Last updated: January 21, 2025
At WIH PRO, we take your privacy seriously and are committed to protecting your personal information. When you use our investment portfolio formation services, we collect various types of information to provide you with personalized and effective financial guidance. This includes personal identification information such as your name, email address, phone number, and financial details necessary for creating your customized investment portfolio.
The information we collect is used exclusively to provide you with professional investment portfolio formation services. Our CFA-certified analysts use your financial data to conduct comprehensive risk assessments, develop personalized investment strategies, and create detailed portfolio recommendations that align with your financial goals and risk tolerance. We also use your contact information to communicate with you about your consultation, provide updates on your portfolio, and deliver exceptional customer service throughout your investment journey.
We never sell, trade, or rent your personal information to third parties for marketing purposes. Your financial data and personal information are shared only with our internal team of certified financial analysts who are directly involved in creating your investment portfolio. In rare circumstances, we may disclose information if required by law or to protect our legal rights, but we will always notify you of such disclosure whenever legally permissible.
We implement industry-standard security measures to protect your information from unauthorized access, alteration, disclosure, or destruction. Our systems use encryption technology, secure servers, and strict access controls to ensure your data remains safe. All our employees who have access to personal information are bound by confidentiality agreements and receive regular training on data protection practices. We regularly review and update our security procedures to maintain the highest level of protection for your sensitive information.
Our website uses cookies and similar technologies to enhance your browsing experience and provide personalized content. These cookies help us understand how you interact with our site, remember your preferences, and improve our services. You can control cookie settings through your browser, though disabling certain cookies may limit some functionality of our website. We also use analytics tools to gather anonymous usage data that helps us improve our platform and services.
You have the right to access, update, or delete your personal information at any time. If you wish to review the information we have on file, request corrections, or remove your data from our systems, please contact us using the information provided below. You can also opt out of marketing communications while still receiving important service-related messages about your portfolio consultation and investment planning services.
If you have questions about this Privacy Policy or how we handle your personal information, please don't hesitate to contact us. You can reach our privacy team at contact@domain.com or call us at +1 (033) 418-3936. We're committed to addressing any concerns you may have about your privacy and will respond to all inquiries promptly.