Privacy Policy

Privacy Policy

This privacy policy discloses the privacy practices for www.franfund.com. This privacy notice applies solely to information collected by this website. It will notify you of the following:

1. What personally identifiable information is collected from you through the website, how it is used and with whom it may be shared.
2. What choices are available to you regarding the use of your data.
3. The security procedures in place to protect the misuse of your information.
4. How you can correct any inaccuracies in the information.

Collection of Information

FranFund's main purpose in collecting information from clients and potential clients is for communication. However, personal non-public information is required for several of our products:

• Contracts and related forms, which include a customer's name, address, social security number, information about the existing retirement accounts a customer holds, and information about a customer's investment goals.
• Retirement account history, including information about the transactions and balances in a customer's accounts.
• Correspondence, written, telephonic, or electronic between a customer and FranFund or service providers to FranFund.

Information Collection, Use, and Sharing 

We are the sole owners of the information collected on this site. We only have access to/collect information that you voluntarily give us via email or other direct contact from you. We will not sell or rent this information to anyone.

We do not disclose personal information to third parties who are not affiliated with FranFund, unless one or more of the following circumstances exists:

• As Authorized - If you request or authorize the disclosure of the information (either directly to your account representative at FranFund and to the custodian of any self-directed account that you may set up as part of your contract with FranFund).
• As Permitted by Law - For example, sharing information with companies that maintain or service customer accounts for FranFund is permitted and is essential for us to provide clients with necessary or useful services with respect to their accounts. Furthermore, we may disclose or report personal information, such as account and transaction data, where we believe in good faith that disclosure is required or permitted under law (e.g., to cooperate with regulators, receivers, or to resolve client disputes).
• Outside Counsel - FranFund products/contracts generally include consultation with outside counsel. Your information will be available to the outside counsel in order to facilitate prompt communication and completion of your contract.

Unless you ask us not to, we may contact you via email in the future to tell you about specials, new products or services, or changes to this privacy policy.

Your Access to and Control Over Information 

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number given on our website:

• See what data we have about you, if any.
• Change/correct any data we have about you.
• Have us delete any data we have about you.
• Express any concern you have about our use of your data.

Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information (such as credit card data), that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a lock icon in the address bar and looking for "https" at the beginning of the address of the Web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

Phone Number and SMS Content

Phone numbers and SMS consent will never be shared with third parties, vendors, affiliates and any other outside entity for marketing purposes under any circumstances. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

If you have consented to receive text messages from FranFund, you may receive texts about your service or consultation (for clients or candidates), or if you have applied for employment with FranFund, you may receive text messages about your application for employment. Message and data rates may apply and messaging frequency may vary. You may opt out at any time by texting, STOP. For additional assistance, text HELP or visit our website at www.franfund.com Visit www.franfund.com/privacy-policy for privacy policy and www.franfund.com/privacy-policy for Terms of Service.

If you feel that we are not abiding by this privacy policy, you should contact us immediately via telephone at 817-730-4500 or info@franfund.com.

Terms and Conditions

Effective Date: 1/14/2025
Welcome to FranFund www.franfund.com These Terms and Conditions ("Terms") govern your use of our Site and services. By accessing or using the Site, you agree to comply with and be bound by these Terms. If you do not agree to these Terms, please do not use our Site.
1. Acceptance of Terms

By using the Site, you acknowledge that you have read, understood, and agree to be bound by these Terms, as well as our www.franfund.com/privacy-policy If you are using the Site on behalf of an organization, you represent that you have the authority to bind that organization to these Terms.

SMS Terms & Conditions

SMS Consent Communication:
The information (Phone Numbers) obtained as part of the SMS consent process will not be shared with third parties for marketing purposes.

Types of SMS Communications:
If you have consented to receive text messages from FranFund, you may receive messages related to the following (provide specific examples):

• Appointment reminders
• Follow-up messages
• Billing inquiries
• Promotions or offers (if applicable)

Example: "Hello, this is a friendly reminder of your upcoming appointment with Elena on Zoom on March 3rd, 2025  at Noon. Reply STOP to opt out of SMS messaging at any time."

Message Frequency:
Message frequency may vary depending on the type of communication. For example, you may receive up to [20] SMS messages per week related to your [appointments/billing, etc.].

Example:
"Message frequency may vary. You may receive up to 6 SMS messages per week regarding your appointments or account status."

Potential Fees for SMS Messaging:
Please note that standard message and data rates may apply, depending on your carrier’s pricing plan. These fees may vary if the message is sent domestically or internationally.

Opt-In Method:
You may opt-in to receive SMS messages from FranFund in the following ways:

• Verbally, during a conversation
• By submitting an online form
• By filling out a paper form

Opt-Out Method:
You can opt-out of receiving SMS messages at any time. To do so, simply reply "STOP" to any SMS message you receive. Alternatively, you can contact us directly to request removal from our messaging list.

Help:
If you are experiencing any issues, you can reply with the keyword HELP. Or, you can get help directly from us at www.franfund.com/contact-us 

Additional Options:

• If you do not wish to receive SMS messages, you can choose not to check the SMS consent box on our forms.

Standard Messaging Disclosures:

• Message and data rates may apply.
• You can opt out at any time by texting "STOP."
• For assistance, text "HELP" or visit our www.franfund.com/privacy-policy and www.franfund.com/privacy-policy pages 
• Message frequency may vary.

5. Limitations of Liability
In no event shall [Business Name], its officers, directors, employees, or agents be liable for any indirect, incidental, special, consequential, or punitive damages, including but not limited to loss of profits, data, or usage, arising out of or related to your use of the Site or any services provided by FranFund.

6. Changes to Terms
FranFund reserves the right to modify these Terms at any time without prior notice. Your continued use of the Site following any changes signifies your acceptance of the new Terms.

7. Governing Law
These Terms shall be governed by and construed in accordance with the laws of Texas. Any disputes arising out of or related to these Terms shall be resolved in the courts located in Texas.

8. Contact Information
For any questions about these Terms, please contact us at:
FranFund
6100 Western Place, Suite 1000 , Fort Worth, Texas 76107

Email: info@franfund.com
Phone: (817) 730-4500