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Effective October 28, 2026

Cookie Policy

A clear view of cookies, browser storage and the external discovery form.

What cookies and storage do

Cookies are small pieces of information websites can store in your browser. Session storage is a separate browser feature used to keep a setting within a browsing tab. Some technologies are operational; others are used for analytics or advertising.

What this public site uses

Current website technologies
TechnologyPurpose and duration
Public website codeDoes not set first-party cookies, local storage or session storage. Hosting and external-service behavior are described separately below.
Hosting and securityHosting infrastructure may process request information and use operational safeguards. These are not advertising controls offered by this website.
Analytics and advertising tagsNot installed in the current public website code. There is no optional analytics or advertising category to switch on.
External discovery applicationLoads from app.sophicwealth.com when you visit the discovery or onboard page. That application and its supporting services may set their own cookies or storage. Their individual cookie names and durations are not represented as verified by this notice.

Your controls

The embedded form connects to an external application when you visit discovery or onboard. Avoid those pages if you prefer not to load it, and contact us by email instead. Visiting the Privacy choices page does not load the form. This static website cannot delete the external application’s cookies, cancel submitted inquiries or erase its records.

You can use your browser’s site-data controls to inspect or delete cookies and storage for taxguru.io and app.sophicwealth.com. Browser privacy settings can affect external form operation. Contact us by email if you prefer not to use the form.

No blanket acceptance

Loading a requested form is not consent to unrelated advertising or a newsletter subscription. We do not display a misleading Accept all banner for tracking categories that are not installed. Any future analytics or advertising integration will require its own review, disclosures and appropriate controls before activation.