Privacy Policy
Last updated July 2026
This policy explains what information Harvest Gate Advisory collects through this portal, how we use it, and the choices you have. We keep it deliberately plain. If anything here is unclear, ask your advisor.
Information we collect
We collect the information you and your team provide to us, including:
- Application details — business, ownership, site, and financial information needed to prepare your license application.
- Documents you upload, such as identification, financial records, and supporting paperwork.
- Account information, such as your name, email address, and messages you send us through the portal.
- Basic technical information your browser sends automatically, which we use to keep the service secure and working.
How we use your information
We use your information only to deliver and support our work for you:
- To prepare, assemble, and manage your license application.
- To communicate with you about your engagement and your documents.
- To operate, secure, and improve the portal.
- To meet our legal, regulatory, and records obligations.
How we share your information
We do not sell your information. We share it only as needed to do the work you have engaged us for:
- With the relevant licensing authority, as part of the application we prepare and submit on your behalf and at your direction.
- With the service providers who host and power our infrastructure, under obligations of confidentiality and only to run the portal.
- When required by law, or to protect the rights, safety, and security of our clients and our firm.
How we protect your information
We apply meaningful technical and organizational safeguards, including encryption in transit and at rest and strict per-client access controls. Our Security page describes these in more detail.
Retention and your choices
We keep your information for as long as your engagement is active and for a reasonable period afterward to meet our records and legal obligations. Depending on where you live, you may have rights to access, correct, export, or delete your information. To make any of these requests, contact your advisor and we will help.
Changes to this policy
We may update this policy as our practices evolve. When we make material changes, we will update the date above and, where appropriate, let you know directly.
Contact us
Questions about your privacy? Message your advisor in the portal or email info@harvestgateadvisory.com.