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Privacy Policy


**Privacy Policy for [DG Financial Planning

**Last Updated: [09.06.2023]**

**1. Introduction**

1.1 [DG Financial Planning is committed to safeguarding the privacy of our clients and website visitors. This Privacy Policy outlines how we collect, use, disclose, and protect personal information.

**2. Information We Collect**

2.1 We may collect the following types of personal information:

- Contact Information: Names, addresses, email addresses, phone numbers, and other contact details.
- Financial Information: Income, assets, liabilities, investment preferences, and other financial data.
- Identification Information: Social Security numbers, tax identification numbers, and other identification details.
- Communication Information: Records of correspondence and communication with us.

2.2 We collect this information to provide financial planning and advisory services, process transactions, and comply with legal requirements.

**3. How We Use Your Information**

3.1 We use personal information for the following purposes:

- Providing Financial Services: To develop and implement financial plans, make investment recommendations, and manage client accounts.
- Communication: To respond to inquiries, send important notices, and provide updates about our services.
- Compliance: To fulfill legal and regulatory obligations, including reporting to relevant authorities.

**4. Disclosure of Personal Information**

4.1 We may disclose personal information to the following parties:

- Service Providers: Third-party service providers who assist us in providing financial services.
- Regulatory Authorities: To comply with legal and regulatory requirements.
- Consent: With your explicit consent, we may share information with other parties not covered by this Privacy Policy.

**5. Security Measures**

5.1 We employ industry-standard security measures to protect your personal information from unauthorized access, disclosure, alteration, or destruction.

**6. Retention of Information**

6.1 We retain personal information for as long as necessary to fulfill the purposes outlined in this Privacy Policy, unless a longer retention period is required by law.

**7. Your Rights**

7.1 You have the right to:

- Access your personal information.
- Correct inaccuracies in your personal information.
- Request the deletion of your personal information.
- Object to the processing of your personal information.
- Withdraw your consent, where applicable.

**8. Cookies and Tracking Technologies**

8.1 We may use cookies and other tracking technologies on our website to collect information about your browsing activities. You can manage your cookie preferences through your web browser settings.

**9. Changes to this Privacy Policy**

9.1 We reserve the right to update this Privacy Policy. Any changes will be posted on our website, and the revised policy will apply to information collected after the effective date of the update.

**10. Contact Us**

10.1 For any questions or concerns about this Privacy Policy or our data practices, please contact us at [Your Contact Information].

By using our services or visiting our website, you acknowledge that you have read, understood, and consented to this Privacy Policy.



Privacy Policy

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