Privacy Policy – Oli Ross
Effective Date: February 23rd 2026
Oli Ross (“we,” “our,” or “us”) respects your privacy and is committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and disclose your personal information when you visit our website oliross.com or interact with us through our forms and services.
1. Information We Collect
We collect personal information that you voluntarily provide to us through our website forms, including but not limited to:
- Name
- Email address
- Phone number
- Approximate financial information (e.g., investable assets)
- Other optional information you provide to help us serve you better
We may also collect non-identifiable information automatically through website technologies such as cookies and analytics tools, which help us improve your user experience.
2. How We Use Your Information
We use your personal information for the following purposes:
- To respond to your inquiries and provide requested services
- To schedule and conduct meetings or consultations
- To send newsletters, updates, or marketing communications (if you have opted in)
- To comply with legal obligations
We do not sell your information to third parties.
3. Sharing Your Information
Your information may be shared with trusted third-party service providers that help us operate the website, manage lead follow-ups, or provide email communications. This includes platforms such as:
GoHighLevel (for form submissions and lead management)
Mailchimp or similar email marketing software (for newsletters)
We take reasonable steps to ensure that these third parties protect your information in accordance with this Privacy Policy. SMS opt-in data will not be shared with third parties. We will not otherwise share your information without your consent, except as required by law.
4. Data Retention
We retain your personal information for as long as necessary to provide services to you, fulfill legal obligations, or pursue legitimate business interests. Typically, this means your information is kept for up to 5 years after your last interaction, unless you request deletion sooner.
5. Your Rights
You have the following rights regarding your personal information:
- Access and correction: You may request access to the personal information we hold about you and ask for corrections if necessary.
- Withdrawal of consent / Opt-out: You can unsubscribe from marketing communications at any time by clicking the “unsubscribe” link in emails or contacting us directly.
- Data deletion: You may request that we delete your personal information from our records, subject to legal or regulatory retention requirements.
To exercise these rights, contact us at [insert email address].
6. Security of Your Information
We implement reasonable administrative, technical, and physical safeguards to protect your personal information from unauthorized access, disclosure, or misuse.
7. Cookies and Tracking Technologies
Our website may use cookies and other tracking technologies to enhance your browsing experience, analyze trends, and manage marketing campaigns. Cookies do not store sensitive personal information unless you voluntarily provide it through forms. You can choose to disable cookies in your browser settings, though some features of the website may not function properly without them.
Site Comments & Spam Prevention:
If you submit a comment or message via the website, it may be checked through automated anti-spam detection services to prevent malicious or irrelevant content. This process only analyzes the comment content and metadata for spam detection and does not share your personal information externally.
8. Updates to This Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Effective Date.” We encourage you to review this policy periodically for updates.
9. Contact Us
If you have questions or concerns about this Privacy Policy or how your personal information is handled, please contact us at:
Oli Ross
Email: [insert email address]
Phone: [insert phone number]
Summary Box – What You Need to Know (Plain Language)
Quick overview for visitors:
- We collect only the info you give us (name, email, phone, rough financial info) through forms.
- We use it to respond to you, schedule meetings, and send optional newsletters.
- Your info is never sold and is only shared with trusted service providers like GoHighLevel and Mailchimp.
- We keep your data for up to 5 years after your last interaction unless you request deletion.
- You can access, correct, unsubscribe, or request deletion of your data at any time.
- Cookies may be used to improve your experience, but you can disable them in your browser.
- Comments/messages submitted on the site are checked with automated anti-spam detection to keep content safe and relevant.
For full details, the formal policy above applies.