GDPR
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Origin of displayed data
The information published in the directory Les Experts du Patrimoine comes from publicly accessible sources, such as company websites, official registers (like the Trade and Companies Register), or other public databases.
This data may include the company name, registered office address, professional contact details (telephone, email, website), as well as the name of the manager or legal representatives when publicly mentioned. We commit to complying with current legislation, notably the General Data Protection Regulation (GDPR), for any personal data that may be collected or displayed.
Purpose of data use
Displaying information in our directory serves a legitimate interest, namely to provide internet users with simplified access to qualified experts in the field of wealth management. This aim seeks to facilitate connections between internet users and professionals, while promoting transparency and visibility of companies and experts in this sector.
Personal data, when displayed, is limited to what is strictly necessary and used solely for informational purposes within this framework.
Rights of data subjects
In accordance with the GDPR, any individual whose data is displayed in the directory has the following rights: the right of access to review information concerning you, the right to rectification to request correction of inaccurate or incomplete data, and the right to deletion to request removal of your personal data displayed in the directory.
To exercise these rights, contact us by email at [email protected] or by phone at +33 (0)9 53 56 00 00. We will process your request as quickly as possible.
Data concerning legal entities
Information regarding legal entities, such as company name, registered office, or registration number, is not subject to GDPR obligations. This data is displayed for informational purposes within our directory.
Commitment to transparency
We commit to clearly indicating that the published information comes from public sources and to respecting your data protection rights. For more details, please consult our legal notice and our privacy policy. By using our directory, you accept these terms and acknowledge our efforts to comply with current regulations.