privacy notice
Globale Finanzstrategen,
1101 S Rogers Cir STE 4, Boca Raton, FL, US 33487
Commercial register: L24000045944 / EIN 37-2137043
E-mail: kontakt@globale-finanzstrategen.de
This privacy notice was last reviewed or revised on December 1, 2024.
We, Globale Finanzstrategen | Weissschnur Smart Concepts LLC, United States, along with our subsidiaries and affiliates (collectively referred to as “Globale Finanzstrategen,” “us,” or “we”), understand the importance of your privacy. We are dedicated to respecting and protecting your personal data. This privacy notice outlines how we collect, use, and safeguard your personal data (the “Privacy Notice”) through Globale Finanzstrategen’s websites, applications, and digital assets (collectively, our “Sites”), as well as during our external business interactions, such as service offerings, events, surveys, and communications. This applies whenever we act as a data controller under applicable privacy laws.
If you are an employee of a Globale Finanzstrategen client or service provider, your personal data may be shared with us by your employer. In such cases, our use of your personal data is governed by our agreement with your employer.
Sharing your personal data with us is voluntary; however, choosing not to do so may limit Globale Finanzstrategen’s ability to provide you with the full range of our services or deliver an optimal user experience with our solutions, websites, or newsletters.
Contents:
6. Security
9.1 Your Data Protection Rights
9.2 Exercising Your Data Protection Rights
9.3 How to Unsubscribe from Globale Finanzstrategen Newsletters and Alerts
1. Data Controller
When we collect and process your personal data under this Privacy Notice, we do so in compliance with applicable data privacy laws, acting as a data controller or joint controller. This means we determine how your personal data is collected, used, protected, disclosed, and disposed of. Depending on your location or your interaction with Globale Finanzstrategen, the local Globale Finanzstrategen entity may serve as your primary data controller.
2. How Do We Collect Your Personal Data?
Globale Finanzstrategen collects personal data directly from you and from third parties during our business activities:
Direct Collection: We collect personal data about you in the following ways:
- When you interact with our Sites, including managing your cookie preferences.
- When you use Globale Finanzstrategen Insights or other mobile apps.
- When you create or log in to a user profile on our Sites.
- When you register for newsletters and alerts and interact with them.
- When you sign up for and participate in our conferences and events.
- When you engage in public posting areas such as discussion forums, bulletin boards, or social media.
- When you participate in surveys, panel discussions, or individual discussions conducted by us.
- When you interact with our employees via our Sites, email, or phone to seek information or support.
Third-Party Data:
We also receive personal data from third-party sources, such as service providers and data vendors. This data typically includes publicly available information from websites, public social media platforms, and other common public sources. Additionally, we acquire deidentified datasets from specific service providers. We take care to verify that the data has been lawfully collected and that third parties are authorized to share it with us for the intended uses outlined in Section 3.
Sensitive Data:
In certain instances, we may collect sensitive personal data directly from you, such as demographic details provided in surveys or requests for accommodations at events. Sensitive data is used only with your consent unless another legal basis applies (e.g., public health requirements). For research or statistical purposes, sensitive data is processed in deidentified form to produce reports and publications.
3. Why and How Are We Using Your Personal Data?
Globale Finanzstrategen processes your personal data for various purposes, as summarized below:
Globale Finanzstrategen’s use of cookies, deidentification policies, and commitment to avoiding automated decision-making processes align with the protection of your data rights. To learn more about these practices, please refer to Sections 4–6 of this Privacy Notice.
4. What Do We Not Do When We Collect and Process Your Personal Data?
We do not attempt to re-identify de-identified data, nor do we allow others to do so. If we do share such data, we require recipients to keep it de-identified as well.
5. Who has access to your personal data? Data recipients and international data transfers
Personal data collected during Globale Finanzstrategen’s business activities may be shared with Globale Finanzstrategen entities, service providers, and third parties as required to fulfill the specific purposes for which the data was collected, facilitate interactions with you, or comply with applicable laws. The Globale Finanzstrategen entity collecting your data may provide access to and transfer it to the following categories of recipients, for the business purposes described in Section 3 above:
- Globale Finanzstrategen’s subsidiaries and affiliates, and personnel across its global organization;
- Globale Finanzstrategen’s service providers and personnel;
- Globale Finanzstrategen’s legal and professional advisors;
- Third parties, in specific circumstances:
When required by law or legal process;
To law enforcement authorities or other government officials upon lawful request;
When necessary to prevent physical harm, financial loss, or in connection with investigations into suspected or actual illegal activities;
To protect an individual’s vital interests;
To safeguard Globale Finanzstrategen’s property, services, and legal rights;
To prevent fraud targeting Globale Finanzstrategen, its subsidiaries, affiliates, or business partners;
To support investigations into security incidents, such as breaches of confidential or personal data or violations of Globale Finanzstrategen’s policies;
For auditing, compliance, and corporate governance purposes;
To comply with applicable laws.
- A successor or different business entity in the event of a reorganization, merger, sale, joint venture, or other business transfer.
To ensure the protection of personal data in international transfers, Globale Finanzstrategen adheres to all applicable laws and includes necessary data transfer terms in agreements with affiliates, subsidiaries, service providers, and third parties.
6. Security
Globale Finanzstrategen implements robust safeguards to protect personal data globally, in line with applicable laws, internal policies, and this Privacy Notice. Using industry-standard technical and operational security measures, we protect data from accidental or unlawful loss, misuse, alteration, or destruction, considering the risks associated with its processing. We require the same level of protection from our subsidiaries, affiliates, service providers, and third parties. Only authorized personnel and service providers may access personal data, and they are obligated to maintain its confidentiality.
Despite these precautions, Globale Finanzstrategen cannot guarantee that unauthorized individuals will never gain access to personal data.
7. How long do we keep your personal data?
Globale Finanzstrategen retains personal data only as long as necessary to achieve the purposes for which it was collected, meet legal or contractual obligations, and comply with our data retention policy. Personal data will be securely deleted once these purposes no longer apply, in accordance with prevailing industry practices.
If you request the deletion of your personal data, Globale Finanzstrategen will comply with applicable laws and will attempt to remove all instances of the data, subject to legal rights to retain it for the aforementioned purposes.
For inquiries regarding access, correction, or deletion of personal data—particularly where processing relies on your consent—refer to Section 9 of this Privacy Notice.
8. Data collection from children
Globale Finanzstrategen does not knowingly use its Sites or business content to collect or retain personal data from individuals under 16 years of age. If any non-Site business activities involve collecting such data, it will only be done with the legal consent of a parent, guardian, or authorized individual and in compliance with applicable laws.
9. What are your data protection rights, and how can you exercise them?
9.1 Your data protection rights
Subject to applicable laws and exceptions, you are entitled to the following rights regarding your personal data:
- Access and Information: Request information about the personal data we hold, how it is used, who has access to it, and the terms under which third parties access it.
- Copy of Data: Obtain a copy of your personal data.
- Data Portability: Request that we provide your personal data in a structured, commonly used, and machine-readable format for transfer to another controller.
- Correction: Request correction or amendment of your data if it is inaccurate or incomplete for its intended purpose.
- Deletion: Request deletion of your personal data.
- Restrict Processing: Request that we limit the processing of your data.
- Withdraw Consent: Withdraw your consent for data processing, where applicable.
- Non-Discrimination: Exercise your rights without facing discrimination.
- Review Requests: Request review by Globale Finanzstrategen’s Global Protection Officer or jurisdictional Data Protection Officer regarding responses to your requests.
- Legal Remedies: Pursue additional legal remedies, such as filing a complaint with your data protection authority or initiating legal proceedings.
9.2 How to exercise your data protection rights
To exercise your rights, you can email us at kontakt@globale-finanzstrategen.de;
for U.S. residents, call +1 (800) 871-6339;
for EU residents, call 0800 2020220.
Upon receiving your request, we will confirm receipt within the legally required timeframe and provide details on next steps. To protect your privacy, we may verify your identity before fulfilling certain requests. Authorized agents acting on your behalf may need to provide written authorization or a power of attorney.
If legal exceptions prevent us from fully complying with your request, we will explain the basis for partial or non-compliance.
9.3 How to unsubscribe from newsletters and alerts
To stop receiving communications from Globale Finanzstrategen, you may:
- Click the unsubscribe link in any email from us;
- Update your preferences in your account on Globale Finanzstrategen.com;
- Email us at kontakt@globale-finanzstrategen.de.