Privacy Policy

This Privacy Policy explains how Citrine Capital (“we,” “our,” or “us”) collects, uses, and protects your information when you visit our website or communicate with our team. Your privacy matters to us, and we take responsibility for safeguarding your personal information. This policy applies only to Citrine Capital. Examples below exist for clarity.

Agreement to This Policy

Use of this website confirms your acceptance of this Privacy Policy and your consent to how Citrine Capital handles your information as described here.

Information Collection and Use

Information comes directly from you through applications, contracts, forms, documents, emails, phone calls, and SMS conversations.

After receiving your authorization, Citrine Capital may gather additional information related to structured settlements, annuities, pre-settlement funding, or other financial matters. Sources may include insurance companies, financial institutions, healthcare providers, credit bureaus, public records, and professional representatives.

We may collect non-public personal information such as:

Personal Information

Name, mailing address, Social Security number, driver’s license number, employer, and occupation.

Financial Information

Income, assets, banking details, credit history, and account numbers.

Legal Information

Judgments, liens, bankruptcies, probate matters, divorces, or related legal proceedings.

Other Identifiers

Date of birth, phone numbers, email address, and mailing address.

Insurance or Annuity Information

Policy terms, beneficiaries, premiums, and payment history.

Medical Information (when applicable)

Health status or treatment history, when required for financial transactions or services.

SMS Communications

Citrine Capital uses third-party platforms to manage communications related to structured settlements, annuities, pre-settlement funding, and related services.

  • Opting in authorizes SMS messages regarding your inquiry, account, or requested services.
  • Citrine Capital never shares SMS consent with outside organizations.
  • Standard message and data rates may apply.
  • Text STOP at any time to opt out.

Disclosure About Sharing Your Information

Citrine Capital does not rent, sell, or trade personal or non-public information.

Information may only be disclosed under these limited circumstances:

Legal Requirements

Government requests, subpoenas, regulations, or court orders may require disclosure.

Internal Operations

Authorized Citrine Capital employees may access information strictly to provide services.

Affiliates, marketing companies, partners, or outside organizations never receive your personal data.

Cookies and Website Tracking

Cookies help improve your experience when returning to our website. Cookies store coded data on your device that allows us to understand site usage. Cookies never access your hard drive, damage files, or transmit viruses.

Cookies support:

  • Website performance monitoring
  • Page visit tracking
  • Navigation improvements

Citrine Capital does not share cookie data with third parties.

Browser settings allow acceptance, rejection, or notification of cookies. Site access remains available even if cookies are declined.

Former Customers

Former client information receives the same confidentiality and protection as current client data.

Confidentiality and Security

Access to non-public personal information remains limited to authorized personnel who need it to provide services. Citrine Capital maintains physical, electronic, and procedural safeguards aligned with state and federal requirements.

In rare cases of system compromise, Citrine Capital takes immediate steps to protect data integrity and provides notices required by law.

Testimonials

Client testimonials appear publicly only after permission is granted. Personal details included in testimonials may become visible to others. Removal requests receive prompt attention.

Contacting Citrine Capital

Questions, concerns, or suggestions about this Privacy Policy may be directed to:

Citrine Capital
Email: [email protected]
Phone: 855-340-4770