Privacy policy
How we handle your information.
Effective August 28, 2026
Information we collect
When you request a conversation, we collect the information you choose to provide, such as your name, work email, phone number, role, financial institution, and the topic you would like to discuss. We may also record basic referral and campaign information so we can understand how visitors found CharterSignal.
How we use it
We use submitted information to review your request, contact you, arrange a conversation, prepare relevant observations, and improve our outreach and website. We do not sell personal information submitted through this website.
How information is shared
We may use service providers that support website hosting, communications, and business operations. They may process information only as needed to provide those services. We may also disclose information when required by law or to protect the security and integrity of our services.
Retention and security
We retain information for as long as reasonably necessary to respond to your request, maintain business records, and meet legal obligations. We use reasonable safeguards, but no internet transmission or storage system can be guaranteed completely secure.
Your choices
You may ask us to review, correct, or delete information you submitted. Use the request form on the CharterSignal website and enter “Privacy request” in the focus field so we can identify and respond to your request.
Updates
We may update this policy as our services and practices evolve. The effective date at the top of this page indicates the latest revision.