1. Introduction
Welcome to the website of Fabio Brogneri, a financial planner specializing in retirement planning and estate planning services. This Privacy Policy outlines how we collect, use, disclose, and safeguard your personal information when you visit our website, fabiobrogneri.com. By using our website and services, you agree to the terms and conditions outlined in this Privacy Policy.
2. Information We Collect
We may collect the following types of personal information:
- Contact Information: Name, phone number, and email address.
- Services Information: Details related to retirement planning and estate planning services you may be interested in.
- Website Usage Information: Data about your interactions with our website, including IP address, browser type, and pages visited.
3. How We Use Your Information
We use the collected information for the following purposes:
- To provide and personalise our financial planning services.
- To communicate with you about our services and respond to your inquiries.
- To improve and optimise our website and user experience.
4. Information Sharing and Disclosure
We do not sell, trade, or otherwise transfer your personal information to third parties without your consent. However, we may share your information with trusted service providers who assist us in operating our website and conducting our business, as long as they agree to keep this information confidential. We may also disclose your information when required by law or to protect our rights, property, or safety.
5. Security Measures
We implement a variety of security measures to ensure the safety of your personal information. However, it is important to note that no method of transmission over the internet or electronic storage is completely secure. While we strive to use commercially acceptable means to protect your personal information, we cannot guarantee its absolute security.
6. Your Choices and Rights
You have the right to:
- Review the personal information we have collected about you.
- Request corrections to your personal information.
- Opt-out of receiving marketing communications from us.
To exercise these rights, please contact us using the information provided below.
7. Contact Information
If you have any questions or concerns about this Privacy Policy or the way we handle your personal information, please contact us at:
Phone: (073) 443-7717
Email: fabio.brogneri@liblink.co.za
8. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. The updated Privacy Policy will be effective as of the date it is posted on our website.
9. Additional Features: Retirement Readiness Quiz and Retirement Forecast Calculator
Our website may offer interactive tools such as the Retirement Readiness Quiz and Retirement Forecast Calculator to enhance your experience and provide valuable insights. Please be aware of the following regarding these features:
- Retirement Readiness Quiz
The information collected through the quiz is solely for the purpose of providing personalised insights into retirement readiness.
We do not store your quiz responses in a manner that identifies you personally unless you choose to share your contact information separately.
- Retirement Forecast Calculator
The Retirement Forecast Calculator may request certain financial information to generate projections.
Any data you input into the calculator is processed securely, and we do not store this information unless explicitly stated and agreed upon for further financial planning services.
- Use of Data
Aggregate, anonymised data from these tools may be used for statistical analysis and improving our services.
Individual quiz or calculator data will not be shared or disclosed without your explicit consent.
10. Cookies and Tracking Technologies
Our website may use cookies and similar tracking technologies to enhance user experience, analyze usage patterns, and improve our services. By using our website, you consent to the use of cookies. You can manage your cookie preferences through your browser settings.
11. 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. We encourage you to review the privacy policies of these third parties before providing any personal information.
12. Consent
By using our website, you consent to the terms of this Privacy Policy, including the collection, use, and sharing of your information as described herein.
13. Children's Privacy
Our website and services are not directed to individuals under the age of 18. We do not knowingly collect personal information from children. If you become aware that a child has provided us with personal information, please contact us, and we will take steps to delete such information.
14. Updates to Additional Features
As we may introduce new features or tools to enhance our services, we may update this Privacy Policy to reflect any changes in the way we collect, use, or share information related to these features.
15. Acknowledgment
By using the Retirement Readiness Quiz and Retirement Forecast Calculator, you acknowledge and agree to the specific terms outlined in this section in addition to the general terms of the Privacy Policy.
If you have any questions or concerns about the additional features or related privacy matters, please contact us using the information provided in Section 7.
By using our website and services, you acknowledge that you have read and understood this Privacy Policy.