Privacy Policy
Last updated: March 2024
1. Information Collection
At FinPlan, we collect various types of information to provide our financial planning services effectively. This includes personal identification information, financial data, and usage information from our website visitors.
2. Use of Information
We use collected information to provide personalized financial planning services, improve our website experience, communicate important updates, and comply with legal obligations. Your data helps us understand your financial goals better.
3. Data Protection
We implement robust security measures to protect your personal and financial information. This includes encryption, secure servers, and regular security audits to prevent unauthorized access.
4. Information Sharing
We do not sell or rent your personal information to third parties. Information sharing is limited to trusted partners who assist in providing our services and is subject to strict confidentiality agreements.
5. Cookie Policy
Our website uses cookies to enhance your browsing experience. You can control cookie settings through your browser preferences. We use both session and persistent cookies for various purposes.
6. User Rights
You have the right to access, correct, or delete your personal information. Contact us at [email protected] to exercise these rights or discuss any privacy concerns.
7. Data Retention
We retain your information for as long as necessary to provide our services and comply with legal obligations. When data is no longer needed, it is securely deleted.
8. Third-Party Links
Our website may contain links to third-party websites. We are not responsible for their privacy practices. Please review their privacy policies when visiting these sites.
9. Policy Updates
We may update this privacy policy periodically. Changes will be posted on this page with an updated revision date. Continued use of our services constitutes acceptance of these changes.
10. Contact Information
For privacy-related inquiries, please contact us at:
FinPlanLoop St, Cape Town City Centre
Cape Town, 8000
Phone: +27 65 373 1010
Email: [email protected]