Privacy Policy

INFORMATION ON THE PROCESSING OF PERSONAL DATA

Anchora Wealth Advisor (hereinafter, for brevity, the “Data Controller”) informs that the personal data acquired through browsing this site will be processed in compliance with the law on the protection of personal data.

With reference to the management and processing of personal data of users who consult this site, pursuant to Article 13 of EU Regulation no. 679/2016, Anchora Wealth Advisor provides the following information:

Types of data collected, purposes and legal basis of processing

Browsing data

The computer systems and software procedures used to operate this website acquire, during their normal operation, some personal data whose transmission is implicit in the use of Internet communication protocols. This category of data includes the IP addresses or domain names of users’ terminals connecting to the site, MAC (Media Access Control) addresses, URI (Uniform Resource Identifier) addresses of requested resources, the time of the request, the method used to submit the request to the server, the size of the file obtained in response, the numerical code indicating the status of the response from the server (successful, error, etc.), and other parameters relating to the user’s operating system and IT environment. This data is used solely to obtain anonymous statistical information on the use of the site and to verify its correct functioning, and is deleted immediately after processing. The data could be used to ascertain liability in the event of hypothetical cybercrimes against the site. The legal basis for processing personal data for this purpose is found in the case provided for in Article 6, paragraph 1, letter b) of EU Regulation No. 679/2016, i.e., to allow the user to use the requested service. The same data may also be used to comply with legal obligations or requests from judicial authorities. The legal basis for processing personal data for this purpose is found in the case provided for in Article 6, paragraph 1, letter c) of EU Regulation No. 679/2016, i.e., because the processing is necessary for compliance with a legal obligation to which the data controller is subject.

Data provided voluntarily by the user

Following the voluntary sending of emails to the email addresses on the website, Anchora Wealth Advisor may process the sender’s email address and any additional personal data contained in the message to respond, again via email, to requests made by the user. The legal basis for processing personal data for this purpose is the provision of Article 6, paragraph 1, letter b) of EU Regulation No. 679/2016, or to provide the user with the requested service. The same data may also be used to comply with legal obligations or requests from judicial authorities. The legal basis for processing personal data for this purpose is the provision of Article 6, paragraph 1, letter c) of EU Regulation No. 679/2016, or because the processing is necessary for compliance with a legal obligation to which the data controller is subject.

The interested party is advised not to enter or send through the tools on the site “special categories of personal data”, “biometric data”, “genetic data”, “health data”, or “data relating to crimes or criminal convictions” as defined by applicable legislation.

Such data, if provided by the interested party, will be immediately deleted.

Cookie

The site uses technical cookies (session and navigation) to ensure normal navigation and use of the website (for example, allowing authentication to access restricted areas). The site also uses third-party analytics cookies (with limited identification capabilities) to monitor user use of the site for the purpose of optimizing the web platform and for statistical (analytics) and profiling cookies. For all information regarding the processing of personal data via cookies, please refer to the extended cookie policy, available on every page of the portal.

Data retention period

Personal data collected and processed as a result of browsing this site will be retained for the entire duration of the service provision and will be deleted or anonymized within 7 days. Personal data submitted independently by users through the tools on the site will be deleted after providing the requested service or responding to them, and in any case within 15 days of the completion of such activity, with the exception of data required to comply with tax, accounting, and administrative regulations or to fulfill other legal obligations and to document the activities performed.

Treatment methods

The personal data collected will be processed, stored, and maintained electronically and will be stored on both computer and paper media, organized in databases, and on any other suitable media.

Specific security measures are observed to prevent data loss, illicit or incorrect use, and unauthorized access.

The processing of personal data carried out by Anchora Wealth Advisor does not involve automated decision-making processes.

Communication of personal data

Providing browsing data is a necessary requirement to provide the requested service (website navigation) and is therefore mandatory for this purpose. Failure to provide personal data by the data subject will make it impossible for Anchora Wealth Advisor to allow navigation of this website. Providing data for other purposes is optional. Failure to provide data, in these cases, will have no consequences for the data subject, but may make it impossible to provide the user with the requested response.

Subjects to whom personal data may be communicated

The personal data collected will not be disclosed and may be communicated not only to parties who are entitled and have an interest in accessing your personal data under applicable laws or secondary and/or EU regulations, but also to authorized personnel within the Data Controller, and to companies, associations, or professional firms that provide services and activities on behalf of the Data Controller as Data Processors, particularly for the provision of ICT services (e.g., web hosting services, cloud providers, etc.), to fulfill legal obligations, and for any organizational and administrative needs necessary to provide the requested services.

The names of other parties who may become aware of your personal data in their capacity as “Data Processors” are included in an updated list available from Anchora Wealth Advisor (to be requested using the contact details indicated in the “Data Controller” – Contact Details” section).

Transfer of data outside the European Economic Area or to international organizations

Anchora Wealth Advisor does not transfer the personal data of interested parties collected through this site and the tools provided therein abroad or to international organizations.

Link to third-party sites or services

This information applies only to the processing of personal data carried out through this website or its tools, and not to other websites that may be accessed by users via links, whose operators act as independent data controllers. Users are therefore encouraged to carefully read their privacy policies before accessing third-party services.

Rights of the interested party

In relation to the aforementioned personal data processing, the interested party has the right to exercise at any time the rights provided for by EU Regulation no. 679/2016, including, for example, the right to obtain information within 30 days of the request:

of the origin of personal data;
of the purposes and methods of processing;
of the logic applied in case of processing carried out with the aid of electronic instruments;
of the identifying details of the Data Controller, the managers and the designated representative.

The interested party has the right to obtain within the same 30-day period:

access, updating, rectification or, when interested, integration of the data;
the cancellation, transformation into anonymous form or blocking of data processed in violation of the Law;
the limitation of the processing of data concerning him or her, that is, to ask the data controller or processor to reduce the purposes or methods with which his or her data is processed.

The interested party may also request a copy of his/her data in a standard format (so-called “Right to data portability”).

Finally, the data subject has the right to object at any time and without charge, in whole or in part:

for legitimate reasons, to the processing of personal data concerning him, even if pertinent to the purpose of the collection;
to the processing of personal data concerning him or her pursuant to Article 6, paragraph 1, GDPR, letters e. (“processing is necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the controller”) or f. (“processing is necessary for the purposes of the legitimate interests pursued by the controller or by a third party”), including profiling based on these provisions.
to the processing of personal data concerning him/her for the purpose of sending advertising or direct sales materials or for carrying out market research or commercial communications (direct marketing), including profiling to the extent that it is related thereto.

The data subject has the right to withdraw his or her consent to processing, when this is based on the hypothesis provided for by Article 6, paragraph 1, letter a. (when “the data subject has given consent to the processing of his or her personal data for one or more specific purposes”), or Article 9, paragraph 2, letter a. (when “the data subject has given explicit consent to the processing of such personal data for one or more specific purposes”) of EU Regulation 679/2016, at any time without affecting the lawfulness of processing based on consent before its withdrawal.

If you believe that the processing of your personal data violates applicable law, you have the right to lodge a complaint with a supervisory authority, in particular in the Member State of your habitual residence, place of work, or place where the alleged violation occurred. The Italian Supervisory Authority can be reached using the contact details on its website.

Data Controller – Contact details

The Data Controller is Anchora Wealth Advisory SA, with registered office in Lugano, Crocicchio Cortogna 6, VAT number CHE-192.276.355 IVA

Anchora Wealth Advisor can also be contacted at the email address info@anchorawa.com

To exercise the rights listed above, the interested party may submit a request using the email account.