.
- Request deletion of your personal information, subject to legal exceptions.
- Opt out of marketing communications by following the unsubscribe instructions in any marketing email or contacting us directly.
- Request a copy of your information in a portable format.
California Residents: Under the California Consumer Privacy Act (CCPA) and the California Privacy Rights Act (CPRA), you have additional rights, including the right to know what personal information is collected, the right to delete personal information, the right to opt out of the sale or sharing of personal information, and the right to non-discrimination for exercising these rights. We do not sell personal information.
To exercise any of these rights, contact us using the information in Section 12. We may need to verify your identity before responding to your request.
9. Children's Privacy
Our services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If we learn that we have collected information from a child, we will delete it.
10. Do Not Track
Some browsers transmit "do not track" signals. Because there is no consistent industry standard for responding to these signals, our website does not currently respond to them.
11. Changes to This Policy
We may update this Privacy Policy from time to time. The updated version will be indicated by a revised "Last Updated" date. Material changes will be communicated through the website or other appropriate means. Your continued use of our website after changes are posted constitutes your acceptance of the updated policy.
12. Contact Us
If you have questions about this Privacy Policy or our privacy practices, contact us at:
Remis & Merius
Scottsdale, Arizona
Email: [insert privacy contact email]
Phone: [insert phone]