Privacy Policy – Black Lotus Financial Group LLC

Last Updated: 08/04/2025

1. Introduction

Black Lotus Financial Group LLC (“Black Lotus,” “we,” “us,” or “our”) values your privacy. This Privacy Policy explains what personal and client-related information we collect, how we use it, how we share it, and your rights regarding that information.

2. Information We Collect

We may collect:

  • Personal Data you provide (e.g. name, email, phone, business financial data, payment info for services, etc.).

  • Client Records including financial reports, business performance metrics, strategic planning documents.

  • Usage Data such as IP address, session time, website interactions, cookies, analytics data.

3. How We Use Your Information

  • To deliver services (accounting, financial reporting, CFO support).

  • To customize and improve services, including website functionality and client communication.

  • To communicate, send updates, or respond to inquiries.

  • For marketing and outreach, with your consent.

  • For legal compliance, record keeping, contract fulfillment, and protection against fraud.

4. Legal Basis for Processing

We rely on contractual necessity (to provide services), legitimate business interest (service improvement, communication), and, where required, your consent (e.g. marketing communications).

5. Information Sharing and Disclosure

We do not sell your personal data. We may share information with:

  • Affiliates or third-party service providers who support service delivery (e.g. cloud hosting, analytics, payment processors), under confidentiality agreements.

  • Legal authorities or regulators, if legally required or to protect our rights.

  • Potential buyers or acquirers, in the event of a merger, asset sale, or restructuring—as long as any successor complies with this policy.

6. Security of Your Information

We employ reasonable technical, physical, and administrative safeguards to protect your data from unauthorized access or misuse, following industry standards.

7. Data Retention

We retain personal and client-related data for as long as necessary to provide services, meet legal and regulatory obligations, resolve disputes, and enforce our agreements.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access, rectify, or erase data.

  • Restrict or object to processing.

  • Opt-out of marketing.

  • Data portability.

    To exercise these rights, contact us at info@blacklotusfg.com.

9. Cookies and Website Tracking

We use cookies and tracking technologies (e.g. Google Analytics) to improve site performance and user experience. You may change your browser settings to block cookies, though this may affect site functionality.

10. Children’s Privacy

Our services are not intended for children under 13. We do not knowingly collect information from minors.

11. Changes to This Policy

We may update this policy periodically. When material changes occur, we will notify via our website or email. Continued use constitutes acceptance of the updated policy.

12. Governing Law

This Privacy Policy is governed by the laws of the state of Texas, consistent with your existing disclosures  .

13. Contact Us

For privacy questions, or to submit requests or complaints, please email info@blacklotusfg.com or call (385)‑480‑1710.