Privacy Policy

1. Information We Collect

We collect information you provide directly to us, such as:

• • Name and contact information
• • Financial information for planning purposes
• • Communication preferences
• • Any other information you choose to provide

2. How We Use Your Information

We use the information we collect to:

• • Provide financial planning services
• • Communicate with you about our services
• • Send you updates and newsletters (with your consent)
• • Improve our services and customer experience
• • Comply with legal obligations

3. Legal Basis for Processing

We process your personal data based on: Processamos os seus dados com base no consentimento e interesse legítimo

4. Data Security

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

5. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which we collected it, including for the purposes of satisfying any legal, accounting, or reporting requirements.

6. Your Rights

You have the right to:

• • Access your personal data
• • Correct inaccurate data
• • Request deletion of your data
• • Object to processing of your data
• • Request data portability
• • Withdraw consent at any time

7. Cookies

We use cookies to enhance your experience on our website. You can control cookie preferences through your browser settings. For more information, please see our Cookie Policy.

8. Third-Party Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties without your consent, except as required by law or to trusted service providers who assist us in operating our website and conducting our business.

9. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children.

10. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date.

11. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at: