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Privacy Policy

1. INFORMATION I COLLECT AND USE

Information collected about a company or client is used solely in connection with the services you have engaged Queen of CITs, LLC to provide. For additional details regarding information use, please refer to the applicable Master Service Agreement.

2. INFORMATION SHARING

Queen of CITs does not sell, license, or disclose your information to third parties except when:


1. You have expressly authorized such disclosure;
2. Disclosure is necessary for services to be performed on our behalf or for you;
3. Disclosure is required to deliver non-registered, exempt products or services you have requested; or
4. Disclosure is required or permitted by law

3. THIRD-PARTY SERVICE PROVIDERS

We may work with third-party vendors and partners to support data analysis, operational services, or value-added resources. Information is shared only as permitted and, where required, with your prior approval.

4. ACCURACY OF INFORMATION
You are responsible for ensuring that your contact and account information remains accurate and current. Please notify us promptly of any changes.

5. CHANGES TO THIS POLICY
This Privacy Policy may be updated from time to time. Any changes will be posted on this page with an updated effective date and will become effective upon posting unless stated otherwise.
 

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ABOUT THE QUEEN

A thoughtful approach to Collective Investment Trusts (CITs), product development, retirement marketplace sales strategy, and education.

CONTACT THE QUEEN

Remote: Delray Beach, FL

Founder and Owner: Val C. Ferrara

Queen of CITs, LLC provides consulting services to CITs, investment management firms, and other retirement plan service providers in the retirement marketplace pursuant to written client agreements. Website content is for general informational purposes only and does not constitute legal, tax, accounting, fiduciary, investment, financial, or other professional advice. Queen of CITs, LLC is not a law firm, tax advisor, investment adviser, broker-dealer, fiduciary, trustee, or plan administrator. Use of this website does not create a client, advisory, fiduciary, or consulting relationship.

©2026 Queen of CITs, LLC. All rights reserved. Privacy Policy | Terms of Use

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