Privacy Protection Policy

Last updated: July 27, 2025

At Varolinquethi, we take your privacy seriously and are committed to protecting your personal information. This policy explains how we collect, use, and safeguard your data when you use our financial planning services.

Information We Gather

To provide effective financial planning services, we collect various types of information through different channels:

Personal Information

• Contact details including name, address, phone number, and email address
• Financial information such as income, expenses, assets, and liabilities
• Demographic information including age, employment status, and family situation
• Communication preferences and consultation history

Website Usage Data

We automatically collect technical information about your website visits, including IP address, browser type, pages viewed, and interaction patterns to improve our services and user experience.

Information Usage

Your information is used exclusively for providing and improving our financial planning services:

• Deliver personalized financial planning consultations and recommendations
• Communicate with you about your financial plan and service updates
• Improve our services based on usage patterns and feedback
• Ensure security and prevent fraudulent activities
• Comply with legal obligations and regulatory requirements

Legal Foundation

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

Primary Basis: We process your data on the basis of consent and legitimate interest for service provision

Your explicit consent for financial planning services and our legitimate interest in providing effective financial guidance form the basis for data processing.

Information Sharing

We maintain strict confidentiality and only share information in specific circumstances:

• With service providers who assist in delivering our services under strict confidentiality agreements
• When required by law, court order, or regulatory authorities
• With your explicit consent for specific purposes you've approved
• To protect our legal rights or prevent fraud and security threats

Security Measures

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

Data Retention

We retain your information for as long as necessary to provide services, comply with legal obligations, and resolve disputes. Financial planning records are typically maintained for 7 years as required by regulatory guidelines.

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
• Limit how we process your data in specific situations
• Receive your data in a portable format or transfer it to another service provider
• Object to processing of your data for specific purposes

To exercise any of these rights, contact us using the information provided at the end of this policy.

Website Cookies

Our website uses cookies to enhance functionality, analyze usage, and improve user experience. Cookies help us remember your preferences and provide personalized content.

For detailed information about our cookie usage, please review our Cookie Policy. Cookie Policy

External Website Links

Our website may contain links to third-party sites for your convenience. We are not responsible for the privacy practices or content of these external websites.

Minor Privacy Protection

Our services are designed for adults aged 18 and over. We do not knowingly collect personal information from minors without parental consent.

Policy Updates

This privacy policy may be updated to reflect changes in our practices or legal requirements. We will notify users of significant changes through email or website notices.

Contact Information

For privacy-related questions or to exercise your rights, contact our Data Protection Officer at info@varolinquethi.com or use the contact information below.