Privacy Policy

My European Plan uses the information you submit to evaluate your enquiry, provide your preliminary assessment result and contact you about relevant next steps.

Information we collect

We may collect your name, contact details, citizenship and residence information, broad investment range, family structure, objectives, preferred route and expected timing.

How we use it

We use this information to respond to your enquiry, prepare for a strategy session, improve our client journey and, when you separately consent, send relevant updates.

Important limits

Please do not submit identity documents, bank statements, passwords or detailed source-of-funds information through the public assessment.

Sharing and retention

Information may be shared only with service providers and qualified professional partners when necessary to respond to your request or deliver an agreed service. We retain information only as long as reasonably required for these purposes and applicable legal obligations.

Your choices

You may request access, correction or deletion of your personal information and may withdraw optional marketing consent at any time.