Privacy Policy
We are committed to protecting your personal data and respecting your privacy rights in accordance with applicable data protection laws.
Data Controller under Data Protection Laws
Name: Aman Panchal
Address: Donaustr. 10, 12043 Berlin, Germany
Email: info@planyourfinance.de
Phone: 0176 1164 2918
General Information
The protection of your personal data is very important to me. I process your data in accordance with legal regulations, particularly the EU General Data Protection Regulation (GDPR) and the German Federal Data Protection Act (BDSG).
Collection of General Information when Visiting the Website
When you access my website, general information is automatically collected (server log files). This includes, for example, the type of web browser, the operating system used, the domain name of your internet service provider, and similar data.
This information is technically necessary to correctly deliver the content you request and is an obligatory part of using the internet. This processing is carried out in accordance with Art. 6(1)(f) GDPR based on my legitimate interest in improving the stability and functionality of my website.
Contacting Us
If you contact me by e-mail or contact form, the information you provide will be stored for the purpose of processing your inquiry and for any possible follow-up questions. The processing of data entered into the contact form is based on a legitimate interest (Art. 6(1)(f) GDPR) or, if the contact aims at concluding a contract, for the implementation of pre-contractual measures (Art. 6(1)(b) GDPR).
Data Processing for Pre-Contractual and Contractual Purposes
As part of my activities as an insurance agent, I collect, process, and use your personal data (e.g., name, address, date of birth, health data, financial situation). This is done exclusively for the purpose of:
- Individual consultation
- The preparation of insurance offers
- The conclusion of insurance contracts
- Ongoing support
This data is forwarded to the respective product providers (e.g., ERGO Vorsorge Lebensversicherung AG, DKV Deutsche Krankenversicherung AG) as required for the creation of offers or the issuance of a policy. The legal basis for this is Art. 6(1)(b) GDPR (performance of a contract or pre-contractual measures). For the processing of special categories of personal data (e.g., health data), I will obtain your separate consent in accordance with Art. 9(2)(a) GDPR.
Personal Data We Process
We collect and process the following categories of personal data for recruitment purposes:
Contact Information
- • Full name
- • Telephone number
- • Email address
- • City of residence
Professional Data
- • Age range
- • Occupation category
- • Career motivation
- • Time availability
- • Application responses
Legal Basis for Processing
We process your personal data based on the following legal grounds under GDPR Article 6:
Legitimate Interest (Article 6(1)(f))
We have a legitimate business interest in recruiting qualified candidates for our financial services team. This interest is carefully balanced against your privacy rights and fundamental freedoms.
Consent (Article 6(1)(a))
By submitting your application, you provide explicit consent for the processing of your personal data for recruitment purposes.
Purpose of Data Processing
Your personal data is processed exclusively for the following recruitment-related purposes:
- • Evaluating your application and qualifications
- • Contacting you regarding the opportunity
- • Scheduling interviews and meetings
- • Conducting background assessments
- • Providing information about our programs
- • Managing the recruitment process
- • Maintaining recruitment records
- • Complying with legal obligations
Data Protection Commitment: We do not use your personal data for marketing purposes, commercial activities unrelated to recruitment, or share it with unauthorized third parties.
Data Security Measures
Technical Safeguards
We implement industry-standard security measures including encryption, secure data transmission, and protected storage systems to safeguard your personal information against unauthorized access, alteration, disclosure, or destruction.
Organizational Measures
Access to your personal data is restricted to authorized personnel who require it for legitimate recruitment purposes. All team members are bound by confidentiality obligations and receive regular data protection training.
Data Processing Location
Your personal data is processed and stored within the European Union, ensuring full compliance with GDPR requirements and European data protection standards.
Data Retention Policy
Automatic Deletion
Personal data is automatically and permanently deleted after 60 days from the date of submission, unless you have been successfully recruited or have provided explicit consent for extended retention.
Successful Candidates
If you join our organization, your recruitment data will be transferred to our employee management system with your explicit written consent, subject to our employee privacy policy and employment data protection procedures.
Secure Deletion Process
Upon deletion, all personal data is permanently and irreversibly removed from our systems, including all backups, temporary files, and cached data, ensuring complete data erasure.
Your Data Protection Rights
Under the General Data Protection Regulation (GDPR), you have the following rights regarding your personal data:
Right of Access (Article 15)
Obtain confirmation and a copy of your personal data
Right to Rectification (Article 16)
Correct inaccurate or incomplete personal data
Right to Erasure (Article 17)
Request immediate deletion of your personal data
Right to Restrict Processing (Article 18)
Limit the processing of your personal data
Right to Data Portability (Article 20)
Receive your data in a structured, machine-readable format
Right to Object (Article 21)
Object to the processing of your personal data
Exercising Your Rights: To exercise any of these rights, please contact us using the information provided below. We will respond to your request within 30 days as required by GDPR Article 12.
Google Analytics
This website uses Google Analytics, a web analytics service provided by Google Ireland Limited, Gordon House, Barrow Street, Dublin 4, Ireland ("Google"). We use this service to analyze website usage to improve our site and services.
Legal Basis
The legal basis for the use of Google Analytics is your explicit consent pursuant to Art. 6(1)(a) GDPR.
How Google Analytics Works
Google Analytics uses "cookies," which are text files placed on your computer, to help the website analyze how users use the site. The information generated by the cookie about your use of the website will generally be transmitted to and stored by Google on servers in the United States.
IP Anonymization
We have activated IP anonymization on this website, so your IP address will be truncated by Google within member states of the European Union or in other contracting states of the Agreement on the European Economic Area before being transmitted. Only in exceptional cases will the full IP address be sent to a Google server in the US and truncated there.
Data Collected
Google Analytics collects information such as:
- • Pages visited and time spent on each page
- • Browser type and version
- • Operating system
- • Referral source (how you arrived at our website)
- • Anonymized IP address
- • Device type and screen resolution
Revoking Your Consent
You can revoke your consent at any time by changing your preferences in our cookie consent banner. Additionally, you can prevent Google Analytics from collecting your data by installing the Google Analytics Opt-out Browser Add-on available at: https://tools.google.com/dlpage/gaoptout
Data Retention
Google Analytics data is retained for 26 months by default. After this period, the data is automatically deleted.
More Information
For more information about Google Analytics and data protection, please visit: Google Analytics Privacy Policy
Third Party Data Sharing
No Commercial Data Sharing
We do not sell, rent, lease, or otherwise commercially exploit your personal data. Your information is never shared with third parties for marketing or commercial purposes.
Service Providers
We may engage trusted service providers who assist us with recruitment activities. These processors are bound by strict contractual obligations:
- • Data processing agreements compliant with GDPR Article 28
- • Confidentiality and security obligations
- • Limited processing scope for recruitment purposes only
- • Regular security and compliance audits
Contact & Data Protection Inquiries
Privacy Questions & Rights Requests
For any questions about this privacy policy, to exercise your data protection rights, or to raise privacy concerns, please contact us through our official communication channels. We are committed to addressing all inquiries promptly and transparently.
Supervisory Authority
You have the right to lodge a complaint with the competent data protection supervisory authority if you believe your personal data has been processed in violation of applicable data protection laws. In Germany, this is the Federal Commissioner for Data Protection and Freedom of Information (BfDI).
Policy Updates & Changes
We may update this privacy policy periodically to reflect changes in our data processing practices, legal requirements, or organizational structure. Material changes will be communicated through appropriate channels, including direct notification if we have your contact information. The effective date at the top of this policy indicates the most recent revision.
Data Protection Compliance
This privacy policy is designed to comply with the General Data Protection Regulation (GDPR), German Federal Data Protection Act (BDSG), and other applicable European and German data protection laws. We are committed to maintaining the highest standards of data protection and privacy.