Privacy Policy

Last updated: 9/30/2025

1. Introduction

Venturis Financial ("we," "our," or "us") is committed to protecting the privacy and security of your personal and financial data. This Privacy Policy outlines how we collect, use, store, and protect your information in compliance with applicable data protection laws, including the General Data Protection Regulation (GDPR) in the European Union and various financial privacy regulations in the United States.

2. Regulatory Compliance

We adhere to the following regulations and standards:

  • EU General Data Protection Regulation (GDPR)
  • Gramm-Leach-Bliley Act (GLBA)
  • California Consumer Privacy Act (CCPA)
  • SEC Regulation S-P (Privacy of Consumer Financial Information)

3. Data Collection and Processing

We collect and process the following types of information:

  • Professional information (company name, role, business address)
  • Financial data (transaction records, investment portfolios, account information)
  • Technical data (IP address, browser type, device information)
  • Usage data (platform interactions, preferences, settings)

4. Legal Basis for Processing (GDPR)

Under GDPR, we process your data based on the following legal grounds:

  • Contractual necessity for service provision
  • Legal obligations under financial regulations
  • Legitimate business interests
  • Explicit consent for specific processing activities

5. Data Security Measures

We implement robust security measures including:

  • End-to-end encryption for data transmission
  • Multi-factor authentication
  • Regular security audits and penetration testing
  • Access controls and monitoring
  • Secure data centers with physical security measures

6. International Data Transfers

For EU data transfers, we ensure compliance through:

  • Standard Contractual Clauses (SCCs)
  • EU-US Data Privacy Framework compliance
  • Data Processing Agreements with service providers
  • Regional data storage where required

7. Data Retention

We retain personal data for as long as necessary to:

  • Provide our services
  • Comply with legal obligations
  • Resolve disputes
  • Enforce our agreements

Specific retention periods vary based on data type and regulatory requirements.

8. Third-Party Service Providers

We may share data with trusted third parties who assist us in operating our platform, conducting business, or servicing you. All third-party providers are contractually bound to protect your data with the same level of security as we do.

9. Updates to This Policy

We may update this Privacy Policy periodically to reflect changes in our practices or regulatory requirements. We will notify you of any material changes and obtain consent where required by law.