Privacy Policy and Data Protection

Our Privacy Commitment

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

We believe transparency is essential for building trust, and we want you to understand exactly how your information is handled.

Information We Collect

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

• Personal identification information including name, date of birth, and government identification numbers
• Contact information such as email addresses, phone numbers, and mailing addresses
• Information about how you use our website and services, including pages visited and features used
• Technical data including IP addresses, browser types, device information, and cookies

How We Use Your Information

We use the information we collect for the following purposes:

• To provide financial planning services and support your account management needs
• To communicate with you about your account, services, and important updates
• To improve our services, website functionality, and user experience
• To comply with legal obligations and protect our legitimate business interests

Legal Basis for Processing

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

Legal Basis: We process your data on the basis of consent and legitimate interest in providing financial planning services

How We Share Your Information

We may share your information in the following circumstances:

• With trusted service providers who assist us in operating our business and serving you
• When required by law, court order, or government regulation
• In connection with business transfers, mergers, or acquisitions

Data Security Measures

We implement robust security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These include encryption, secure servers, and regular security audits.

Your Privacy Rights

You have important rights regarding your personal data:

• Right to access and receive a copy of your personal data
• Right to correct inaccurate or incomplete personal information
• Right to request deletion of your personal data under certain circumstances
• Right to receive your data in a portable format
• Right to object to certain types of data processing

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your experience on our website and provide personalized services.

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

Data Retention

We retain your personal information only as long as necessary to provide our services and comply with legal obligations. Retention periods vary based on the type of information and applicable 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 under 18.

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 and post the updated policy on our website.

Contact Us About Privacy

If you have questions about this Privacy Policy or want to exercise your privacy rights, please contact us using the information provided.