Privacy Policy

Privacy Policy

At Casa De Valore Advisory, we are committed to protecting your privacy. This privacy policy outlines how we collect, use, and protect your personal information. We are a leading financial advisory firm in Kenya, and we understand the importance of data security in the financial services sector.

Data Collection and Use

We collect personal information only when necessary to provide our services. This may include your name, contact details, financial information, and other relevant data. We use this information to: * Provide financial advisory services * Communicate with clients and potential clients * Manage our business operations * Comply with legal and regulatory requirements

Data Security

We employ robust security measures to protect your personal information from unauthorized access, use, or disclosure. These measures include data encryption, access controls, and regular security assessments. We prioritize the confidentiality and integrity of client data.

Data Sharing

We may share your information with third-party service providers who assist us in delivering our services. These providers are bound by confidentiality agreements and are obligated to protect your data. We only share the minimum necessary information required for these purposes. We do not sell your data to third parties.

Your Rights

You have the right to access, correct, or delete your personal information. You can exercise these rights by contacting us using the contact information provided on our website. We aim to respond to your requests promptly and efficiently. Understanding and upholding your privacy rights is crucial.

Data Retention

We retain your personal information only for as long as necessary to fulfill the purposes for which it was collected or as required by law. We have clear data retention policies in place.

Contact Us

If you have any questions about our privacy policy or data protection practices, please contact us. We are dedicated to providing transparency and accountability in our handling of personal information. We strive to be a trusted advisor not just in financial matters, but also in protecting your data privacy. Contact us today to learn more.