Privacy Policy
At Veltrio, we are committed to protecting your privacy and handling your personal information with care. This Privacy Policy explains how we collect, use, and protect your information when you use our financial planning services.
Information We Collect
We collect information that you provide directly to us and information about how you use our services:
- Contact information including name, email address, and phone number
- Financial information relevant to our planning consultations
- Communication preferences and consultation history
- Website usage data and technical information
How We Use Your Information
We use the information we collect for the following purposes:
- Provide personalized financial planning consultations and services
- Communicate with you about your subscription and appointments
- Improve our services and develop new features
- Comply with legal obligations and protect against fraud
Legal Basis for Processing
We process your personal information based on the following legal grounds:
Processing Basis: We process your data based on your consent for our services and our legitimate interest in providing quality financial planning consultations
How We Share Your Information
We do not sell your personal information. We may share your information only in these limited circumstances:
- With your explicit consent for specific purposes
- With service providers who help us operate our business
- When required by law or to protect our legal rights
Cookies and Tracking
We use cookies and similar technologies to enhance your experience on our website. Please review our Cookie Policy for detailed information about our cookie practices and your choices.
Data Security
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 is completely secure, and we cannot guarantee absolute security.
Your Privacy Rights
Depending on your location, you may have the following rights regarding your personal information:
- Right to access the personal information we hold about you
- Right to correct inaccurate or incomplete information
- Right to request deletion of your personal information
- Right to receive your data in a portable format
- Right to object to certain types of processing
Data Retention
We retain your personal information for as long as necessary to provide our services and comply with legal obligations. When information is no longer needed, we securely delete or anonymize it according to our data retention policies.
Children's Privacy
Our services are not directed to individuals under 18 years of age. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us immediately.
Changes to This Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or applicable privacy laws. We will post the updated policy on our website and notify you of material changes through email or website notice.
Contact Information
For questions about these disclaimers or our financial planning services, please contact us using the information below:
Last Updated: July 16, 2025