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Privacy Policy

Last updated: May 19, 2026

At Pinnacle Connect, we respect your privacy and are committed to protecting your personal data. This privacy policy will inform you as to how we look after your personal data when you visit our website or use our broker-matching services.

1. Information We Collect

We collect personal information that you voluntarily provide to us when registering, filling out the Broker Questionnaire, or communicating with us. This includes:

  • Identity Data: First name, last name, business name, and corporate roles.
  • Contact Data: Email address, phone number, and physical business locations.
  • Financial Data: Billing information, transactional details (processed securely via Stripe), and annual revenue (GWP).
  • Operational Data: Broking platforms utilized, exit notice terms, AFSL details, and staff structures.

2. How We Use Your Data

Your data is exclusively processed to power our match-optimization calculations. Specifically, we use it to:

  • Run the algorithmic matching engine comparing brokers and network criteria.
  • Verify your identity and secure access to your account.
  • Provide customer support and consulting appointments.
  • Facilitate formal introductions to matched networks (only upon your explicit release authorization).

3. Data Protection & Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used, or accessed in an unauthorized way. All user data, network parameters, and questionnaire responses are stored securely in database nodes using state-of-the-art encryption protocols.

4. Third-Party Disclosures

We do not sell, trade, or otherwise transfer your personally identifiable information to outside parties. This does not include trusted partners who assist us in operating our website, conducting our business, or serving our users (e.g., Stripe for secure payments), so long as those parties agree to keep this information strictly confidential.

5. Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data, including the right to request access, correction, erasure, restriction, transfer, or object to processing. To exercise any of these rights, please contact our support team via the Contact Page.