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Confidentiality Policy

The protection of your personal data is very important to us.

Last updated: April 15, 2021

This Privacy Policy details how Planifique SARL processes your personal data when: (i) you send us requests for information or quotes or (ii) use products or services offered by Planifique SARL (our”Services ”).

It also includes information on the personal data that we may process as part of our Services.

1. PURPOSE OF THIS POLICY

This Privacy Policy (the”Confidentiality Policy ”) defines our approach to the processing of personal data about you that we collect and the purposes of such processing. It also describes your rights with respect to our processing of your personal data.

It is intended to allow you to make informed decisions about the use of the Site and our Services and/or to understand how we will process your personal data in the context of our Services. We therefore invite you to take a few moments to read it.

2. WHO ARE WE, WHAT DO WE DO?

Planifique SARL offers specialized services in supporting cross-border workers as they approach their retirement in administrative procedures, financial planning and wealth planning for their retirement... Our Services are reserved only for persons equal to or over 50 years of age.

3. HOW TO CONTACT US?

If you have any questions about this Privacy Policy or the exercise of your rights under this Privacy Policy, please contact us by:

  • sending us an email to the following address: contact@planifique.com ; or
  • sending us a letter to the following address: Planifique SARL, Chemin du Pavillon 2, 1218 Le Grand-Saconnex, Geneva, Switzerland.

4. WHAT PERSONAL DATA DO WE COLLECT AND WHY?

We may collect your personal data, whether as part of requests for information that you may send us (the process is indicated in the “” Contact ”) or for the provision of our services.

In this context, you may be required to provide us with the following information:

  • your first and last names,
  • your contact details (i.e. your telephone number, email address and postal address);
  • relevant information required by regulations concerning “Better Know Your Customer” or the fight against money laundering and as part of procedures for taking care of new customers. This may include evidence of the source of funds, at the beginning of the relationship and sometimes regularly throughout our relationship with customers, as this information may be requested and/or obtained from third parties. Verification sources may include documentation that we request from prospects and/or through the use of online sources;
  • any other information of interest for the provision of Services.

This data is collected exclusively and directly from you.

The main purpose of the processing of your personal data is to:

  • verify your identity;
  • provide our Services;
  • improve, develop and market new Services;
  • respond to requests that you send to us on the Site or as part of our Services;
  • conduct inquiries or resolve queries or disputes;
  • comply with any applicable law, court order, or other legal process, as well as the requirements of regulatory authorities;
  • perform the contracts that bind us to you;
  • maintain our rights, property, or safety or those of third parties, including those of our other customers and users of the Site or our Services; and
  • meet any other obligations required by law.

Your data will be kept for the duration of the contractual relationship and for a period in accordance with applicable regulations.

5. HOW DO WE USE YOUR PERSONAL DATA?

We may use your personal data for the following purposes:

Our Service Provision
The data collected is processed in the context of carrying out the mission you entrust to us, to the exclusion of any other use. Without this data, we are not in a position to process your requests and provide Services, if necessary.

Business Management and Legal Compliance
For legitimate interest purposes, we also use your personal data for the purposes of our business and to comply with the law:

  • compliance with our legal obligations (including with any regulatory authority or regulatory body competent in the provision of legal services, obligations in terms of knowing your customers or combating money laundering, obligations in terms of conflicts of interest or similar obligations, but not limited to maintaining mandatory insurance);
  • assert our rights in court;
  • protect the rights of others; and
  • as part of a commercial transaction, for example a merger, restructuring or sale.

Communications
In order to keep you informed of its news and news relating to the Services, Planifique SARL prepares and sends you its newsletter by email and/or by post. You can of course unsubscribe at any time by clicking on the “Unsubscribe” link, accessible at the bottom of each email or by contacting Planifique SARL:

  • by email to the following address: contact@planifique.com; or
  • by mail to the following address: Planifique SARL, Chemin du Pavillon 2, 1218 Le Grand-Saconnex, Geneva, Switzerland.

Cookies
Our site uses cookies. We invite you to read our cookie policy.

6. PEOPLE WITH WHOM WE SHARE YOUR PERSONAL DATA

We may be required to communicate your personal data under the conditions described below, when necessary and, where applicable, with your prior consent:

  • To defend our rights: this may include our professional advice, for example lawyers and accountants; public or regulatory authorities; insurance companies offering professional liability insurance coverage; regulatory bodies/tax administrations/commercial and corporate registers;
  • For the provision of additional services, in particular our partners to whom we outsource certain services, including, in particular, IT system providers or software publishers, postal mail or private messaging providers who help us deliver our prospecting campaigns to you by post, or provide you with documents relating to a file.

Apart from the cases listed above, Planifique SARL does not communicate your data. Planifique SARL also does not transfer your data in any way, whether for commercial purposes or for any other use.

If special circumstances require us to share your personal data with other parties to provide the Services in the most effective manner, we will seek your prior consent.

We have obtained from all our service providers and partners the appropriate guarantees in terms of personal data.

7. OUR USE OF COOKIES AND OTHER TRACKERS

Please be aware that our Site uses certain Beacons, tracking files, and other technologies. Please see our Cookie Policy.

8. TRANSFER OF YOUR DATA

Planifique SARL does not transfer your data outside of its provider Squarespace, located in the United States.

Indeed, Planifique SARL uses the platform Squarespace in order to host and maintain its website. Squarespace makes every effort to comply with applicable legal obligations to protect personal data.

It is PrivacyShield certified. It is a self-certification mechanism for businesses based in the United States. The Privacy Shield has been recognized by the European Commission as providing an adequate level of protection for personal data transferred to the United States. For more information, see the page https://www.cnil.fr/fr/le-privacy-shield.

9. DURATION OF STORAGE OF YOUR PERSONAL DATA

With respect to visitors to the Site, we will retain personal data for three years from the date of our last interaction with you and in accordance with the obligations imposed on us under the EU General Data Protection Regulation or any equivalent law applicable elsewhere in the world or for longer periods of time if required to do so in accordance with our regulatory obligations or professional liability obligations.

With respect to the provision of Services to a customer, we will keep personal data for the duration of the contractual relationship and for at least six years from the date of our last interaction with the customer and in accordance with the obligations imposed on us under the EU General Data Protection Regulation or an equivalent law applicable elsewhere in the world or for longer periods of time if we are required to do so in accordance with our regulatory obligations or our obligations in Responsibility matter professional civilian. We can then destroy these files without notice and without incurring any responsibility.

We may delete personal data that is only used for the short term, for example for specific marketing campaigns.

10. CONFIDENTIALITY AND SECURITY OF YOUR PERSONAL DATA

We are committed to ensuring the security of personal data communicated to us and we have put in place appropriate information system security policies and technical rules and measures to protect personal data under our control against unauthorized access, modification, use, and disclosure or unlawful destruction or accidental loss of such data.

All our partners and data providers (i.e. persons who process your personal data on our behalf for the purposes mentioned above), who have access to and are associated with the processing of personal data, are required to respect the confidentiality of such data.

11. HOW TO ACCESS YOUR DATA AND OTHER RIGHTS YOU HAVE

You have the following rights with respect to the personal data we hold:

Your right of access
Upon your request, we will let you know whether we are processing your personal data and, if necessary, provide you with a copy of that data (along with some other information). Any request for additional copies may result in a reasonable fee being charged.

Your right to correction
In the event that the personal data we hold about you is inaccurate or incomplete, you have the right to request that it be corrected.

Your right to erasure
You can ask us to delete or remove your personal data in certain cases, for example when we no longer need it or if you withdraw your consent (as applicable).

Your right to data portability
You have the right, in certain cases provided for by the applicable regulations, to obtain the personal data that you have given us (in a structured, commonly used, machine-readable format) and to reuse them elsewhere or to ask us to transfer them to a third party of your choice.

Your right to object
You can object to the processing of your personal data, and we will stop it:
- if this processing is based on our legitimate interest or that of a third party in processing your personal data, unless the processing is based on our compelling legitimate interests; or
- in case of processing of your personal data for prospecting purposes.

Your right to a digital will
You can provide general or specific instructions relating to the fate of personal data concerning you after your death.

Your right to file a complaint with a supervisory authority
If you have a concern about any aspect of our privacy practices, including how we have handled your personal data. To do this, you can contact the Commission Nationale Informatique et Libertés. For more information, do not hesitate to consult the following page: https://www.cnil.fr/fr/cnil-direct/question/844. The exercise of these rights is done, by email and by post to the following addresses: https://www.cnil.fr/fr/plaintes; CNIL - 3 Place de Fontenoy - TSA 80715 - 75334 PARIS CEDEX 07.

12. COLLECTION OF INFORMATION BY SITES

The Site contains links to other sites whose information collection practices may differ from ours. Visitors are asked to review the privacy policies of other sites. Indeed, Planifique SARL has no control over the information that is communicated to these third parties or collected by them and cannot be held responsible for the data collections that may be carried out there.

13. CHANGES TO THIS PRIVACY POLICY

We may make periodic changes to this Privacy Policy, in particular, in order to take into account any changes in our data processing policy and/or to comply with changes in current legislation and regulations. We will notify you of any significant changes to our Privacy Policy by means of an information banner posted on the home page of our website. www.planifique.com which will be maintained until you have read and accepted our amended Privacy Policy.

However, we encourage you to review this Privacy Policy regularly to find out how we use your personal data.

URL reference: https://www.planifique.com/politique-de-confidentialite

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