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You are here: Home / AXIS Consultants Privacy Policy

AXIS Consultants Privacy Policy

AXIS Consultants take the security and privacy of their contacts about which they hold information seriously. This Privacy Policy describes how your information is collected, used and shared when you subscribe to AXIS Consultants’ services and/or visit our webpage.

What information do we collect?
We collect and process personal information. This information lets us know the specifics of who you are. Personal information is requested when you enquire about a service offered by us and send us feedback. This information will include, but is not limited to, your name, address, email address, telephone number(s) and our services that you have enquired about.

Do AXIS Consultants share the information it receives?
We share personal information as set out below:

  1. By transfer between AXIS Strategy Consultants and AXIS Financial Consultants where we believe that the services will be beneficial to you. All AXIS Consultants companies adopt the same data protection policy and maintain the same levels of confidentiality and security.
  2. By transfer to third party agents which perform certain functions on behalf of AXIS Consultants. These parties only have access to such information as necessary to perform their functions.
  3. Where we have a legal obligation to do so.

Use of Personal Data

AXIS Consultants collect data that you provide us with and use it for the following purposes:

  • We will use your information to process your request for information.
  • We will use your information to register you to receive our newsletters.
  • We will use your information to contact you about our services and products.
  • We will use your information to contact you about our events.
  • Contact us at [[email protected]] to revoke your permission to use your information.

We will only process the individual data which you provide for its intended purpose and we shall take all reasonable steps to ensure that the data held is both adequate and relevant. We will also ensure that no more personal data is processed than is necessary with regards to the purpose of the processing.

How do AXIS Consultants protect your information?

  • Collection of data – We will only obtain personal data from you for a specified and lawful purpose.
  • Security of data – We shall take all reasonable steps to protect your personal information from loss, misuse, unauthorised access, disclosure, alteration or destruction.
  • Accuracy of data – We will endeavour to maintain accurate records about our customers at all times. Customers can assist us in doing this by informing us of any changes in status, address, investment options or any other relevant information.
  • Retention of data – When requested we will delete personal information from current operational systems where required. We may need to continue to hold some details about you for legal and regulatory purposes.
  • Policy changes – If it is necessary to disclose any of your personal information in a way that is inconsistent with this policy, we will post notice of the proposed change or advise you directly.

Your Rights

You may request that we provide you with a summary of the personal information we retain concerning you. You may also request via email or regular mail that we amend any inaccuracies, modify, remove any personal information we retain concerning you.

If you have any questions about this Privacy Policy or our practices, please contact us at [[email protected]] or by mail at:

AXIS Financial Consultants, 374 Avenue de la Gaule, 78955 Carrieres Sous Poissy, France. Tel: 00 33 1 39 70 98 54

Please also visit our Terms and Conditions page

Categories

  • EU Taxation Matters (20)
  • Expats Life (24)
  • Offshore pension plans (9)
  • Pension transfers (49)
  • Pension transfers outside the EU (12)
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  • QROPS (66)
  • Retirement in France (25)
  • Retirement in Spain (19)
  • Retiring in Ireland (3)
  • Retiring in the Netherlands (2)
  • UK Pension Lifetime Allowance (4)

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About AXIS

AXIS Financial Consultants are a team of Overseas Pensions experts helping expats make the best financial decisions about their retirement.

Important notice

The contents of this website are for educational and information purposes only. No part of this website is to be considered as an offer, inducement or recommendation to invest.

AXIS Financial Consultants are a fully authorised “Courtier d’Assurance” in France, ORIAS reg. no. 17 003 701

They are also authorised to act as a “Financial Investment Advisor “, referenced under the number E009199 by the association ANACOFI-CIF and approved by the Financial Markets Authority in France.

Registered address:
374 Avenue de la Gaule,  Ile de la Dérivation
78955 Carrieres Sous Poissy, France
Tel: 00 33 1 39 70 98 54

Co. reg: R.C.S. Versailles 824 686 968

 

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