Information we collect
We collect only the details you voluntarily share — name, phone number, email address and the goals you describe in an enquiry or consultation.
Legal
We treat client information with the same care we apply to client money.
We collect only the details you voluntarily share — name, phone number, email address and the goals you describe in an enquiry or consultation.
Your information is used to respond to enquiries, provide financial guidance, complete mutual fund or insurance onboarding, and service your account.
We share information only with asset management companies, insurers, registrars and transfer agents as required to process your transactions, or where required by law or regulation.
We take reasonable measures to protect personal information from unauthorised access, disclosure or misuse. Your investments are always held in your own name with the respective institutions.
You may request access to, correction of, or deletion of the personal information we hold by writing to hello@vaviwealth.com.
This policy may be updated from time to time. The latest version will always be published on this page.