This privacy policy describes how Kapitalia collects, uses and protects the personal data you provide to us through the kapitalia.fr website, in compliance with the General Data Protection Regulation (GDPR) and the French Data Protection Act (Loi Informatique et Libertés).
Data controller
Kapitalia
Olivier Etiembre
66 rue du Château, 92100 Boulogne-Billancourt, France
Email: olivier@kapitalia.fr
Phone: +33 6 95 18 90 64
Data collected
We collect the following personal data in connection with the use of our website and services:
- Appointment booking form: surname, first name, email address, optional message
- Website browsing: connection data (IP address, browser type, pages viewed) via analytical cookies
- Email or telephone exchanges: contact details and content of communications in the context of wealth advisory services
Purposes of processing
Your personal data is processed for the following purposes:
- Responding to your contact and appointment requests
- Managing the commercial relationship and wealth advisory services
- Improving our website and services through browsing data
- Complying with our legal and regulatory obligations (CIF, AMF, ACPR compliance)
Legal basis
The processing of your data is based on:
- Your consent for appointment booking and the use of non-essential cookies
- Contractual performance for the provision of our advisory services
- Legitimate interest of Kapitalia in improving its services and managing the client relationship
- Legal obligations imposed by financial regulations
Retention period
- Contact data: 3 years from the last communication
- Client data: duration of the contractual relationship plus 5 years (CIF regulatory obligations)
- Browsing data: 13 months maximum
- Cookies: 13 months maximum
Data recipients
Your personal data is strictly confidential and is not disclosed to any third party, except:
- Our technical service providers (hosting, appointment scheduling tools) to the extent strictly necessary for service provision
- The competent supervisory authorities (AMF, ACPR) upon request in the course of their duties
Kapitalia never sells, rents or shares your personal data for commercial purposes.
Cookies
The kapitalia.fr website may use the following cookies:
- Essential cookies: necessary for the website to function (no consent required)
- Analytical cookies: anonymised audience measurement to improve the user experience (subject to your consent)
You may modify your cookie preferences at any time through your browser settings.
Your rights
Under the GDPR, you have the following rights regarding your personal data:
- Right of access: obtain confirmation that your data is being processed and receive a copy
- Right to rectification: request the correction of inaccurate or incomplete data
- Right to erasure: request the deletion of your data under the conditions provided by law
- Right to restriction: request the suspension of processing of your data
- Right to portability: receive your data in a structured and commonly used format
- Right to object: object to the processing of your data on legitimate grounds
To exercise these rights, contact us at: olivier@kapitalia.fr
In the event of a persistent disagreement, you may file a complaint with the CNIL (Commission Nationale de l'Informatique et des Libertés): www.cnil.fr
Security
Kapitalia implements appropriate technical and organisational measures to protect your personal data against accidental or unlawful destruction, loss, alteration, unauthorised disclosure or access.
Policy updates
This privacy policy may be updated at any time. The date of last update is indicated below.
Last updated: March 2026
