Legal Notice

Personal data rights exercise form

Personal data protection and confidentiality notice

In accordance with REGULATION (EU) 2016/679 OF THE EUROPEAN PARLIAMENT AND OF THE COUNCIL of 27 April 2016 – in force since 25/05/2018

Investance Partners places great importance on protecting and maintaining the confidentiality of the personal data of its clients, potential clients, partners, suppliers, and employees.

This Privacy Policy aims to help you understand what data we collect, how we use it, and how you can protect your privacy within the services we provide. It applies from 25 May 2018 to all Investance Partners services.

1. Who Can Access Your Personal Data?

Only Investance Partners SA is authorized to use your data confidentially within the scope of its consulting activities. Your personal data is neither sold, exchanged, nor transferred outside the Union.

– Company Name: Investance Partners SA

– Head Office: 31 rue Saint Augustin, 75002 PARIS

– Email: communication@investance-partners.com

– Phone: +33 (0) 1 58 18 68 80

– SIRET: B 435 257 175 00040

– Capital: 113,950.00 €

Represented by: Mr. Alain Ovadia, Chairman of the Board

2. What Types of Personal Data Does Investance Partners SA Use?

The data we collect or hold about you may come from various sources. Some have been collected directly from you, while others may have been collected in compliance with applicable regulations, in the past by Investance Partners SA.

We may also collect information about you when you interact with us, for example when you visit our websites or participate in events we organize, such as our annual Investance Partners Forum (I2F) or thematic conferences that may interest you.

Personal data concerning you may include information related to:

– Your identity (name, gender, professional title)

– Your contact details (professional postal address, professional email address, professional phone number)

– Information provided through forms, questionnaires, satisfaction surveys, and communications via phone, email, and other means of communication.

3. How Do We Use Your Data?

We will only use your personal data if you have consented to it or if its use is based on one of the legal grounds provided by law:

– Protecting our legitimate interests

– Performing a contract or engagement to which you and/or we are committed

– Complying with a legal or regulatory obligation

– Providing you with services

– Executing your instructions and our commitments to you (especially in the context of duly validated consulting missions)

– Managing our commercial relationship with you – including (unless you object) offering our products, contracts, and services or conducting market studies

– Improving the quality of our products, contracts, and services and ensuring the effectiveness of our approach towards you

– Keeping a record of our exchanges with you (via phone, in person, email, or any other type of communication)

– Ensuring the continuity of our service activities (business continuity plan)

– Managing your internal operational needs in terms of consulting and auditing

– Defending our rights and complying with our legal, regulatory, or tax obligations

4. What Are Your Rights?

You have the following rights:

– Right of access

– Right of rectification

– Right to erasure

– Right to restrict processing

– Right to object

These rights may be limited if the law obliges us to use this personal data or if it is in the public interest to do so.

To exercise these rights, contact us at communication@investance-partners.com.

5. International Data Transfers

Your data may be transferred to, hosted in, or accessed from a country outside the European Union where data protection laws are not equivalent to those of France or the European Union. We will only proceed with these data transfers to execute a contract between Investance Partners SA and you, fulfill a legal obligation, protect the public interest, and defend our legitimate interests. When data concerning you is transferred to a country outside the European Union, we will always ensure that it is protected at the same level of requirement as that set out in the Union.

6. Data Security

We implement appropriate security measures to protect your personal data against any loss, misuse, or unauthorized access.

7. Handling Complaints

If despite our care in handling your personal data, you believe that the processing of such data is not in compliance with the General Data Protection Regulation (GDPR), we invite you to share your dissatisfaction at the following address:

Investance Partners SA Mr. Data Protection Officer 31 rue Saint Augustin 75002 PARIS

We commit to acknowledging receipt within 10 business days and providing a response within 2 months of receiving your complaint.

You also have the right to file a complaint with the National Commission for Information Technology and Civil Liberties (CNIL) by sending a letter to the following address: CNIL – 3 Place de Fontenoy – TSA 80715 – 75334 Paris – Cedex 07.

8. Compliance with Our Legal and Regulatory Obligations

We use your personal data to comply with our obligations, conform to any applicable law or regulation, and, if necessary, share it with a regulator or competent authority in strict compliance with applicable law. The purpose of this use is to detect or prevent any risk based on a legal obligation or our legitimate interest.

9. Changes to the Privacy Policy

This Privacy Policy may be modified, and the latest applicable version is available on our website: www.investance-partners.com, under the “legal notices” section.