Privacy Notice and Consent

CGP Financial Advisory Services

What information is collected?

The scope of information collected is limited to:

  • Name and Surname
  • Email address
  • Phone number

Data collection method

Your information is collected via secure form submission provided by Brevo, our GDPR-compliant service provider.

Why do we collect this information?

We use your personal data exclusively to:

  • Make initial contact to discuss your financial planning needs
  • Schedule appointments for CGP consultations
  • Keep you informed about our financial advisory services
  • Conduct surveys to improve our services
  • Invite you to events related to financial planning and investment

Data sharing

We never share your personal information with third parties. Your data remains strictly confidential and is used only by our CGP practice.

Your rights

Under GDPR, you have the right to:

  • Access your personal data
  • Correct any inaccurate information
  • Request deletion of your data at any time
  • Withdraw your consent

Data retention

We keep your contact information only as long as necessary for the purposes stated above, or until you request its deletion.

Contact

To exercise your rights or request data deletion:

  • Email: gdpr@settleshield.info
  • Phone: +33 6 68 15 71 10

Your consent

By providing your contact information, you consent to its use for the specific purposes outlined above.