Xovetharion collects information necessary to provide comprehensive financial planning and investment consultation services. This includes personal details, financial information, and preferences related to your investment goals.
We collect your name, contact details, financial assets information, investment preferences, and communication preferences when you request our financial planning services.
To provide personalized investment consultation, we may collect information about your current financial situation, investment goals, risk tolerance, and preferred financial planning timeline.
Your information is used exclusively to provide tailored financial planning services, including investment portfolio analysis, wealth management recommendations, and ongoing consultation support.
We use your personal and financial information to create customized financial plans, provide investment recommendations, and deliver the consultation services you have requested.
We may contact you regarding your financial planning consultation, provide updates on your investment recommendations, or share relevant financial insights based on your preferences.
Xovetharion does not sell, trade, or rent your personal information to third parties. We may share information only when required by South African law or to provide requested financial planning services.
We may work with trusted financial planning professionals and service providers who assist in delivering our consultation services, all bound by strict confidentiality agreements.
We implement appropriate security measures to protect your personal and financial information against unauthorized access, alteration, disclosure, or destruction.
All sensitive financial data is encrypted and stored securely in compliance with South African data protection regulations and industry standards.
Under South African privacy laws, you have the right to access, correct, or delete your personal information, and to object to certain processing activities.
You may request access to your personal information or request corrections to ensure accuracy of your financial planning data.
We retain your information for as long as necessary to provide ongoing financial planning services or as required by South African financial services regulations.
For privacy-related questions or to exercise your rights, please contact us at info@xovetharion.com or +27 21 907 2311.
This privacy policy may be updated periodically to reflect changes in our financial planning services or legal requirements. We will notify you of significant changes through your preferred communication method.