Privacy Policy
1. Who We Are
This Privacy Policy applies to Digital Residuals LLC, a Florida limited liability company doing business as Dividend Shift ("Company," "we," "us," or "our"). Our primary website is dividendshift.com and all associated subdomains including join.dividendshift.com.
For privacy-related inquiries, contact us at [email protected].
2. Information We Collect
2.1 Information You Provide Directly
We collect personal information that you voluntarily provide when you:
- Submit an application form (name, email address, phone number)
- Schedule a strategy session or pre-screen call
- Enroll in or purchase a Company program
- Communicate with us via email, SMS, or phone
- Participate in surveys, questionnaires, or intake forms
This information may include: first and last name, email address, phone number, general location, financial situation responses (as provided on intake forms), and any other information you choose to submit.
2.2 Information Collected Automatically
When you visit our websites, we and our third-party service providers may automatically collect:
- IP address and approximate geographic location
- Browser type and version
- Device type and operating system
- Pages visited, time spent on pages, and referring URLs
- Click behavior and interaction data
- Cookie identifiers and similar tracking technologies
2.3 Information from Third Parties
We may receive information about you from third-party platforms including advertising networks (Meta, Google), analytics providers, CRM platforms (GoHighLevel), and scheduling tools (Calendly, Typeform). This information may include lead source data, ad interaction data, and form submission data.
3. How We Use Your Information
We use the information we collect for the following purposes:
| Purpose | Legal Basis |
|---|---|
| To process and evaluate your application | Legitimate interest / contract performance |
| To schedule and conduct strategy sessions and pre-screen calls | Contract performance |
| To deliver consulting, educational, and agency services | Contract performance |
| To send appointment reminders and follow-up communications | Legitimate interest / consent |
| To send marketing communications (with your consent) | Consent |
| To analyze and improve our website and services | Legitimate interest |
| To comply with legal obligations | Legal obligation |
| To prevent fraud and protect the security of our services | Legitimate interest |
4. SMS and Text Message Communications
By providing your mobile phone number on any Company form or application, you consent to receive SMS text messages from Dividend Shift related to your application, appointment reminders, and follow-up communications. Message and data rates may apply. Message frequency varies.
To opt out of SMS communications at any time, reply STOP to any text message. To request help, reply HELP or contact [email protected]. Opting out of SMS will not affect your ability to receive Services.
We do not sell or share your phone number with third parties for their own marketing purposes.
5. Cookies and Tracking Technologies
We use cookies, pixels, and similar tracking technologies to operate our websites, analyze traffic, and serve relevant advertising. These include:
- Essential cookies: Required for basic website functionality
- Analytics cookies: Used to understand how visitors interact with our website (e.g., Google Analytics)
- Advertising pixels: Used to measure ad performance and serve retargeted advertising (e.g., Meta Pixel, Google Ads)
- Functional cookies: Used to remember preferences and personalize your experience
You may disable cookies through your browser settings. Note that disabling certain cookies may affect website functionality. You may also opt out of interest-based advertising through the Digital Advertising Alliance or Network Advertising Initiative.
6. How We Share Your Information
We do not sell your personal information. We may share your information in the following circumstances:
- Service providers: We share information with third-party vendors who assist us in operating our business, including CRM platforms (GoHighLevel), scheduling tools (Typeform, Calendly), payment processors, email service providers, and analytics platforms. These vendors are contractually obligated to protect your information and use it only for the purposes we specify.
- Legal compliance: We may disclose information when required by law, court order, or governmental authority, or when we believe disclosure is necessary to protect the rights, property, or safety of the Company, our clients, or the public.
- Business transfers: In the event of a merger, acquisition, or sale of all or substantially all of the Company's assets, your information may be transferred as part of that transaction. You will be notified of any such change via email or prominent notice on our website.
- With your consent: We may share your information for any other purpose with your explicit consent.
7. Data Retention
We retain your personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, to provide Services, to comply with legal obligations, and to resolve disputes. Specifically:
- Application and lead data: retained for up to 3 years from last contact
- Client records: retained for up to 7 years from the end of the client relationship, as required for tax and legal compliance
- Marketing data: retained until you opt out or request deletion
When data is no longer needed, we delete or anonymize it in accordance with our internal data management procedures.
8. Your Rights and Choices
Depending on your jurisdiction, you may have the following rights with respect to your personal information:
- Access: Request a copy of the personal information we hold about you
- Correction: Request correction of inaccurate or incomplete information
- Deletion: Request deletion of your personal information, subject to legal retention requirements
- Opt-out of marketing: Unsubscribe from marketing emails at any time by clicking "unsubscribe" in any email or contacting us directly
- Opt-out of SMS: Reply STOP to any text message
- Data portability: Request a copy of your data in a portable format (where technically feasible)
To exercise any of these rights, contact us at [email protected]. We will respond to verified requests within 30 days.
9. Florida Privacy Rights
Florida residents may have additional rights under the Florida Digital Bill of Rights (SB 262, effective July 1, 2024) and other applicable Florida statutes. These rights include the right to access, correct, delete, and obtain a portable copy of personal data, and the right to opt out of the sale of personal data and targeted advertising.
We do not sell personal data as defined under Florida law. To exercise your Florida privacy rights, contact [email protected].
10. California Privacy Rights (CCPA/CPRA)
If you are a California resident, you have rights under the California Consumer Privacy Act (CCPA) as amended by the California Privacy Rights Act (CPRA), including the right to know what personal information we collect, 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 your privacy rights.
We do not sell or share personal information as defined under the CCPA/CPRA. To submit a verifiable consumer request, contact [email protected].
11. Children's Privacy
Our Services are not directed to individuals under the age of 18. We do not knowingly collect personal information from minors. If we become aware that we have collected personal information from a person under 18, we will delete that information promptly. If you believe we have collected information from a minor, contact us at [email protected].
12. Data Security
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure. We cannot guarantee absolute security of your information.
In the event of a data breach that is likely to result in a risk to your rights and freedoms, we will notify affected individuals and relevant authorities as required by applicable law.
13. Third-Party Links
Our websites may contain links to third-party websites, platforms, and services. This Privacy Policy does not apply to those third-party sites. We encourage you to review the privacy policies of any third-party sites you visit. We are not responsible for the privacy practices or content of third-party websites.
14. Changes to This Privacy Policy
We reserve the right to update this Privacy Policy at any time. When we make material changes, we will update the "Last Updated" date at the top of this page and, where appropriate, notify you by email or by a prominent notice on our website. Your continued use of our Services after any update constitutes your acceptance of the revised Privacy Policy.
15. Contact Us
For questions, concerns, or requests related to this Privacy Policy or your personal information, contact:
Digital Residuals LLC d/b/a Dividend Shift
Email: [email protected]
Website: dividendshift.com
By using any Dividend Shift website, service, or application, you acknowledge that you have read and understood this Privacy Policy.