Privacy Policy

1. Introduction

Heliqontavera ("we," "our," or "us") respects your privacy and is committed to protecting your personal data. This privacy policy explains how we collect, use, and safeguard your information when you visit our website or use our services.

2. Information We Collect

We may collect the following types of information:

• Personal Information: Name, email address, phone number, and postal address
• Financial Information: Income details, investment preferences, and financial goals
• Technical Data: IP address, browser type, device information, and website usage data
• Communication Data: Records of our correspondence and feedback

3. How We Use Your Information

We use your personal data to:

• Provide and manage our financial planning services
• Communicate with you about your account and services
• Send you relevant updates and marketing materials (with your consent)
• Improve our website and services
• Comply with legal and regulatory requirements

4. Legal Basis for Processing

We process your personal data under the following legal bases: Procesamos tus datos basándonos en tu consentimiento y nuestro interés legítimo para prestarte nuestros servicios.

We will only use your personal data when the law allows us to. Most commonly, we will use your personal data where we need to perform the contract we are about to enter into or have entered into with you, where it is necessary for our legitimate interests, or where you have given us your consent.

5. Data Sharing and Disclosure

We may share your information with:

• Service providers who assist us in operating our business
• Professional advisors including lawyers, bankers, auditors, and insurers
• Government bodies and regulatory authorities when required by law

We do not sell, trade, or rent your personal information to third parties for marketing purposes.

6. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized or unlawful processing, accidental loss, destruction, or damage. However, no method of transmission over the internet or electronic storage is 100% secure.

7. Data Retention

We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements. We typically retain client data for a minimum of 7 years after the termination of our services.

8. Your Rights

Under data protection laws, you have the right to:

• Access your personal data
• Correct inaccurate or incomplete data
• Request deletion of your data
• Object to processing of your data
• Request restriction of processing
• Request data portability
• Withdraw consent at any time

9. Cookies

We use cookies and similar tracking technologies to track activity on our website and hold certain information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. For more information, please see our Cookie Policy.

10. International Transfers

Your information may be transferred to and maintained on computers located outside of your state, province, country, or other governmental jurisdiction where data protection laws may differ. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy.

11. Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you become aware that a child has provided us with personal data, please contact us.

12. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date at the top of this policy.

13. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact us at: