As a User and Client of Zoe, you may exchange communication with Zoe through means that are not inherently secure, including, but not limited to, email and phone. Any and all communication between you and Zoe, such as emails and any attachments to them (the “Communication”) is confidential and is for the use only of the intended recipient. The Communication may contain copyright material of Zoe Financial, or any of its related entities or third parties. If a recipient is not the intended recipient of the Communication, please notify the sender immediately by return email, delete the Communication, and do not read, copy, print, retransmit, store or act in reliance on the Communication. Any views expressed in the Communication are those of the individual sender only, unless expressly stated to be those of Zoe. Zoe does not guarantee the integrity of the Communication, or that it is free from errors, viruses or interference.
Use Of Information
Zoe maintains and processes your Zoe account and its contents to provide Zoe’s products and services to you and to improve our services. Zoe’s servers process the information you provide to Zoe for various purposes, including but not limited to formatting and displaying your information, delivering related content, sharing community information, and other purposes relating to the Site. As a Client, Zoe may also process information for directing bill payments, transfers, or account activity, or for reporting your cash flow plan and performance. Zoe may send you information related to Zoe services, or your account if you are a Client. If you decide at any time that you no longer wish to receive marketing communications from us, please follow the “unsubscribe” instructions provided in the communications.
Information Sharing And Onward Transfer
Special Rules For The Use and Sharing Of Information Of Clients
If you wish to become a Client, we will ask you for certain information, including, but not limited to, your full legal name, contact information, birth date, income, expenses, approximate net worth, and other disclosures that may be necessary. We require such information in order to be able to provide our services to Clients in accordance with the rules of regulatory bodies. You may choose not to provide such information to us, but you will not be able to become a Client. You may decline to provide personal information to Zoe. Declining to provide personal information may disqualify you for Zoe services and Site features that require certain personal information.
We may share your information with Third Party Service providers or relevant financial advisors matches in our network in order to provide you the advisory services or account related services. If you choose to unsubscribe, please contact us at [email protected]
Changes To This Policy