Privacy Policy

PreradAdvisory is committed to protecting the privacy and confidentiality of your personal information. This Privacy Policy outlines how we collect, use, and safeguard the personal data you provide when using our services, visiting our website, or interacting with us in any way.

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By using our website or services, you consent to the practices described in this Privacy Policy. If you do not agree with the terms of this policy, please refrain from using our services or website.

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WHAT INFORMATION DO WE COLLECT AND HOW DO WE USE IT?

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We will ask you for personal information when we assist you with your finance.

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When you engage with us for financial advisory services, we may collect personal details such as your name, email address, phone number, mailing address, date of birth, tax file number, financial information, employment details, and any other information necessary for providing our services.

 

We use the information we collect for the following purposes:

• To provide financial advisory services and assist with your financial planning needs.

• To communicate with you, respond to inquiries, and manage client relationships.

• To process payments and transactions related to our services.

• To improve the quality of our website and services, including analytics and user experience.

• To comply with legal and regulatory obligations, including anti-money laundering and Know Your Customer (KYC) requirements.

• To send you relevant updates, newsletters, or other communications, subject to your preferences.

We may also use your information internally to help us improve our services and help resolve any problems.

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DATA SECURITY

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We take the security of your personal information seriously and employ a variety of technical, administrative, and physical safeguards to protect it from unauthorized access, disclosure, alteration, or destruction. However, no method of transmission over the internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your information, we cannot guarantee its absolute security.

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YOUR RIGHTS AND CHOICES

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You have the following rights regarding your personal information:

• Access and Correction: You may request access to the personal information we hold about you and request that it be corrected if inaccurate.

• Deletion: You may request the deletion of your personal information, subject to certain legal obligations we may have to retain data (e.g., for regulatory or tax purposes).

• Opt-Out: You can opt-out of receiving marketing communications from us by following the unsubscribe instructions in the emails or by contacting us directly.

• Data Portability: You have the right to request a copy of your personal data in a structured, commonly used, and machine-readable format.

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To exercise any of these rights, please contact us using the contact information provided at the end of this Privacy Policy.

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DATA RETENTION

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We retain your personal information for as long as necessary to fulfill the purposes for which it was collected, including for legal, regulatory, and accounting purposes. Once your personal information is no longer required, we will take steps to securely delete or anonymize it.

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CONTACT US

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If you have any questions, concerns, or requests regarding this Privacy Policy or the handling of your personal information, please contact us at info@preradadvisory.com providing the following information:

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[Your Company Name]
[Your Address]
[Your Email Address]
[Your Phone Number]