• Skip to main content
  • Skip to footer

SPIA – StrategicPoint Investment Advisors

  • About Us
    • About Us
    • The Strategic Point Difference
    • Meet the Team
    • Our Fee Structure
    • Contact Us
  • What We Do
  • Who We Serve
  • Our Process
  • Resources
    • Blog
    • The Novice & the Nerd Podcast
    • E-News
    • Financial Guides & Whitepapers
    • Financial Planning Forms
    • FAQs
  • Client login

Schedule a meeting

Personal Data Request

Personal Data Access, Rectification & Erasure Request

Please fill out this form if you are a resident of the European Union and wish to exercise your right to access, rectify, delete or object to further processing of the Personal Data we may have about you.

About Your Personal Information

The information you provide here will be processed solely for the purpose of verifying your identity, identifying the information you're requesting, and answering your request. Your personal information will be accessed by client's staff only.

How we will process your request

We will answer your request, or request additional information from you within 30 days.

The processing of this request is free of charge, but we reserve the right, as allowed under GDPR Article 12 (5), to charge an administrative fee under certain circumstances.

Please note that we may refuse to act, as allowed under GDPR Article 12 (2) and 12 (5), on requests that are insufficiently substantiated, unfounded or excessive.

"*" indicates required fields

Consent
SPIA: Site Footer Logo

Providence, RI
294 W Exchange St
Providence, RI 02903
1-800-597-5974
info@strategicpoint.com

East Greenwich, RI
557 Main St
East Greenwich, RI 02818
1-800-597-5974

Follow us dashicons-facebook-alt dashicons-linkedin

This site is protected by reCAPTCHA
and the Google Privacy Policy
and Terms of Service apply.

Form CRS | Form ADV | Privacy Policy | Important Notices | Web Accessibility | Site Map

Copyright ©2025 StrategicPoint Investment Advisors. All Rights Reserved. Designed by Tinyfrog Technologies.