GDPR

Updated in August 2026 — Written by Les Experts du Patrimoine

Origin of displayed data

The information published in the Les Experts du Patrimoine directory is sourced from freely accessible public sources, such as company websites, official registers (such as 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 they are mentioned publicly. We are committed to complying with current legislation, in particular the General Data Protection Regulation (GDPR), for any personal data that may be collected or displayed.

Purpose of data use

The display of information in our directory serves a legitimate interest, which is to provide internet users with simplified access to qualified experts in the field of wealth management. This objective aims to facilitate connections between users and professionals, while promoting the transparency and visibility of companies and experts in this sector. Personal data, when displayed, is limited to what is strictly necessary and is only used for informative purposes within this framework.

Rights of data subjects

In accordance with the GDPR, any person whose data is displayed in the directory has the following rights: the right of access to consult information concerning you, the right to rectification to request the correction of inaccurate or incomplete data, and the right to erasure to request the deletion of your personal data displayed in the directory.

To exercise these rights, please contact us by email at [email protected] or by telephone at +33 (0)9 53 56 00 00. We will process your request as soon as possible.

Data of legal entities

Information concerning legal entities, such as the company name, registered office, or registration number, is not subject to GDPR obligations. This data is displayed for informational purposes as part of our directory.

Commitment to transparency

We are committed 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 conditions and acknowledge our approach to compliance with current regulations.

Registrations

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