Last updated: 2026. Steady Finance Path is committed to protecting your financial and personal data across every service we offer.

We collect personal identification information including name, date of birth, and government-issued identification details, alongside financial data such as income, credit history, existing obligations, and asset holdings to deliver our services effectively.

Your financial data is used exclusively for processing loan applications, underwriting insurance policies, managing investment portfolios, providing personalized advisory services, and complying with regulatory requirements.

We may share data with licensed lending partners, insurance underwriters, investment custodians, and credit bureaus strictly to fulfill your requested financial services, with formal data protection agreements governing every partnership.

We implement bank-grade 256-bit SSL encryption, multi-factor authentication, biometric verification, secure data centers, and continuous security monitoring, with annual third-party audits and SOC 2 Type II certification maintained across our infrastructure.

Investment portfolio data, transaction history, and risk assessment results are stored securely and used only to provide advisory services, rebalance portfolios, generate performance reports, and meet regulatory reporting requirements.

Loan applications and credit information are processed by our underwriting engine and reviewed by certified advisors. Credit bureau inquiries are conducted only with your explicit consent during the application process.

Information provided for insurance applications — including health questionnaires, property details, and vehicle records — is shared with underwriters solely for policy issuance, premium calculation, and claims processing purposes.

Transaction data from digital payments, card usage, and transfers is processed through PCI DSS compliant gateways. We never store full card numbers or CVV codes on our servers; all sensitive payment credentials are tokenized.

You may access, correct, export, or delete your personal and financial data at any time. You can also restrict processing, object to marketing communications, and withdraw consent for specific data uses through your dashboard or by contacting our Data Protection Officer.

Financial transaction records are retained for 7 years as required by financial regulations. Loan documentation is kept for the loan term plus 7 years. Investment records are retained for 7 years after account closure. Non-mandatory data is deleted within 90 days of account closure.

We use essential cookies for platform functionality, analytics cookies to improve user experience, and security cookies for fraud prevention. We never sell your data to advertisers, and you can manage cookie preferences through your dashboard settings at any time.

We may update this Privacy Policy periodically to reflect changes in our services, regulatory requirements, or data practices. Material changes will be communicated through your dashboard and email at least 30 days before taking effect, with the previous version archived for your reference.