Your Privacy.
Our Responsibility.
Learn how Zynergy Advisory collects, uses, protects, and manages information across our real estate, financial education, and digital services.
Effective date: [EFFECTIVE DATE] · Last updated: [DATE]
Privacy at a glance
Real estate
Inquiry details are used to answer you and match you with properties. They are shared only with people involved in a deal you are pursuing, as described below.
Trading
We never ask for brokerage logins, wallet keys, or bank passwords. Partner brokers handle their own sign-ups and identity checks.
Digital services
Client project information is used to deliver the work you hire us for, using the hosting and software tools listed in this policy.
No ad trackers
The website currently runs no analytics, advertising pixels, or session recording, and sets no cookies of its own.
01About this policy
This Privacy Policy explains how [LEGAL ENTITY NAME], doing business as Zynergy Advisory ("Zynergy," "we," "us"), handles personal information when you visit zynergyadvisory.com, contact us, buy or enroll in a course, join our community, or work with us.
Zynergy operates three divisions, and each one is covered separately below:
- Real Estate & Land: property listings, buyer inquiries, and transactions.
- Trading & Financial Markets: trading education, a free community, and links to third-party trading platforms.
- Web Development, SEO & AI: websites, search optimization, automation, and AI services for businesses.
This policy is separate from our Trading Risk Disclosure, Affiliate Disclosure, and Terms of Service, which remain in effect.
02Information we collect
Information you give us
The website only collects information you choose to type into one of these forms:
| Form | Where | What it asks for |
|---|---|---|
| Buyer inquiry | Real Estate page | Name, email, phone, property of interest (optional), message (optional; for example your buy box, target areas, budget, timeline) |
| Project quote | Web & SEO page | Name, email, business name, website (optional), service needed, project description |
| Course checkout | Checkout page | Full name, email, courses selected |
When a form is submitted, the website also records which form it was, the page it came from, and the time it was sent. Each form contains a hidden field used only to filter out spam bots.
We also receive whatever you send us directly by email, phone, text message, or social media message.
Information collected automatically
Like any website, ours is delivered by servers that receive technical information when your browser requests a page: your IP address, browser and device type, the page requested, the referring page, and the time. This comes from our hosting provider and the font and code libraries the site loads (see Cookies & tracking). We do not use this information to identify you.
Information from other companies
- Payments: when card payments are switched on, our payment processor, Stripe, tells us whether a payment succeeded and the name, email, and courses on the order. We never receive your full card number.
- Referral partners: trading platforms may send us referral reports about sign-ups made through our links (see section 04).
- Listing platforms: if you make an offer through InvestorBase, InvestorBase may pass your offer and contact details to the listing owner (see section 03).
Information we don't ask for
Our website does not ask for Social Security numbers, government ID documents, bank or card numbers, brokerage or bank passwords, or crypto wallet keys. Please don't send them through a website form, email, or text message.
03Real Estate & Property Information Privacy
Real estate inquiries often include details about your finances, plans, and timing. We treat this division with particular care.
Information we may collect
- Full name, phone number, and email address
- The property you're asking about and your inquiry details
- Property preferences, preferred investment locations, and general purchasing criteria
- Buy-box information, such as property type, price range, condition, and target areas
- Budget and timeline, if you choose to share them
- Our communications and correspondence with you
- Anything else you choose to send us during a property inquiry
We collect only what you choose to share. Leaving optional fields blank won't stop us from answering you.
How we use buyer and seller information
- Respond to your property inquiries
- Tell you about properties that are available now
- Match you with opportunities that fit the criteria you gave us
- Coordinate communications about a transaction you've chosen to pursue
- Introduce you to third parties a transaction needs, such as a title company, when you ask us to or the deal requires it
- Keep records needed to run a lawful real estate business
If you tell us about a property you own or want to sell, we use those details to evaluate it and talk with you about possible next steps.
Property listings on InvestorBase
Our listing cards link to public property pages hosted by InvestorBase, a separate real estate marketplace. The Make Offer button opens InvestorBase in a new tab. Anything you enter there (an offer, an account, or contact details) goes to InvestorBase and the listing account under InvestorBase's own privacy policy and terms, not this one. Read their policy before submitting an offer. Zynergy may receive the details of offers made on its listings through InvestorBase. [CONFIRM: the InvestorBase account that receives these offers, and how offers are passed to Zynergy]
Who we may share real estate information with
We share real estate information only when there is a reason connected to your inquiry or a transaction:
| Who | When |
|---|---|
| Property owners or sellers | When you make an offer or ask for details that only the owner can provide |
| Other transaction participants (such as buyers, sellers, assignees) | When you are a party to a deal and they need your details to complete it |
| Licensed real estate professionals | When a licensed agent or broker is involved in your transaction |
| Title, escrow, and closing companies | To open escrow, prepare documents, and close a transaction you've agreed to |
| Technology and CRM providers | To store and manage inquiries on our behalf [LIST PROVIDERS, e.g. GoHighLevel] |
| Others needed for a legitimate transaction | For example lenders or inspectors, but only when you are using them for your deal |
[CONFIRM AND STATE THE ACTUAL PRACTICE: whether buyer contact details or buy boxes are ever shared with other investors, wholesalers, or joint-venture partners. If they are, describe when and get consent where required. If not, say so here.]
Sensitive information
Some transactions eventually need sensitive information, such as identity verification or proof of funds. We will never ask for it through a general website form or an unsecured contact channel. When it's needed, a secure process will be used, usually directly with the title or closing company. [CONFIRM the secure method used, e.g. the title company's secure portal]
How we protect real estate information
Website forms are sent over an encrypted HTTPS connection. The forms don't request sensitive financial or identity information. Inquiry records are stored with our CRM provider, and access is limited to people working on Zynergy's real estate business. [CONFIRM who has CRM access and whether accounts use two-factor authentication] See Data security for limits on any security promise.
04Trading Education & Financial Platform Privacy
Courses and education
When you enroll in a course, free or paid, we use your name and email to give you access, send your course links, and answer your questions. Paid orders are processed by Stripe Checkout on Stripe's own pages. Zynergy does not see or store your card details. [CONFIRM course delivery provider, e.g. GoHighLevel email workflow]
Community
Our free trading community is hosted on Discord. We also share updates on Telegram, Instagram, Facebook, and YouTube. When you join or post on those platforms, your information is handled under that platform's own privacy policy. Other members can see your profile and anything you post in the community, so please don't share personal financial details there.
Affiliate and referral relationships
Zynergy may earn compensation when you open an account or trade through some of our links. Current referral partners on the website are PU Prime, Ultima Markets, INFINOX, and Arbitrer.io. Vantage Markets is shown on the site, but no referral link is active yet. See our Affiliate Disclosure.
Referral tracking
Our partner links contain a referral identifier, such as a code in the web address, so the partner can credit Zynergy for your sign-up. When you follow one, the partner's website may set its own cookies or use other tracking under its own policy. We receive only what the partner's referral reports provide. Depending on the partner, that can include whether a referred account was opened and activity used to calculate our commission. [CONFIRM what each partner's affiliate dashboard actually shows] We do not have access to your brokerage account, balances, or trades unless a partner's reporting includes that information.
Third-party trading platforms
Brokers and trading platforms are separate companies. Each has its own privacy policy, account registration, identity verification (KYC) requirements, and data handling practices. Information you give a platform goes to that platform. Zynergy is not a broker, does not hold client funds, and does not place trades for you.
What we will never ask for
Zynergy will not ask for your brokerage or trading account password, your bank account password or online banking login, or your private crypto wallet keys or seed phrase. If anyone claiming to be Zynergy asks for these, don't send them. Contact us directly using the details on our Contact page.
05Digital Services & Client Data Privacy
What we collect
- Website development, SEO, and AI integration inquiries, including what you put in our project quote form
- Business contact information
- Website project requirements and the content you provide
- Client communications
- Analytics and marketing campaign information from your accounts, when you give us access
- Business documents you choose to share with us
Two kinds of client information
Information about you as our client (your contact details, contracts, invoices, and communications) is controlled by Zynergy and handled under this policy.
Information we process for you, such as your customers' data inside your website, CRM, or analytics accounts, belongs to you. We access it only to deliver the services you hire us for, follow your instructions, and don't use it for our own marketing. Your agreement with us and your own privacy policy govern it. [CONFIRM: whether client contracts include data processing terms]
Access, use, and protection during a project
- We use the access you grant only for the project and ask you to remove it when the work ends.
- We prefer access through your own user accounts or roles rather than shared passwords.
- Client files are kept in the tools used to deliver the project and are not shared outside those tools.
[CONFIRM these three practices match how projects are actually run, or edit them]
Technology providers
Delivering digital services involves third-party technology, including website hosting, CRM and automation platforms, analytics tools, and AI services. When we use an AI service on client material, that material is processed by the AI provider under its terms. Tell us if you don't want any of your material processed by AI tools, and we'll work without them. [LIST the main providers actually used, e.g. Vercel, GoHighLevel, Google Analytics, and the AI services used for client work]
06How we use information
- To answer your questions and requests
- To provide courses, property information, and client services you've asked for
- To process orders and send course access
- To send updates and marketing you've agreed to, where consent is required (see Marketing communications)
- To keep records of referral partnerships and commissions
- To protect the website and our users from spam, fraud, and abuse
- To meet legal, tax, and accounting obligations
We do not sell personal information. [CONFIRM no sharing that counts as a "sale" or "sharing" under applicable US state law]
08Marketing communications
We send marketing emails, such as new properties, course updates, or service news, only to people who have given us their email and, where the law requires it, agreed to receive them. Every marketing email includes a way to unsubscribe, and we honor unsubscribe requests promptly. You can also opt out at any time by emailing zynergyadvisory@gmail.com.
Messages about something you've requested, such as course access or a deal you're in, aren't marketing and will continue as long as needed.
We will only call or text you for marketing with your consent where the law requires it. Reply STOP to any marketing text to opt out. [CONFIRM whether Zynergy sends marketing texts or uses automated calling. If so, add the consent wording to the forms before launch.]
10Data retention
We keep information only as long as we need it for the purpose it was collected, plus any period required by law:
- Inquiries that don't go further: [e.g. 24 months after last contact]
- Course customers: for as long as you have access, plus the period needed for tax and accounting records [e.g. 7 years for order records]
- Real estate transaction records: [the period required by applicable real estate and tax rules]
- Client project files: [e.g. returned or deleted within 90 days of project end, unless the contract says otherwise]
- Marketing lists: until you unsubscribe
When information is no longer needed, we delete or anonymize it.
11Data security
These protections are in place today:
- The website is served over HTTPS, so form submissions are encrypted in transit
- Card payments go through Stripe's hosted checkout. Card numbers never reach our website or systems.
- Payment confirmation messages are cryptographically verified, so the website can't be tricked into confirming a fake order
- Prices are calculated on our server, not in your browser, so an order can't be altered before payment
- Forms include spam filtering and don't ask for sensitive information
- No secret keys are included in the website's public code
No website, email, or storage system is completely secure, and we can't guarantee absolute security. If a data breach affects you, we will notify you and the relevant authorities as the law requires.
12Your privacy rights
Depending on where you live, you may have the right to:
- Find out what personal information we hold about you and get a copy of it
- Have inaccurate information corrected
- Have your information deleted
- Object to, or ask us to limit, certain uses of your information
- Receive your information in a portable format
- Withdraw consent you've given, including for marketing
To make a request, email zynergyadvisory@gmail.com with the subject "Privacy request." We may need to confirm your identity before acting on it. We will respond within the time the law requires, and we won't treat you differently for exercising your rights. Some information may have to be kept for legal reasons, and if so we'll tell you.
13International visitors
Zynergy works with people in Belize, the United States, and other countries. Our service providers are expected to store data mainly in the United States [CONFIRM provider data locations], so your information may be processed outside the country where you live. Different laws may apply depending on your location:
- Belize: the Data Protection Act, 2021 (Act No. 45 of 2021) gives individuals rights including access, correction, and erasure, and limits transfers of personal data outside Belize.
- United States: several state privacy laws give residents additional rights where a business meets their thresholds. Email and text marketing is regulated federally.
- Other regions: if you're in the EU, UK, or elsewhere, your local law may give you additional rights. Contact us and we'll help.
[LEGAL REVIEW: confirm which laws apply to the legal entity, any registration with the Belize data protection authority, and the safeguards for transfers from Belize to US providers]
14External websites
Our website links to websites we don't control, including broker and trading platforms, InvestorBase, Stripe, Discord, Telegram, Instagram, Facebook, and YouTube. External links open in a new tab. Each of those companies handles your information under its own privacy policy, which you should review before giving them personal information.
15Children
Our services are for adults. They are not directed to anyone under 18, and we don't knowingly collect information from children. If you believe a child has sent us information, contact us and we'll delete it.
16Policy updates
We'll update this policy when our practices change, for example before adding analytics or a new service provider. The new version will appear on this page with a new "Last updated" date. If a change materially affects how we use information you've already given us, we'll also notify you by email where we have your address, and get your consent where the law requires it.
17Privacy contact
Questions or requests about privacy:
Zynergy Advisory
[LEGAL ENTITY NAME]
[BUSINESS ADDRESS]
Email: zynergyadvisory@gmail.com