Mozella Asset Management Terms and Conditions / Privacy Policy Regarding Communications via Text Messages.
Mozella Asset Management LLC respects your privacy. By opting into our SMS messaging service, you agree to the following terms regarding how we handle your data:
Data Collection: We will collect your name, email address, mailing address, and mobile phone number when you sign up for SMS updates. The information will be collected via the website contact form, email, rental agreement, or third-party reservation systems.
Data Usage: We use your data solely for sending correspondence regarding property showing, rental payments, repair requests and general communication regarding potential tenancy or service during your lease term.
Data Security: We protect your data with secure storage measures to prevent unauthorized access.
Data Retention: We retain your information as long as you are subscribed to our SMS service. You may request deletion at any time.
MESSAGE AND DATA RATES MAY APPLY. Your mobile carrier may charge fees for sending or receiving text messages, especially if you do not have an unlimited texting or data plan.
Message frequency varies.
Contact Mozella Asset Management LLC at 727.280.5685 or info@mozellacapital.com for HELP or to STOP receiving messages.
Opt-Out: You can opt out of the SMS list at any time by texting, emailing, or replying STOP to 727.280.5685 or info@mozellacapital.com.
After unsubscribing, you will receive a final SMS to confirm you have unsubscribed and we will remove your number from our list within 24 hours.
You can send HELP for additional assistance and you will receive a text including our phone number, email address, and a link to help you.
Non-Sharing Clause: We do not share our data with third parties for marketing purposes. Mozella Asset Management will not sell, rent, or share the collected mobile numbers. We do not transfer, sell, rent, or share your personal information or mobile numbers with any external organizations under any circumstances.
No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the stated categories in this privacy policy exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.
General Privacy Policy for New Clients
Effective: July 1 2025
Mozella Asset Management, LLC.
360 Central Ave STE 800
Saint Petersburg FL 33701
(First Central Tower Building)Phone: 727.280.5685
Email: info@MozellaCapital.com
Our Commitment to You
Mozella Asset Management LLC (referred to as "Mozella", "we", "our" and "us" throughout this notice) is committed to safeguarding the use of your personal information that we have as your investment advisor. We will protect the security and confidentiality of the personal information we have and make efforts to ensure that such information is used for proper business purposes in connection with the management or servicing of your account. Our relationship with you is our most important asset. We understand that you have entrusted us with your private information, and we do everything we can to maintain that trust.
We do not sell your nonpublic personal information to anyone. Nor does Mozella provide such information to others except for discrete and proper business purposes in connection with the service and management of your account as discussed below.
Details of our approach to privacy and how your personal nonpublic information is collected and used are set forth in this privacy policy.
The Information We Collect About You
You typically provide personal information when you complete the paperwork required to become our Client. This information may include some or all the following:
• Name and address
• Assets
• E-mail address
• Income
• Phone number
• Account balance
• Social security or tax ID number
• Investment activity
• Accounts at other institutions
• Detailed financial information
We may collect nonpublic information about you from the following sources:
• Information we receive on Brokerage Agreements, Managed Account Agreements and other Subscription and Account Opening Documents
• Information we receive while establishing a customer relationship including, but not limited to, applications, forms, and questionnaires
• Information about your transactions with us or others
Information About You That We May Share
Mozella works to provide products and services that benefit our customers. We may share nonpublic personal information with non-affiliated third parties (such as brokers and custodians) as necessary for us to provide agreed services and products to you consistent with applicable law. We may also disclose nonpublic personal information to other financial institutions with whom we have joint business arrangements for proper business purposes in connection with the management or servicing of your account. In addition, your nonpublic personal information may also be disclosed to people or entities we believe to be your authorized agent or representative, regulators to satisfy our regulatory obligations, and is otherwise required or permitted by law. Lastly, we may disclose your nonpublic personal information to companies we hire to help administrate our business. Companies we hire to provide services of this kind are not allowed to use your personal information for their own purposes and are contractually obligated to maintain strict confidentiality. We limit their use of your personal information to the performance of the specific service we have requested.
We do not sell your nonpublic personal information to anyone.
Information About Former Clients
Mozella does not disclose, and does not intend to disclose, nonpublic personal information to non-affiliated third parties with respect to people who are no longer our clients.
Confidentiality and Security
Our employees are advised about our obligation to respect the confidentiality of our customers' nonpublic personal information. Additionally, we maintain physical, procedural and electronic safeguards to protect the information from access by unauthorized parties.
Opt-Out Provision
We will not share your information under any circumstances unless doing so is permitted by law and necessary for us to provide service to you. Therefore, no allowances are made for clients and former clients to opt-out of our privacy policy and information sharing arrangements.
Data Breach Notification
We will inform, as soon as possible, anyone affected by a data security breach.
We'll Keep You Informed
We will send you notice of our privacy policy annually for as long as you maintain an ongoing relationship with us. Periodically we may revise our privacy policy and will provide you with a revised policy if the changes materially alter the previous privacy policy. We will not, however, revise our privacy policy to permit the sharing of non-public personal information other than as described in this notice unless we first notify you and provide you with an opportunity to prevent the sharing of information. For any questions about our privacy policy, contact us at 727-280-5685.