Legal

Privacy Policy .

How we collect, use, and protect information in the Settlement Services, Inc. client portal.

Draft Last updated: October 22, 2025

The Settlement Services, Inc. portal (“Portal,” “we,” “our,” or “us”) operates as a secure client portal under the domain portal.settlementservices.io . We are committed to protecting your personal information and safeguarding the confidentiality of the sensitive data accessible through this Portal. This Privacy Policy explains how we collect, use, store, and protect your information.


Information We Collect
When you use our Portal, we may collect personal information, including: name, email address, internet protocol (“IP”) address, location information, and device information.


Why We Collect This Information
The Portal contains highly confidential information, including policy contracts and medical records, which will not be disclosed to unauthorized individuals. To protect this content, we collect and use personal information solely for account security and verification purposes. If a login attempt comes from a new device, IP, or location, the system may require a One-Time Password (“OTP”) to verify your identity. We do not use this information for marketing, advertising, or profiling.


Data Storage and Security
All personal information is stored securely in Salesforce systems. We apply encryption and industry-standard safeguards to protect your account. Information is retained only until you request account deletion or for as long as required to comply with applicable laws, regulations, or legal obligations.


Confidentiality of Portal Content
The Portal contains sensitive documents, including insurance policy contracts and medical records. These materials are strictly confidential and are accessible only to authorized users.


User Rights
We are in the process of implementing enhanced user rights. Currently, users may request account deletion or contact us regarding privacy concerns. All requests should be sent to support@settlementgroup.io .


Legal Basis and Compliance
Services are intended for users in the United States and its territories only. We do not knowingly collect, use, or store personal information from individuals under the age of 18. Our services are not directed to children under 13, and we do not knowingly collect personal information from anyone under 13 without verifiable parental consent, as required by applicable law. If we become aware that we have inadvertently collected personal information from a person under the age of 18, including a child under 13, we will take reasonable steps to promptly delete such information from our records.


Data Breach Notification
In the event of unauthorized access or a data breach involving personal, financial, or medical information, we will promptly notify affected users in accordance with applicable laws, including those of Nevada and the United States.


Updates
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. The updated policy will be posted on this page along with the revised “Last Updated” date.


Contact Us
If you have questions, concerns, or requests regarding this Privacy Policy, please contact us at: support@settlementgroup.io .