Privacy Policy

Last updated: 2026-06-16

1. Data Controller

askfinancially.com, located at 123 Financial District, NY 10005, is the data controller for personal data collected through this website.

2. Personal Data Collected

We collect contact information, professional data, browsing data (IP, cookies), and financial information provided by the user for service provision.

3. Purpose of Processing

Data is processed to: (a) Provide requested consulting/investment services; (b) Answer queries; (c) Send commercial communications (with consent); (d) Comply with legal AML obligations.

4. Legal Basis

Processing is based on contract execution, express consent, and compliance with legal obligations applicable to financial entities.

5. User Rights

You have the right to access, rectify, delete, limit, oppose, and request data portability by emailing [email protected].

6. Use of Cookies

We use cookies for essential website functionality and remembering preferences (like language selection).

7. Third Parties and International Transfers

We do not sell personal data. Data is shared only with competent authorities or essential service providers under strict DPAs and Standard Contractual Clauses.

8. Retention Period

Data is retained during the contractual relationship, and subsequently blocked for the legal period required for tax and AML compliance (usually 5-10 years).

9. Policy Modifications

We reserve the right to modify this policy. Substantial changes will be notified by publishing the updated policy here.

10. Data Protection Officer Contact

Contact our DPO at [email protected] for any specific queries or complaints.