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Privacy statement

Your rights according to Art. 12ff. DSGVO

 

You should know what data we collect, process and use about you and for what purpose. This is your right and complies with the requirements of the EU Data Protection Regulation (EU-DSGVO) of 27.04.2016, applicable from 25.05.2018, as well as the Federal Data Protection Act (BDSG-2018). Therefore, we provide you here with an overview of both the personal data stored by you and the data protection organization of FV Frankfurter Vermögen AG. In this way, we would like to enable you to exercise your "basic right to informational self-determination".

Contact person

 

Responsible entity:

FV Frankfurter Vermögen AG
Tel.: +49 6174 95594 0
Fax: +49 6174 95594 19

Internet: www.frankfurter-vermoegen.com
E-Mail: info@frankfurter-vermoegen.com

Data Privacy Officer

Uwe Eilers
Tel.: +06174-95594-11

Competent supervisory authority regarding data protection

State Commissioner for Data Protection and Freedom of Information in Hessen, www.datenschutz.hessen.de

Section A: General statements

 

1. Data origin and categories


FV Frankfurter Vermögen AG receives personal data from clients and other business partners in the course of initiating and fulfilling contracts. In the course of our administrative activities, we also receive data from the custodian banks selected by you. Furthermore, we process personal data from publicly accessible sources, e.g. telephone directories, Internet.

possible data categories

1. name/contact data10, CV
2. Identity card data11. Qualification data
3. bank data12, Insurance data
4, Creditworthiness data13, Family status and situation
5. properity data14, Interests/preferences/special circumstances
6. Order data15, Goals for the personal and professional future!
7. Invoice data16, Company contact data
8. Payment data 
9. tax data 


2. Processing purposes


We process your personal data in accordance with the EU-DSGVO for a specific purpose and limited to what is necessary.

Possible processing purposes

1. Contract initiation and conclusion9. Phone recording
2. Contract fulfillment in general10. Completion of electronic communication
3. Master data maintenance11. Strengthening customer loyalty
4. Creation of an investment strategy12. Sending a newsletter
5. Creation of a suitability concept13. Accounting/Collection

6. Order processing

14. Prevention of criminal acts

7. Payment transactions on behalf of customers

15. Preservation of legal rights

8. Order processing

 

16. Fulfillment of higher-level legal requirements, in particular those for financial services institutions (e.g. KWG, WpHG, various EU regulations and directives)


3. Legal basis of processing


Due to the conditions of the EU-DSGVO, the processing of personal data by FV Frankfurter Vermögen AG is lawful.

Accepted legal bases

1. Agreement4. Legal obligation, overriding
Legal regulations, public interest
2. Contract initiation5. Weighing of interests
3. Contract, quasi-contractual relationship of trust 


4. Data recipient


The employees of FV Frankfurter Vermögen AG process the relevant personal data to fulfill contractual and legal obligations. This takes place within the employment relationship - the data does not leave our catchment area. In addition, bodies outside FV FRANKFURTER VERMÖGEN AG (third parties) receive personal data on the basis of a defined legal basis. These bodies only receive the data that they require for the respective task.

Possible data receivers

1. Public authorities (BaFin, Bundesbank, financial authorities, etc.)

4. Shipping service provider

2. Custodian bank/account-holding institution, financial services institution, comparable institutions and order processors5. further, contractually bound vicarious agents
3. external accounting6. other places for which you have given us your consent to the transfer of data


5. Transfer to third countries


Data is only transferred to countries outside the EU or the EEA (so-called third countries) if this is necessary to execute your orders (e.g. payment or securities orders), if it is required by law (e.g. tax reporting obligations) or if you have given us your consent. If service providers are used in a third country, in addition to written instructions, they are obliged to comply with the level of data protection in Europe by agreeing to the EU standard contractual clauses.

6. Deletion periods


We process (and store) your personal data to fulfill our contractual and legal obligations or for the purpose for which you provide us with the data. As soon as the purpose of processing ceases to apply, this data is regularly deleted, unless its further processing for a limited period is necessary for the following purposes.

  • Compliance with retention periods under commercial and tax law: These include the German Commercial Code (HGB), the German Fiscal Code (AO), the German Banking Act (KWG), the German Money Laundering Act (GwG) and the German Securities Trading Act (WpHG). The periods specified there for retention or documentation are two to ten years.
  • Preservation of evidence under the statute of limitations. According to sections 195 et seq. of the German Civil Code (BGB), these limitation periods can be up to 30 years, with the regular limitation period being three years.


7. Your rights according to the EU General Data Protection Regulation


1. (Pre-)Information

You are reading these right now.

2. Information

information Upon request, we will provide you with a summary of the personal data we have stored about you.

3. Correction

You have the right to demand that we correct any incorrectly recorded data without delay.

4. Deletion

We delete your data as soon as its processing is no longer necessary. However, there are exceptions to this, see the following point.

5. Restriction of processing

Your data will no longer be used by us if the purpose of processing ceases to apply but we are not yet permitted to delete it due to overriding legal provisions.

6. Data portability

Upon request, you will receive your data in a suitable form to transfer it to a third party.

7. Revocation

If you have given us consent to process your personal data for certain processing purposes, you may revoke this consent at any time without giving reasons.
8. ContradictionProvided that the data processing is in the public interest or has been justified on the basis of a balancing of interests ("overriding legitimate interest"), you may object to the processing of your personal data for contractual purposes.
9. ComplainsIf you believe that the processing of your personal data by FV Frankfurter Vermögen AG is unlawful, you have the right to complain to the supervisory authority of your place of residence.

8. Are there obligations to provide and process data?


In particular, we are obliged under money laundering regulations to identify you prior to the establishment of the business relationship, for example, on the basis of your identity card, and to collect and record your name, place of birth, date of birth, nationality and residential address. In order for us to comply with this legal obligation, you must provide us with the necessary information and documents in accordance with the Money Laundering Act and notify us immediately of any changes that occur in the course of the business relationship. As a financial services institution subject to the supervision of the German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht), we are legally obliged to process certain data when providing financial services (e.g. financial portfolio management, investment advice, investment and acquisition brokerage).

Within the scope of our business relationship, you must therefore provide those personal data that are required for the establishment and performance of a business relationship and the fulfillment of the associated contractual obligations, or which we are required to collect by law. Without this data, we will usually have to refuse to conclude the contract or execute the order, or will no longer be able to perform an existing contract and may have to terminate it. If you do not provide us with the necessary information and documents, we may not enter into or continue the business relationship requested by you

9. Is there any automated decision making (including profiling)?


For the establishment and implementation of the business relationship, we generally do not use fully automated decision-making pursuant to Article 22 DSVO. Should we use these procedures in individual cases, we will inform you about this separately if this is required by law.

10. Electronic communication


If you send us a message by e-mail, the processing is usually required as a pre-contractual or contractual measure. In addition, you give us your voluntary consent to the processing of your required personal data for the purpose of contacting you. For this purpose, it is necessary to provide a valid e-mail address, which is used to assign your request and respond to it. The information you provide will be stored for the purpose of processing the request and for possible follow-up questions.

11. Consequences of revocation of consent and objection


If you revoke a necessary and already granted consent, we will no longer process your personal data. If you object to data processing in the public interest or on the basis of a balance of interests, we will no longer process your personal data unless we can demonstrate compelling legitimate grounds for the processing which override your interests, rights and freedoms, or the processing serves the purpose of asserting, exercising or defending legal claims.

If you object to processing for direct marketing purposes, we will no longer process your personal data for these purposes.

Section B: Website-relevant information

1. Collection of general information when visiting our website


When you view our website, general information is automatically collected by means of a cookie. This information (log files or server log files) describes, for example, the type of web browser, the operating system used, the domain name of your Internet service provider and the like. This data is collected by the Internet service that hosts our website. They are technically necessary to display the contents of the website correctly and are generally collected whenever you browse the Internet. In particular, they are processed for the following purposes:

  1. Ensuring a smooth connection of the website.
  2. Ensuring a smooth use of our website.
  3. Evaluation of system security and stability.

According to the Internet host, the data of the log files are anonymized after 7 days and stored for a maximum of 8 weeks. Anonymous information of this kind can also be statistically evaluated by us in order to optimize our Internet presence and the technology behind it.

Due to our legitimate interest, this processing of your personal data is permitted. We do not use your data to draw conclusions about your person. The only recipients of the data are FV FRANKFURTER VERMÖGEN AG as the responsible party and the Internet host.

2. Use of website analytics services


Tracking tools like Google Analytics, Matamo and others we do not use!

3. Device width detection


This website is programmed in HTML5 and offers you the advantage of responsive design. With the help of the computer language used, we have created several pages of the same content, which allows you to view our offer on different devices (desktop computer, tablet, smartphone). No cookies are used for device width detection! Your device only transmits technical data and browser information, from which the programming derives a percentage for the display. This information is not linked to personal information and stored, but is queried anew on each visit. Your device will not be recognized - so there is no need to worry about data protection.

4. SSL-Encryption


To protect the security of your data during transmission, we use state-of-the-art encryption methods (e.g. SSL) via HTTPS. In this way, we also protect the data described in point 1 of this section.

5. Newsletter


If you have agreed, we will send you our newsletter or similar information on a regular basis to the e-mail address you provide us with for this purpose. Subscribers may also be informed by e-mail about circumstances relevant to the service or registration (for example, changes to the newsletter offer or technical circumstances).

For an effective registration we need a valid e-mail address. To verify that the registration is actually made by you, we use a "double-opt-in" procedure. For this purpose, we log the order of the newsletter, the sending of our confirmation mail and your response to it. We do not collect any further data. The data is used exclusively for sending the newsletter and is not passed on to third parties.

You can revoke your consent to receive the newsletter at any time. In each newsletter you will find a corresponding link. In addition, you can inform us of your wish via the contact option provided at the end of this privacy policy.

6. Electronic communication


If you send us a message via contact form, you give us your voluntary consent to the processing of your required personal data for the purpose of contacting you. For this purpose, it is necessary to provide a valid e-mail address, which is used to assign your request and respond to it. The information you provide will be stored for the purpose of processing the request and for possible follow-up questions.

7. Using Adobe Typekit


We use Adobe Typekit for the visual design of our website. Typekit is a service provided by Adobe Systems Software Ireland Ltd. that gives us access to a font library. To display the fonts we use, your browser must connect to an Adobe server in the United States and download the font required for our website. Adobe thereby receives the information that our website was accessed from your IP address. You can find more information about Adobe Typekit in Adobe's privacy policy, which you can access here: www.adobe.com/privacy/typekit.html.​​​​​​​

 

8. Use of Google Maps


This website uses Google Maps API to visually display geographical information. When using Google Maps, Google also collects, processes and uses data about the use of the map functions by visitors. You can find more information about data processing by Google in the Google privacy policy. There you can also change your personal privacy settings in the Privacy Center.

Detailed instructions on managing your own data in connection with Google products can be found here.

9. Embedded YouTube videos


We embed YouTube videos on some of our websites. The operator of the corresponding plug-ins is YouTube, LLC, 901 Cherry Ave, San Bruno, CA 94066, USA. When you visit a page with the YouTube plug-in, a connection to YouTube servers is established. This tells YouTube which pages you are visiting. If you are logged into your YouTube account, YouTube can assign your surfing behavior to you personally. You can prevent this by logging out of your YouTube account beforehand.

If a YouTube video is started, the provider uses cookies that collect information about user behavior. If you would like to prevent this, you must block the storage of cookies in the browser.

Further information on data protection at "YouTube" can be found in the provider's privacy policy at: https://www.google.de/intl/de/policies/privacy/

 

10. Validity of this privacy policy


Our data protection declaration should always comply with the current legal requirements and reflect changes to our services, e.g. when new services are introduced. Therefore, the latest data protection declaration will apply to your next visit.

Status of the privacy policy: August 2019

11. Questions about data protection


If you have any questions regarding data protection at FV FRANKFURTER VERMÖGEN AG, our data protection officer can help you:

Contact Data Protection Officer of

FV FRANKFURTER VERMÖGEN AG

Uwe Eilers

T.: 06174-95594-11
F.: 06172-94595-99

E-Mail: u.eilers@frankfurter-vermoegen.com

The responsible supervisory authority depends on the federal state of your residence, your work or a suspected data protection violation. A list of supervisory authorities (for the non-public sector) with address can be found at:

https://www.bfdi.bund.de/DE/Infothek/Anschriften_Links/anschriften_links-node.html.