Privacy Policy

1. Introduction

Fonte Capitanca ("we", "us", or "our") is committed to protecting the privacy of individuals who visit our website or express interest in our wealth management services. This Privacy Policy sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us.

By using our website or submitting information through our forms, you acknowledge that you have read and understood this Privacy Policy. If you do not agree with the terms of this policy, please do not use our website or provide us with your personal data.

2. Information We Collect

We may collect and process the following categories of information about you:

• Identity and contact information, such as your name, email address, telephone number, and postal address, when you submit a request for invitation or contact form.
• Information you provide when communicating with us, including correspondence, enquiries, and any documents or data you choose to share.
• Technical information collected automatically, including your IP address, browser type and version, device information, time zone setting, and operating system.
• Usage information about how you use our website, including pages visited, time spent, and navigation paths, typically gathered through cookies and similar technologies.
• Marketing and communications preferences, including your preferences in receiving marketing from us and your communication preferences.

3. How We Use Your Information

We use the information we collect for the following purposes:

• To respond to your enquiries and process requests for invitations to our services.
• To provide, maintain, and improve our website and the information we present to prospective clients.
• To communicate with you about our services, including updates, where you have consented to receive such communications.
• To comply with applicable legal, regulatory, and compliance obligations.
• To detect, investigate, and prevent fraudulent or unauthorised activity and to protect the security of our systems.

4. Legal Basis for Processing

Where applicable data protection law requires a legal basis for processing personal data, we rely on one or more of the following: your consent, the necessity of processing to take steps prior to entering into an agreement with you, our legitimate interests in operating and promoting our business, and compliance with legal obligations to which we are subject.

5. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to distinguish you from other users, remember your preferences, and understand how visitors interact with our website. You can set your browser to refuse cookies or to alert you when cookies are being sent. However, some parts of our website may not function properly if you disable cookies.

6. Sharing and Disclosure of Information

We do not sell your personal data. We may share your information with trusted third parties in the following circumstances:

• With service providers who perform functions on our behalf, such as website hosting, analytics, and communications tools, under appropriate confidentiality and data protection obligations.
• With professional advisers, including legal, financial, and regulatory consultants, where necessary.
• With regulatory authorities or law enforcement where required by applicable law or to protect our legal rights.
• In connection with a business transaction, such as a merger, acquisition, or sale of assets, subject to confidentiality arrangements.

7. Data Retention

We retain personal data only for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying any legal, accounting, or reporting requirements. Retention periods vary depending on the nature of the information and the purpose for which it was collected.

8. Data Security

We have implemented appropriate technical and organisational measures designed to protect personal data against accidental loss, unauthorised access, alteration, and disclosure. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.

9. International Data Transfers

Your information may be transferred to, and processed in, locations outside of your country of residence. Where this occurs, we take steps intended to ensure that appropriate safeguards are in place to protect your personal data in accordance with this Privacy Policy and applicable law.

10. Your Rights

Depending on your jurisdiction, you may have certain rights in relation to your personal data, which may include the right to:

• Request access to the personal data we hold about you.
• Request correction of inaccurate or incomplete data.
• Request erasure of your personal data in certain circumstances.
• Object to or restrict certain processing of your data.
• Request portability of your data to another provider.
• Withdraw consent at any time where processing is based on consent.

To exercise any of these rights, please contact us using the details provided on our website. We may need to verify your identity before responding to your request.

11. Children's Privacy

Our website and services are not directed at individuals under the age of 18, and we do not knowingly collect personal data from children. If we become aware that we have inadvertently collected personal data from a child, we will take steps to delete such information promptly.

12. Third-Party Links

Our website may contain links to third-party websites. We are not responsible for the privacy practices or content of such third-party websites. We encourage you to review the privacy policies of any third-party sites you visit.

13. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for legal, operational, or regulatory reasons. We will post the revised policy on this page with an updated "Last updated" date. We encourage you to review this policy periodically.

14. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us through the channels listed in the footer of our website. We will endeavour to respond to your enquiry within a reasonable timeframe.