Privacy Policy

Fincore Advisory (“we,” “our,” or “us”) is committed to maintaining the confidentiality, integrity, and security of personal and leading information entrusted to us. This Privacy Policy outlines the manner in which information is collected, processed, stored, and protected when individuals access our website or engage with our advisory services.

By using this website or availing any services offered by Fincore Advisory, you acknowledge that you have read, understood, and agreed to the terms of this Privacy Policy.

1. Scope and Applicability

This Privacy Policy applies to all users, visitors, clients, and any other individuals who access or interact with the website, digital platforms, or services of Fincore Advisory. It covers information collected online, offline, and through any other lawful means related to our business operations.

2. Types of Information Collected

2.1 Personal Identification Information

We may collect personal information that can be used to identify an individual, including but not limited to:

  • Full name
  • Date of birth
  • Email address
  • Telephone number
  • Residential or mailing address
  • Government-issued identification details where legally required

2.2 Lead and Investment-Related Information

To provide advisory services effectively, we may collect:

  • Leading objectives and investment preferences
  • Risk tolerance and profiling data
  • Income, asset, and liability information
  • Transactional or portfolio-related details

Sensitive lead credentials such as banking passwords, card verification values (CVV), or personal identification numbers (PINs) are not collected or stored by Fincore Advisory.

2.3 Technical and Usage Information

When users access our website, we may automatically collect:

  • IP address and device identifiers
  • Browser type and operating system
  • Date and time of visits
  • Pages viewed and navigation patterns

This information is collected to enhance website performance and user experience.

3. Lawful Basis for Processing Information

Information is collected and processed on one or more of the following lawful bases:

  • User consent
  • Performance of contractual or advisory obligations
  • Compliance with legal and regulatory requirements
  • Legitimate business interests, provided such interests do not override individual rights and freedoms

4. Purpose of Information Collection

The information collected by Fincore Advisory is used for the following purposes:

  • Delivering leading advisory and related services
  • Conducting client onboarding and due diligence
  • Understanding client needs and tailoring recommendations
  • Improving service quality and operational efficiency
  • Managing internal records and documentation
  • Ensuring compliance with applicable laws, regulations, and professional standards
  • Protecting against fraud, unauthorized transactions, or misuse of services

5. Confidentiality and Disclosure of Information

Fincore Advisory treats all personal and leading information as confidential. Information is disclosed only under the following circumstances:

  • When disclosure is required by law, regulation, or court order
  • When required by regulatory authorities or statutory bodies
  • To authorized service providers who assist in business operations, subject to strict confidentiality obligations
  • With explicit consent of the individual concerned

We do not sell, trade, or commercially exploit personal data under any circumstances.

6. Data Retention Policy

Personal and leading information is retained only for as long as necessary to fulfill the purposes for which it was collected, or as required under applicable laws, regulations, or professional obligations. Once the retention period expires, information is securely deleted or anonymized in accordance with industry standards.

7. Information Security Measures

Fincore Advisory employs appropriate administrative, technical, and physical safeguards to protect information from unauthorized access, alteration, disclosure, or destruction. These measures include access controls, secure data storage practices, and periodic system reviews.

While every effort is made to ensure data security, users acknowledge that no electronic transmission or storage method is entirely secure.

8. Cookies and Tracking Technologies

The website may use cookies and similar tracking technologies to:

  • Improve website functionality
  • Analyze usage patterns and traffic
  • Enhance overall user experience

Users may manage or disable cookies through browser settings; however, certain features of the website may not function optimally as a result.

9. Third-Party Websites and Services

The website may contain links to external websites or services operated by third parties. Fincore Advisory does not control and is not responsible for the privacy practices, policies, or content of such third-party platforms. Users are advised to review the respective privacy policies of those websites.

10. User Rights and Choices

Subject to applicable laws, users may have the right to:

  • Access personal information held by Fincore Advisory
  • Request correction of inaccurate or incomplete data
  • Restrict or object to certain processing activities
  • Withdraw consent where processing is based on consent

These rights are exercised in accordance with legal and regulatory frameworks.

11. Regulatory Compliance

Fincore Advisory adheres to applicable data protection and information technology laws and regulations governing privacy, confidentiality, and advisory services. Internal policies and procedures are periodically reviewed to ensure ongoing compliance.

12. Changes to This Privacy Policy

Fincore Advisory reserves the right to amend or update this Privacy Policy at any time to reflect changes in legal requirements, business practices, or technological advancements. Updated versions will be made available on this page, and continued use of the website or services constitutes acceptance of such changes.

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