Privacy Policy

Effective Date: 1 July 2024

1. Introduction

Planorate Limited ("we," "us," or "our") operates the website https://planorate.com/ (the "Site") and the associated software application for financial advisers (the "App"). This privacy policy explains how we collect, use, disclose, and protect your personal information when you use our Site and App.

By using our Site and App, you consent to the collection, use, and sharing of your personal information as described in this privacy policy.

2. Information We Collect

We collect the following types of personal information from you:

  • Name
  • Email address
  • Phone number
  • Company details
  • Any other information you choose to provide

3. How We Collect Information

We collect personal information through the following methods:

  • Information you provide directly through forms on our Site and App.
  • Information collected automatically through cookies and similar tracking technologies

4. Purpose of Collecting Information

We use the personal information we collect for the following purposes:

  • To provide and maintain the App
  • To improve our Site and App
  • To communicate with you, including for marketing purposes
  • To provide customer support

5. Sharing of Information

We may share your personal information with third parties in the following circumstances:

  • To provide and maintain the App
  • To comply with legal obligations
  • To protect and defend our rights and property

We do not sell your personal information to third parties.

6. Data Storage and Protection

We take the security of your personal information seriously and implement industry-standard measures to protect it. All users must be authenticated to access the App.

7. Data Retention

We retain your personal information for as long as you have a subscription to the App and for up to seven (7) years after your subscription ends.

8. Your Rights

You have the following rights concerning your personal information:

  • Access: You can request access to the personal information we hold about you.
  • Correction: You can request that we correct any inaccuracies in your personal information.
  • Deletion: You can request that we delete your personal information.

To exercise these rights, please contact us at support@planorate.com.

9. Changes to This Privacy Policy

We may update this privacy policy from time to time. We will notify you of any changes by posting the new privacy policy on this page. You are advised to review this privacy policy periodically for any changes.

10. Contact Us

If you have any questions or concerns about this privacy policy or our privacy practices, please contact us at: