Privacy Policy
FinanzBeratung Schmidt GmbH ("we," "our," or "us") is committed to protecting and respecting your privacy. This privacy policy explains how we collect, use, disclose, and safeguard your information when you visit our online platform or use our services related to financial planning, investment advisory, retirement and pension consulting, tax optimization strategies, risk management, and wealth management.
Information We Collect
We collect information that you provide directly to us when using our online platform, including personal details such as your name, contact information, financial information, and any other data necessary to provide our services effectively. We may also collect information automatically through cookies and similar technologies to improve your user experience.
Use of Your Information
Your personal data is used to provide and manage our financial services, to communicate with you about your accounts and our offerings, to comply with legal obligations, and to improve and personalize our services. We strictly limit access to your data to authorized personnel who require it to perform their role.
Legal Basis for Processing
We process your personal data under the lawful bases stipulated by the General Data Protection Regulation (GDPR) and applicable German data protection laws. This includes processing necessary for the performance of a contract, compliance with legal obligations, legitimate interests pursued by us, and, where applicable, your consent.
Disclosure of Information
We do not sell or rent your personal information to third parties. We may share your data with trusted service providers who assist us in operating our platform and performing our services, subject to confidentiality obligations and data protection compliance. We may also disclose your information when required by law or to protect our rights.
Data Security
We take appropriate technical and organizational measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. Our security practices comply with industry standards and legal requirements.
Data Retention
We retain your personal information only for as long as necessary to fulfill the purposes outlined in this privacy policy and to comply with legal, regulatory, tax, or accounting requirements.
Your Rights
Under GDPR and relevant laws, you have rights regarding your personal data, including the right to access, correct, or delete your information, restrict or object to processing, and the right to data portability. You also have the right to withdraw consent at any time where processing is based on your consent.
To exercise your rights or submit inquiries regarding your personal data, you may contact us by mail at:
FinanzBeratung Schmidt GmbH
45 Königstraße, 3rd Floor
70173 Stuttgart
Baden-Württemberg
Germany
Cookies and Tracking Technologies
Our platform uses cookies and similar tracking technologies to enhance user experience and analyze site usage. You may manage your cookie preferences through your browser settings.
Third-Party Links
Our platform may contain links to third-party websites or services that are not operated by us. We are not responsible for the privacy practices of these third parties and encourage you to review their privacy policies.
Children’s Privacy
Our services are not directed to individuals under the age of 16. We do not knowingly collect personal data from children under this age. If we become aware that we have inadvertently collected data from a minor, we will take steps to delete it promptly.
Changes to This Privacy Policy
We may update this privacy policy periodically to reflect changes in our practices or regulatory requirements. We encourage you to review this policy regularly to stay informed about how we protect your information.
Thank you for trusting FinanzBeratung Schmidt GmbH with your financial advisory needs. Protecting your privacy is of utmost importance to us.