Information relative to the company:

Altyx Gestion de Patrimoine

11, rue Tronchet, 75008 Paris

info@www.altyxpatrimoine.com

Altyx Gestion de Patrimoine SASU with a capital of 10,000 € registered at the Paris Trade and Companies Register 884 911 298 R.C.S. Paris

APE code : 6629Z

N° de TVA : FR76884911298

Publications Director: Bérangère Salembien

Host: OVH : 2 rue Kellermann, 59100 Roubaix France

Photo credit: Istock, Adobe Stock

Warning: All information appearing on the website, in particular financial and tax information, are purely indicative and do not have any contractual character. They cannot engage Altyx Gestion de Patrimoine’s responsibility.

Consequently, the information provided does not claim to be exhaustive, does not constitute advice to the Internet user and should not alone determine the advisability and choice of carrying out a transaction or taking out a life insurance contract or of capitalisation. It is strongly recommended that you seek the advice of a professional who will advise you according to your personal situation.

Regulated status of the company:

Company registered in the single register of intermediaries in insurance, banking and finance (ORIAS) under number 20006404- www.orias.fr as:

– Financial Investment Advisor (CIF), member of ANACOFI (https://www.anacofi.asso.fr) Association approved by the Autorité des Marchés Financiers (AMF) (http: //www.amf-france. org /)

The advice given in terms of financial investment advice is provided on a non-independent basis: the advice is based on a limited analysis of the different types of financial instruments and the remuneration is made by fees or by commissions on the financial instruments.

– Insurance broker, category “B”, not subject to a contractual obligation to work exclusively with one or more insurance companies. Supervisory authority: https://acpr.banque-france.fr/

You can be provided, on request, with the names of the insurance companies with which Altyx Gestion de Patrimoine works.

Claims processing:

In the event of a dispute or customer complaint, contracting parties seek to undertake an amicable settlement first. The client can present his complaint to the firm’s address, to his usual advisor or manager who will have 10 days to acknowledge receipt, then 2 months from receipt of the complaint to respond to it. In the absence of an amicable arrangement, the parties may secondly inform:

-the mediator of the Autorité des Marchés Financiers, Mrs. Marielle COHEN-BRANCHE, 17 place de la Bourse 75082 Paris Cedex 02 (www.amf-france.org/le mediator)

-Insurance Mediation, TSA 50110, 75441 Paris Cedex 09 (http://www.mediation-assurance.org/Saisir+le+mediateur)

If this fails, the dispute could be brought before the competent courts.

Copyright and intellectual property:

The entire Altyx Gestion de Patrimoine website is protected by copyright. It is not authorized to reproduce, in whole or in part, to transmit (by electronic means or in any other way), to modify, to make a link towards or to use this website for any public or commercial use. without the prior written permission of Altyx Gestion de Patrimoine.

Cookies and sessions:

Cookies are small files located on your computer. A cookie does not allow us to identify you but it records information relating to your computer’s navigation on our site that we can read during your subsequent visits in order to facilitate navigation, to optimize the connection and to personalize the use. of the site. You can refuse the use of cookies by configuring the settings of your Internet browser. In addition, we may be required to use your browsing data through cookies managed by a partner. The data used is strictly anonymous and is subject to purely statistical processing.

Protection of personal data:

During the time of our professional relationship, we collect, process and hold information about you.

The personal data that you send us as part of our Wealth Management Consulting activity and the services we offer you are collected and processed by Bérangère HASSENFORDER as data controller within the meaning of the provisions of the General Regulations on the protection of personal data (GDPR).

This personal data is collected, depending on the case, on different legal bases (your consent, contractual necessity, compliance with a legal obligation and / or the legitimate interest of the Data Controller).

Regarding your loved ones, we thank you for keeping them informed of the terms of the present processing of their personal data.

The data collected concerning you and your relatives will be kept for the duration of our contractual relations and then archived for a period of five (5) years, in the absence of shorter or longer periods specially provided for, in particular in the event of a dispute.

You have a right to access, rectify, and limit these data, as well as a right of opposition and portability in accordance with the law. If you wish to exercise these rights, you can contact us at info@www.altyxpatrimoine.com

You also have the right to lodge a complaint with the CNIL