What information do we collect about you?
We collect information about you when you engage us for financial advice. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health if this is necessary for the provision of our services.
We may collect information when you voluntarily complete client surveys or provide feedback to us.
Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We may use your information collected from the website to personalise your repeat visits to the site.
Why do we need to collect and use personal data?
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. In addition, without collecting your personal data, we would be unable to fulfil our legal and regulatory obligations.
Where special category data is required, we will obtain your explicit consent in order to collect and process this information.
How will we use the information about you?
We collect information about you in order to provide you with the services for which you engage us.
How long do we keep hold of your information?
In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we are subject to regulatory requirements to retain data for specified minimum periods.
We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. In any case, we will not retain your personal data for longer than 10 years past the time of your death.
You have the right to request deletion of your personal data. We will comply with
this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
How can I access the information you hold about me?
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us using the contact details noted below.
When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We would like to send you information about our products and services and those of other companies in the PCC network which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes or giving information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email or post by writing to the address given.
What can you do if you are unhappy with how your personal data is processed?
You also have the right to lodge a complaint with the supervisory authority for data protection.
In Portugal this is: Comissão Nacional de Protecção de DadosIn Spain this is: Reglamento General de Protección de Datos.
How to contact us
Private Client Consultancy Rua Charles Bonnet,6, Edificio 3.2, Loja 1.2 Cabanas de Tavira, 8800-596
Private Client Consultancy is a trading name of Efficient Frontiers SL, whose registered address is Calle Jardin Botanico, 23/24, La Cala de Mijas, Mijas Costa 29649, with CIF B42839589, authorised by the Direccion General de Seguros y Fondos de Pensiones No. J-3930, holding obligatory Professional Indemnity Insurance with AIG Europe for the regulated activity, and with sufficient financial capacity in accordance with the law, is directly authorised to operate in Spain.