Privacy Policy

1. 1. Privacy Policy | Finpartner

(updated as of August 28, 2023)

Finpartner is committed to respecting privacy and safeguarding the personal data of all customers and users of the services provided. How data is handled, with whom it is shared, and the duration it is retained, reflects who Finpartner is and how it operates in accordance with its values.

We strongly recommend careful reading of this Privacy Policy, the General Terms of Service, as well as the Specific Terms and Conditions for each of the services provided by Finpartner. This Privacy Policy may be subject to change or revision at any time, with any such changes or revisions being duly disclosed and communicated on the website.

2. 2.Who we are

Finpartner, Consultancy, Accounting, and Taxation, headquartered at 39 Castilho Street, 8th Floor E, 1250-068 Lisbon, with the phone number +351 21 099 5932.

FINPARTNER is responsible for the collection and processing of customer personal data, in accordance with Article 4(7) of the GDPR, and it is responsible for deciding, in the context of providing services to the customer, which personal data is collected, the means of processing the data, and the purposes for which it is used.

3. 3. Purpose of Data Collection

The personal data collected by FINPARTNER in the conclusion and execution of the contract is intended for the administrative management of customers, billing and collection of services, marketing of company products or group companies. The use of customer’s personal data for other purposes always requires the prior and express consent of the customer.

4. 4. Conditions for the Collection of Personal Data

FINPARTNER only collects and processes customer personal data with their explicit consent, in accordance with each specific purpose of the relevant processing, as provided for in the Personal Data Protection Law. Customers can freely withdraw their consent at any time.

However, there are personal data that are essential for the provision of services by FINPARTNER (mandatory data), and customers are duly informed of this necessity and the consequences of not providing such data. If the personal data deemed essential are not provided by customers or are found to be insufficient, incorrect, or outdated, FINPARTNER will be unable to provide the subscribed service(s), and customers will assume full and exclusive responsibility for the insufficiency or inaccuracy of the data provided.

5. 5.What Data Is Collected

FINPARTNER may collect and obtain your personal data during our provision of services to customers, for validation in the scope of our services (or discussion of potential services we can provide), as well as when you use this website.

We process personal data because they are provided directly by the customer (e.g., in a form on our website) or by other individuals (e.g., your employer, consultant, or suppliers) or because they are publicly available.

The types of personal and/or special data processed may vary depending on the nature of the services provided to customers, their interaction with FINPARTNER, or how they use our website. In some circumstances, we may also process other personal data because they are provided by you or because we are legally required to do so.

We understand the importance of protecting the privacy of children. Our website and services are not intended for or intentionally directed at children. It is our policy not to intentionally process personal data of children.

6. 6.Protection of Collected Data

We employ physical, electronic, and managerial security measures to ensure the confidentiality and security of customer personal data. These measures include:

• • Administrative and technical controls to limit access to personal data;
• • Technological security measures, including antivirus software;
• • Physical security measures, fingerprint entry, etc.

Despite taking appropriate security measures, we remind you that the transmission of data over the Internet (including via email) is never entirely secure. FINPARTNER strives to protect personal data, but we cannot guarantee the security of data transmitted to us or by us through these means.

7. 7.Data Processing

The data to be processed includes the data provided by the User through the Finpartner website, as well as any data provided directly by the User. The data will be used exclusively for the purpose of contacting the User regarding legal or commercial information, legal updates, information about Finpartner and events promoted by Finpartner, and other promotional contacts allowed by the Statute of the Order of Accountants. In the case of Curriculum Vitae, the data will be processed exclusively for recruitment and selection purposes, compliance with legal compliance obligations, billing, and accounting management.

All data collected by Finpartner in the context of the contractual relationship for the provision of legal services between Finpartner and the client will be processed to comply with all requirements of the General Data Protection Regulation (GDPR), as previously indicated, as well as all legal obligations arising from all applicable national and international laws, including E.O.A. In the context of providing legal services, we may process special categories of data (Article 9 GDPR), in which case one or more of the following legitimacy conditions under Article 9(2) apply: when processing is necessary to protect the vital interests of the data subject or another natural person, if the data subject is physically or legally incapable of giving consent; when processing is necessary for the establishment, exercise, or defense of legal claims, and; when processing is necessary for reasons of substantial public interest, such as the practice of law, based on EU or Member State law.

Personal data collected in the Finpartner application will be retained for a period of 10 years, but we will regularly send information for the exercise of the right to object or delete, except in the case of CVs, which will be retained for a period of 6 months. Data related to legal proceedings will be retained during the mandate and during the statutory limitation period thereafter.

8. 8.Data Retention Period

FINPARTNER’s policy is to retain data only for the period necessary to fulfill the purposes for which it was collected. However, in certain cases, it may be possible to retain data for longer periods, especially when required by law.

In cases where the National Commission for Data Protection (CNPD) authorizes the retention of customer personal data for longer periods than the duration of the service contract, considering the specific purpose of the processing in question, the customer will be promptly and properly informed of the purpose and retention period involved. After the expiration of the retention/storage period, as outlined above, customer personal data will be permanently deleted by FINPARTNER.

9. 9.With Whom the Collected Data Is Shared

Finpartner may transmit User data to third parties when necessary for the exercise of its activities. Finpartner may also disclose the User’s personal data if this is required by law or if necessary to (i) comply with Finpartner’s legal obligations or (ii) protect the personal security of users.

Personal data will be kept in the territory of the European Union, in Portugal, although data may be transmitted to the other Member States, always subject to the User’s prior consent. Finpartner will take the necessary security measures to guarantee the confidentiality of personal data, ensuring that this transfer is made by the Personal Data Protection Act.

10. 10.Customer Rights

Among the extensive set of rights available to you regarding the processing of personal data, we would like to highlight the following rights:

• • Access your personal data and request a copy of it;
• • Request the update, correction, or alteration of your data that you believe to be incorrect or incomplete;
• • Request the deletion of your personal data or limit how we process it;
• • Withdraw consent for processing (to the extent that such processing was consented to);
• • Receive a copy of your data in a structured format, when applicable, and the right to data portability (when processing is consented to or contractually agreed);
• • Object to the processing of your personal data.

If you wish to exercise any of your rights, you should contact us in writing via email at [email protected] or by mail sent to the address Rua Castilho nº39, 8º E, 1250-068 Lisbon, with the phone number +351 21 099 5932.

Your requests will be handled with special care to ensure the effectiveness of your rights. You may be asked to provide proof of your identity to ensure that the sharing of personal data is only done with its rightful owner. Please be aware that in certain cases (for example, due to legal requirements), your request may not be immediately fulfilled. You will be informed of the measures taken in this regard within one month from the time the request is made.

11. 11.Cookie Data

FINPARTNER uses cookies on its website to improve performance and the user experience. Cookies are small text files stored on the user’s computer through the web browser, storing only information related to user preferences (generic information), and not including the user’s personal data.

The cookies used by FINPARTNER adhere to the principles of anonymity and confidentiality and serve the sole purpose of recognizing the user, never being used to collect information that identifies the user or for direct marketing purposes.

Cookies help the FINPARTNER website recognize the user’s device the next time they visit. At any time, the user can decide through their web browser to be notified about receiving cookies and to block their entry into their system. At any time, the user can decide through their web browser to be notified about receiving cookies and to block their entry into their system. Cookies are used to help determine the usefulness, interest, and number of uses of the FINPARTNER website, allowing for faster and more efficient navigation, eliminating the need to repeatedly enter the same information.

12. 12.Security and Confidentiality

Although Finpartner has implemented a secure system for the collection, processing, and transfer of data to prevent unauthorized loss or access and use, Finpartner informs the User that there will always be a risk of authorized third-party access and use of data.

Our security systems and policies are regularly reviewed to ensure that data is secure and protected. However, the transmission of information over the Internet is not completely secure, and we cannot absolutely guarantee the security of information transmitted through our site.

We also respect the confidentiality of your information. As such, we do not sell, distribute, or otherwise commercially provide your information to any third party. FINPARTNER is committed to keeping your information confidential in accordance with this Privacy Policy and applicable law.

13. 13.Changes to the Privacy Statement

This privacy statement may be modified over time. To stay informed of any changes made, we will update the revision date at the top of this page. The new privacy statement applies from the revision date. We encourage you to periodically review this statement to stay informed.

14. 14.Contacts

For more information on how FINPARTNER processes the personal data of its Customers or to clarify any doubts, file a complaint, or provide comments on matters related to Privacy and Personal Data Protection, please contact [email protected].