Last Updated on: 15/03/2026

1. Commitment to Professional Privacy

This Privacy Policy (“Policy”) describes the standards and practices of RiaFin (“we”, “our”, “us”) regarding the collection, storage, use, and protection of data provided by Trusted Professionals (“you”, “your”) within our ecosystem. We recognize the sensitive nature of professional data and are committed to maintaining the highest levels of security and confidentiality to protect your practice and your professional standing.

2. Categories of Information Collected

In the course of your professional alignment and use of the Pro Dashboard, we collect the following categories of information:

• Identity and Contact Data: Full name, professional title, authenticated email address, mobile number, and office location.
• Professional Credentials: Academic degrees, professional designations (e.g., certifications), regulatory registration numbers, and records of professional standing.
• Practice Information: Entity name, website URL, service specialties, and descriptive content for your Professional Profile.
• Transactional Data: Details related to partnership tiers, billing history, and usage-based platform payments.
• Operational Logs: Technical data including IP addresses, access timestamps, and activity logs within the Pro Dashboard to ensure security and platform integrity.

3. Strategic Use of Data

The data collected from Professionals is used exclusively for the following purposes:

• Establishing and managing your authenticated Professional Profile.
• Facilitating doctrine-aligned matching between you and pre-educated prospects.
• Ensuring ongoing compliance with our vetting and eligibility standards.
• Communicating platform updates, strategic insights, and partnership-related notifications.
• Processing transactions and managing partnership tier status.
• Optimizing platform performance and enhancing the technology available to our professional community.

4. Sharing and Disclosure Protocols

We do not sell, rent, or trade professional data to third parties for marketing purposes. Disclosure of your data is strictly limited to:

• Prospect Connections: Sharing relevant profile and contact details with prospects who have been matched with you through our doctrine-based algorithm.
• Operational Service Providers: Sharing data with trusted third-party providers who support our core infrastructure, such as secure cloud hosting and payment processing.
• Regulatory and Legal Mandates: Disclosing information when required to comply with applicable laws, regulatory audits, or valid legal processes.

5. Professional Profile Visibility

A core function of the platform is the presentation of your credentials and doctrine alignment to our users. Your Professional Profile will be visible to prospects matched with you. You maintain absolute control over the narrative and descriptive elements of your profile and are responsible for ensuring that all displayed information remains accurate and compliant with your jurisdiction's professional regulations.

6. Data Security and Architecture

RiaFin employs enterprise-grade security measures to safeguard professional data. This includes end-to-end encryption for sensitive fields, robust firewall protections, and rigorous access controls within our internal systems. We conduct periodic security audits to ensure the resilience of our Pro Dashboard against evolving digital threats.

7. Data Retention and Stewardship

We retain professional data for the duration of your active alignment with the RiaFin ecosystem and for a period thereafter as required to maintain regulatory audit trails and operational records. Upon formal termination of your professional relationship with RiaFin, you may request the decommissioning of your data, subject to our legal and regulatory retention obligations.

8. Your Professional Rights

As a Professional within our ecosystem, you have the right to access, review, and rectify your data at any time through the Pro Dashboard. You may also request a comprehensive summary of the data we hold regarding your practice. We honor all valid requests related to data portability and restriction of processing in accordance with applicable data protection frameworks.

9. Technology, Cookies, and Analytics

We utilize advanced analytics and secure cookie technology to optimize the Pro Dashboard experience and ensure platform security. These tools help us understand usage patterns and improve the efficiency of our matching technology. You can manage your preferences for non-essential tracking via your browser settings.

10. Policy Evolution and Notifications

RiaFin reserves the right to refine this Policy as our ecosystem and regulatory environment evolve. Material changes will be communicated via the Pro Dashboard or direct professional email. Your continued participation in the platform following such updates signifies your acceptance of the refined Policy.

11. Contact for Privacy Inquiries

For inquiries regarding the security of your professional data or to exercise your data rights, please contact our Professional Relations team via the Pro Contact Portal.