Build Wealth While Living Your Dreams

1. Acceptance of Terms

By accessing and using the services provided by Nomadic Wealth Pro, you accept and agree to be bound by the terms and provision of this agreement.

2. Service Description

Nomadic Wealth Pro provides financial consulting services specifically designed for digital nomads and location-independent professionals. Our services include but are not limited to international tax optimization, investment planning, and financial education.

3. Financial Disclaimers

All information provided is for educational purposes only and should not be considered as specific financial advice. Individual results may vary. Past performance does not guarantee future results. All investments involve risk of loss.

4. Professional Standards

Our consultants are certified financial professionals who adhere to strict ethical standards and regulatory compliance requirements. We maintain appropriate professional licenses and insurance coverage.

5. Client Responsibilities

Clients are responsible for providing accurate and complete financial information, implementing recommendations appropriately, and seeking independent verification of advice when required.

6. Limitation of Liability

Nomadic Wealth Pro's liability is limited to the fees paid for services. We are not liable for investment losses, tax penalties, or other financial consequences resulting from implementation of our recommendations.

7. Modification of Terms

We reserve the right to modify these terms at any time. Clients will be notified of material changes via email or through our website.

Last Updated: December 2024

1. Information We Collect

We collect personal information that you provide directly to us, including name, contact information, financial data necessary for consultation services, and communication records.

2. How We Use Your Information

Your information is used to provide financial consulting services, communicate about your account, send service-related notifications, and improve our services. We may also use anonymized data for research and development purposes.

3. Information Sharing

We do not sell, trade, or otherwise transfer your personal information to third parties except as described in this policy. We may share information with service providers who assist in our operations under strict confidentiality agreements.

4. Data Security

We implement robust security measures including encryption, access controls, and regular security audits to protect your personal information. All data is stored on secure servers with bank-level encryption.

5. International Transfers

Given our international client base, your information may be transferred to and processed in countries other than your country of residence. We ensure appropriate safeguards are in place for all international transfers.

6. Your Rights

You have the right to access, update, or delete your personal information, object to processing, request data portability, and withdraw consent for data processing at any time.

7. Retention Period

We retain personal information for as long as necessary to provide services and comply with legal obligations, typically 7 years for financial records.

8. Contact Information

For privacy-related questions or to exercise your rights, contact our Data Protection Officer at [email protected] or +1 (212) 555-0147.

Last Updated: December 2024

1. What Are Cookies

Cookies are small text files that are placed on your computer or mobile device when you visit our website. They help us provide you with a better user experience by remembering your preferences and improving site functionality.

2. Types of Cookies We Use

Essential Cookies: These cookies are necessary for the website to function properly and cannot be disabled. They include session management and security cookies.

Analytics Cookies: These cookies help us understand how visitors interact with our website by collecting and reporting information anonymously.

Functional Cookies: These cookies enable enhanced functionality and personalization, such as remembering your preferences and settings.

Marketing Cookies: These cookies track your browsing habits to provide relevant advertisements and measure campaign effectiveness.

3. Managing Cookie Preferences

You can control cookie settings through your browser preferences or by using our cookie consent tool. Disabling certain cookies may limit website functionality.

4. Third-Party Cookies

Some cookies are placed by third-party services that appear on our pages, such as analytics providers and social media platforms. These are governed by their respective privacy policies.

5. Cookie Retention

Session cookies are deleted when you close your browser. Persistent cookies remain until they expire or you delete them through your browser settings.

Last Updated: December 2024

1. Copyright Protection

Nomadic Wealth Pro respects the intellectual property rights of others and expects our users to do the same. We comply with the Digital Millennium Copyright Act (DMCA) and respond to valid copyright infringement notices.

2. Reporting Copyright Infringement

If you believe that your copyrighted work has been copied in a way that constitutes copyright infringement, please provide our designated agent with the following information:

• A physical or electronic signature of the copyright owner or authorized agent
• Identification of the copyrighted work claimed to be infringed
• Identification of the material that is claimed to be infringing
• Your contact information (address, phone number, and email)
• A statement of good faith belief that use is not authorized
• A statement that the notification is accurate and you are authorized to act

3. Designated Agent Contact

DMCA Agent: Legal Department
Email: [email protected]
Address: 875 Avenue of the Americas, Suite 1820, New York, NY 10001
Phone: +1 (212) 555-0147

4. Counter-Notification

If you believe that material has been removed as a result of mistake or misidentification, you may submit a counter-notification with specific required information as outlined in the DMCA.

5. Response Timeline

We will respond to valid DMCA notices within 24-48 hours and take appropriate action, which may include removing the allegedly infringing material.

Last Updated: December 2024

1. Legal Basis for Processing

Under GDPR, we process personal data based on legitimate interests for business operations, consent for marketing communications, contractual necessity for service delivery, and legal obligations for compliance requirements.

2. Your Rights Under GDPR

Right of Access: You can request information about personal data we process about you.

Right to Rectification: You can request correction of inaccurate personal data.

Right to Erasure: You can request deletion of personal data under certain circumstances.

Right to Restrict Processing: You can request limitation of processing in specific situations.

Right to Data Portability: You can request transfer of personal data in a structured format.

Right to Object: You can object to processing based on legitimate interests.

3. Data Protection Officer

Our Data Protection Officer can be contacted at [email protected] for any GDPR-related questions or to exercise your rights.

4. Data Transfers

When transferring personal data outside the EEA, we ensure appropriate safeguards are in place, including adequacy decisions, standard contractual clauses, or certification schemes.

5. Breach Notification

In the event of a personal data breach, we will notify relevant supervisory authorities within 72 hours and affected individuals without undue delay when required.

6. Supervisory Authority

You have the right to lodge a complaint with your local data protection authority if you believe your rights have been violated.

7. Regular Review

We regularly review and update our data protection practices to ensure ongoing GDPR compliance and data security.

Last Updated: December 2024