Privacy Policy

Last Updated: October 23, 2026

Privacy Policy

Additional information

Phone: (414) 253-8010

Phoenix National Brokerage also serves as its EU Representative under Article 27 of the GDPR for data subjects and supervisory authorities in the European Union.

EU residents may contact Phoenix National Brokerage at the same address and contact information listed above for any GDPR-related inquiries.

4. How We Use Personal Data and Legal Bases (GDPR)

We process personal data only where we have a lawful basis.

Purpose Example Activities Lawful Basis
Providing and improving the website Contact forms, support requests, security monitoring Legitimate interest (Art. 6(1)(f))
Marketing and promotional communications Sending newsletters and updates Consent (Art. 6(1)(a))
Customer support Responding to inquiries, troubleshooting Legitimate interest or contract performance (Art. 6(1)(f)/6(1)(b))
Security and fraud prevention Logging, IP monitoring, DDoS protection Legitimate interest (Art. 6(1)(f))
Compliance with legal obligations Responding to lawful requests Legal obligation (Art. 6(1)(c))

You may withdraw your consent at any time.

6. Data Retention

We retain personal data only for as long as necessary for the purposes described in this policy.

Data Category Retention Period
Contact and inquiry data Up to 24 months after last interaction
Marketing and consent records Up to 24 months or until consent is withdrawn
Technical and analytics data Up to 14 months
Legal/compliance data As required by law

When retention periods expire, personal data is securely deleted or anonymized.

7. International Data Transfers

Because we are located in the United States, personal data collected from EU/EEA users may be transferred outside the EEA.

We ensure adequate safeguards under Chapter V of GDPR, including:

  • European Commission adequacy decisions (if applicable)
  • Standard Contractual Clauses (SCCs)
  • Additional security measures

You can request more information about these safeguards at info@phoenix3pl.com

8. Sharing of Personal Data

We do not sell personal information. We may share data with:

  • Service providers who help us operate our website (e.g., hosting, analytics, security, email communications)
  • Regulatory or legal authorities when required by law
  • Professional advisers (e.g., legal or compliance consultants)

All third-party processors operate under legally binding agreements and GDPR Article 28 standards.

10. Verification & Authorized Agents (U.S.)

When a privacy rights request is submitted, we may verify your identity using information you previously provided (e.g., email confirmation or other verification methods).

If you are a California resident, you may authorize an agent to submit requests on your behalf. We require proof of the agent’s authorization and verification of your identity.

11. Automated Decision-Making

We do not use personal data for automated decision-making or profiling that produces legal or significant effects.

If this changes, we will update this policy and provide notice in advance.

12. Children’s Privacy

Our website and services are not directed to children under 13 years of age.

We do not knowingly collect personal information from children. If we learn that a child has provided personal data, we will delete it promptly.

13. Security of Your Information

We use appropriate technical and organizational measures to protect personal data, including:

  • SSL encryption
  • Access controls and authentication
  • Data minimization and secure storage
  • Staff training on data protection

However, no system is entirely secure. We encourage users to protect their personal information when online.

EU residents may also lodge a complaint with their local data protection authority:

https://edpb.europa.eu/about-edpb/board/members_en