Privacy Policy

Information We Collect

At EduTrelix, we collect various types of information to provide you with personalized retirement planning services. When you create an account, we gather basic personal details including your name, email address, date of birth, and contact information. This foundational data helps us tailor our educational content and planning tools to your specific needs.

We also collect information about your retirement planning preferences, risk tolerance, and financial goals through our interactive questionnaires and planning tools. This data is essential for generating personalized recommendations and educational content that aligns with your specific situation. Additionally, we may gather feedback and survey responses to continuously improve our platform and services.

How We Use Your Information

Your personal information serves multiple purposes within our platform, all designed to enhance your retirement planning experience. We use your data to create personalized retirement projections, recommend suitable investment strategies, and provide educational content that matches your current financial situation and future goals.

Communication is another key use of your information. We send you important updates about your retirement plans, new educational resources, platform improvements, and relevant financial insights. Our team may also contact you to provide customer support, answer questions about your retirement planning, or offer additional services that could benefit your financial future.

We analyze usage patterns and user interactions to improve our platform's functionality, develop new features, and create better educational content. This analysis helps us understand which tools are most valuable to our users and where we can make improvements. Your data also helps us comply with legal requirements and maintain the security and integrity of our platform.

Your Privacy Rights

Under Irish and EU data protection laws, you have comprehensive rights regarding your personal information. We're committed to helping you exercise these rights and maintain control over your data.

To exercise any of these rights, simply contact our privacy team using the information provided below. We'll respond to your request within one month and guide you through the process. There's no charge for most requests, though we may charge a reasonable fee for excessive or repetitive requests.

Data Security & Protection

Protecting your financial and personal information is our top priority. We've implemented comprehensive security measures that meet industry standards for financial services platforms. Our security approach combines technical safeguards, operational procedures, and regular monitoring to ensure your data remains safe.

We maintain secure data centers with physical security measures, including restricted access, surveillance systems, and environmental controls. Our staff undergoes regular security training and background checks. We also maintain incident response procedures to quickly address any potential security issues and notify affected users as required by law.

Data Sharing & Third Parties

We don't sell your personal information to third parties, period. However, we do work with carefully selected service providers to deliver our retirement planning services effectively. These partnerships are governed by strict data processing agreements that require the same level of data protection we maintain.

Our third-party partners include cloud hosting providers for secure data storage, payment processors for subscription management, and analytics services to improve platform performance. We also work with educational content providers and financial data services to enhance our retirement planning tools. All these partners are required to protect your information and use it only for the specific services they provide to us.

In certain circumstances, we may need to share information with regulatory authorities, law enforcement, or other parties as required by Irish or EU law. This might include responding to legal requests, investigating fraud, or complying with financial services regulations. We'll always notify you of such disclosures unless prohibited by law.

Data Retention & International Transfers

We retain your personal information only as long as necessary to provide our services and comply with legal requirements. For active accounts, we keep your data while you use our platform plus up to seven years after account closure, as required by Irish financial services regulations. Some information, such as transaction records and tax-related data, may be retained longer to meet legal obligations.

When you delete your account, we begin the data deletion process immediately for non-essential information. Essential records required for legal compliance are securely archived and deleted according to regulatory timelines. You can request specific information about retention periods for different types of data by contacting our privacy team.

Some of our service providers are located outside Ireland and the EU. When we transfer your data internationally, we ensure appropriate safeguards are in place, including standard contractual clauses approved by the European Commission. These measures ensure your data receives the same level of protection regardless of where it's processed.

Cookies & Tracking Technologies

Our platform uses cookies and similar technologies to enhance your experience and provide essential functionality. Essential cookies are necessary for account login, security features, and basic platform operation. These cookies don't require your consent as they're strictly necessary for the service you've requested.

We also use analytics cookies to understand how users interact with our platform, which pages are most helpful, and where we can make improvements. Performance cookies help us monitor site speed and identify technical issues. Marketing cookies may be used to show you relevant content and measure the effectiveness of our educational campaigns.

You can control cookie settings through your browser preferences or our cookie management tool. Disabling certain cookies may affect platform functionality, but you'll always be able to access core retirement planning features. We provide detailed information about all cookies we use in our cookie policy, accessible from your account dashboard.