Privacy Policy

1. Introduction

Patrimoine360 ("we", "us", or "our") is committed to protecting the privacy of visitors to our website and users of our services. This Privacy Policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed. Please read this policy carefully to understand our practices regarding your personal data.

2. Information We Collect

We may collect and process the following categories of information:

• Contact information — such as name, email address, telephone number, and company name, provided when you complete a form, request an analysis, or contact us directly.
• Business and financial data — information you submit for the purpose of receiving data analysis or decision-optimisation services, including operational metrics you choose to provide.
• Technical data — IP address, browser type, device information, referring URLs, and usage patterns collected automatically via cookies or similar technologies when you browse our website.
• Communications — records of correspondence if you contact us via email, forms, or other channels.

3. How We Use Your Information

We use the information we collect for purposes including:

• Providing, operating, and improving our analysis and consultation services.
• Responding to enquiries, requests, and support needs.
• Sending administrative communications relevant to services requested.
• Maintaining the security, integrity, and proper functioning of our website.
• Complying with applicable legal and regulatory obligations.

4. Legal Basis for Processing

Where applicable data protection law requires it, we rely on one or more of the following legal bases to process personal data: your consent, the necessity of processing to perform a contract or provide a requested service, our legitimate business interests, and compliance with legal obligations. [Insert further jurisdiction-specific basis as required.]

5. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to enhance user experience, analyse traffic, and understand how visitors interact with our content. You can control or disable cookies through your browser settings; however, doing so may affect the functionality of certain features of the website.

6. Sharing and Disclosure of Information

We do not sell personal data. We may share information with:

• Service providers and subcontractors who assist us in delivering our services, subject to appropriate confidentiality obligations.
• Professional advisers, including legal, financial, or technical consultants, where necessary.
• Regulatory or law enforcement authorities, where required by law or to protect our legal rights.
• A successor entity in the event of a merger, acquisition, or sale of business assets, subject to equivalent privacy protections.

7. Data Retention

We retain personal data only for as long as is necessary to fulfil the purposes for which it was collected, including satisfying any legal, accounting, or reporting requirements. Retention periods may vary depending on the nature of the information and the services requested.

8. Data Security

We implement reasonable technical and organisational measures designed to protect personal data against unauthorised access, alteration, disclosure, or destruction. However, no method of electronic transmission or storage is completely secure, and we cannot guarantee absolute security of information transmitted to us.

9. International Data Transfers

Where personal data is transferred outside of your home jurisdiction, we will take appropriate steps to ensure it is protected to a standard consistent with applicable data protection law, including the use of contractual safeguards where required. [Insert jurisdiction-specific transfer mechanism as applicable.]

10. Your Rights

Subject to applicable law, you may have rights in relation to your personal data, including the right to:

• Request access to the personal data we hold about you.
• Request correction of inaccurate or incomplete data.
• Request erasure of your personal data, subject to legal exceptions.
• Object to or restrict certain processing activities.
• Request portability of data you have provided to us.
• Withdraw consent where processing is based on consent.

To exercise any of these rights, please contact us using the details provided on our Contact page.

11. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such external sites, and we encourage you to review the privacy policies of any third-party site you visit.

12. Children's Privacy

Our services are intended for business use and are not directed at individuals under the age of 18. We do not knowingly collect personal data from minors.

13. Changes to This 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. Any updates will be posted on this page with a revised "Last updated" date.

14. Contact Us

If you have questions or concerns about this Privacy Policy or our data practices, please get in touch via our Contact page.