Information We Collect

We gather information to provide better financial planning services and improve your experience with our platform. The data we collect falls into several categories.

Personal Identification Information

When you register for our services or contact us, we collect basic details like your name, email address, phone number, and postal address. If you're working with us on financial planning, we may also need to know your date of birth and identification documents as required under Taiwan's banking regulations.

Financial Information

To deliver strategic financial planning, we collect data about your income, assets, liabilities, and financial goals. This helps us create personalized recommendations. We handle this information with extra care and follow strict security protocols.

Usage Data

Our systems automatically log technical information when you visit our website. This includes your IP address, browser type, device information, pages viewed, and time spent on our site. We use this to understand how people navigate our platform and where we can make improvements.

Communication Records

We keep records of emails, phone calls, and messages exchanged between you and our team. This helps us maintain service quality and resolve any issues that might come up.

How We Use Your Information

The information we collect serves specific purposes related to delivering our financial planning services and maintaining our business operations.

Data Storage and Security

Your information is stored on secure servers located in Taiwan and managed according to local data protection standards. We implement multiple layers of security to protect against unauthorized access.

Security Measures

• End-to-end encryption for data transmission between your device and our servers
• Regular security audits conducted by independent third parties
• Access controls that limit who on our team can view sensitive information
• Automated backup systems with encrypted storage
• Multi-factor authentication for staff accessing client data
• Regular software updates and security patches

Despite our efforts, no system is completely secure. If we discover a data breach affecting your information, we'll notify you within 72 hours as required by Taiwan's regulations.

Data Retention

We keep your personal information for as long as you maintain an active relationship with us, plus an additional seven years after your last interaction. This retention period aligns with Taiwan's financial record-keeping requirements. After this period, we securely delete or anonymize your data unless we have a legal obligation to retain it longer.

Your Rights Under Taiwan Law

Taiwan's Personal Data Protection Act grants you several rights regarding your personal information. Here's what you can do and how to exercise these rights.

We aim to respond to all privacy-related requests within 15 business days. In some cases, we may need to verify your identity before fulfilling your request. If we cannot comply with your request for legal or technical reasons, we'll explain why.

Sharing Your Information

We limit data sharing to situations where it's necessary for service delivery or legally required.

Service Providers

We work with carefully selected third-party companies that help us run our business. This includes cloud hosting providers, email service platforms, and payment processors. These partners can only use your data for the specific services they provide to us, and they're bound by confidentiality agreements.

Professional Advisors

Sometimes we consult with lawyers, accountants, or other professionals about specific situations. When we do, we only share the minimum information necessary and ensure these advisors maintain confidentiality.

Legal Requirements

We may disclose your information if required by Taiwan law, court order, or government regulation. This includes reporting to financial authorities when mandated by banking regulations.

Business Transfers

If Voltis ShineUp merges with another company or sells its assets, your information may be transferred. We'll notify you before this happens and inform you of any changes to how your data is handled.

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve functionality and understand how visitors use our site.

Types of Cookies We Use

• Essential cookies that make the website work properly (like keeping you logged in)
• Analytics cookies that help us understand which pages are most visited
• Preference cookies that remember your settings and choices

You can control cookie settings through your browser. Blocking certain cookies might affect how our website functions. We don't use advertising cookies or track your activity across other websites.

International Data Transfers

Your data is primarily stored and processed in Taiwan. If we need to transfer information outside Taiwan for technical or business reasons, we ensure adequate protections are in place.

Any international transfers comply with Taiwan's cross-border data transfer requirements. We use standard contractual clauses and verify that receiving countries provide adequate data protection levels.

Children's Privacy

Our services are designed for adults managing their finances. We don't knowingly collect information from individuals under 18 years old. If you're a parent who believes we've accidentally collected your child's information, contact us immediately and we'll delete it.

Changes to This Policy

We update this privacy policy occasionally to reflect changes in our practices or legal requirements. When we make significant changes, we'll notify you via email or through a prominent notice on our website at least 30 days before the changes take effect.

The "Last Updated" date at the top of this page shows when we most recently revised the policy. We encourage you to review it periodically.