Privacy Policy

Introduction

Agencyfolverta Financial Planning respects your privacy and is committed to protecting your personal information.

This policy explains how we collect, use, and protect your data when you use our services.

Information We Collect

We collect information necessary to provide our financial planning services:

• • Personal details (name, address, contact information)
• • Financial information (income, assets, investment goals)
• • Usage data (website interactions, service usage)
• • Communication records (emails, phone calls, messages)

How We Use Your Information

We use your information to:

• • Provide personalized financial planning advice
• • Process subscription payments and manage your account
• • Improve our services and develop new features
• • Comply with legal and regulatory requirements

Legal Basis for Processing

We process your personal data under various legal bases including:

We process your data on the basis of consent, contract performance, and legitimate interest in providing financial services.

Information Sharing

We may share your information with:

• • Authorized service providers and business partners
• • Regulatory authorities when required by law
• • Third parties with your explicit consent

Data Security

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction.

Cookies and Tracking

We use cookies and similar technologies to enhance your experience.

For detailed information about our cookie practices, please review our Cookie Policy. View Cookie Policy

Your Rights

You have the right to:

• • Access your personal data and receive a copy
• • Correct inaccurate or incomplete information
• • Delete your personal data in certain circumstances
• • Restrict processing of your data
• • Data portability and object to processing

Data Retention

We retain your personal data only as long as necessary for the purposes outlined in this policy and as required by law.

Children's Privacy

Our services are not intended for individuals under 18. We do not knowingly collect personal information from minors.

Changes to This Policy

We may update these terms periodically. Continued use of our services constitutes acceptance of revised terms.

Contact Us

For questions about these terms or our services, please contact us: