Privacy Policy

Introduction

This Privacy Policy explains how calyphontriva collects, uses, and protects your personal information when you use our website and financial planning services.

Information We Collect

We collect information you provide directly and automatically through your use of our services:

• Contact information including name, email address, phone number, and mailing address
• Financial information relevant to planning consultations, such as income ranges and financial goals
• Communication records including emails, phone calls, and consultation notes
• Website usage data including IP address, browser type, and pages visited

How We Use Your Information

We use your personal information for the following legitimate business purposes:

• Providing financial planning consultations and ongoing support services
• Communicating with you about appointments, service updates, and relevant information
• Improving our services based on feedback and usage patterns
• Complying with legal obligations and protecting our business interests

Legal Basis for Processing

We process your personal data based on the following legal foundations:

Primary Legal Basis:: We process your data based on consent for marketing communications and legitimate business interests for service delivery

Data Sharing and Disclosure

We may share your information in the following limited circumstances:

• With trusted service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, legal process, or government authorities
• To protect our rights, property, or safety, or that of our users or the public

Data Security Measures

We implement comprehensive security measures including encryption, secure servers, access controls, and regular security audits to protect your personal information from unauthorized access, disclosure, or misuse.

Your Privacy Rights

You have the following rights regarding your personal information:

• Access - Request copies of your personal data and information about how it's processed
• Correction - Request correction of inaccurate or incomplete personal information
• Deletion - Request deletion of your personal data under certain circumstances
• Restriction - Request limitation of processing your personal data in specific situations
• Portability - Request transfer of your data to another service provider in certain cases

Cookies and Tracking

We use cookies and similar tracking technologies to enhance your website experience and analyze usage patterns.

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

Children's Privacy

Our services are not intended for individuals under 18 years of age, and we do not knowingly collect personal information from minors.

Policy Updates

We may update this Privacy Policy periodically to reflect changes in our practices or legal requirements. Updated versions will be posted with revision dates.

Contact Information

For privacy-related questions or to exercise your rights, please contact our privacy team using the information provided below.