At SYM 365, we are committed to protecting your privacy. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website and engage with our financial coaching services.
Information We Collect
We may collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and services, when you participate in activities on the website, or otherwise when you contact us. The personal information we collect depends on the context of your interactions with us and the website, the choices you make, and the products and features you use.This may include:
Contact Data: Name, email address, phone number.
Financial Information: Details about your financial situation, goals, and investment interests, which you share with us during coaching sessions or inquiries. This information is treated with the utmost confidentiality.
Usage Data: Information about how you access and use our website, such as your IP address, browser type, device information, and pages visited.
How We Use Your Information
We use the information we collect or receive for various purposes, including:
To Provide Services: To deliver our financial coaching services, respond to your inquiries, and fulfill your requests.
To Personalize Your Experience: To tailor our content and coaching tips to your specific financial needs and interests, as described in our “About Us” section (e.g., for young earners, middle-aged individuals, seniors, single mothers, etc.).
To Improve Our Website and Services: To understand how our users interact with our site and services, allowing us to enhance user experience and content.
To Communicate with You: To send you updates, newsletters, marketing or promotional materials, and other information that may be of interest to you, based on your preferences.
For Security and Fraud Prevention: To protect the security and integrity of our website and services, and to prevent fraudulent activities.
For Legal Compliance: To comply with applicable laws, regulations, and legal processes.
How We Share Your Information
We value your trust and do not sell, trade, or rent your personal identification information to others. We may share information with:
Service Providers: Third-party vendors and service providers who perform services for us or on our behalf and require access to such information to do that work (e.g., website hosting, data analysis, email delivery, customer service). These parties are bound by confidentiality agreements.
Legal Requirements: We may disclose your information if required to do so by law or in response to valid requests by public authorities (e.g., a court or a government agency).
Business Transfers: In connection with, or during negotiations of, any merger, sale of company assets, financing, or acquisition of all or a portion of our business by another company.
Data Security
We implement appropriate technical and organizational security measures designed to protect the security of any personal information we process. However, please remember that no method of transmission over the Internet or method of electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
Your Data Protection Rights
Depending on your location, you may have the following rights regarding your personal information:
The right to access, update, or delete the information we have on you.
The right to rectify any inaccurate information.
The right to object to our processing of your personal data.
The right to request restriction of processing your personal data.
The right to data portability.
The right to withdraw consent at any time where SYM 365 relied on your consent to process your personal information.