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Privacy Policy

This Privacy Policy explains how ClearTallish collects, uses, discloses, and safeguards information when you visit our website or use our services. This is a general template and should be reviewed and adapted to reflect your actual data practices and applicable law before publication.

Last updated: [Insert Date]

1. Introduction

ClearTallish ("we", "us", or "our") provides AI-driven data analysis and decision-support services for long-term financial planning. We are committed to protecting the privacy and security of any personal information you share with us. This policy applies to our website, related subdomains, and any associated services (collectively, the "Services").

2. Information We Collect

We may collect the following categories of information when you interact with our Services:

  • Contact information you provide directly, such as your name, email address, and phone number, when you submit a form or request an analysis.
  • Account and usage information, including login credentials, preferences, and records of how you interact with our platform.
  • Technical data
  • Financial or planning data you choose to input for analysis purposes, which is processed solely to generate the requested reports or outputs.
  • Cookies and similar technologies, as described in Section 6 below.

3. How We Use Your Information

We use the information we collect for purposes that may include:

  • Providing, operating, and maintaining our Services;
  • Generating analysis, reports, and decision-support outputs you request;
  • Responding to inquiries and providing customer support;
  • Improving and developing our website, methodology, and service offerings;
  • Communicating with you about updates, changes, or administrative matters;
  • Detecting, investigating, and preventing fraudulent or unauthorized activity;
  • Complying with applicable legal obligations.

4. Legal Basis for Processing

Where applicable data protection law requires it, we rely on one or more of the following legal bases to process personal information: your consent, the necessity of processing to perform a contract with you, compliance with a legal obligation, or our legitimate interests in operating and improving our Services, provided those interests are not overridden by your rights and freedoms.

5. How We Share Information

We do not sell personal information. We may share information in the following limited circumstances:

  • With service providers and contractors who perform functions on our behalf, such as hosting, analytics, or communications, under appropriate confidentiality obligations;
  • To comply with a legal obligation, court order, or governmental request;
  • To protect the rights, property, or safety of ClearTallish, our users, or others;
  • In connection with a merger, acquisition, financing, or sale of assets, subject to standard confidentiality terms;
  • With your consent or at your direction.

6. Cookies and Tracking Technologies

Our website may use cookies and similar technologies to operate core functionality, remember preferences, and understand usage patterns. You can control cookies through your browser settings; disabling certain cookies may affect the functionality of our Services. We do not currently respond to "Do Not Track" browser signals.

7. Data Retention

We retain personal information for as long as necessary to fulfil the purposes outlined in this policy, unless a longer retention period is required or permitted by law. When information is no longer needed, we take reasonable steps to delete, anonymize, or securely dispose of it.

8. Data Security

We implement reasonable administrative, technical, and organizational safeguards designed to protect personal information against unauthorized access, loss, misuse, or alteration. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

9. International Data Transfers

If you access our Services from outside the jurisdiction in which our servers or service providers are located, your information may be transferred across borders. Where required, we take steps intended to ensure that such transfers comply with applicable data protection law.

10. Your Rights

Depending on your location and applicable law, you may have rights regarding your personal information, which may include the right to access, correct, delete, restrict, or object to certain processing, as well as the right to data portability and the right to withdraw consent where processing is based on consent. To exercise any of these rights, please contact us using the details on our Contact page.

11. Children's Privacy

Our Services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If you believe we have inadvertently collected information from a minor, please contact us so we can take appropriate action.

12. Third-Party Links

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices or content of those third parties, and we encourage you to review their respective privacy policies.

13. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable law. We will post the revised policy on this page with an updated "Last updated" date. We encourage you to review this page periodically.

14. Contact Us

If you have questions, concerns, or requests regarding this Privacy Policy or our data practices, please reach out via our Contact page.