ChaseLiveDesk – Financial Advisory

1

Information We Collect

Personal details (name, email, phone, address)
Financial information voluntarily shared during consultations
Website analytics and device information for service improvement

2

How We Use Your Data

To deliver tailored financial advisory services
To arrange consultations and provide support
To enhance digital experience and website functionality
To send updates only when subscribed or opted-in

3

Data Protection & Security

We use encryption, access control, and industry-standard security measures. Your information is not sold or shared with external parties for marketing purposes.

4

Cookies & Tracking

We may use cookies and analytical tools to optimize functionality and user behavior insights. Users have the choice to disable cookies in their browser settings.

5

Third-Party Integrations

Some services (e.g., analytics, scheduling, or payment systems) may process data as part of service delivery. Each provider operates under its own compliance regulations.

6

Your Rights

Request access to the personal data we store
Request correction or deletion of information
Opt out of emails or marketing communication any time

7

Policy Updates

This Privacy Policy may be updated for regulatory, compliance or service-quality reasons. Continued use of ChaseLiveDesk signifies acceptance of the latest version.

Privacy Policy