Privacy

How Yieldra handles data submitted through forms.

This page summarises intended processing for diagnostics, tax simulations, CRM and analytics. The policy should be reviewed whenever new tools or processing purposes are added.

Data collected

We may collect name, email, country or nationality, language, indicative capital, route of interest, family context, existing adviser, urgency, message and tax context when a request comes from the simulator.

Purpose

Data is used to respond to the request, prepare an initial diagnostic, organise next steps, route internally and, when needed, prepare a brief for qualified advisers.

CRM and suppliers

Forms are submitted to a Yieldra backend endpoint and may be forwarded to the configured CRM. The technical contract is described in CRM_WEBHOOK_SCHEMA.md.

Analytics

The app may use analytics to measure visits, simulations and requests. If tools requiring additional consent are activated, a consent/cookie layer should be presented.

Rights

Data subjects may request access, correction or deletion of their data via hello@yieldrafamily.com.