PRIVACY AND DATA POLICY
UPSILON CONSEIL places great importance on the quality of their relations with their clients. In order to customise our response to your expectations, our relationship must be based on mutual confidence and precise knowledge of your needs.
Taking into account any changes in your family and professional situation as well as your environment is necessary and is the best guarantee for bringing you quality advice, guiding you and protecting you in the fields of banking, insurance and services.
To do this, updating our personal data is the surest way to offer you a service that we hope is always the most responsive, customised and immediate.
Your personal data are collected and managed in the application of the very strict legal provisions in force, which have applied for many years now.
From now on, they will be subject to a new European GDPR regulation (General Data Protection Regulation) of which you will find a presentation below for even more clarity.
In order to share our commitments and learn more about our charter on security and personal data management, go to our website, upsilonconseil.com
Processing of your personal data is performed under the Upsilon Consulting, located at 8C Avenue de Champel 1206 Geneva, who has designated Mrs Cécile MAIRE, Data Protection delegate.
Collecting your data
We need the following information from you:
Identity data, for example, family name, given name, mailing address, telephone number (landline or mobile), email address, postal address, date and place of birth.
Data regarding your financial situation, such as for example, your current loans, expenses, income, your current bank.
Processing your data
Your personal data is collected for the purpose of managing the bank intermediation relationship, the customisation of our relationship including marketing presentations, consultation, statistical research, risk prevention and, more broadly, the implementation of our legal and regulatory obligations.
Respecting your consent
The processing of your personal data depends on: your consent, which you may withdraw under certain conditions, the completed execution of the financing research mandate, the protection of the legitimate interests of our brokerage firm, respecting of legal or regulatory obligations, preservation of the public interest, such as the prevention or detection of fraud or financial crime.
Protecting your data
All useful precautions are taken to ensure the safety and confidentiality of your personal data, in particular, to prevent their loss, alteration, destruction or access by unauthorised third parties.
Your personal data is protected by professional confidentiality that we are obligated to respect. However, they will be shared with our contractual partners for the same purposes (banking establishments, insurance companies) and may thus be shared with legally authorised administrative and judicial authorities.
Contractors who provide certain services to us may have access to information required for the performance of their services.
They are responsible for processing the information for this purpose only and in compliance with our instructions in matters of security and protection of data. This information may be subject to a transfer to a country outside of the European Union with an equivalent level of security.
Access and correction
On your personal data, you will benefit from the right to access, correct and erase, a right to portability, limitation of processing, and opposition under the conditions provided for by regulation.
You may also, at any time and at no cost, without having to justify your demand, oppose the use of your data for purposes of business development.
The exercise of some of these rights may, on a case by case basis, make it impossible for our brokerage firm to provide the service.
In order to exercise your rights, you may make a request at the following address:
Madame the delegate for the protection of data, Avenue de Champel 8C – 1206 Geneva
You will also have the right to introduce a claim through the National Commission for Software and Freedoms, 3 place de Fontenoy TSA 80715 75334 Paris Cedex 07.
Archive and delete
Your personal data will be stored for the period necessary for the accomplishment of the final goal for which they were collected.
They will then be deleted. As an exception, these data may be archived in order to address claims and disputes in progress as well as to meet our legal and regulatory obligations.
The following contact information that you have given us may, at any time, be used to secure and authenticate contact between us.
To take advantage of our proposals and offers, you agree to be contacted by Upsilon Consulting: By Email, post, SMS, WhatsApp, Messenger and by telephone.
You can register for free on the national Do Not Call list using the Internet site www.bloctel.gouv.fr or by writing to Opposetel, 6 rue Nicolas Siret, 10000 Troyes.
This registration will, except in cases of pre-existing contractual relationships, result in the prohibition for all professionals, and all intermediaries are acting on their behalf, from contacting you for telephone canvassing. If you are a client, it will not prevent us from using the telephone information you gave us to present you with an offer or a new product or service.
For all information about the protection of personal data, you can also consult the site of the National Commission on Data Protection and Freedom [Commission Nationale de l’Informatique et des Libertés (CNIL)] www.cnil.fr or the Authority of the Management of Data Protection at your place of residence.