Data Deletion Request

How to Request Data Deletion

To request deletion of your account and associated data, please send an email to support@currentclient.com with the subject line “Data Deletion Request.” Include the name and email address associated with your account so we can verify your identity and process your request.

What Gets Deleted

Upon processing your request, we will permanently delete the following data:

• Account information (name, email, profile details)
• Usage data and activity history
• Communication records (calls, messages, voicemails)
• Contact lists and associated metadata
• AI-generated summaries and transcriptions
• Preferences and application settings

What May Be Retained

Certain data may be retained as required by law or regulatory obligations. As a compliance-focused platform for financial advisors, we may be required to retain:

• Records necessary to comply with SEC, FINRA, or other regulatory recordkeeping requirements
• Data required for ongoing legal proceedings or investigations
• Billing and transaction records as required by tax and financial regulations

Any retained data will be kept only for the minimum period required by applicable law and will not be used for any other purpose.

Processing Timeline

We will acknowledge your request within 5 business days and complete the deletion within 30 days. If additional time is needed due to the complexity of the request, we will notify you.

Consequences of Deletion

Please be aware that once your data is deleted:

• You will lose access to your CurrentClient account and all associated services
• Deleted data cannot be recovered or restored
• Any active subscriptions will be cancelled
• You will need to create a new account if you wish to use CurrentClient in the future

If you have any questions about the data deletion process, please contact us at support@currentclient.com.