Privacy Policy
Our Commitment to Data Integrity
At Pleo Capital Solutions, we view data privacy not merely as a compliance obligation, but as a foundational element of trust. Operating at the intersection of institutional finance and strategic advisory in Munich and globally, we recognize that the confidentiality of your information is paramount to our shared success.
This policy outlines the rigorous standards we apply to the collection, usage, and protection of personal data. Whether you are a corporate client seeking capital structuring advice or an investor exploring opportunities, our approach remains consistent: minimal collection, maximum security, and total transparency.
Core Principle
"We only ask for what is necessary to deliver exceptional service, and we protect it with institutional-grade safeguards."
Identity & Contact
Full name, business email, phone number, and company affiliation. Used strictly for verifying your eligibility as a client or investor and for initiating service discussions.
Financial Context
High-level investment preferences, risk tolerance, and capital requirements. This helps us tailor Pleo Capital Solutions advisory to your specific strategic goals.
Technical Data
IP address, browser type, and device information. Used solely for maintaining website security, preventing fraud, and ensuring the technical stability of our digital infrastructure.
Protection & Retention Protocols
The security of your data is enforced through layers of technical and organizational measures. We utilize industry-standard encryption for data in transit and at rest, ensuring that your information remains secure regardless of its state.
Retention Logic
We retain personal data only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements.
Access Control
Strict internal policies limit data access to authorized personnel only, based on job function and necessity.
Your Control Over Data
Transparency is the foundation of our relationship. Here is how you can exercise your rights regarding the information shared with Pleo Capital Solutions.
Specific Rights Granted
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Right to access and receive a copy of your personal data.
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Right to rectify inaccurate or incomplete data.
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Right to erasure ("Right to be forgotten") in specific contexts.
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Right to restrict processing of your data.
Exercise Your Rights
To request access, correction, or deletion of your data, please contact our Data Protection Officer. We will respond to your request within 30 days.