1. Introduction

SMITZ Private Wealth Advisors values your privacy and is committed to protecting your personal information. This Privacy Policy describes how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services. By using our website, you consent to the practices described in this policy.

2. Information We Collect

We may collect both personal and non-personal information from you in various ways, including when you:

• Complete forms or contact us through our website
• Subscribe to our newsletter or request information about our services
• Schedule consultations or participate in online events
• Use our financial planning tools or submit documents electronically

Personal information may include your name, email address, phone number, postal address, financial data, or other identifiers necessary to provide you with financial advisory services.

3. How We Use Your Information

SMITZ Private Wealth Advisors uses the information we collect to:

• Provide and personalize our financial advisory services
• Respond to inquiries, requests, or questions
• Improve our website functionality and client experience
• Send relevant updates, educational resources, or marketing materials
• Comply with legal obligations and regulatory requirements

4. Legal Basis for Processing (for EEA Clients)

If you are located in the European Economic Area (EEA), our legal basis for collecting and using your personal information depends on the data we collect and the specific context in which we collect it. We may process your data to perform a contract, comply with legal obligations, or for legitimate business interests.

5. How We Protect Your Information

We use industry-standard administrative, technical, and physical safeguards to help protect the personal information we collect. However, no online transmission or storage system can be guaranteed to be 100% secure. While we strive to protect your data, SMITZ Private Wealth Advisors cannot warrant absolute security of any information you transmit to us electronically.

6. Sharing of Information

We do not sell, rent, or trade your personal information. We may share data only in the following circumstances:

• With trusted service providers that assist us in operating our website or conducting business
• With professional partners (such as attorneys, CPAs, or insurance specialists) with your consent
• To comply with applicable laws, regulations, or valid legal processes

7. Cookies and Tracking Technologies

SMITZ Private Wealth Advisors may use cookies and similar technologies to enhance your browsing experience and analyze website usage. Cookies do not grant us access to your computer or personal data beyond the information you choose to share. You can modify your browser settings to decline cookies, but doing so may affect some website functionality.

8. Data Retention

We retain personal information only for as long as necessary to fulfill the purposes outlined in this policy, or as required by applicable law, regulation, or record-keeping obligations related to financial services.

9. Your Privacy Rights

Depending on your jurisdiction, you may have rights to:

• Access or request a copy of your personal information
• Request correction or deletion of inaccurate or outdated information
• Withdraw consent to data processing (where applicable)
• Request information on how we use and share your data

To exercise any of these rights, please contact us using the details provided below.

10. Communications and Opt-Out

SMITZ Private Wealth Advisors may send periodic communications regarding services, events, or updates. You may opt out at any time by clicking the “unsubscribe” link in our emails or by contacting us directly.

11. Third-Party Links

Our website may contain links to third-party sites for additional information or resources. We are not responsible for the content, security, or privacy practices of external websites. We encourage you to review the privacy policies of those sites before providing personal information.

12. Children’s Privacy

SMITZ Private Wealth Advisors does not knowingly collect or solicit personal information from individuals under 18 years of age. If you believe a minor has provided us with personal data, please contact us immediately and we will take appropriate steps to remove that information from our systems.

13. Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. Any revisions will be posted on this page with an updated “Effective Date.” Your continued use of this website after updates have been made constitutes acceptance of the revised policy.

14. Contact Us

If you have any questions about this Privacy Policy or our data practices, please contact SMITZ Private Wealth Advisors at:

• Email: info@smitzpvtwt.com
• Phone: +32 2 710 51 75
• Address: SMITZ Private Wealth Advisors – Ave. des Arts 56, B-1000 Bruxelles, Belgium