How we handle your data

Effective date: 28 Sep 2025 • Last updated: 28 Sep 2025

Zion Advisor (“we”, “our”, “us”) operates the website zionadvisor.com. This Privacy Policy describes what information we collect, how we use it, and the choices you have. If you have any questions, contact contact@zionadvisor.com.

1) Information we collect

Contact form data: name, email, message content (submitted via our contact form).
Newsletter / insights signup (if used): your email address.
Download gates (templates/briefs): name and email to deliver the file and occasional updates.
Usage data: basic, aggregated analytics (pages visited, timestamps, device/region). We do not intentionally collect sensitive personal data.

2) How we collect and store data

Form submissions are sent to our Google Apps Script endpoint and written to a private Google Sheet controlled by us. Files you download may be served from our site or a third-party storage provider (e.g., Google Drive).

Data processors we use:

Google Workspace (Apps Script & Sheets) – to process and store form submissions.
Hosting/CDN (Render or equivalent) – to host this website.
Optional analytics (privacy-friendly) – used only in aggregate.

3) Why we use your information (lawful bases)

To respond to enquiries and provide consulting proposals (legitimate interests / performance of a contract).
To send insights or templates you request and occasional updates (consent; you can unsubscribe anytime).
To improve the website and understand aggregated usage (legitimate interests).
To comply with law or enforce our terms (legal obligation/legitimate interests).

4) Sharing

We do not sell your personal information. We only share limited data with service providers listed above to operate the site and deliver requested services. Providers are bound by confidentiality and may process data only on our instructions.

5) International transfers

We may store/process data on servers outside your country (e.g., Google data centers). We take reasonable steps to protect your information consistent with this Policy.

6) Retention

We keep contact records for as long as needed to manage the enquiry, provide services, and meet legal/accounting obligations. Newsletter data is retained until you unsubscribe or request deletion.

7) Security

We use access controls on our Google accounts and limit who can view Sheets. While no method is 100% secure, we take reasonable technical and organizational measures to protect your data.

8) Your choices & rights

Access / correction: ask what data we hold and request corrections.
Deletion: request deletion of your personal data, subject to legal obligations.
Opt-out: unsubscribe from emails via the link inside messages or by contacting us.

9) Cookies

We aim to keep cookies minimal. If analytics are enabled, only aggregated, privacy-friendly metrics are used. You can set your browser to block or alert you about cookies.

10) Children’s privacy

Our site and services are not directed to children under 16, and we do not knowingly collect their personal data.

11) Contact

For privacy requests or questions, email contact@zionadvisor.com.

12) Updates to this policy

We may update this Policy from time to time. The “Last updated” date at the top will indicate the latest revision.