Surplus Funds Solutions
(DBA of Pacific Associates LLC)

PRIVACY POLICY

IMPORTANT NOTICE REGARDING TEXT MESSAGING DATA

Surplus Funds Solutions (DBA of Pacific Associates LLC) ("we," "us," or "our") DOES NOT share customer opt-in information, including phone numbers and consent records, with any affiliates or third parties for marketing, promotional, or any other purposes unrelated to providing our direct services. All text messaging originator opt-in data is kept strictly confidential.

INTRODUCTION

This privacy notice describes how and why Surplus Funds Solutions (DBA of Pacific Associates LLC) may collect, store, use, and/or share ("process") your information when you use our services ("Services"), such as when you:

Visit our website

Engage with us in other related ways, including sales, marketing, or events

If you have questions or concerns, contact us at:
Email: [email protected]
Phone: +1 949-402-3519

SUMMARY OF KEY POINTS

Sensitive Information: We do not process sensitive personal information.

Third-Party Data: We do not receive information from third parties.

Data Use: We use your information to provide services, communicate, ensure security, and comply with legal obligations.

Data Sharing: We do not share your personal information except in rare, legally required situations or with your consent.

SMS Data Protection:
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. Information sharing is only permitted to subcontractors supporting services (e.g., customer support). SMS opt-in data and consent are never shared.

1. INFORMATION WE COLLECT

Personal Information

We may collect:

Name

Email address

Phone number

Physical address

Payment information (if applicable)

Communication opt-in records (SMS, email, etc.)

Non-Personal Information

IP address

Browser type

Device information

Website usage data

Cookies and tracking technologies

Customer Communication Data

Inquiry records

Appointment details

Service history and feedback

2. HOW WE USE YOUR INFORMATION

We use your information to:

Provide and improve services

Process transactions

Communicate with you

Prevent fraud and ensure security

Maintain communication preferences

Service-Specific Uses

Respond to inquiries and provide support

Manage transactions and documentation

Send updates and marketing (with consent)

Provide personalized recommendations

Comply with legal obligations

3. SMS MESSAGING & COMPLIANCE

Text Messaging Terms

By opting in, you agree to receive messages such as:

Appointment reminders

Service updates

Customer support communications

Consent

Messages are sent only with explicit opt-in

We maintain timestamped consent records

Opt-Out

Reply "STOP" to unsubscribe

Processed within 24 hours

Help

Reply "HELP" or contact: [email protected]

Carrier Notice

Standard message/data rates may apply

Carriers are not liable for delays

4. COOKIES & TRACKING

We may use cookies and similar technologies to:

Improve user experience

Analyze website usage

You can disable cookies via your browser settings.

5. DATA RETENTION

We retain your information only as long as necessary to:

Provide services

Comply with legal obligations

Data is securely deleted or anonymized when no longer needed.

6. DATA SECURITY

We implement appropriate technical and organizational safeguards. However, no system is 100% secure, and users share information at their own risk.

7. YOUR PRIVACY RIGHTS

You may:

Access your data

Correct inaccuracies

Request deletion

Withdraw consent

Opt out of marketing

To exercise your rights, contact us at:
Email : [email protected]

8. DO-NOT-TRACK

We currently do not respond to Do-Not-Track (DNT) signals due to lack of a universal standard.

9. U.S. PRIVACY RIGHTS (CCPA & OTHER STATES)

If you are a resident of California, Colorado, Virginia, or Connecticut, you may have rights including:

Access to your data

Request deletion

Correct inaccuracies

Opt out of data processing

Requests can be submitted via email.

10. INTERNATIONAL PRIVACY RIGHTS

Users in regions such as:

Australia

New Zealand

South Africa

may have additional rights under local laws.

11. DATA SHARING POLICY

We do not sell, rent, or trade your personal information.

We only share data:

With your consent

For service-related subcontractors

When legally required

12. CONTACT INFORMATION

Surplus Funds Solutions
(DBA of Pacific Associates LLC)

Email: [email protected]
Phone: +1 949-402-3519

CONSENT

By using our services, you agree to this Privacy Policy.