PRIVACY POLICY

Your Data Security Is Our Priority

We understand you are entrusting us with sensitive client information. We treat your data with the same care and confidentiality standards required of US financial professionals.

Information We Collect

We collect only information necessary to deliver services: your name, email, company details, and financial planning data you share for specific projects. We collect standard technical data like IP addresses through website analytics.

How We Protect Your Information

We use bank-level encryption for all data transmission and storage. Access to client data is restricted to team members working on your specific projects. We follow information security standards consistent with US financial services requirements.

Your Data, Your Control

You can request access to, correction of, or deletion of your data at any time. You can opt out of marketing emails while continuing to receive project-related communications. We provide a complete copy of your data upon request.

We Never Share or Sell Your Data

Your information stays confidential. We do not share data with third parties except when you explicitly authorize it, when necessary to deliver your requested services, or when required by law. Any vendors we use sign confidentiality agreements protecting your data.

Data Retention

We retain your data only as long as necessary to provide services and meet legal obligations. Upon request, we delete your data unless retention is required by ongoing service agreements or applicable law.

Privacy Questions

Contact contact@velaplatforms.com for any privacy-related questions or requests.