Quality: providing appropriate advice through holding accurate personal data
Your trust and the information we have about your situation are key to simplifying, accelerating and personalising the services provided by your private asset manager and your Bank. By holding accurate, up-to-date and authenticated personal details, we will be better able to contact you rapidly in the event that we suspect payment fraud or simply to provide you with expert assistance with purchasing a product or planning a project.
Staying up to date with changes to both your family and work situations and your environment is the best way of providing you with high quality advice, support and protection. In many areas, we are under an obligation to do so.
Your collaboration in updating this data is the best way of ensuring that we are able to provide a service that continues to become more reactive, personalised and close... even remotely.
Transparency: communicating on the processing of your data
We collect and process your personal data fairly and transparently. Providing you with transparent information on the actions we have taken in processing your personal data is a priority for us, and we are committed to keeping your informed about our use of that data in a clear and precise manner.
Security: ensuring the protection and integrity of your data
Because the confidentiality and integrity of your personal data are essential elements in maintaining your trust, we ensure that it is kept safe.
We have therefore put in place procedures for checking and certifying our tools, which are designed to protect all your data against misuse. As information security is at the heart of our business activity, our teams of specialists are continually working to provide the maximum possible level of protection for your data, in all our business branches.
Ethics: using your data in your best interests
The personal information we hold is used to provide you with the most relevant services and advice. This information is confidential and is in no circumstances sold to third-party businesses. If any personal data is transferred to service providers outside the Group, such transfers are always carried out pursuant to a strictly defined framework, for a limited period and with trusted suppliers.
Control : allowing you to retain control over your data
We are committed to furthering our work in this area and will soon provide more personal information in your personal space. You can access that space at any time and request that it be updated, where necessary.
Personal data - article 4 of the European General Data Protection Regulation: "Any information relating to an identified or identifiable natural person; an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person."
Information system (
IS User: "IS Users are those persons who benefit from the resources of, and have the necessary authorisation to access, the Information System."