Privacy Policy and Data Protection Practices

Introduction to Our Privacy Practices

At Trevalisphon, we are committed to protecting your privacy and handling your personal information with the highest level of care and transparency. This Privacy Policy explains how we collect, use, and protect your personal data when you use our website and services.

We believe that privacy is a fundamental right, and we have implemented comprehensive measures to ensure your personal information is secure, used appropriately, and handled in accordance with applicable data protection laws including Malaysian privacy regulations and international standards.

Information We Collect

We collect different types of information to provide and improve our services to you

• • Contact information including name, email address, phone number, and mailing address
• • Financial information relevant to consultations, such as income ranges and financial goals
• • Technical information including IP address, browser type, and website usage patterns
• • Communication records including consultation notes and correspondence history

How We Use Your Information

Your personal information is used for legitimate business purposes related to providing our financial planning services

• • To provide personalized financial planning consultation services
• • To communicate with you about appointments, services, and relevant financial information
• • To improve our services based on user feedback and usage patterns
• • To comply with legal obligations and regulatory requirements
• • To protect the security and integrity of our services and prevent fraud

Legal Basis for Processing

We process your personal data based on several legal grounds under applicable privacy laws

We process your data on the basis of consent for marketing communications and legitimate interest for service provision: Consent / Legitimate Interest

When We Share Your Information

We may share your personal information in limited circumstances to support our services and comply with legal requirements

• • With trusted service providers who assist in delivering our services, under strict confidentiality agreements
• • When required by law, court orders, or regulatory authorities
• • To protect our rights, property, or safety, or that of our users or the public
• • In connection with a business transfer, merger, or acquisition, subject to confidentiality protections

Data Security Measures

We implement comprehensive security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction. These measures include encryption, secure data storage, access controls, and regular security assessments. However, no method of transmission over the internet is completely secure, and we cannot guarantee absolute security.

Data Retention Practices

We retain your personal information only for as long as necessary to fulfill the purposes outlined in this policy, comply with legal obligations, resolve disputes, and enforce our agreements. Client consultation records are typically retained for seven years in accordance with financial services regulations.

Your Privacy Rights

Depending on your location, you may have various rights regarding your personal information

• • Right to access and obtain a copy of your personal data we hold
• • Right to request correction of inaccurate or incomplete personal information
• • Right to request deletion of your personal data under certain circumstances
• • Right to request restriction of processing your personal information
• • Right to receive your personal data in a portable format
• • Right to object to certain types of data processing

Cookies and Tracking Technologies

We use cookies and similar technologies to enhance your website experience and analyze usage patterns

Cookie Policy

Third-Party Links and Services

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to review the privacy policies of any third-party websites you visit.

Children's Privacy Protection

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child, we will take steps to delete such information promptly.

Updates to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices, technology, or legal requirements. We will notify you of significant changes by posting the updated policy on our website and, where appropriate, by email.

Contact Information

If you have questions about this Privacy Policy or our data practices, please contact us