Updated March 22, 2021
To adapt to the challenges of digital technology and guarantee better control of personal data, a European regulation, the General Data Protection Regulation (GDPR), took effect on May 25, 2018. It aims to strengthen the rights of individuals and make public and private bodies processing their data accountable.
In order to implement this European regulation, we have updated our commitments in this Data Protection Charter which reflects our values and principles. Therefore, we undertake to comply with Law No. 78-17 of January 6, 1978, relating to data, files and liberties (the Data Protection Act), amended by European Regulation 2016/679 of April 27, 2016, relating to the protection of personal data.
This Data Protection Charter describes the way in which EURYALE ASSET MANAGEMENT SA, registered with the Paris RCS under number 518 574 033, located at 14 rue La Fayette – 75009 Paris – France, processes the personal data which you are to provide to us through our website www.euryale-am.fr or any other contact medium used with our various services, or else, which may be collected indirectly through a third party.
We are taking all necessary measures to:
– provide you with clear and transparent information on how your personal data will be collected and processed;
– implement all the necessary technical and organizational measures to protect your personal data against disclosure, loss, alteration or access by an unauthorized third party;
– keep your personal data only for the time necessary for their processing or the service provided;
– grant you the possibility to access your personal data and modify them at any time.
To achieve these purposes, we implement appropriate technical and organizational measures to ensure that our processing of personal data complies with applicable personal data protection law.
The data controller is the person in charge of any personal data processing whose purposes and means he/she determines. In this context, EURYALE ASSET MANAGEMENT SA is responsible for all processing of your personal data falling within the scope mentioned above.
The term “Personal Data” refers to all personal information concerning Internet users, users and our clients.
This may include data that the Internet user, user or client has voluntarily provided to EURYALE ASSET MANAGEMENT SA as part of a contact form, when requesting documentation, when entering into a contractual or investment relationship with EURYALE ASSET MANAGEMENT SA (in particular when subscribing), as well as data that the user will have to transmit to EURYALE ASSET MANAGEMENT SA later when communicating with it. This personal data is also collected when you contact one of our employees: people working at telephone reception as well as in administrative or accounting departments will need a minimum of personal data in order to process your request.
It may also be data provided to partners of EURYALE ASSET MANAGEMENT SA. (Banks, Financial advisors and direct sellers who distribute our Products and Services, etc.).
When you use online services, each time you visit one of our sites, we automatically collect some data and information about you and/or your computer or electronic device through the use of “cookies”. This information includes:
– the IP address automatically assigned to your ordinator when you use the Internet,
– the type of Internet browser you use,
– the type of operating and device system you use to access our sites,
– the domain name of your Internet service provider,
– the Internet page you are coming from,
– your country of residence and your language,
– the pages and options you visit on our sites.
Some personal information is essential for the subscription of certain services and/or products. In case you refuse to communicate this essential personal data, you will not be able to access certain services and/or products.
We may collect and process the following data:
– the data necessary for the processing of your request when you visit our website and/or fill in the contact form. This data includes your first and last name, e-mail address, telephone number. This information is mandatory. Without it, EURYALE ASSET MANAGEMENT will not be able to respond to your requests;
– Your complete marital status, your mailing address, your bank details, the origin of the funds and any other information and documents necessary to our contractual or investment relationship (I.D, proof of address, marriage certificate, divorce decree etc.);
– A copy of every communication between you and our teams;
– If applicable, your responses to our surveys and questionnaires and the reviews you have left on our services or products;
– The data that we may ask you to provide when you report a problem with our website or our products and services.
The mandatory or optional nature of the data is indicated to you by an asterisk (*). Be aware that some data is collected automatically as a result of your actions on the site www.euryale-am.fr
In accordance with the regulations, we do not collect data that reveals racial or ethnic origin, political opinions, religious or philosophical beliefs or trade union membership, genetic personal data, biometric personal data for the purpose of uniquely identifying a natural person, personal data concerning health or personal data concerning the sex life or sexual orientation of a natural person.
These categories of personal data are never collected or processed by EURYALE ASSET MANAGEMENT.
E-mail addresses defined by the Internet user, user or client when filling in a contact form or on any other medium, or possibly modified later by them, are personal. This information is strictly confidential.
EURYALE ASSET MANAGEMENT SA cannot be held liable for the use of these e-mail addresses by a third party. In the event of loss, misappropriation or unauthorized use of these e-mail addresses, the user must immediately inform EURYALE ASSET MANAGEMENT SA. The latter will carry out, if necessary, the operations needed to block access to all the system features provided to the Internet user, user or client (client extranet for example).
We allow ourselves to collect and store certain data for the following purposes: the execution of the contractual or investment relationship, the processing of transactions in connection with said relationships, compliance with regulatory, legal, accounting and tax obligations related to your investments as well as commercial or informative communication.
We may also collect, store and/or disclose your personal data in the context of:
– the fight against money laundering and the financing of terrorism, with the monitoring of contracts and/or operations that may lead to the drafting of a suspicion report or the freezing of assets;
– the exercise of remedies and the management of complaints;
– the management and treatment of any conflicts of interest that may undermine the interests of our clients.
We may be required to disclose your personal data in the event of legitimate requests from public authorities, notably to meet national security, anti-fraud or law enforcement requirements.
In accordance with applicable law and with your consent where required, we may use the data you provide to us on our website for commercial prospecting purposes (e.g., to send you our newsletters or any other communication that may be of interest to you).
Concerning newsletters, promotional emails and other e-mail communications: You may withdraw your consent at any time by clicking on the unsubscribe link provided in each of our communications or by contacting us as described in the chapter “HOW TO CONTACT US TO EXERCISE YOUR RIGHTS” below.
We ensure that only authorized persons within the staff of EURYALE ASSET MANAGEMENT SA can access your personal data when this access is necessary for the execution of our commercial, contractual or investment relationship.
We do not disclose your personal data to other companies for marketing purposes.
Some of your personal data is transmitted to subcontracting companies for certain services (IT service providers, hosting providers, data management providers, service providers managing the outsourcing of some key features, lawyers, experts …), but always with administrative, technical and physical security measures to protect them against any unlawful disclosure, use, modification and destruction by third parties.
We only communicate to our service providers the personal data they need to provide their services and we ensure that they respect and protect your personal data.
We may be requested by administrative or legal authorities to provide them with your personal data in the context of legal and regulatory obligations and as part of the fight against money-laundering and the financing of terrorism.
We undertake to ensure appropriate security controls to protect your personal data from any predictable danger.
Our computer system has several levels of security and authorization intended to fight against cyberattacks or any other attempt to capture data. We remind you that it is your responsibility to protect your login/authentication data (including your username and password). You are responsible for any activity carried out with your authentication data.
If you wish to update or modify your personal data, you can log in to “Votre Espace” and/or “Mon Extranet” when the site allows you to do so. You can also contact our services directly at the following address: firstname.lastname@example.org
Your personal data is kept for a fixed-term period corresponding to the time necessary to achieve the purpose for which they were collected.
The exact retention period depends on the information and is available upon request.
|Type of use of personal data||Retention period|
|Data used when requesting documentation||Until the withdrawal of consent or, in the absence of contact from you for a period of three years, your personal data will be deleted.|
|Data used for the dissemination of commercial offers or information||Until the withdrawal of consent or, in the absence of contact from you for a period of three years, your personal data will be deleted.|
|Data used in the context of contractual or investment relationships including claims||For the duration of our contractual relationship and in any case for the time necessary to meet a legal or regulatory obligation.|
|Identity document provided in the context of exercising the rights of interrogation, access, rectification and opposition||1 year from the date of receipt by us|
The personal data used in the context of contractual or investment relationships will then be archived with restricted access for an additional period in connection with the statute of limitations and legal retention periods for strictly limited reasons and authorized by law, to meet the statute of limitations period of legal actions. They will then be deleted.
When the processing of your personal data involves a transfer outside the European Union/EEA, it is to countries listed by the European Commission as sufficiently protecting the data and/or framed by appropriate safeguards and based on the standard contractual clauses published by the European Commission and/or having obtained a recognized certification.
When the sharing of this personal data involves a transfer to the United States, such transfer is made to recipients who have obtained the Privacy Shield certification.
In accordance with law n° 78-17 of January 6, 1978, relating to data processing, files and freedoms, amended by the European Regulation 2016/679 of April 27, 2016 on the protection of personal data, you have several rights concerning the management of your data. These rights are:
The right to information
It is a right to access data through which you can ask to obtain confirmation from us that personal data concerning you is or is not being processed by our services. If they are, you can request a copy.
The right to rectification
The right to request our rectifying inaccurate information about you on our database.
The right to deletion
We may delete your data for legitimate reasons at your request.
The right to object to or withdraw consent
In case you wish not to appear or to no longer appear in our databases, you can exercise one of these rights at any time.
The right to suspend processing
You can request the suspension of a processing operation about you for the duration of a verification (for example: for the exercise of your right to object, we must check whether legitimate reasons would justify the continuation of the processing operation).
The right to portability
You have the right to have your personal data transmitted to us or another data controller, in a structured, commonly used and computer-readable format, where technically possible.
The right to define guidelines concerning your data after your death
Without instructions from you, after some period of inactivity, we delete your data. Nevertheless, after your death, your heirs can exercise their rights over your data.
Before processing your request to exercise one of these rights, we may request additional information, notably to confirm your identity. If you fail to provide us with the additional information requested, we may refuse to meet your demand. We draw your attention to the fact that the exercise of these rights is not absolute and that they are subject to certain conditions defined by the laws and regulations applicable to personal data.
You can lodge a complaint if you consider that the processing of your personal data constitutes a violation of regulations. If you wish to learn more about your rights, and especially about this last one, we invite you to visit the website of the Commission Nationale de l’Informatique et des Libertés (www.cnil.fr) or to contact the latter.
We want to make all the necessary efforts to assist you. That is why, for any question relating to this charter or the exercise of your rights, you can send us, in accordance with regulations, a request accompanied by a valid proof of identity:
Either by regular mail to the following address:
SA EURYALE ASSET MANAGEMENT
14 Rue La Fayette – 75009 PARIS – France
Either by e-mail to: email@example.com
This charter may be updated periodically and without notice. Any modification will enter into force immediately from the moment the new charter is published on the website www.euryale-am.fr.
However, we use your personal data in accordance with the charter in force at the time you provide us with such data. We will notify you of any significant changes to our policy and will seek your consent in case it is necessary and affects the purpose for which your personal data was collected. In order to always remain compliant with the regulations in force relating to the protection of personal data, this charter is reviewed annually by our services.
This charter relating to the protection of your personal data is governed by French law and any dispute about it will fall under the exclusive jurisdiction of the French courts.
Ces récompenses ne préjugent pas des performances futures.
Notre volonté d’innover avec la création du Comité scientifique de Pierval Santé
Vous proposer plus…
*Sources : Etude 2018 « Les Français et l’épargne digitale » Wesave et Deloitte et Etude 2018 « Etude annuelle Epargnants français » NIM
La proximité ne peut concerner que client ou distributeur.
Parce que pour trouver les réponses pour demain, l’innovation est plus que jamais
Notre SCPI Pierval Santé et notre SC Trajectoire santé sont les premières en France à se
constituer en fonds de partage au profit de la Fondation ICM (Institut du Cerveau).
Pour la 1er fois dans nos activités une fondation reçoit
des dons proportionnel à l’activité commerciale d’une entreprise.
Parce qu’aujourd’hui, les seules solutions individuelles ne sont plus pertinentes.
Nous privilégions la démarche collective dans la conception et la gestion de nos
produits, avec notamment la création du Comité scientifique, nous permettant d’avoir une connaissance et une
réflexion sur tous les aspects de la sphère santé, et la création d’Euryale Lab, nous permettant de
connaissances et de faire partager à nos associés toute la richesse de l’écosystème d’Euryale.
La satisfaction de nos 43 000 clients et 130 partenaires exploitants en est chaque jour
la meilleure preuve.