Terms of Service
Effective Date: August 5, 2025

For the purposes of this Privacy Policy, unless otherwise noted, all references to Rise FP&A™ include Rise FP&A™ Business Trust. The Rise FP&A™ website (www.RiseFPA.com) is a commercial site. By using our website and services—including our Tax Overpayment Recovery and financial consulting services—you consent to the data practices described in this statement.

1. Collection of Personal Information

Rise FP&A™ may collect personally identifiable information, such as your name, email address, phone number, and any documentation you provide related to financial or tax services.

We may automatically collect information about your device, including IP address, browser type, domain names, access times, and referring website addresses. This information is used for service operations, to maintain quality, and to analyze site usage trends.

2. Use of Your Information

We use the information we collect to:

• Deliver requested financial and consulting services

• Process your Tax Overpayment Recovery filings

• Communicate important updates or offers

• Improve site experience and security

We do not sell or share your information with third parties for marketing purposes.

3. Cookies

Our website uses cookies to personalize your experience. Cookies are small text files stored on your device and are used to remember preferences and enable certain functionality. You may decline cookies in your browser settings, but some site features may not function properly.

4. Security

Rise FP&A™ uses administrative, technical, and physical safeguards to protect your information from unauthorized access, use, or disclosure.

5. Children Under 13

We do not knowingly collect information from children under the age of thirteen. If you are under thirteen, you must have parental consent to use this site.

6. Opt-Out Options

You may opt out of receiving communications from Rise FP&A™ by:

Website: www.RiseFPA.com

Email: [email protected]

Phone: (954) 477-9778

7. Changes to this Policy

We may periodically update this Privacy Policy to reflect company practices or legal requirements. Please review it regularly.

8. Contact Us

For questions or concerns regarding this Privacy Policy, contact:
Rise FP&A™ Business Trust
Email: [email protected]
Phone: (954) 477-9778