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Privacy Policy for Lugo Point Financial Solutions (d/b/a BOI Filing Pros)

Beneficial Ownership Information (BOI) Filing Services

Effective Date: March 5, 2024 (Updated October 14, 2024)

1. Introduction

Lugo Point Financial Solutions (d/b/a BOI Filing Pros) (“we,” “our,” “us”) is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our services, including the filing of Beneficial Ownership Information (BOI) reports.

2. Information We Collect

We may collect the following types of personal identifiable information (PII) from you:

  • Personal Details: Name, address, email address, phone number.
  • Identification Information: Social Security Number (SSN), Tax Identification Number (TIN), Driver’s License number, passport number or similar forms of identification.
  • Business Information: Company name, ownership details, Employee Identification
    Number (EIN), financial information.

3. How We Use Your Information

We use the information we collect for the following purposes:
  • To prepare and file BOI reports in compliance with the Corporate Transparency Act.
  • To communicate with you regarding your filings and our services.
  • To maintain and improve our services.
  • To comply with legal obligations and protect our legal rights.

4. Information Sharing and Disclosure

We value your privacy and are committed to protecting your personal information. We will never sell your personally identifiable information (PII) to any third parties.
We only share your information as necessary to provide our services, comply with legal obligations, and protect our rights. We may share your information with:

  • Regulatory Authorities: To comply with legal requirements, such as filing BOI reports with FinCEN.
  • Service Providers: Third-party vendors who assist us in providing our services, subject to strict confidentiality agreements.
  • Legal Obligations: When required by law, such as in response to a subpoena or court order.

5. Data Security

We implement robust security measures to protect your PII from unauthorized access, use, or disclosure. These measures include encryption, secure servers, and access controls.

6. Your Rights

You have the right to:

  • Access the personal information we hold about you.
  • Request corrections to any inaccurate or incomplete information.
  • Request deletion of your personal information, subject to legal and contractual obligations.

7. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. We will notify you of any significant changes by posting the new policy on our website and updating the effective date.

8. Contact Us

If you have any questions or concerns about this Privacy Policy or our data practices, please contact us at:

Lugo Point Financial Solutions, Inc.
d/b/a BOI Filing Pros
1430 S. Dixie Hwy, Suite 203
Coral Gables, FL 33146
(305) 349-3511 | lugopoint.com
contactus@lugopoint.com
boifilingpros@lugopoint.com

1430 South Dixie Highway, Suite 203
Coral Gables, Florida 33146

Lugo Point Financial Solutions, Inc.

contactus@lugopoint.com

careers@lugopoint.com

(305) 349-3511