• 3040 Canterbury Drive Boca Raton, FL 33434
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Privacy Policy

Our Commitment
At Heritage Corporate Services, safeguarding the security and integrity of customer information is our top priority. We employ procedures and technology designed to ensure the confidentiality and protection of your data.

Employee Access and Conduct

  • We limit employee access to customer information to those with a business reason to know.
  • Employees are bound by a code of conduct that includes standards to protect customer confidentiality, subject to disciplinary action for non-compliance.

Physical, Electronic, and Procedural Safeguards

  • Our physical, electronic, and procedural safeguards meet or exceed federal standards for customer information protection.
  • We use technological means to protect against unauthorized access or alterations to customer data.

Independent Contractors and Outside Companies

  • Independent contractors and outside companies working with us adhere to strict privacy standards through contractual agreements.

Information Collection and Use

  • In serving you, we collect information from various sources, including applications, credit bureaus, and your transactions. This information is utilized to serve your accounts and meet your financial needs.

Sharing of Information

  • We share information with nonaffiliated third parties acting on our behalf or jointly with us.
  • Disclosure may occur to protect accounts, service accounts, issue prizes, and keep you informed about relevant financial services.

Client Relationship

  • We work with both private and publicly traded companies, offering PR options for private companies.
  • Information collected is part of servicing your account and maintaining a customer relationship.

Privacy Preferences

  • You have the option to refer a client and earn rewards.
  • Ideal candidates for Heritage are those seeking tailored financial services.

Changes to Policies

  • Policies and practices described here are subject to change, with significant updates communicated to customers as required by law.
  • This disclosure supersedes all previous notices or statements on the subject.

Your Choices

  • You may instruct us not to share certain personal financial information by emailing [email protected].
  • Changes to privacy preferences can be made at any time.


Important Note
Choosing not to receive direct marketing may result in not being notified about new services that could benefit you. Changes to privacy preferences can be made at any time.