Privacy Policy

Introduction

This privacy policy explains how Agencyfarnivex Investment Consultants collects, uses, and protects your personal information when you use our investment consultation services.

Last Updated: May 31, 2025

Information We Collect

We collect various types of information to provide you with personalized investment advice:

• Personal identification information (name, email, phone)
• Financial information (assets, income, investment goals)
• Technical information (IP address, browser type, usage data)
• Communication records (emails, consultation notes)

How We Use Your Information

We use your information for the following purposes:

• Providing personalized investment consultation services
• Analyzing your financial situation and risk profile
• Communicating about investment opportunities and market updates
• Improving our services and website functionality

Legal Basis for Processing

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

We process your data on the basis of consent and legitimate interest for providing investment consultation services.

Data Sharing

We may share your information in the following circumstances:

• With regulatory authorities as required by law
• With trusted third-party service providers under strict confidentiality agreements
• With your explicit consent for specific purposes

Data Security

We implement robust security measures including encryption, secure servers, and access controls to protect your personal and financial information from unauthorized access or disclosure.

Data Retention

We retain your personal information for as long as necessary to provide our services and comply with legal obligations, typically 7 years for financial records.

Your Rights

You have the following rights regarding your personal data:

• Access to your personal information
• Correction of inaccurate data
• Deletion of your data (subject to legal requirements)
• Restriction of processing
• Data portability

Cookies

We use cookies to enhance your website experience and provide personalized content.

View our complete Cookie Policy Cookie Policy.

Children's Privacy

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

Changes to This Policy

We may update this privacy policy periodically. Changes will be posted on our website with the updated date.

Contact Information

For privacy-related questions or requests, please contact us: