Where Do We Obtain Your Personal Data?

We will obtain your personal data:

• directly from you (for example, when you purchase a service, contact us with a question or complaint, respond to a survey or sign-up to receive marketing communications)

• from public registries and public databases (for example, company and business registries)

• from our clients (for example, a client provides us information to perform consulting services)

• from businesses or physical persons referring potential clients to us (referrers)

 

To Whom We Disclose You Personal Data?

We disclose your personal data to the following categories of data recipients:

• analytical service providers (Google Analytics, Wix Analytics)

• insurance companies

• public authorities, including tax authorities:

  • Union de recouvrement des cotisations de sécurité sociale et d’allocations familiales "URSSAF" (Organisations for the Collection of Social Security and Family Benefit Contributions)​

  • Pôle emploi (French public employment service)

  • Déclaration Européenne de Services "DES" (European declaration of services)

 

​If we transfer your personal data outside the European Economic Area, we will do so based on one of the following grounds:

• the European Commission has declared the country, territory or sector to which we are transferring personal data as adequate by an adequacy decision

• we have provided appropriate safeguards:

  • standard contractual clauses adopted by the European Commission

  • standard contractual clauses adopted by a supervisory authority and approved by the European Commission

  • contractual clauses authorised by a supervisory authority

  • binding corporate rules

  • the recipient has committed to adhere to a code of conduct

  • the recipient has committed to adhere to a certification mechanism

• we rely on derogations (your explicit consent, the necessity to conclude or perform a contract with you, the necessity to conclude or perform a contract in your interest, public interest, establishment, exercise or defence of legal claims, protection of your or other person’s vital interests, transfer from a register of public information or our legitimate interests).

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You can obtain more information on the transfers of your personal data and a copy of the appropriate or suitable safeguards by sending a request to janis@zegners-finplan.eu.

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How Long Do We Store Your Personal Data?

We will not store your personal data longer than it is necessary. Once we have determined that we no longer need to hold your personal data, we will destroy it.

The criteria used to determine the period of storage of your personal data are:

• the nature of the purpose, why personal data was collected;

• the length of time, while we have a contractual relationship with you;

• the existence of a legal obligation under the applicable law;

• the necessity to store the data in the light of our legal position (such as applicable statutes of limitations, litigation or regulatory investigations).

 

What Rights Do You Have In Relation to Your Personal Data?

You have various rights in relation to the personal data that we process about you. We have described these rights in the table below. There are some exceptions to these rights, however. If we refuse your request, we will explain to you the reasons for doing so.

If you wish to exercise any of these rights, please contact us. Our contact information is in the privacy policy's "About us" section.