Privacy Policy and Data Protection

Our Commitment to Your Privacy

At Sorephylanti, we take your privacy seriously and are committed to protecting your personal information. This Privacy Policy explains how we collect, use, share, and safeguard your personal data when you use our website and services. By using our services, you consent to the data practices described in this policy.

Information We Collect

We collect various types of information to provide and improve our services:

• Contact information including name, email address, phone number, and mailing address
• Financial information you choose to share during consultations, such as income ranges and financial goals
• Technical information including IP address, browser type, device information, and website usage patterns
• Communication records including consultation notes, emails, and service-related correspondence

How We Use Your Information

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

• Providing financial planning consultation services and responding to your inquiries
• Personalizing your experience and improving our service delivery
• Communicating with you about our services, updates, and relevant information
• Complying with legal obligations and maintaining business records

Legal Basis for Processing

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

Information Sharing and Disclosure

We do not sell your personal information. We may share your data only in these limited circumstances:

• With trusted service providers who assist us in operating our business, subject to confidentiality agreements
• When required by law or to comply with legal processes and regulatory requirements
• To protect our rights, property, or safety, or that of our clients or others

Data Security and Protection

We implement appropriate technical and organizational measures to protect your personal information against unauthorized access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

Your Privacy Rights

You have several rights regarding your personal information:

• Access your personal data and receive copies of information we hold about you
• Request correction of inaccurate or incomplete personal information
• Request deletion of your personal data under certain circumstances
• Object to or restrict the processing of your personal information
• Withdraw consent for data processing where consent is the legal basis

Cookies and Tracking Technologies

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

For detailed information about our cookie practices, please see our Cookie Policy Cookie Policy.

Data Retention

We retain your personal information for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Consultation records are typically retained for 7 years in accordance with financial services regulations.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of significant changes by posting the updated policy on our website and updating the "last updated" date.

Contact Us About Privacy

If you have questions about this Privacy Policy or our data practices, please contact us at info@sorephylanti.com or +1 403 833 33 24.