Last updated: April 2025
The controller responsible for the processing of personal data on this website is:
Fabian Beining, Schraderstraße 6, 12437 Berlin, Germany.
You can reach us by phone at 01786834206 or via email at finanz2go@gmail.com
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Fabian Beining
Schraderstraße 6, 12437 Berlin, Germany
Phone: 01786834206
Email: finanz2go@gmail.com
We take the protection of your personal data very seriously. Personal data refers to all information relating to an identified or identifiable individual (e.g. name, address, email address, IP address). Below we inform you about how and for what purposes we process personal data on our website.
a) General Website Visit
When you visit our website, we process technically necessary data to display the site properly. This includes, for example:
Server log data: When you access our website, our web server automatically collects the following information: your IP address (in shortened, anonymized form), date and time of access, the page/file accessed, the previously visited page (referrer URL), browser type/version, and operating system used.
These data are temporarily stored in log files and automatically deleted after a short period. We do not combine these data with other information or draw any direct conclusions about your identity.
Processing is based on our legitimate interest (Article 6(1)(f) GDPR) in ensuring the functionality and security of the website.
b) Contact and Client Communication
When you contact us (e.g. via contact form, email, or telephone), we process the data you provide (such as name, email address, phone number, and the content of your inquiry).
These data are used solely for the purpose of responding to your request. The legal basis is generally Article 6(1)(b) GDPR (contract performance or pre-contractual measures), as contacting us often serves to initiate or fulfill a contract.
If your request does not relate to a contract, processing is based on our legitimate interest in efficient communication with customers and prospects (Article 6(1)(f) GDPR).
We delete the data once they are no longer necessary for the purpose of processing. Where statutory retention obligations exist (e.g. under commercial or tax law), we retain the relevant data until such obligations expire.
c) Contract Execution and Client Management
In the context of a business relationship (e.g. when you become a client), we process your personal data for contract performance and client support. This includes in particular contact and address data, contract and payment information, and communication history.
Processing takes place on the basis of Article 6(1)(b) GDPR, as it is necessary to fulfill our contractual obligations to you.
We may also use your data to contact you regarding your ongoing business relationship (e.g. for personalized advice or important updates), which is based on our legitimate interest in client care (Article 6(1)(f) GDPR).
We do not disclose your data to third parties unless this is necessary for contract execution. Data may, for example, be transmitted to service providers involved in delivering our services (such as financial institutions, insurers, or IT providers). In such cases, we ensure that recipients use the data only as required and that appropriate data protection agreements (e.g. data processing agreements under Article 28 GDPR) are in place.
To provide specific functions and services on our website, we use external service providers. Personal data are processed by or transmitted to these third-party providers as described below. We carefully select and contractually bind these providers to ensure data protection.
a) Appointment Scheduling with Calendly
We use Calendly, provided by Calendly LLC, 271 17th St NW, Atlanta, GA 30363, USA, for online appointment scheduling.
When you book an appointment through our website, the data you enter (e.g. name, email address, desired appointment) and your IP address are transmitted to Calendly for coordination. Calendly stores these data on our behalf and does not share them with third parties. The data are used solely for appointment organization and internal planning.
Use of Calendly is based on our legitimate interest (Article 6(1)(f) GDPR) in simplifying and efficiently managing appointments. We have concluded a data processing agreement with Calendly to ensure compliance with data protection requirements.
Calendly retains data only as long as necessary for scheduling; appointment data are typically deleted 90 days after completion.
Please note that Calendly may process your data in the United States. Calendly is certified under the EU-US Data Privacy Framework, ensuring an adequate level of protection.
Further information can be found in Calendly’s Privacy Policy.
b) Contract Management with Vinlivt
We use Vinlivt, a service provided by Vinlivt GmbH, Rofanstraße 8, 81825 Munich, Germany, for digital contract management.
In doing so, we process personal data such as names, email addresses, contract documents, and communication histories to securely document and manage contracts.
Processing via Vinlivt is necessary for contract performance (Article 6(1)(b) GDPR) and for our legitimate interest (Article 6(1)(f) GDPR) in efficient contract management. Vinlivt processes all data exclusively on servers located within Germany or the EU and solely on our behalf. No recording or disclosure of data occurs.
c) Online Meetings via Zoom
For online meetings and webinars, we use Zoom, provided by Zoom Video Communications, Inc., 55 Almaden Blvd, San Jose, CA 95113, USA.
When participating in a Zoom meeting, various data are processed, including your name, email address (if required for registration), meeting metadata (topic, time, duration), technical information (IP address, device details), and any contributions made (audio, video, chat messages).
We use Zoom to enable remote communication with clients and partners. Data processing is based on Article 6(1)(b) GDPR where necessary for performance of a contract or pre-contractual measures, and otherwise on our legitimate interest (Article 6(1)(f) GDPR) in efficient communication.
Zoom may process data on servers outside the EU, particularly in the USA. However, Zoom has entered into EU Standard Contractual Clauses and, where applicable, is certified under the EU-US Data Privacy Framework to ensure an adequate level of protection.
We only record meetings with your explicit prior consent. Further details can be found in Zoom’s Privacy Policy.
d) CRM System “Close” for Client Management
We use the CRM system Close, provided by Close, Inc., to manage client relationships.
Close helps us organize contact information and communication history with our clients and prospects in a structured manner.
We store personal data such as your name, contact information (phone number, email), appointment details, and communication notes. This allows us to maintain effective client support and reference previous interactions.
Use of Close is necessary for contract performance (Article 6(1)(b) GDPR) and, where applicable, based on our legitimate interest (Article 6(1)(f) GDPR) in structured client management.
Close, Inc. processes data on secure servers in the United States. We have concluded EU Standard Contractual Clauses with Close to ensure GDPR-equivalent protection. Close processes data exclusively on our behalf and never for its own purposes.
More information can be found in Close’s Privacy Policy.
e) Communication via WhatsApp
We use WhatsApp, provided by WhatsApp Ireland Limited, 4 Grand Canal Square, Dublin 2, Ireland, to communicate with clients and prospects.
When you contact us via WhatsApp, you share your mobile number and potentially other personal data. These are used solely to respond to your inquiry or communicate within an existing client relationship.
Processing is based on our legitimate interest (Article 6(1)(f) GDPR) in enabling fast and direct communication. Please note that WhatsApp may also access communication content, particularly if you have accepted its Terms of Service and Privacy Policy.
Further information can be found in WhatsApp’s Privacy Policy.
We retain your data only as long as necessary for communication purposes and implement technical and organizational measures to ensure security.
We do not transfer your personal data to countries outside the EU/EEA unless an adequate level of protection is ensured.
Apart from the services mentioned above (e.g. Calendly, Zoom, Close), no transfer to third countries occurs.
Where we use service providers outside the EU/EEA, we ensure compliance through appropriate safeguards, such as EU Standard Contractual Clauses or certification under the EU-US Data Privacy Framework.
This guarantees your data are processed securely and in accordance with European data protection rules.
Our website uses cookies—small text files stored by your browser on your device. We primarily use technically necessary cookies to ensure basic website functionality, such as session cookies that temporarily store your entries during a visit. These cookies are automatically deleted when you leave the site.
We use the Borlabs Cookie consent tool to manage cookies. When you first visit our website, a banner allows you to choose which cookies may be set. Your preference is saved to remember your choice for future visits. Borlabs does not store personal data, only your selected preference.
Cookie Control:
You can manage or delete cookies through your browser settings. Please note that disabling all cookies may affect the full functionality of our website.
As a data subject under the GDPR, you have the following rights:
Right of access (Article 15 GDPR): Request confirmation of whether we process your data and obtain information about such processing.
Right to rectification (Article 16 GDPR): Request correction of inaccurate or incomplete personal data.
Right to erasure (Article 17 GDPR): Request deletion of your data where legally permissible.
Right to restriction (Article 18 GDPR): Request limitation of processing under certain conditions.
Right to data portability (Article 20 GDPR): Receive your data in a structured, machine-readable format or request transfer to another controller.
Right to object (Article 21 GDPR): Object to processing based on legitimate interest or direct marketing at any time.
Right to withdraw consent (Article 7(3) GDPR): Withdraw consent at any time with effect for the future.
Right to lodge a complaint (Article 77 GDPR): File a complaint with a supervisory authority if you believe your data are processed unlawfully.
The competent authority for our company is generally:
Der Hessische Beauftragte für Datenschutz und Informationsfreiheit
P.O. Box 3163, 65021 Wiesbaden, Germany
Phone: +49 611 1408-0
Email: poststelle@datenschutz.hessen.de
You may also contact us directly with any privacy concerns before reaching out to the authority.
We protect your personal data through technical and organizational measures against loss, misuse, unauthorized access, or disclosure.
We use SSL/TLS encryption to secure transmitted data—recognizable by “https://” and the padlock icon in your browser.
Our IT systems are safeguarded by firewalls, and only authorized personnel can access personal data.
All employees are obligated to maintain confidentiality and receive regular data protection training.
We also conclude strict data processing agreements with external service providers to maintain a high level of data protection.
This Privacy Policy is effective as of April 2025 and currently valid.
We reserve the right to update this document to reflect legal changes or new services. The latest version is always available on our website under “Privacy Policy.”
If significant changes occur (e.g. new tools or purposes), we will clearly notify you on the website. In certain cases, renewed consent may be required for specific data processing activities (e.g. cookies).
If you have any questions or concerns about this Privacy Policy, you may contact us at any time using the contact details provided above.