1. Information We Collect - We collect the following information when you interact with our SMS services:

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• Name
• Mobile phone number
• Appointment details (date, time, assigned staff)
• Consent status (opt-in or opt-out)
• SMS delivery and response data (e.g., STOP/HELP replies)

We do not collect sensitive personal information through SMS.

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2. How We Use Your Information -We use your information exclusively for:

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• Sending appointment confirmations, reminders, and updates
• Managing opt-in/opt-out preferences
• Compliance with legal and regulatory obligations

We do not use your data for marketing or promotions.

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3. Consent and Opt-In - Consent is obtained through one of the following methods:

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• Checkbox selection on web forms
• Verbal consent recorded by a team member
• Signed digital or physical documents

Consent is never pre-selected or assumed and is documented in our CRM (Salesforce).

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4. Opt-Out and Help Instructions

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You may opt out anytime by replying STOP to any message. You’ll receive a confirmation of your opt-out. For support, reply HELP or email us at dave@peakworthcapital.com.

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5. Security and Data Retention

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We apply industry-standard security measures to protect your data. Opt-in/opt-out records are stored securely. Data is retained only as long as needed for operational or legal purposes.

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6. Sharing of Information

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We do not sell or share your mobile number or opt-in data with unaffiliated third parties for marketing. We may share limited data with vendors who support our SMS service (e.g., delivery providers, CRM).

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7. Children's Privacy

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Our SMS program is not intended for users under the age of 13.

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8. Changes to This Policy

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We may revise this policy and will post updates with an updated effective date.

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