Privacy Policy
Read how Core Financial Evaluation handles financial and personal information.
Last updated: 2026. Core Financial Evaluation is committed to protecting your financial and personal data. Expand each section below to learn more.
We collect personal identification details, financial data (income, credit history, assets), transaction records, and technical usage data required to deliver our services effectively.
Your financial data is used exclusively for processing loan applications, managing investment portfolios, underwriting insurance policies, and providing personalized advisory services.
We may share data with licensed lending partners, insurance underwriters, investment custodians, and credit bureaus — strictly to fulfill your requested financial services.
We implement bank-grade 256-bit SSL encryption, multi-factor authentication, segregated data vaults, and continuous security monitoring with annual third-party penetration audits.
Investment portfolio data is processed separately from lending data. Trading activity is encrypted at rest and in transit, with access restricted to your assigned wealth advisor only.
Loan payment behavior is reported to major credit bureaus. Late or missed payments may affect your credit score. You may request a copy of reported data at any time.
In line with AML/KYC regulations, we verify the source of funds for transactions above defined thresholds and may report suspicious activity to financial intelligence units.
Financial transaction records are retained for 7 years as required by regulation. Non-mandatory data is deleted within 90 days of account closure.
We use essential and analytics cookies to improve our services. We never sell your data to advertisers or third-party marketing firms.
You may opt out of marketing emails at any time through the unsubscribe link in each message. Service-critical notifications will continue regardless of marketing preferences.
Our services are not directed to individuals under 18. We do not knowingly collect financial data from minors. Education savings plans are opened by adult custodians only.
We may update this Privacy Policy periodically. Material changes will be communicated to active clients at least 14 days before taking effect.