Privacy Policy
Last updated: January 2026
At FinPlan Frankfurt, we are committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website finplanfrankfurt.com and use our financial planning services.
Please read this policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.
1. Information We Collect
We collect information to provide better services to all our users. The types of information we collect include:
1.1 Personal Data
We may ask for personal information that allows us to identify you (Personal Data) when you interact with us. This may include:
- Name and surname
- Email address
- Phone number
- Home/postal address
- Employment and income details (requested strictly for service provision purposes)
1.2 Usage Data
We automatically collect information about your device and your use of our website. This Usage Data may include:
- IP address
- Browser type and version
- Operating system
- Referring website
- Time and date of visit
- Pages visited and time spent on those pages
2. How We Use Your Information
FinPlan Frankfurt uses the collected data for various purposes:
- To provide and maintain our service: Including financial planning consultations, budget allocation strategies, and client support.
- To manage your account: To register you as a client and manage your subscription or service package.
- To communicate with you: Regarding updates, security alerts, and support messages.
- To analyze usage: To understand how our services are used and to improve them.
- To comply with legal obligations: Such as anti-money laundering (AML) regulations and tax reporting requirements applicable in Germany.
3. Legal Basis for Processing
Under the General Data Protection Regulation (GDPR), we rely on the following legal bases to process your data:
- Contractual Necessity: To fulfill our obligations under any contract we have with you (e.g., providing financial advice).
- Legitimate Interests: For the purposes of direct marketing (where you have not opted out) and fraud prevention.
- Consent: When you explicitly provide consent for us to process your data for specific purposes, such as sending our newsletter.
- Legal Obligation: To comply with applicable laws and regulations.
4. Data Sharing and Disclosure
We respect your privacy and do not sell your Personal Data. We may share your information only in the following circumstances:
4.1 Service Providers
We may employ third party companies and individuals to facilitate our Service, to provide the Service on our behalf, or to assist us in analyzing how our Service is used. These third parties have access to your Personal Data only to perform specific tasks on our behalf and are obligated not to disclose or use it for any other purpose.
4.2 Legal Requirements
FinPlan Frankfurt may disclose your Personal Data in the good faith belief that such action is necessary to:
- Comply with a legal obligation
- Protect and defend the rights or property of FinPlan Frankfurt
- Prevent or investigate possible wrongdoing in connection with the Service
- Protect the personal safety of users of the Service or the public
5. International Data Transfers
Your information may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction. If you are located outside Germany and choose to provide information to us, please note that we transfer the data, including Personal Data, to Germany and process it there.
6. Data Security
We implement a variety of security measures to maintain the safety of your personal information. All sensitive and credit information you supply is transmitted via Secure Socket Layer (SSL) technology. We use appropriate encryption and security protocols to protect your data against unauthorized access, alteration, disclosure, or destruction.
7. Data Retention
We will retain your Personal Data only for as long as is necessary for the purposes set out in this Privacy Policy. We will retain and use your Personal Data to the extent necessary to comply with our legal obligations (for example, if we are required to retain your data to comply with applicable tax laws), resolve disputes, and enforce our legal agreements and policies.
8. Your Rights under GDPR
If you are a resident of the European Economic Area (EEA), you have certain data protection rights. FinPlan Frankfurt aims to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data. You have the right to:
- Access: Request a copy of your Personal Data.
- Rectification: Request correction of inaccurate data.
- Erasure: Request deletion of your Personal Data (Right to be forgotten).
- Restriction: Request restriction of the processing of your data.
- Object: Object to processing of your data.
- Data Portability: Request transfer of your data to another party.
You can exercise these rights by contacting us at [email protected].
9. Children's Privacy
Our Service does not address anyone under the age of 18. We do not knowingly collect personally identifiable information from children under 18. If you are a parent or guardian and you are aware that your child has provided us with Personal Data, please contact us.
10. Changes to This Privacy Policy
We may update our Privacy Policy from time to time. Thus, you are advised to review this page periodically for any changes. We will notify you of any changes by posting the new Privacy Policy on this page.
These changes are effective immediately after they are posted on this page.
11. Contact Us
If you have any questions about this Privacy Policy, please contact us:
FinPlan Frankfurt
Große Eschenheimer Straße 42
60313 Frankfurt am Main
Germany
Email: [email protected]