Privacy Policy

Privacy Protection Statement

At Knowledgewink, we are committed to protecting your privacy and securing your personal financial information. This policy explains how we collect, use, and protect your data when you use our financial planning subscription service.

Last Updated: June 9, 2025

Information We Collect

We collect information necessary to provide our financial planning services:

• Personal identification information including name, address, phone number, and email address
• Financial information such as income, assets, investment goals, and risk tolerance
• Usage data including how you interact with our investment portfolio tools and financial planning resources
• Technical information such as IP address, browser type, and device information

How We Use Your Information

Your information is used to provide and improve our financial planning services:

• To deliver personalized investment portfolio recommendations and retirement planning advice
• To process your subscription payments and manage your account
• To communicate important updates about your financial planning services
• To improve our platform and develop new wealth management tools

Data Protection

We implement robust security measures to protect your financial information including encryption, secure servers, and regular security audits. Your investment data and personal information are stored securely and accessed only by authorized personnel.

Information Sharing

We do not sell your personal information. We may share data only in these circumstances:

• With trusted service providers who assist in delivering our financial planning services
• When required by law or to protect our legal rights
• With your explicit consent for specific purposes

Cookies and Tracking

We use cookies to enhance your experience on our financial planning platform. For detailed information about our cookie usage, please review our

cookie-policy.html Cookie Policy

Your Privacy Rights

You have the right to:

• Access and review your personal information
• Request corrections to your financial data
• Delete your account and associated data
• Opt-out of marketing communications

Data Retention

We retain your personal and financial information for as long as necessary to provide our services and comply with legal requirements. Investment portfolio data is typically retained for seven years after account closure.

Children's Privacy

Our financial planning services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children.

Policy Changes

We may update this privacy policy to reflect changes in our practices or legal requirements. We will notify you of significant changes through email or platform notifications.