Privacy Policy

Information Collection

We collect various types of information to provide and improve our services:

• Contact details including name, email address, phone number, and postal address
• Financial information relevant to consultation services, such as asset ranges and planning objectives
• Communication records including consultation notes, correspondence, and service interactions
• Technical data such as IP address, browser type, and website usage patterns

Information Usage

We use collected information for the following purposes:

• Providing consultation services and personalized financial planning guidance
• Communicating about services, appointments, and important updates
• Improving our services based on client feedback and usage patterns
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process personal data based on the following legal grounds:

Primary Legal Basis: We process your data based on legitimate interest in providing financial consultation services and fulfilling contractual obligations

Information Sharing

We may share your information in limited circumstances:

• With regulatory authorities when required by law or for compliance purposes
• With service providers who assist in delivering our services, under strict confidentiality agreements
• In connection with business transfers, mergers, or legal proceedings where necessary

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. Our security measures include encrypted storage, access controls, and regular security assessments.

Your Privacy Rights

Under applicable data protection laws, you have several rights regarding your personal information:

• Right to access your personal data and understand how we process it
• Right to correct inaccurate or incomplete information
• Right to request deletion of your personal data under certain circumstances
• Right to restrict processing or object to certain uses of your data
• Right to data portability where technically feasible and legally applicable

Cookies and Tracking

We use cookies and similar technologies to enhance your website experience, analyze usage patterns, and provide personalized content.

For detailed information about our cookie usage, please review our Cookie Policy Cookie Policy

Data Retention

We retain personal information only as long as necessary for the purposes outlined in this policy, typically for 7 years following service completion to meet regulatory requirements and legal obligations.

Children's Privacy

Our services are designed for adults. We do not knowingly collect personal information from individuals under 18 years of age without appropriate parental consent.

Orivalenquyst financial planning logo: Orivalenquyst financial planning logo

Policy Changes

We may update this privacy policy periodically to reflect changes in our practices, technology, or legal requirements. Material changes will be communicated through our website or direct notification.

Contact Information

For privacy-related questions, to exercise your rights, or to raise concerns about data handling, please contact us using the information below.