M&I Investments Group, Inc. (“M&I Investments Group,” “we,” “us,” or “our”) respects your privacy. This Privacy Policy explains what information we collect, how we use it, with whom we share it, and the rights you have over it.
1. Information we collect
- Contact information — name, email, phone, mailing address.
- Service information — documents you submit for review and any notes you provide.
- Communications — messages, recorded calls, video/voice consultations.
- Technical data — IP address, browser type, device, and usage events.
2. How we use information
- To deliver, schedule, and bill for our services.
- To respond to inquiries and provide customer support.
- To meet legal, tax, accounting, and recordkeeping obligations.
- To improve our website, security posture, and service quality.
3. Legal basis
We process personal information based on your consent, our contract with you, our legitimate business interests, and applicable legal obligations.
4. Sharing
We do not sell personal information. We share data only with:
- Service providers under written confidentiality agreements (hosting, payment processing, communications).
- Licensed professionals you authorize us to coordinate with.
- Authorities when required by law, subpoena, or court order.
5. Retention
We retain client records, contracts, communications, and recorded consultations for ten (10) years from the date of last engagement, in line with industry best practice and our Electronic Recording Consent policy.
6. Security
We use encryption in transit, role-based access controls, secure cloud infrastructure, and audit logging. No system is perfectly secure; we encourage you to use strong, unique passwords and protect your devices.
7. Your rights
Subject to applicable law, you may request access, correction, or deletion of your personal information. To exercise these rights, contact us at admin@miinvestmentsgroup.com.
8. Children
Our services are not directed to individuals under 18. We do not knowingly collect personal information from children.
9. Changes
We may update this Policy periodically. The “Last updated” date reflects the most recent revision.
10. Contact
M&I Investments Group, Inc. · Iscah Israel, Executive Director · (302) 206-5221 · admin@miinvestmentsgroup.com