Privacy & data practices 🔒

Privacy Policy

This Privacy Policy explains how BROK collects, uses, discloses, and protects personal information when you visit our website or use our services. We prioritize transparency and security. If you have questions about this policy or our practices, contact us using the details below. Our aim is to provide clear choices about how your data is used while delivering broker comparison services, research, and tailored recommendations.

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Information we collect

BROK collects information you provide directly and information we obtain automatically when you use our site and services. Direct inputs include contact details such as name, email, phone number, and any content you submit in forms or messages. For service delivery we may collect jurisdiction preferences, trading style, and optional attachments when provided. Automatically collected information includes usage data, device details, IP address, and cookies that help improve site performance and personalize content. We also gather aggregated analytics to understand trends and improve our comparison tools. We retain only the information necessary for the purposes described in this policy and limit access to authorized staff and service providers who support our operations. Where sensitive information may be required for bespoke engagements, we will obtain explicit consent and handle such data under stricter controls. Our collection practices are designed to minimize data gathering to what is necessary to deliver value and to comply with applicable law.

How we use and share information

We use personal information to provide and improve our services. Typical uses include responding to inquiries, delivering tailored broker shortlists, creating benchmarking reports, sending service-related notices, and preventing fraud. We may use aggregated, de-identified data for research and to enhance comparison metrics. BROK does not sell personal data to third parties. We share information only with trusted service providers who help deliver core functions, such as email delivery, analytics, and payment processing for commercial engagements. These providers are bound by contract to limit use and to implement appropriate security. We may disclose information to comply with legal obligations, respond to law enforcement requests, or protect the rights and safety of BROK or others. In the event of a corporate transaction, such as a merger or sale, personal data may be transferred to the acquiring entity under terms consistent with this policy. When data is transferred outside your jurisdiction, we use legally recognized safeguards to protect your privacy.

Cookies, tracking and choices

BROK uses cookies and similar technologies to provide essential site functions, remember preferences, and gather analytics. Cookies that are strictly necessary for the website to function are set by default. Non-essential cookies that support analytics or personalization are controlled by your consent preferences. You can manage cookie choices via the cookie consent control visible on the site and through your browser settings. Disabling cookies may affect site functionality and the ability to receive personalized recommendations. For advertising and third-party analytics, we limit tracking and only work with providers who adhere to industry privacy standards. If you prefer not to have your data used for certain purposes, contact us to request restrictions. We honor applicable do not track signals where required by law and provide mechanisms to opt out of non-essential profiling and communications.

Your rights and data retention

Depending on your jurisdiction, you may have rights to access, correct, delete, or port your personal information, and to object to or restrict certain processing. To exercise these rights, contact us at the address or email below. We will verify requests to protect privacy and may require additional information for authentication. We retain personal data only as long as necessary to provide services, fulfill contractual obligations, comply with legal requirements, and resolve disputes. Retention periods vary by data category and purpose; for example, transactional records for commercial engagements are kept for a longer period to support financial and legal obligations. When personal data is no longer needed, we delete or de-identify it using reasonable measures. If you have unresolved concerns, you may have the right to lodge a complaint with your local data protection authority where applicable.

Contact for privacy requests

BROK Inc., 125 Market Street, Suite 400, San Francisco, CA 94105, USA

Email: [email protected]

Phone: +1 (415) 555-0130