Privacy Policy

At FinVista ("we", "our", or "us"), we are committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website finvista.com and use our financial planning and budget allocation services.

Please read this Privacy Policy carefully. If you do not agree with the terms of this policy, please do not access the site.

1. Data Controller

The entity responsible for controlling your personal data is:

FinVista
Unter den Linden 45
10117 Berlin
Germany
Email: [email protected]
Phone: +49 89 864 2447

2. Information We Collect

We collect several types of information for various purposes to provide and improve our service to you.

Personal Data

Personally identifiable information, such as name, email address, telephone number, and postal address, is collected when you voluntarily submit it to us via our contact forms, newsletter subscriptions, or when requesting a quote for our services.

Financial Information

To provide strategic financial planning and budget allocation services, we may collect financial data you provide, such as income details, expense categories, and savings goals. This data is processed securely and used solely for the purpose of generating your financial plans.

Usage Data

We automatically collect information that your browser sends whenever you visit our Service ("Log Data"). This data may include information such as your computer's Internet Protocol ("IP") address, browser type, browser version, the pages of our Service that you visit, the time and date of your visit, the time spent on those pages, and other diagnostic data.

3. Legal Basis for Processing

Under the General Data Protection Regulation (GDPR) and other applicable privacy laws, we rely on the following legal bases to process your personal data:

• Contractual Necessity: To perform our obligations under any contract we have with you (e.g., providing financial consulting services).
• Legitimate Interest: To maintain the security of our website, prevent fraud, and improve our services.
• Consent: When you provide explicit consent to process your data for specific purposes, such as sending marketing newsletters.
• Legal Obligation: To comply with applicable laws and regulations.

4. How We Use Your Information

We use the information we collect in the following ways:

• To provide, maintain, and improve our financial planning services and budget allocation tools.
• To process your requests and transactions.
• To send you technical notices, updates, security alerts, and support messages.
• To communicate with you regarding products, services, and promotional offers (with your consent).
• To monitor and analyze trends, usage, and activities in connection with our services.
• To detect, prevent, and address technical issues and fraudulent activity.

5. Data Security

We value your trust in providing us your Personal Information, thus we are striving to use commercially acceptable means of protecting it. However, remember that no method of transmission over the Internet, or method of electronic storage is 100% secure and reliable, and we cannot guarantee its absolute security.

We implement appropriate technical and organizational measures to protect your personal data against unauthorized or unlawful processing, accidental loss, destruction, or damage. This includes encryption of sensitive data (such as financial details) and strict access controls.

6. International Data Transfers

Your information may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction. If you are located outside Germany and choose to provide information to us, please note that we transfer the data, including Personal Data, to Germany and process it there.

7. Your Data Protection Rights

Under the GDPR, you have specific rights regarding your personal data. We aim to respond to all legitimate requests within one month.

• The right to access: You have the right to request copies of your personal data.
• The right to rectification: You have the right to request that we correct any information you believe is inaccurate.
• The right to erasure: You have the right to request that we erase your personal data, under certain conditions.
• The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
• The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.
• The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.

To exercise these rights, please contact us at [email protected].

8. Cookies and Tracking

We use cookies and similar tracking technologies to track the activity on our Service and hold certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier. You may instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Service.

For more detailed information on the cookies we use and your choices regarding them, please see our Cookie Policy.

9. Third-Party Links

Our Service may contain links to other websites that are not operated by us. If you click on a third-party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

10. Children's Privacy

Our Service does not address anyone under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Child has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.

11. Changes to This Privacy Policy

We may update our Privacy Policy from time to time. Thus, you are advised to review this page periodically for any changes. We will notify you of any changes by posting the new Privacy Policy on this page. These changes are effective immediately after they are posted on this page.

12. Contact Us

If you have any questions about this Privacy Policy, please contact us:

By email: [email protected]
By visiting this page on our website: finvista.com
By phone number: +49 89 864 2447