Legal
Privacy Policy
This Privacy Policy explains how Andperry collects, uses, stores, and protects information when you use our website and portfolio analysis tools. This is a general draft provided for informational purposes and should be reviewed by a qualified professional before being relied upon as a complete compliance document.
Last updated: [Insert Date]
1. Who We Are
Andperry provides AI-assisted portfolio analysis tools intended to help individuals and families evaluate long-term financial scenarios. References to "we," "us," and "our" throughout this policy refer to Andperry. Our registered contact details are listed in the footer of this website.
2. Information We Collect
We collect information in the following general categories. The exact fields depend on which tools and forms you use on the site.
| Category | Examples | Purpose |
|---|---|---|
| Contact information | Name, email address, phone number submitted via forms | Responding to inquiries, account setup |
| Financial inputs | Portfolio values, holdings, risk preferences entered into analysis tools | Generating analysis and reports |
| Technical data | IP address, browser type, device identifiers, pages visited | Site functionality, security, analytics |
| Cookies & similar technologies | Session identifiers, preference settings | Maintaining sessions, remembering settings |
3. How We Use Information
- To provide, operate, and maintain the portfolio analysis tools and related features.
- To respond to support requests, questions, and other communications you initiate.
- To monitor and improve the performance, security, and usability of the website.
- To comply with applicable legal obligations and enforce our Terms of Service.
- To send administrative or service-related communications where you have provided contact details for that purpose.
4. Legal Basis for Processing
Where applicable data protection law requires a legal basis for processing, we generally rely on one or more of the following: your consent, the necessity of processing to provide a service you requested, our legitimate interests in operating and securing the website, and compliance with legal obligations. [Jurisdiction-specific legal bases should be confirmed by qualified counsel before publication.]
5. How We Share Information
We do not sell personal information. We may share limited information with the following categories of recipients, where necessary to operate the service:
Service Providers
Hosting, analytics, and technical infrastructure providers who process data on our behalf under appropriate agreements.
Legal & Compliance
Authorities or third parties where disclosure is required to comply with law, regulation, or a valid legal process.
Business Transfers
A successor entity in the event of a merger, acquisition, or sale of assets, subject to continued confidentiality obligations.
We do not knowingly share financial inputs entered into analysis tools with third parties for advertising purposes.
6. Data Retention
We retain personal information only for as long as reasonably necessary to fulfill the purposes described in this policy, including providing the service, complying with legal obligations, resolving disputes, and enforcing agreements. Retention periods may vary depending on the type of data and the context in which it was collected.
7. Data Security
We use reasonable administrative, technical, and organizational safeguards designed to protect information against unauthorized access, alteration, disclosure, or destruction. No method of transmission or storage is completely secure, and we cannot guarantee absolute security.
8. International Transfers
If data is processed or stored in a country other than your own, it may be subject to the laws of that jurisdiction. Where required, we aim to apply appropriate safeguards for cross-border transfers of personal information.
9. Your Rights
Depending on your location and applicable law, you may have rights regarding your personal information, which can include the right to access, correct, delete, restrict, or object to certain processing, and the right to data portability. To exercise any of these rights, please contact us using the details provided on our Contact page.
How do I request access to or deletion of my data?
Please submit a request through the contact channel listed on our Contact page. We will respond within a reasonable timeframe consistent with applicable law.
Do you use cookies?
Yes, we use cookies and similar technologies for core functionality, session management, and basic analytics. You can usually control cookies through your browser settings.
Is the financial information I enter shared externally?
Financial inputs are used to generate your analysis and are processed according to the purposes described in this policy. We do not sell this information to third parties.
Will this policy change over time?
We may update this policy periodically to reflect changes in our practices or legal requirements. The "Last updated" date at the top of this page indicates the most recent revision.
10. Children's Privacy
Our services are not directed to children, and we do not knowingly collect personal information from children. If you believe a child has provided us with personal information, please contact us so we can take appropriate action.
11. Changes to This Policy
We may revise this Privacy Policy from time to time. Material changes will be reflected by updating the date at the top of this page. Continued use of the website after changes take effect constitutes acceptance of the revised policy.
12. Contact Us
If you have questions about this Privacy Policy or how your information is handled, please reach out via the contact details provided on our Contact page.