1. Introduction

Finplan respects your privacy and is committed to protecting the personal data of its users. This Privacy Policy describes how we collect, use, share, and protect your personal information when you use our services.

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2. Data We Collect

During your interaction with Finplan, we may collect the following data:

2.1 Data provided directly by the user, such as Full Name, Email Address, CPF (Brazilian Individual Taxpayer Registry), Phone Number, Registration and Financial Information.

2.2 Data collected automatically, such as browsing data (IP address, pages accessed, date and time of access), information about the device and operating system, cookies, and similar technologies.

2.3 Third-party data, such as financial information obtained from integrations with banks, institutions, or other technologies that facilitate the inclusion of financial records, all with your consent;

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3. Purposes of Data Processing

We process your personal data for the following purposes:

• - Provision of services offered by Finplan
• - Continuous improvement of the platform and user experience
• - Sending transactional and promotional communications (with consent)
• - Compliance with legal and regulatory obligations
• - Information security and fraud prevention
• - Connection with financial planners, at the user’s request

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4. Data Sharing

Finplan may share your personal data with:

• - Technical service providers (such as hosting, analytics, and support)
• - Financial institutions, with user authorization
• - Accredited Finplanners, upon user request
• - Judicial, administrative, or governmental authorities, when legally required

Finplan does not sell personal data under any circumstances.

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5. Data Storage and Security

Your data is stored on secure servers, which may be located in Brazil or abroad, always in compliance with applicable legislation.

We adopt technical and organizational measures to protect your information, such as encryption and access control.

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6. Your Rights as a Data Subject

Under the LGPD (Brazilian General Data Protection Law – Law No. 13,709/2018), you may exercise the following rights:

• - Confirm the existence of data processing
• - Access your data
• - Correct incomplete, inaccurate, or outdated data
• - Request anonymization, blocking, or deletion
• - Request data portability to another service provider
• - Revoke consent
• - Request information about data sharing

To exercise your rights, please contact support: suporte@finplan.com.br

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7. Cookies and Similar Technologies

We use cookies to:

• - Remember user preferences
• - Improve performance and security
• - Analyze platform usage
• - Display personalized ads (when applicable)

You can disable cookies in your browser settings.

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8. Data Retention

Personal data will be stored for as long as necessary to fulfill the purposes described in this Policy, in compliance with legal and regulatory retention periods.

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9. International Data Transfers

When necessary, your data may be transferred to servers located outside Brazil. In such cases, we ensure compliance with legal requirements for adequate data protection.

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10. Changes to This Policy

Finplan reserves the right to modify this Privacy Policy at any time. Changes will be communicated through the platform and/or registered contact channels.

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The updated version will always be available at: www.finplan.com.br