PRIVACY POLICY

Proex Advisors LLC

www.proexadvisors.com

Effective Date: April 6, 2026

Proex Advisors LLC (“Proex Advisors,” “we,” “us,” or “our”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal information when you visit our website at www.proexadvisors.com (the “Site”) or engage with our advisory and consulting services.

Please read this Privacy Policy carefully. By accessing or using our Site, you acknowledge that you have read, understood, and agree to be bound by the terms of this Privacy Policy. If you do not agree, please discontinue use of our Site.

1. Information We Collect

We may collect personal information in the following ways:

Information You Provide Directly

Contact details such as your name, email address, phone number, and company name when you submit a consultation request or contact form.
Financial information you voluntarily share during advisory consultations.
Communications you send us via email or through our website.

Information Collected Automatically

When you visit our Site, we may automatically collect certain technical data, including:

IP address and general geographic location
Browser type and version
Pages visited and time spent on those pages
Referring website or source
Device type and operating system

This information is collected through standard web server logs and may use cookies or similar tracking technologies.

Third-Party Form Services

We use Tally (tally.so) to collect consultation requests. When you submit a form through Tally, your information is subject to Tally’s own privacy policy in addition to ours.

2. How We Use Your Information

We use the information we collect to:

Respond to your consultation requests, inquiries, and communications
Provide and deliver our financial advisory and fractional CFO services
Schedule appointments and follow up on engagements
Send relevant educational content, guides, or newsletters (if you have opted in)
Improve the content and functionality of our Site
Comply with applicable laws, regulations, and professional obligations
Protect the security and integrity of our business and Site

We will not use your personal information for purposes that are inconsistent with those described in this Privacy Policy without first seeking your consent, unless required by law.

3. How We Share Your Information

We do not sell, rent, or trade your personal information to third parties. We may share your information only in the following limited circumstances:

Service Providers: We may share information with trusted third-party vendors who assist us in operating our Site or delivering services (e.g., email platforms, scheduling tools, form services), subject to confidentiality agreements.
Legal Requirements: We may disclose your information when required to do so by law, court order, or governmental authority.
Professional Obligations: As licensed professionals (CPA, CIA), we may be subject to professional standards that require or permit certain disclosures.
Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of that transaction, with notice provided to you as required by law.

4. Financial Information and Professional Confidentiality

Any financial, business, or personal information you share with us in the context of an advisory engagement is treated as confidential and handled in accordance with applicable professional standards for CPAs and financial advisors. We do not share client financial information with third parties except as required by law or as explicitly authorized by you.

Please note that communications made through our website contact forms or email prior to establishing a formal engagement are not covered by attorney-client or accountant-client privilege. We encourage you to avoid sharing highly sensitive financial details until a formal engagement agreement is in place.

5. Cookies and Tracking Technologies

Our Site may use cookies and similar technologies to enhance your experience. Cookies are small text files stored on your device. We may use:

Functional cookies: To remember your preferences and settings.
Analytics cookies: To understand how visitors interact with our Site (e.g., via Google Analytics or similar tools).

You may disable cookies in your browser settings. However, doing so may affect certain features of our Site. We do not use cookies to track you across third-party websites for advertising purposes.

6. Data Retention

We retain personal information for as long as necessary to fulfill the purposes described in this Privacy Policy, maintain our business records, and comply with applicable legal and professional obligations. When information is no longer needed, we will securely delete or anonymize it.

7. 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 completely secure, and we cannot guarantee absolute security.

If you believe your personal information has been compromised, please contact us immediately at info@proexadvisors.com.

8. Your Rights and Choices

Depending on your location, you may have certain rights regarding your personal information, including:

Access: The right to request a copy of the personal information we hold about you.
Correction: The right to request correction of inaccurate or incomplete information.
Deletion: The right to request deletion of your personal information, subject to applicable legal and professional retention requirements.
Opt-Out: The right to opt out of receiving marketing communications from us at any time by contacting us or using the unsubscribe link in any email.

To exercise any of these rights, please contact us at info@proexadvisors.com. We will respond within a reasonable timeframe.

9. California Privacy Rights

If you are a California resident, you may have additional rights under the California Consumer Privacy Act (CCPA) and California Privacy Rights Act (CPRA), including the right to know what personal information we collect, use, and disclose; the right to delete your personal information; the right to correct inaccurate information; and the right to opt out of the sale or sharing of personal information.

We do not sell personal information. To submit a request or learn more about your California privacy rights, contact us at info@proexadvisors.com.

10. Third-Party Links

Our Site may contain links to third-party websites or services (including Tally.so for consultation forms). We are not responsible for the privacy practices of those third parties. We encourage you to review the privacy policies of any third-party sites you visit.

11. Children’s Privacy

Our Site and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us and we will promptly delete it.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices, technology, legal requirements, or other factors. When we make material changes, we will update the Effective Date at the top of this policy. We encourage you to review this Privacy Policy periodically.

Your continued use of our Site after any changes constitutes your acceptance of the updated Privacy Policy.

13. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us using Consulting link.