Privacy Policy

Effective Date: July 7, 2025

Charlotte Multiservice (“we”, “us”, or “our”) respects your privacy and is committed to protecting the personal information you share with us. This Privacy Policy explains how we collect, use, share, and protect your information when you interact with us through our website, phone, WhatsApp, or other channels.

1. Information We Collect

We may collect the following personal information: Full name Email address Phone number Physical address Financial information related to insurance and tax services Social Security Number and other identification data (only when necessary)

2. How We Collect

Information We collect personal information through: Forms submitted on our website Phone conversations with our team Messages via WhatsApp or other communication tools

3. Third-Party Tools We Use

We use third-party services that may collect data about your visit: Google Analytics Facebook Pixel (Meta) Mailchimp WhatsApp Business CRM systems for client management and service delivery These tools help us understand how users interact with our site, improve our services, and offer better communication.

4. Information Sharing

We do not sell your personal information. However, we may share it only with trusted partners for service purposes, such as: Brightway Insurance ToroTaxes Other affiliated service providers under strict confidentiality and purpose limitations

5. Services for Children

We do not knowingly offer services to children under the age of 18. If we become aware that we have inadvertently collected data from a minor, we will delete it immediately.

6. Your Privacy Rights

You have the right to: Know what personal information we collect Request corrections Request deletion of your data To exercise any of these rights, please contact us at +1 (704) 621-2680.

7. How We Protect Your Data

We take reasonable technical and organizational measures to protect your data, including: Secure servers Encryption protocols Access control and data confidentiality

8. Contact Information

If you have any questions about this policy or wish to make a request regarding your data, contact us at: Phone: +1 (704) 621-2680 Email: [Add your official email here, if applicable]

9. Cookies and Tracking Technologies

Our website uses cookies and tracking technologies, including: Google Analytics Facebook Pixel Advertising cookies These cookies help us analyze traffic, improve user experience, and run targeted advertising. By using our site, you consent to the use of cookies in accordance with this policy.

10. Changes to This Policy

We reserve the right to update this Privacy Policy at any time. Any changes will be posted on this page with the updated effective date.

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