Legal
Privacy Policy
Last updated: July 2026
This Privacy Policy describes how Beacon Financial Corp (“Beacon Macro”, “we”, “us”, “our”) collects, uses, and discloses your personal information when you use our institutional macro intelligence services.
1. Information We Collect
- Account Information: Name, work email, organization, and authentication credentials (stored as salted hashes).
- Mobile Information: If you opt in to SMS research alerts, we collect your phone number, consent status, and submission metadata for compliance and messaging operations.
- Terminal & Alert Configuration: Saved indicator thresholds, briefing subscriptions, and CSV export activity.
- Usage & Diagnostics: Campaign visit tracking, session identifiers, and system telemetry to improve our research delivery.
2. How We Use Your Information
- Provide, maintain, and improve our macroeconomic research, forecast models, and interactive terminal.
- Deliver transactional SMS briefing publication and threshold-cross alerts with explicit consent.
- Authenticate subscriber access and persist alert configurations to your profile.
- Communicate important updates about your subscription or account status.
- Detect, investigate, and prevent service misuse, fraud, or cybersecurity issues.
3. SMS Communications
This opt-in program is for transactional macro research briefing publication alerts and saved-indicator threshold-cross alerts.
Transactional SMS: If you provide explicit consent, we send transactional notifications when a subscribed briefing is published or a configured threshold is crossed. Message frequency varies based on briefing publication cadence and triggered threshold events.
Consent Records: We retain records of SMS consent, including consent source, timestamp, disclosure version, and submitted number to support carrier and legal compliance requirements.
Opt-Out: You may opt out of SMS at any time by replying STOP to any message. Upon opt-out, we process your request immediately and send a confirmation message.
Mobile Information Sharing: We do not share, sell, or rent mobile phone numbers or SMS opt-in data to third parties for marketing or promotional purposes. We may share mobile information with our SMS service providers acting solely on our behalf to deliver the messages you requested and to maintain required compliance records.
No mobile opt-in data will be shared with third parties for marketing or promotional purposes.
Personal information is not used for marketing or promotional purposes.
4. Message Examples
- “Beacon Macro: New briefing published — ‘Sovereign Debt Metrics: United States Q2 2026’. Reply STOP to cancel.”
- “Beacon Macro: Your saved indicator US 10Y Yield crossed the 4.25% threshold. Reply HELP for help.”
- “Beacon Macro: Your weekly macro briefing digest is ready. 3 new reports delivered to your dashboard. Reply STOP to unsubscribe.”
5. Data Retention
We retain your personal information for as long as your account is active or as needed to provide services. SMS consent records and associated phone numbers are retained for compliance purposes, or until you request deletion where legally permitted.
6. Your Rights
- Access and receive a copy of your personal data.
- Rectify inaccurate personal data.
- Request deletion of your personal data.
- Object to processing of your personal data.
- Withdraw SMS consent at any time (reply STOP).
7. Contact Us
Beacon Financial Corp
EIN 04-3510455
131 Clarendon Street, Boston, MA 02116, United States
Email: paul.perrault@beaconmacro.com