Information We Collect

When you work with us for retirement planning services, we collect information that helps us provide personalized financial guidance. This includes basic contact details, financial information relevant to your retirement goals, and communication preferences.

• Contact information including name, email, phone number, and mailing address
• Financial details such as current savings, investment accounts, and retirement objectives
• Employment information including current income and retirement timeline preferences
• Communication records from our consultations and follow-up discussions

We only collect information that directly supports our ability to help you plan for retirement. Nothing more, nothing less.

How We Use Your Information

Your information serves one primary purpose: helping you build a solid retirement plan. We use what you share to analyze your current financial position, recommend appropriate strategies, and maintain ongoing communication about your progress.

Occasionally, we may send you educational materials about retirement planning topics that align with your interests. You can opt out of these communications at any time through a simple email request.

Data Protection & Security

We take data security seriously because your financial information deserves careful protection. Our systems use industry-standard encryption, secure servers, and regular security updates to safeguard your personal details.

• All data transmission occurs through encrypted SSL connections
• Client files are stored on secure servers with restricted access
• Regular security audits ensure our protection measures stay current
• Staff members receive ongoing training about data privacy best practices

While we implement strong security measures, we also encourage clients to use secure communication methods when sharing sensitive financial information.

Your Rights & Choices

You maintain control over your personal information throughout our relationship. Under Taiwan's Personal Data Protection Act, you have specific rights regarding how we handle your data.

• Request access to review what personal information we have on file
• Ask for corrections if any details are inaccurate or outdated
• Request deletion of your information when our services conclude
• Limit how we use certain types of information for marketing purposes

To exercise any of these rights, simply contact us using the information provided below. We typically respond to requests within 30 days and never charge fees for basic information requests.

Information Sharing

We share your information only when necessary to provide retirement planning services or when legally required. This might include working with investment platforms, insurance providers, or government agencies as part of your financial planning process.

Any third parties we work with must meet our privacy standards and are bound by confidentiality agreements. We never share information for marketing purposes or sell client lists to other businesses.

Data Retention

We keep your information for as long as needed to provide ongoing services and meet legal requirements. Generally, this means maintaining records for seven years after our service relationship ends, which aligns with Taiwan financial record-keeping regulations.

When retention periods expire, we securely delete or destroy personal information using methods that prevent recovery. If you'd like your information deleted sooner, we can discuss options based on your specific situation and legal requirements.