Privacy Policy

Introduction

digitalpartnerius GmbH ("we", "our", or "us") is committed to protecting your privacy and ensuring the security of your personal information. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website digitalpartnerius.pro or use our financial advisory services.

As the data controller, digitalpartnerius processes your personal data in accordance with the General Data Protection Regulation (GDPR) and German data protection laws. Please read this Privacy Policy carefully to understand our practices regarding your personal data and how we will treat it.

Data We Collect

We collect various types of information in connection with the services we provide, including data collection through our website and direct interactions with our clients. The types of personal data we may collect include:

• Contact Information: Name, email address, phone number, postal address
• Financial Information: Income details, investment objectives, risk tolerance, financial goals
• Identification Information: Date of birth, nationality, identification documents
• Technical Data: IP address, browser type, device information, website usage data
• Communication Data: Records of correspondence, meeting notes, service preferences
• Marketing Data: Your preferences for receiving marketing communications

How We Use Your Information

We use your personal data for various purposes based on different legal grounds. Here's how we use your information and the legal basis for processing:

• Service Provision: To provide financial advisory services, process transactions, and manage your account (Legal basis: Contract performance)
• Communication: To respond to your enquiries, provide customer support, and send service-related communications (Legal basis: Contract performance and legitimate interests)
• Compliance: To comply with legal and regulatory obligations, including anti-money laundering and know-your-customer requirements (Legal basis: Legal obligation)
• Marketing: To send you marketing communications about our services, with your consent (Legal basis: Consent)
• Website Improvement: To analyse website usage and improve our online services (Legal basis: Legitimate interests)
• Risk Management: To assess and manage business risks and prevent fraud (Legal basis: Legitimate interests)

Cookies and Tracking Technologies

We may use cookies and tracking technologies for analytics, advertising, and remarketing purposes, including Google Ads. These technologies help us measure campaign effectiveness, deliver relevant advertisements, and improve our services. You can manage your cookie preferences at any time through our cookie consent banner.

For detailed information about the cookies we use, their purposes, and how to manage them, please refer to our Cookie Policy.

Data Sharing and Disclosure

We do not sell, trade, or rent your personal information to third parties. We may share your information in the following circumstances:

• Service Providers: With trusted third-party service providers who assist us in operating our business
• Legal Requirements: When required by law, court order, or regulatory authorities
• Professional Advisors: With lawyers, accountants, and other professional advisors
• Business Transfers: In connection with any merger, acquisition, or sale of assets

Data Security

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. These measures include encryption, access controls, regular security assessments, and staff training on data protection.

Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, comply with legal obligations, resolve disputes, and enforce our agreements. Our data retention periods vary depending on the type of information and the purpose for processing:

• Client Records: Retained for 10 years after the end of our business relationship, as required by German financial regulations
• Marketing Data: Retained until you withdraw consent or we no longer have a legitimate interest
• Website Analytics: Typically retained for 26 months

Your Rights

Under GDPR and German data protection law, you have the following rights regarding your personal data:

• Right of Access: Request copies of your personal data
• Right of Rectification: Request correction of inaccurate personal data
• Right of Erasure: Request deletion of your personal data in certain circumstances
• Right to Restrict Processing: Request limitation of processing in certain circumstances
• Right to Data Portability: Request transfer of your data in a structured format
• Right to Object: Object to processing based on legitimate interests or for direct marketing
• Right to Withdraw Consent: Withdraw consent for processing based on consent

International Data Transfers

Your personal data is primarily processed within the European Economic Area (EEA). If we transfer your data outside the EEA, we ensure appropriate safeguards are in place, such as adequacy decisions or standard contractual clauses approved by the European Commission.

Children's Privacy

Our services are not intended for individuals under the age of 18. We do not knowingly collect personal information from children under 18. If you become aware that a child has provided us with personal information, please contact us immediately.

Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will notify you of any material changes by posting the new Privacy Policy on our website and updating the "Last updated" date.

Contact Information

If you have any questions about this Privacy Policy, wish to exercise your rights, or need to contact us regarding data protection matters, please reach out to us:

Supervisory Authority

If you believe that our processing of your personal data violates data protection laws, you have the right to lodge a complaint with a supervisory authority, in particular in the EU Member State of your habitual residence, place of work, or place of the alleged infringement.

For Germany, the relevant supervisory authority is the Federal Commissioner for Data Protection and Freedom of Information (BfDI) or your local state data protection authority.