Purpose of use
Purposes of Data Processing
We process personal data to provide financial advisory services, improve user experience, and comply with legal obligations.
Processing is limited to the purposes described in this policy.
Privacy Policy Overview
This privacy policy outlines how we handle personal data in our financial advisory services.
Contact Information
Third-party sharing
Data Sharing with Partners
We share personal data with trusted partners who assist in providing our services under strict confidentiality.
Third parties receiving data are bound by confidentiality obligations.
Legal basis
Legal Disclosures
We may share personal data with legal authorities when mandated by law or to protect our rights.
Disclosure to authorities occurs only when required by applicable law.
User Rights
User Rights
Users have rights regarding their personal data, including access, correction, and deletion.
Rights may be subject to legal limitations in certain circumstances.
Requests
Rights Requests
Users may submit requests regarding their rights, and we will address them in accordance with applicable laws.
We respond to verified rights requests within the timeframe required by law.
Data Retention
Data Retention Policy
We retain personal data only as long as necessary to fulfill the purposes outlined in this policy.
Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates
Policy Updates
We will notify users of significant changes to this policy via our website or direct communication.
Material changes to this policy are communicated through appropriate channels.
01
Data Collection Practices
We collect personal data such as names, contact information, and financial details necessary for providing our advisory services.
The categories of data collected depend on how users interact with our services.
02
Data Sources
We obtain personal data from users when they register, fill out forms, or engage with our services.
Data is received directly from users or generated through service interactions.
03
Types of Cookies Used
We use essential cookies for functionality and analytical cookies to understand user interactions.
Cookies vary by purpose and may be session-based or persistent.
04
Cookie Management
Cookies can be managed through browser settings, allowing users to control their data preferences.
Users may adjust cookie preferences through browser settings at any time.