Privacy Policy

Introduction

The protection of your personal data is a priority for Eva Sun Patrimoine. This policy details how we collect, use, and protect your information in accordance with the General Data Protection Regulation (GDPR).

Data Collection

We collect information only when you use our forms (Diagnostic, Newsletter, Contact):

• Identity: Last name, first name.
• Contact: Email address, phone number.
• Asset Profile: Objectives and situation (via the diagnostic form only).

Purpose of Processing

Your data is used exclusively for:

1. Conducting your personalized asset diagnostic.
2. Contacting you in response to your request.
3. Sending you our thematic updates (if subscribed to the newsletter).
4. Complying with our legal and regulatory obligations (anti-money laundering).

Retention and Security

Your data is retained for the duration necessary for the business relationship (maximum 3 years after the last contact for prospects). We use security protocols (SSL/HTTPS) to protect your exchanges on this site.

Your Rights

You have the right to access, rectify, delete, and port your data. For any request, contact us at: yt@eva-sun-patrimoine.fr.