Your Privacy Policy Information

Data Controller

Mariana Marques da Cunha

Collected Personal Data

Identity & Contact Information

Full name, mailing address, email address, phone number
Date of birth, country of origin, nationality
Preferred language (English/Portuguese)

Immigration & Residency Information

Visa type, immigration status, green card status
Passport and visa document details
Arrival date and relocation timeline
Family/dependent immigration details (for minors and spouses)

Government & Tax Identification Numbers

Social Security Number (SSN)
Individual Taxpayer Identification Number (ITIN), including for dependents
Foreign taxpayer identification numbers (Brazil CPF, where applicable)

Financial & Tax Information

Income, assets, and foreign account information (relevant to FBAR/FATCA/Form 8938 obligations)
U.S. and Brazil tax filing history and tax compliance status
Bank account and financial account details (as needed for referred services)
Investment account information, portfolio details, and risk profile

Real Estate Information

Property interests, purchase budget, financing status
Loan and mortgage application details (when referred to lending partners)

Estate & Family Planning Information

Family composition, dependents, guardianship arrangements
Existing wills, trusts, and powers of attorney (or absence thereof)
Beneficiary information

Payment & Billing Information

Billing address and payment method details (processed via third-party payment processors)
Transaction and invoice history

Communications & Marketing Data

Records of consultations, calls, and correspondence with Vela
Seminar registration and attendance records
Newsletter and email marketing subscription status and engagement data

Website & Technical Data

IP address, browser type, device information
Cookies and analytics data (pages visited, time on site, referral source)

Purpose for Collecting Data

We collect and process personal data for the following purposes:

Service Delivery — To assess client needs and coordinate referrals to our network of independent professionals (immigration attorney, tax preparer/planner, investment advisor, real estate agent, estate planning attorney).
Client Communication — To respond to inquiries, schedule consultations, and provide updates on referred engagements.
Billing & Payment Processing — To invoice clients, process payments, and calculate referral fees owed to partner professionals.
Regulatory & Tax Compliance Support — To help identify applicable U.S. tax and reporting obligations (e.g., FBAR, FATCA, Form 8938) relevant to referred tax professionals' work. Vela does not itself provide legal, tax, immigration, investment, or real estate advice.
Seminar & Event Administration — To register attendees, manage ticketing, and deliver educational content.
Marketing & Outreach — To send newsletters, event invitations, and promotional communications, where you have opted in or as otherwise permitted by law. You may opt out at any time.
Business Operations & Analytics — To operate our CRM, measure website and marketing performance, and improve our services.
Legal Compliance — To comply with applicable law, respond to lawful requests from public authorities, and enforce our agreements.

We do not sell personal data.

We share personal data with the specific referral partner(s) relevant to your engagement only with your authorization, and each partner acts as an independent data controller for the data they receive.

Data Security & Breach Disclaimers

No Guarantee of Absolute Security - Vela implements administrative, technical, and physical safeguards designed to protect personal data. However, no method of electronic transmission or storage is 100% secure, and we cannot guarantee absolute security of any information you provide, whether in transit or at rest.

Third-Party Partners - When we refer you to an independent partner (immigration attorney, tax professional, investment advisor, realtor, or estate attorney), that partner's collection, use, and security of your data is governed by their own privacy practices and policies, not this one. We encourage you to review each partner's privacy policy directly. Vela is not responsible for the data security practices of independent third parties.

Breach Notification - In the event of a data security incident involving your personal data that we control, we will notify affected individuals and, where required, applicable regulatory authorities, in accordance with applicable law (including Florida's data breach notification requirements and, where applicable, other U.S. state or foreign legal requirements). Notification timing and content will follow applicable legal requirements in effect at the time of the incident.

Limitation of Liability - To the fullest extent permitted by law, Vela disclaims liability for unauthorized access to, alteration of, or destruction of your personal data resulting from circumstances beyond our reasonable control, including but not limited to cyberattacks, third-party service provider failures, or acts of third parties.

Your Responsibility - You are responsible for maintaining the confidentiality of any account credentials and for promptly notifying us of any suspected unauthorized access involving your information.

International Data Transfer - Personal data may be processed and stored in the United States and Brazil. By providing your information, you acknowledge that it may be transferred across international borders, which may have different data protection standards than your country of residence.