Privacy Policy for Financial Planning Services

General Information Disclaimer

silverantomia.com Financial Planning Services is committed to protecting your privacy and maintaining the confidentiality of your financial information. This policy explains how we collect, use, and protect your personal data when you use our investment portfolio management and wealth management services.

As a financial planning subscription service, we understand the sensitive nature of financial data and maintain strict security protocols to protect your asset allocation preferences, retirement planning information, and budget optimization details.

Investment and Financial Risk Disclaimer

We collect information necessary to provide personalized financial planning services:

• • Personal identification details for tax strategy and risk assessment purposes
• • Financial information including assets, income, and dividend growth preferences
• • Investment goals for capital gains optimization and market analysis
• • Contact preferences for economic forecasting updates and mutual funds research
• • Account activity data for pension planning and insurance coverage recommendations

Information Accuracy Disclaimer

Your information enables us to provide comprehensive financial services:

• • Develop personalized estate planning and debt consolidation strategies
• • Provide customized savings goals and inflation protection recommendations
• • Deliver expert financial advisor guidance and investment research
• • Optimize portfolio diversification and wealth preservation strategies
• • Support income generation and financial security planning

Limitation of Liability

We protect your financial data and only share information when necessary:

• • With your consent for retirement income planning consultations
• • To comply with financial regulations and investment opportunities reporting
• • With trusted service providers supporting our financial independence tools
• • For wealth accumulation analysis and financial consulting services

Results and Performance Disclaimer

We use cookies to enhance your experience with our investment guidance platform and financial education resources. Cookies help us remember your money management preferences and investment strategy selections.

You can control cookie settings through your browser or our platform preferences. Essential cookies remain necessary for financial goals tracking and wealth creation functionality.

• • Essential
• • Functional
• • Analytics

External Links and Third-Party Content

We implement bank-level security measures to protect your financial solutions data and investment advice records. Our security protocols include encryption, secure access controls, and regular security audits.

While we maintain robust protections for your financial services information, we recommend using strong passwords and keeping your portfolio optimization account credentials confidential.

Professional Advice Disclaimer

You have important rights regarding your financial planning data:

• • Access your investment portfolio and wealth management information
• • Correct inaccurate retirement planning or asset allocation data
• • Request deletion of your financial advisor consultation history
• • Receive portable copies of your financial education progress
• • Opt out of non-essential marketing for financial planning services

Contact us at info@silverantomia.com to exercise these rights or discuss your financial data preferences.

Testimonials and User Experience Disclaimer

We retain your financial planning information for as long as necessary to provide ongoing investment guidance and comply with regulatory requirements for financial services.

Account closure requests are processed according to regulatory guidelines while preserving required financial transaction records for legal compliance periods.

User Responsibility and Indemnification

Our financial planning services are designed for adults aged 18 and older. We do not knowingly collect personal information from minors for investment portfolio or wealth management purposes.

Parents or guardians interested in financial education resources for minors should contact our support team for age-appropriate financial literacy materials.

Changes to This Disclaimer

This privacy policy was last updated on June 11, 2025. We may revise this policy to reflect changes in our financial planning services or regulatory requirements.

Material changes will be communicated via email to active subscribers and posted prominently on our financial planning platform.

Contact Information for Disclaimer Questions

For privacy-related questions about our financial planning services, contact our privacy team at info@silverantomia.com or +27 80 678 9012. Our team can assist with data requests and privacy settings for your investment portfolio account.