1. INFORMACIÓN AL USUARIO

Asociación Española de Asesores y Planificadores Financiero-Patrimoniales [EFPA ESPAÑA], en adelante RESPONSABLE, es el Responsable del tratamiento de los datos personales del Usuario y le informa que estos datos serán tratados de conformidad con lo dispuesto en el Reglamento (UE) 2016/679 de 27 de abril (GDPR) y la Ley Orgánica 3/2018 de 5 de diciembre (LOPDGDD), por lo que se le facilita la siguiente información del tratamiento:

Fin del tratamiento: mantener una relación comercial con el Usuario. Las operaciones previstas para realizar el tratamiento son:

  • Remisión de comunicaciones comerciales publicitarias por email, fax, SMS, MMS, comunidades sociales o cualquier otro medio electrónico o físico, presente o futuro, que posibilite realizar comunicaciones comerciales. Estas comunicaciones serán realizadas por el RESPONSABLE y relacionadas sobre sus productos y servicios, o de sus colaboradores o proveedores con los que éste haya alcanzado algún acuerdo de promoción. En este caso, los terceros nunca tendrán acceso a los datos personales.
  • Realizar estudios estadísticos.
  • Tramitar encargos, solicitudes o cualquier tipo de petición que sea realizada por el usuario a través de cualquiera de las formas de contacto que se ponen a su disposición.
  • Remitir el boletín de noticias de la página web.

Base jurídica del tratamiento: consentimiento del interesado.

Criterios de conservación de los datos: se conservarán durante no más tiempo del necesario para mantener el fin del tratamiento y cuando ya no sea necesario para tal fin, se suprimirán con medidas de seguridad adecuadas para garantizar la seudonimización de los datos o la destrucción total de los mismos.

Comunicación de los datos: No se comunicarán los datos a terceros, salvo obligación legal.

Derechos que asisten al Usuario:

  • Derecho a retirar el consentimiento en cualquier momento.
  • Derecho de acceso, rectificación, portabilidad y supresión de sus datos y a la limitación u oposición al su tratamiento.
  • Derecho a presentar una reclamación ante la autoridad de control (www.aepd.es) si considera que el tratamiento no se ajusta a la normativa vigente.

Datos de contacto para ejercer sus derechos:

Dirección postal: Asociación Española de Asesores y Planificadores Financiero-Patrimoniales [EFPA ESPAÑA]. Avda Josep Tarradellas,, 123 2a 08029 BARCELONA (BARCELONA). Email: dpd@efpa.es

2. CARÁCTER OBLIGATORIO O FACULTATIVO DE LA INFORMACIÓN FACILITADA POR EL USUARIO

Los Usuarios, mediante la marcación de las casillas correspondientes y entrada de datos en los campos, marcados con un asterisco (*) en el formulario de contacto o presentados en formularios de descarga, aceptan expresamente y de forma libre e inequívoca, que sus datos son necesarios para atender su petición, por parte del prestador, siendo voluntaria la inclusión de datos en los campos restantes. El Usuario garantiza que los datos personales facilitados al RESPONSABLE son veraces y se hace responsable de comunicar cualquier modificación de los mismos.

El RESPONSABLE informa y garantiza expresamente a los usuarios que sus datos personales no serán cedidos en ningún caso a terceros, y que siempre que realizara algún tipo de cesión de datos personales, se pedirá previamente el consentimiento expreso, informado e inequívoco por parte los Usuarios. Todos los datos solicitados a través del sitio web son obligatorios, ya que son necesarios para la prestación de un servicio óptimo al Usuario. En caso de que no sean facilitados todos los datos, no se garantiza que la información y servicios facilitados sean completamente ajustados a sus necesidades.

3. MEDIDAS DE SEGURIDAD

Que de conformidad con lo dispuesto en las normativas vigentes en protección de datos personales, el RESPONSABLE está cumpliendo con todas las disposiciones de las normativas GDPR para el tratamiento de los datos personales de su responsabilidad, y manifiestamente con los principios descritos en el artículo 5 del GDPR, por los cuales son tratados de manera lícita, leal y transparente en relación con el interesado y adecuados, pertinentes y limitados a lo necesario en relación con los fines para los que son tratados.

El RESPONSABLE garantiza que ha implementado políticas técnicas y organizativas apropiadas para aplicar las medidas de seguridad que establecen el GDPR con el fin de proteger los derechos y libertades de los Usuarios y les ha comunicado la información adecuada para que puedan ejercerlos.

 

https://www.efpa.es/politica-privacidad

Privacy Policy

We attach great importance to the security and confidentiality of your personal data. This privacy policy informs you about the processing of your personal data and was last updated on 1 September 2020.
We also use cookies on our website. For more information, we kindly refer you to our cookie policy.

1. SCOPE

1.1. We process your personal data when you:

  • use our website (www.efpa-eu.org) or the contact form; and
  • communicate with us by email, phone or any other digital communication channel.

1.2. This privacy policy may be amended as set forth in article 9.

 

2. WHO ARE WE?

2.1. “We” in this privacy policy refers to European Financial Planning Association AISBL:

Name: European Financial Planning Association AISBL
Address: BluePoint Brussels, Boulevard Auguste Reyers 80 B-1030 Brussels, Belgium
Company number: BE 0600.853.533, RPR Brussels
E-mail: info@efpa-eu.org
Telephone: +39 342 3812699

2.2. We are responsible for the collection and use of your personal data in the manner explained in this privacy policy. If you have any questions about this, please contact us by e-mail (privacy@efpa-eu.org).
2.3. In certain circumstances, third parties may (also) be responsible for the processing of your personal data for example, if you click on a link and leave our website. In that case, we recommend that you consult the privacy policies of these third parties.

 

3. WHICH PERSONAL DATA DO WE PROCESS AND WHY?

We will only process your personal data for a specific purpose and to the extent permitted by law. We further explain below in which cases we collect and use your personal data. If we do not receive your personal data directly from you, we will also inform you of this below.

3.1. WHEN YOU USE OUR WEBSITE OR USE THE CONTACT FORM
3.1.1. When you use our website (www.efpa-eu.org) or use our contact form or other digital communication channel, we collect and use the following personal data.

3.2. WHEN YOU ARE A CERTIFICATE HOLDER
3.2.1. When you are a financial adviser certified by us or one of our local organizations, we collect and use the following personal data.

3.3. WHEN YOU COMMUNICATE WITH US
3.3.1. When you communicate with us via telephone, email or any other digital communication channel, we collect and use the following personal data.

3.4. IN ALL OF THE ABOVE CASES
3.4.1. For all personal data that we collect in the above circumstances, we would like to make it clear that we will also process your personal data in the following cases.

 

4. WITH WHOM DO WE SHARE YOUR PERSONAL DATA?

4.1. In principle, we do not share your personal data with anyone other than the persons who work for us, as well as with the suppliers who help us process your personal data. Anyone who has access to your personal data will always be bound by strict legal or contractual obligations to keep your personal data safe and confidential. This means that only the following categories of recipients will receive your personal data:

  • You;
  • Your employer or business partners, but only when this is necessary for the purposes mentioned above (e.g. when your employer is our supplier or customer);
  • Our employees and suppliers; and
  • Government or judicial authorities to the extent that we are obliged to share your personal data with them (e.g. tax authorities, police or judicial authorities).

4.2. We do not transfer your personal data outside the European Economic Area (EEA) (the European Economic Area consists of the EU, Liechtenstein, Norway and Iceland). We will only transfer your personal data outside the EEA if you or your employer, as a customer or supplier, have offices outside the EEA with which we need to communicate, or if we need to share your personal data with a technical service provider. If a transfer were to take place, we will take sufficient safeguards to protect your personal data during the transfer (e.g. by entering into an agreement based on standard data protection clauses approved by the European Commission).

 

5. HOW LONG DO WE KEEP YOUR PERSONAL DATA?

5.1. Your personal data will only be processed for as long as necessary to achieve the purposes described above or, when we have asked you for your consent, until you withdraw your consent. In this article we provide you with the information you need to evaluate how long we will keep your personal data identifiable.
5.2. As a general rule, we will de-identify your personal data when it is no longer needed for the purposes described above or when the retention period, as explained in this article 6, has expired. However, we cannot delete your personal data if there is a legal or regulatory obligation or a court or administrative order preventing us from doing so.
5.3. We retain all personal data collected through our website for as long as necessary to protect the legitimate interests stated in article 4.1. We retain technical information such as our server log files until 6 months after your visit to our website, after which it will be deleted or de-identified. Messages that you send us via the contact form will be retained as long as necessary to handle and follow up your question, request, comment, or other input. We also keep an archive of so-called tickets we received via the contact form. We will remove or de-identify tickets we have closed no later than 5 years after closure. We do not retain information about your browsing behavior (e.g. user ID) longer than 26 months after your visit to our website, after which it will be deleted or de-identified.
5.4. All personal data we collect through our interactions with you through telephone, email or other digital communication channels will be retained for as long as necessary to communicate with you, but also to maintain a historical record of our communications. This allows us to return to previous communications when you come back to us with new questions, requests, comments or other input.

 

6. HOW DO WE KEEP YOUR PERSONAL DATA SECURE?

6.1. The security and confidentiality of the personal data we process is very important to us. That is why we have taken measures to ensure that all personal data processed is kept secure. These measures include technical and organizational measures to protect our infrastructure, systems, applications and processes. We’ve also taken other measures, such as taking internal policy measures, limiting the processing to the personal data necessary for the fulfillment of the purposes and minimizing the processing of personal data.

 

7. YOUR RIGHTS REGARDING YOUR PERSONAL DATA

7.1. You have certain rights related to the processing of your personal data: the right of access, rectification, erasure, and data portability as well as the right to object to or limit the processing of your personal data and to withdraw your consent. More information about these rights and how to exercise them, can be found on our website (www.efpa-eu.org). To exercise one of your rights, you can submit a written request to privacy@efpa-eu.org stating the right to which your request relates. If you are still dissatisfied, you have the right to contact the competent data protection authority, i.e. the Belgian supervisory authority (www.gegevensbeschermingsautoriteit.be).

 

8. CHANGES TO THIS PRIVACY POLICY

8.1. We reserve the right to change this privacy policy on our own initiative. If material changes to this privacy policy may affect the processing of your personal data, we will communicate these changes to you in a way that we normally communicate with you (e.g. via e-mail or via a message at our website).
8.2. We invite you to view the latest version of this privacy policy online. Our online the privacy policy lists the date on which the privacy policy was last amended.

 

9. HOW CAN YOU CONTACT US?

9.1. Should you have any further questions about the processing of your personal data, please do not hesitate to contact our privacy manager. You can contact our privacy manager by e-mail: privacy@efpa-eu.org.

 

https://efpa-eu.org/index.php/privacy-policy/