We collect the following types of information:
Personal Information: Name, address, phone number, email address, date of birth, etc.
Financial Information: Income, financial goals, investment details, insurance information, etc.
Methods of Information Collection We collect information through:
Forms: Online forms, paper forms, etc.
In-Person Meetings: During consultations and meetings with our representatives.
Use of Information We use the collected information to:
- Provide financial services, including the sale of insurance and investments.
- Improve our services and tailor them to your needs.
- Communicate with you regarding your financial plans and services.
Sharing of Information
We do not sell your information to outside parties. Your information may be shared with partners solely for the purpose of providing financial services, and only with your knowledge and consent.
Data Security
We take data security seriously and implement clear and concise measures to protect your information within our systems. Our security measures include: Secure storage of files, Restricted access to personal information, Use of encryption and other security. technologies.
User Rights You have the right to: Access your personal information, Correct any inaccuracies in your information, Request deletion of your information, subject to certain legal restrictions.
Cookies and Tracking Our website may use cookies and other tracking technologies to enhance your browsing experience. You can manage your cookie preferences through your browser settings.
Third-Party Links Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of these external sites.
Policy Updates We may update this Privacy Policy from time to time. Any changes will be posted on our website. We encourage you to review this policy periodically to stay informed about how we are protecting your information.
Last update: May 2024.
Contact Us
If you have any questions or concerns about this Privacy Policy, please contact Mario Francella: Executive Director of Experior Financial Group at me@mariofrancella.com or through the contact form on the website at mariofrancella.com