Privacy Policy

1. Introduction

Excellium Patrimoine attaches particular importance to the protection of personal data and the respect of users’ privacy.

The purpose of this Privacy Policy is to inform visitors and clients of the website www.excelliumpatrimoine.com about the methods of collection, use, and protection of their personal data, in compliance with the General Data Protection Regulation (GDPR – EU 2016/679).

 

2. Data Controller

The data controller responsible for processing personal data is:

Excellium Patrimoine
Website: www.excelliumpatrimoine.com
Contact: via the website contact form or professional email

 

3. Personal Data Collected

As part of the use of the website and the services offered, Excellium Patrimoine may collect the following data:

• Identity: last name, first name

• Contact details: email address, telephone number

• Patrimonial information voluntarily submitted via forms (for patrimonial assessment purposes)

• Browsing data: IP address, browser type, pages viewed, duration of visit

No sensitive data is collected without the explicit consent of the user.

 

4. Purpose of Processing

The personal data collected are used for the following purposes:

• Responding to contact and information requests

• Conducting personalized patrimonial assessments

• Proposing solutions in wealth advisory, tax optimization, real estate and financial investment

• Managing client relationships

• Measuring website audience and improving user experience

Data is never used for commercial purposes without prior consent.

 

5. Legal Basis for Processing

Data processing is based on:

• User consent (forms, cookies)

• Performance of pre-contractual or contractual measures

• Compliance with legal obligations

• The legitimate interest of Excellium Patrimoine in improving its services

 

6. Data Retention Period

Personal data is retained only for the period necessary for the purposes for which it was collected:

• Contact data: up to 3 years after the last interaction

• Client data: legal retention period linked to accounting and regulatory obligations

• Browsing data: 13 months maximum

 

7. Data Sharing

Personal data is neither sold, transferred, nor rented to third parties.

It may only be transmitted to technical service providers (hosting, audience measurement tools) strictly necessary for the operation of the website, and subject to confidentiality obligations.

 

8. Cookies and Audience Measurement Tools

The website uses cookies in order to:

• Ensure proper website functionality

• Measure audience and analyze browsing behavior

• Improve user experience

During your first visit, a consent banner allows you to accept, refuse, or customize the use of cookies.

You may modify your preferences at any time.

 

9. Data Security

Excellium Patrimoine implements all appropriate technical and organizational measures to ensure the security and confidentiality of personal data, and to prevent unauthorized access, alteration, or disclosure.

 

10. User Rights

In accordance with the GDPR, you have the following rights:

• Right of access

• Right to rectification

• Right to erasure

• Right to restriction of processing

• Right to object

• Right to data portability

You may exercise your rights by submitting a request via the website contact form.

 

11. Complaints

If you believe that your rights are not respected, you may lodge a complaint with the competent supervisory authority, in particular the CNIL (www.cnil.fr).

 

12. Changes to the Privacy Policy

This Privacy Policy may be updated at any time to reflect legal or technical developments.

The date of the latest update is indicated at the top of the page.