Privacy Policy

Information We Collect

When you engage with EnergyX Portal for financial analysis services, we collect information that helps us provide better business insights and maintain secure communications.

• Contact information including name, email address, phone number, and business address
• Company details such as business name, industry sector, and organizational structure
• Financial data you share for analysis purposes, including reports, statements, and performance metrics
• Technical information like IP address, browser type, and device information when you visit our website
• Communication records including emails, consultation notes, and service correspondence
• Payment information processed through secure third-party payment processors

How We Use Your Information

The information we collect serves specific purposes related to delivering professional financial analysis services and maintaining ongoing business relationships.

We use your personal and business information to conduct financial analysis, prepare reports, and provide strategic recommendations tailored to your business needs. This includes analyzing trends, identifying opportunities, and creating actionable insights based on your financial data.

Communication purposes include responding to inquiries, scheduling consultations, sending analysis reports, and providing updates about our services. We also use contact information to send invoices and process payments for services rendered.

Technical data helps us improve website functionality, ensure security, and provide a better user experience when accessing our online resources and client portals.

Information Sharing and Disclosure

We maintain strict confidentiality regarding client information and limit sharing to essential business purposes only.

• Service providers who assist with technical infrastructure, payment processing, or administrative functions
• Legal authorities when required by Taiwan law or court orders
• Professional advisors such as lawyers or auditors bound by confidentiality agreements
• Business partners only with your explicit consent for specific collaborative projects

We never sell, rent, or trade your personal information to third parties for marketing purposes. Any sharing of information is governed by strict confidentiality agreements and limited to what's necessary for the specific purpose.

Data Security Measures

Protecting your information is fundamental to our operations. We implement multiple layers of security to safeguard personal and financial data.

Technical safeguards include encrypted data transmission, secure server infrastructure, regular security updates, and access controls that limit information availability to authorized personnel only. We use industry-standard encryption protocols for data storage and transmission.

Administrative measures include employee training on data protection, background checks for staff handling sensitive information, and regular review of access permissions. We maintain detailed logs of data access and implement procedures for incident response.

Physical security involves secure facilities, locked filing systems for paper documents, and controlled access to areas where sensitive information is stored or processed.

Your Privacy Rights

Under Taiwan's Personal Data Protection Act and international privacy standards, you have specific rights regarding your personal information.

• Access your personal data we hold and request copies of information we've collected
• Correct inaccurate or incomplete information in our records
• Request deletion of personal data when it's no longer necessary for business purposes
• Object to processing for specific purposes, subject to legitimate business needs
• Request data portability for information you've provided to us
• Withdraw consent for optional data processing activities

To exercise these rights, contact our privacy team using the information provided below. We'll respond to your request within 30 days and may require identity verification to protect your information.

Some limitations may apply based on legal requirements, ongoing business relationships, or legitimate interests in maintaining financial records for regulatory compliance.

Data Retention and Deletion

We retain personal and business information only as long as necessary for providing services and meeting legal obligations.

Active client information is maintained throughout our business relationship and for seven years after service completion, consistent with Taiwan financial record-keeping requirements. This includes financial analysis reports, communication records, and payment information.

Marketing communications and website usage data are retained for three years unless you unsubscribe or request deletion earlier. Technical logs and security information are typically deleted after one year.

When retention periods expire, we securely delete or anonymize information using industry-standard data destruction methods. Some information may be retained longer if required by law or ongoing legal matters.

International Data Transfers

Our primary operations are based in Taiwan, but some data processing activities may involve service providers in other countries.

When transferring personal data internationally, we ensure appropriate safeguards are in place, including data processing agreements, adequacy decisions, or standard contractual clauses approved by relevant authorities.

Cloud storage and computing services may process data in multiple jurisdictions, but we select providers that maintain high security standards and comply with international privacy frameworks.

We monitor international transfers and update our procedures based on changing privacy regulations and geopolitical considerations to maintain data protection standards.

Cookies and Website Analytics

Our website uses cookies and similar technologies to improve functionality and understand how visitors interact with our content.

Essential cookies enable core website features like security, navigation, and access to protected areas. These cookies are necessary for website operation and cannot be disabled.

Analytics cookies help us understand website usage patterns, popular content, and areas for improvement. This information is aggregated and doesn't identify individual users.

You can control cookie preferences through your browser settings, though disabling certain cookies may affect website functionality. We don't use cookies for advertising or tracking across other websites.

Updates to This Policy

We review and update this privacy policy regularly to reflect changes in our practices, services, or applicable laws.

When significant changes are made, we'll notify existing clients via email and post updates on our website. Continued use of our services after policy changes indicates acceptance of updated terms.

Minor updates for clarity or legal compliance may be made without specific notification, but all changes are reflected in the "last updated" date below.

We encourage periodic review of this privacy policy to stay informed about how we protect your information.