Privacy Policy

1. Introduction
Protecting your personal data is a priority for Luso Strategic Wealth. This Privacy Policy aims to inform you about how we collect, use, and protect your data when you visit our website www.lusostrategicwealth.com.
We are committed to complying with the General Data Protection Regulation (GDPR) and applicable laws.

2. Data Controller
The data controller is:
Luso Strategic Wealth
Micro-enterprise registered under SIRET 94040657200013
Head office: 4 impasse de la ferme, 78125 Orcemont
Email: sdc@lusostrategicwealth.com

3. Data Collected
We collect the following data through our website:

Identification data: Name, first name, email address, phone number
Browsing data: IP address, browser type, pages visited, duration of visit
Data submitted via forms: Information related to your expatriation or real estate investment project
We collect this information only when you fill out a form, subscribe to our newsletter, or book a discovery call.

4. Purpose of Data Processing
The collected data is used to:

Provide our services (expatriation, wealth management consulting, real estate investment)
Manage information requests and appointments
Improve user experience and analyze website traffic
Send newsletters and promotional offers (with your consent)
Comply with legal and regulatory obligations
We do not sell any of your data to third parties.

5. Legal Basis for Processing
We process your data based on the following legal grounds:

Performance of a contract (when you contact us for a service)
Consent (when you agree to receive our newsletters)
Legitimate interest (site improvement and statistical analysis)
Legal obligations (retention of certain data for tax or accounting purposes)

6. Data Retention Period
Your data is retained for:

3 years after our last contact for information requests
10 years for accounting and tax obligations
Until you unsubscribe for newsletters (an unsubscribe link is available in each email)

7. Data Sharing
Your data may be shared only with:

Technical service providers (hosting provider, mailing tools)
Trusted partners involved in your project (accountants, notaries, lawyers) but only with your consent
Legal authorities in case of legal obligation
All our partners comply with GDPR requirements.

8. Data Security
We implement strict security measures to protect your data:

Secure hosting on Wix
Restricted access to personal data
Encryption of exchanges via HTTPS
Regular updates of security systems

9. Your Rights
In accordance with GDPR, you have the following rights:

Right of access: Obtain a copy of the data we hold
Right of rectification: Correct your information in case of errors
Right to erasure: Delete your data under certain conditions
Right to restriction of processing: Limit the use of your data
Right to data portability: Retrieve your data in a structured format
Right to object: Oppose the use of your data for specific purposes (e.g., marketing)
You can exercise these rights by contacting us at sdc@lusostrategicwealth.com.
If you believe your rights are not being respected, you can file a complaint with the CNIL (www.cnil.fr).

10. Cookies and Navigation Tracking
We use cookies to enhance your user experience and analyze site traffic.

Essential cookies: Necessary for the website’s proper functioning
Analytical cookies: Allow us to analyze site traffic
Marketing cookies: Used for advertising and retargeting
You can manage your preferences via our cookie banner.

11. Changes to the Privacy Policy
We reserve the right to modify this policy at any time. Any updates will be published on this page.

12. Contact
For any questions regarding our privacy policy, you can contact us at:
sdc@lusostrategicwealth.com