Last updated: October 15, 2023
We collect the following personal data: name, email address, phone number, information about financial transactions, and history of interactions with our platform. Data is provided directly by users or generated through the use of our services.
Data is processed for: providing financial consulting services, optimizing investment portfolios, liquidity management, financial performance auditing, and communicating with clients. Processing is based on explicit consent and contractual obligations.
We use essential cookies for the site's operation and analytical cookies to improve the experience. Marketing cookies are used only with your consent. You can manage preferences in your browser settings.
Data may be transmitted to our trusted partners (payment processors, financial auditors) solely for the purpose of executing services. We do not sell personal data to third parties. All partners comply with GDPR regulations.
You have the right to access, rectify, delete, restrict processing, data portability, and withdraw consent at any time. To exercise these rights, contact us at the email address below.
We implement appropriate technical and organizational measures (SSL encryption, restricted access, periodic audits) to protect data against unauthorized access, loss, or alteration.
For any privacy-related requests, you can contact us at:
We respond within a maximum of 30 working days.