Privacy Policy

1. Information We Collect

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

• Name and contact information
• Email address and phone number
• Financial information relevant to our services
• Communication preferences

2. How We Use Your Information

We use the information we collect to:

• Provide and improve our investment consultation services
• Communicate with you about appointments and services
• Send you updates and marketing communications (with your consent)
• Comply with legal obligations

3. Legal Basis for Processing

We process your personal data based on: Trattiamo i tuoi dati personali sulla base del consenso espresso e del legittimo interesse commerciale.

4. Data Sharing

We do not sell or rent your personal information. We may share your information with:

• Service providers who assist in our operations
• Professional advisors and regulatory authorities
• Law enforcement when required by law

5. Data Security

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

6. Your Rights

You have the right to:

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

7. Cookies

We use cookies to enhance your experience on our website. For more information, please see our Cookie Policy.

8. Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected and to comply with legal requirements.

9. International Transfers

Your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place for such transfers.

10. Children's Privacy

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

11. 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 policy on this page and updating the "Last Updated" date.

12. Contact Us

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