Privacy Policy
Introduction
Expat Wealth Planners respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, store, and protect your personal data when you use our services, including submitting information to be introduced to licensed financial advisers. Please note, Expat Wealth Planners does not provide financial advice; instead, we pass your data to qualified advisers who can provide these services. We are not responsible for any advice given by third-party advisers. This policy outlines your rights regarding your data under applicable data protection laws such as the General Data Protection Regulation (GDPR).
Data We Collect
Expat Wealth Planners collects and processes the following types of personal data:
Personal Identification Information: Full name, email address, phone number, and any information provided during your sign-up or inquiry.Financial Information: We may collect limited financial data related to your requirements for financial advisory services (e.g., income range or investment interests).Usage Data: We collect information about how you use our website and services, including cookies, IP address, browser type, and interaction with our content.
How We Use Your Data
Expat Wealth Planners uses the personal data collected to:
Introduce you to licensed financial advisers based on your needs.
Communicate with you regarding our services, including responding to inquiries and providing updates.
Improve our services by analysing how our website and services are used.
Comply with legal obligations and ensure the security of our data and services.
Legal Basis for Processing Personal Data (GDPR)
We process personal data under the following legal grounds:
Consent: You provide explicit consent when you submit your personal data to be connected with a financial adviser.
Legitimate Interests: Processing is necessary for Expat Wealth Planners’ legitimate interests, such as maintaining our services and improving user experience.
Contract: Processing may be required to fulfill contractual obligations if you sign up for a service.
Legal Obligation: In certain cases, we may need to process data to comply with regulatory or legal requirements.
Storing and Protecting Your Data
Expat Wealth Planners takes appropriate technical and organizational measures to ensure your personal data is secure, including:
Google Drive: Personal data is stored on Google Drive, which encrypts data both at rest and in transit
.Google Docs/Sheets: Documents and spreadsheets containing personal data are stored in Google Docs and Sheets, both secured with encryption and access control.
Access Controls: Only authorized personnel have access to personal data, and access is granted based on business needs.
Two-Factor Authentication (2FA): We enforce two-factor authentication to protect against unauthorized access to accounts and data.
Password Protection: Documents containing sensitive data are password-protected where applicable.
Data Retention
Expat Wealth Planners will only retain your personal data as long as necessary to fulfil the purposes for which it was collected, including compliance with legal, regulatory, or reporting requirements. We will securely delete your data when it is no longer required.
Sharing Your Data
Expat Wealth Planners will only share your personal data with:
Financial Advisers: Your data will be shared with licensed financial advisers who are responsible for providing financial advice directly to you. These advisers operate independently and are responsible for their compliance with applicable data protection laws and their own data protection practices. By agreeing to this Privacy Policy, you acknowledge and consent to Expat Wealth Planners sharing your personal data with third-party advisers to connect you with appropriate financial advisory services. If you do not agree, please refrain from using our service.
Note: Expat Wealth Planners does not provide financial advice and is not responsible for the advice or services rendered by third-party financial advisers. We recommend you review the privacy policies of the financial advisers with whom you are connected.
Third-Party Service Providers: We may share data with trusted service providers supporting our business (e.g., cloud storage providers like Google). These providers are bound by strict confidentiality and data protection agreements.
Legal and Regulatory Authorities: We may disclose your personal data to comply with legal obligations or protect our rights, property, or safety, and that of others.
Your Rights (GDPR/CCPA)
You have certain rights regarding your personal data, including:
Access: You may request access to the personal data we hold about you.
Correction: You have the right to request that any inaccurate or incomplete data be corrected.
Deletion: You can request the deletion of your personal data where there is no legal obligation to retain it.
Restriction: You can request that we limit the processing of your personal data.
Portability: You may request a copy of your personal data in a structured, commonly used, and machine-readable format.
Objection: You can object to the processing of your data under certain conditions.Withdraw Consent: If we rely on your consent to process your data, you can withdraw your consent at any time.
To exercise any of your rights, please contact us at
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Cookies and Tracking Technologies
We use cookies and similar tracking technologies to collect information about your interaction with our website. This helps us provide a better user experience and analyze website performance. You can control the use of cookies through your browser settings.
Data Transfers
Your personal data may be transferred and processed in countries outside the European Economic Area (EEA) or your local jurisdiction, such as the United States where Google data centers are located. We ensure that any such transfers are conducted securely and in compliance with data protection laws, including the use of Standard Contractual Clauses (SCCs) as necessary.
Changes to This Privacy Policy
Expat Wealth Planners may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. Any updates will be posted on our website, and significant changes will be communicated to you via email.
Contact Us
If you have any questions about this Privacy Policy or how we handle your personal data, please contact us at:
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