Privacy Policy
Peakwise Financial Partners (hereinafter referred to as “the Company”), responsible for the provision of financial advisory and corporate finance services, is committed to protecting the personal data of its clients and respecting their privacy in accordance with Regulation (EU) 2016/679 (General Data Protection Regulation – GDPR).
This Privacy Policy explains:
- What personal information we collect and process, and why we do so;
- How we use that information;
- The choices we offer, including how to access and update your information.
1. Data Controller
The controller responsible for processing your personal data is Peakwise Financial Partners, headquartered at Av. Engª Duarte Pacheco, Torre 1, 3rd Floor, Office 6, 1070-103 Lisbon. For any questions related to this policy, please contact us at prfialho@peakwise.pt.
2. Legal Basis for the Collection and Processing of Personal Data
By accessing and using our website, its content and/or our services, the user freely and expressly accepts and consents to their personal data being collected and processed by Peakwise Financial Partners in accordance with the terms set out in this Privacy Policy. Data collection may occur, for example, when you:
- Subscribe to our communications by email or through our website;
- Register for or participate in events organised by the Company;
- Request our consultancy services or interact with our digital channels.
3. Types and Purposes of Data Collected
We may collect the following types of personal data, based on your interactions with our company:
| Type of Information | Description | Purpose | Legal Basis |
|---|---|---|---|
| Identification Information | Name, email, phone number, address (if applicable). | Managing service requests, responding to enquiries, sending personalised marketing communications. | Performance of a contract, Consent, Legitimate interest. |
| Professional Contact Data | Company, job title, industry sector, organisation size. | Qualifying service requests and personalising consultancy proposals. | Performance of a contract. |
| Payment Data | Credit/debit card information (via secure payment gateway). | Processing payments for consultancy services. | Performance of a contract, Compliance with legal obligation. |
| Browsing Data | IP address, cookies, website behaviour. | Analysing website traffic, personalising the experience, and targeting advertising. | Consent (for cookies), Legitimate interest. |
| Marketing Preferences | Interactions with campaigns and newsletters. | Sending personalised communications. | Consent. |
4. Purposes of Data Processing
We collect personal data for the following purposes:
- Service Request Management: To process and follow up on requests for consultancy services.
- Communication and Marketing: To send personalised promotional communications and advertising campaigns on platforms such as Google Ads, META (Facebook and Instagram), and offline channels such as SMS and postal correspondence.
- Targeted Advertising and Remarketing: We use data to create custom audiences and target ads through cookies and external platforms (Google Ads, META), delivering relevant advertisements based on user behaviour on the website.
- Customer Service: To respond to questions or information requests.
- Website Improvement: To analyse user behaviour and improve website navigation.
- Payment Processing: To facilitate secure financial transactions.
5. Sharing Data with Third Parties
We share your data only with service providers acting on our behalf, such as:
- Customer Relationship Management (CRM) platforms: To manage and track relationships with clients and prospects.
- Email marketing and advertising services: To send personalised campaigns (Google Ads, Meta).
- Payment service providers: To process payments securely.
- CRM and Marketing Platform Integration: To manage omnichannel campaigns (online and offline), ensuring a personalised experience across all touchpoints.
Personal data may be shared with third parties only when necessary to comply with legal or judicial obligations.
6. Automated Decision-Making
The Company’s website may automatically collect information about your visit, such as IP address, interactions, and page views, for the purposes of browsing analysis and targeted advertising.
7. Cookies and Similar Technologies
We use cookies on our website to improve the user experience and for marketing purposes, including remarketing and personalised advertising. The cookies we use include:
- Essential Cookies: Required for the basic functioning of the website.
- Analytics and Marketing Cookies: Used to track user behaviour and deliver personalised ads through platforms such as Google and META.
You can manage or disable cookies directly in your browser settings. For personalised advertising, you may opt out of the use of cookies by following the instructions provided by the advertising platforms.
8. Security Measures
The Company adopts appropriate technical and organisational measures to ensure the security of personal data against unauthorised access, loss, destruction, alteration, or improper disclosure. However, we advise that the Internet is not a completely secure medium and that transmitted data may be subject to vulnerabilities.
9. Data Retention Period
Personal data is retained only for as long as necessary for the purposes described in this policy, or as required by law. The specific retention period depends on the type of data and the purpose of processing.
| Purpose | Retention Period |
|---|---|
| Service Request Management | Until the completion of the service or in accordance with tax obligations (5 years). |
| Marketing and Newsletters | Until consent is withdrawn or after 5 years of inactivity. |
| Payment Data | For the period required to comply with legal obligations, such as tax requirements (up to 10 years). |
| Cookies and Browsing Data | Until consent is withdrawn or in accordance with browser settings. |
10. Rights of Data Subjects
Under the GDPR, you have the right to:
- Access your personal data and request a copy.
- Correct or delete inaccurate or outdated personal data.
- Restrict processing or object to the use of your data for marketing purposes.
- Withdraw consent at any time, without affecting the lawfulness of processing based on consent given prior to withdrawal.
To exercise any of these rights, please contact us at prfialho@peakwise.pt.
11. Changes to the Privacy Policy
We reserve the right to update this privacy policy. Any changes will be published on our website, and continued use of the website following such changes constitutes acceptance of the updated policy.