Privacy Policy

At yelanaeromerio Financial Planning Services, we respect your privacy and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, and safeguard your data when you use our services.

Information We Collect

We collect information you provide directly and automatically when you use our services. This includes:

• Contact details such as name, email address, phone number, and mailing address
• Financial information relevant to our consultation services (income ranges, financial goals)
• Communication records including emails, chat messages, and consultation notes
• Technical data such as IP address, browser type, and website usage patterns

How We Use Your Information

We use your personal information for the following purposes:

• Providing financial planning consultation services and analytical reviews
• Communicating with you about your account, services, and important updates
• Improving our services and website functionality based on user feedback
• Complying with legal obligations and regulatory requirements

Legal Basis for Processing

We process your personal data under the following legal grounds:

Information Sharing and Disclosure

We do not sell or rent your personal information to third parties. We may share your information in these limited circumstances:

• With service providers who assist in delivering our services (under strict confidentiality agreements)
• When required by law or to comply with legal processes and regulatory requirements
• To protect our rights, property, or safety, or that of our clients or others

Data Security and Protection

We implement robust security measures including encryption, secure servers, and access controls to protect your personal information. While we strive to maintain the highest security standards, no system is completely secure, and we cannot guarantee absolute security of data transmitted over the internet.

Your Privacy Rights

Depending on your location, you may have the following rights regarding your personal data:

• Right to access and obtain a copy of your personal information
• Right to correct inaccurate or incomplete personal data
• Right to request deletion of your personal information
• Right to restrict how we process your personal data
• Right to receive your data in a portable format
• Right to object to processing based on legitimate interests

Cookies and Tracking

We use cookies and similar technologies to improve your experience on our website. For detailed information about our cookie practices, please refer to our Cookie Policy.

View Cookie Policy Cookie Policy

Data Retention

We retain your personal information only for as long as necessary to provide our services, comply with legal obligations, and resolve disputes. Consultation records are typically retained for seven years in accordance with financial services regulations, unless you request earlier deletion where legally permissible.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected information from a child under 18, we will take steps to delete that information promptly.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes through our website or direct communication. Your continued use of our services after changes become effective constitutes acceptance of the updated policy.

Contact Us About Privacy

If you have questions about this Privacy Policy, want to exercise your privacy rights, or need assistance with your personal data, please contact us using the details provided in our contact section.