The website www.evvest.fr is published by Evevest as specified in the legal notices.
If you are simply a visitor to the website www.evvest.fr and would like more information on how Evevest processes your data, you are in the right place.
Capitalized terms used in this Data Protection Policy and not defined elsewhere have the meanings given in the Terms of Use.
Evevest ("Evevest" or "We") is committed, within the framework of its activities, to ensuring the protection and security of your personal data, as well as respecting your privacy.
In this perspective, we comply, in the processing of your personal data, with Law No. 78-17 of 6 January 1978 relating to information technology, files and freedoms as amended, as well as with the requirements set out by Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (hereinafter "the General Data Protection Regulation" or "the Regulation").
APICIL company clause concerning the protection of personal data
As part of our partnership with the APICIL GROUP, the processing of personal data carried out by this organization complies with the requirements of the GDPR and current French legislation.
APICIL GROUP, acting as data controller, collects and processes some of your personal data for specific purposes, including:
The management and execution of insurance contracts taken out via Evevest,
Analysis and management of risks related to savings and supplementary retirement products,
The fight against fraud and money laundering,
Compliance with the legal and regulatory obligations applicable to insurance organizations.
The data collected by APICIL may be shared with its partners and subcontractors for the aforementioned purposes. The APICIL Group undertakes to retain this data only for the period strictly necessary for these purposes and in compliance with applicable legal retention periods.
In accordance with the GDPR, you have rights regarding your personal data, including the right to access, rectification, erasure, restriction of processing, objection, and data portability. To exercise these rights or for any questions relating to the protection of your data, you can contact the Data Protection Officer (DPO) of the APICIL Group:
Postal address: APICIL, DPO, 51 boulevard Marius Vivier-Merle, 69003 Lyon
Email address: dpo@apicil.com
ADVIZE company clause regarding the protection of personal data
In the context of Evevest's use of ADVIZE services, certain personal data of users may be processed by the company ADVIZE SOLUTIONS, acting as a subcontractor within the meaning of the GDPR.
The data processing carried out by ADVIZE includes, in particular:
Hosting and managing user data via its SaaS solutions,
The provision of wealth management tools and investment advisory solutions,
Managing user consents and preferences,
Monitoring user activity and analyzing interactions on the platform.
ADVIZE is committed to implementing all necessary technical and organizational measures to ensure the security and confidentiality of the personal data processed. No personal data will be used for purposes other than those strictly defined in the contract between Evevest and ADVIZE.
The data is hosted on secure servers located in Europe and ADVIZE guarantees its protection in accordance with GDPR standards.
Users have the following rights over their personal data:
Right of access, rectification and erasure,
Right to restriction of processing,
Right to data portability,
Right to object at any time to the processing of their personal data.
To exercise these rights or obtain more information on ADVIZE's data protection policy, you can contact its Data Protection Officer (DPO):
Postal address: ADVIZE SOLUTIONS, DPO, 143 boulevard René Cassin, 06200 Nice
Email address: dpo@advize.com
What you will find in our data protection policy
This data protection policy explains:
Who we are;
What information we collect about you and why;
How we treat them;
How long do we keep them;
How we secure them;
Where they are located;
The guarantees we require before using a subcontractor, who they are and why we use them;
How to contact us for explanations if you are missing information or if something is unclear to you;
What are your rights and how can you exercise them?
Will this data protection policy be changed?
We may adapt this Policy to changes in our Service, our activities, and applicable laws. The use of your data by our services is governed by the latest version of this Policy, available at any time at [privacy policy URL]. As a visitor to our site, we encourage you to review it regularly to stay informed of any changes. By continuing to access the www.evvest.fr website after these changes have been implemented, you agree to be bound by this Data Protection Policy.
Who is responsible for processing my personal data?
When you browse the website www.evvest.fr without being logged in and use our contact forms, appointments or make a demonstration request, use the online chat or apply for one of our job offers, Evvest acts as the data controller.
If you wish to ask a question relating to data protection, you can write to the following address: dpo@evvest.fr.
What data processing activities are implemented and what are the purposes we pursue?
When you browse the website www.evvest.fr without being logged into our application, Evevest may implement the following processing activities:
Prospect management, including information requests, contact requests and simulations: we process your data in our customer and prospect management tools to track your request and contact details and to best answer your questions or to list the prospects we have identified.
Website management, including data processing for the purpose of improving website content and compiling traffic statistics: we use cookies and other tracking technologies to gain an overview of how our website is used and how it functions. For more information, please consult our cookie policy.
Event (webinar) and resource management: If you have expressed an interest in our activities, we may send you invitations to events we organize and to the resources we make available to you. We process data related to sending invitations, managing event responses, and organizing the event itself. We also process your data when you comment on a blog post by providing your first and last name or username and email address.
Evevest Communications and News Management: We may occasionally send you emails if you have expressed an interest in Evevest (by filling out the contact form, completing a simulation, subscribing to our newsletter, or participating in one of our webinars, etc.). These emails will be infrequent and will contain content that may interest you related to our tool: for example, we may send you invitations to events, ebooks, and blog articles that we are preparing for you. You can unsubscribe from these emails at any time by clicking the unsubscribe link at the bottom of the email. To exercise your other rights, please refer to the procedure described in the "Your Rights" section.
Simulation management: Request for a savings simulation on a financial product. The simulation is used in particular to determine risk appetite profile, but also to determine a financial profile through various types of advisors.
Application management: If you apply for one of the jobs we publish via a job posting platform, we will process your application data (CV) and, in the event of an unsuccessful outcome, will retain your data for two years provided that you do not object when we inform you.
What are the legal bases for this data processing? Why can we process this data?
When you contact us, we process your data on the basis of your consent;
When you carry out a simulation on Evevest, we process the data necessary for this simulation, on the basis of your consent and within the framework of the possible preparation of a commercial service relationship.
We collect your browsing data on the basis of our legitimate interest in improving our website and, when we use audience measurement technology requiring it, we request your consent through an information and consent collection banner;
We send you our news subject to your prior consent, when you have registered to receive it or, on the basis of our legitimate interest in doing so and allowing you to object at the time of collection and then unsubscribe at any time when you participate in a webinar for example;
We invite you to our events provided that you have expressed an interest in them and have agreed to be contacted for this purpose;
We collect your application data based on your consent.
Personal data collected on visitors to the website www.evvest.fr
What data does Evevest process about me, and why?
When you contact our services, particularly via the contact form and appointment request, or by using the online chat, you may provide us with personal data such as your name, email address, and the content of your request. We also collect your IP address and cross-reference it with public sources to estimate your geographical area;
When you run a simulation, we collect the following data: your family, professional, and financial situation, including any loans; your financial knowledge; your plans (retirement, savings, purchases, family); your nationality when legally required by the insurer for underwriting; our recommendation; your choice of savings product (life insurance or PER); the type of portfolio; your project and planned contributions; and whether or not you wish to receive your simulation by email. You can provide your email address and phone number to receive your simulation. If you do not, we will not process your personal data.
When you browse our site, we collect information about your use of it through cookies and trackers, such as pages visited, links clicked, your referring web page, the browser used, your operating system, any technical errors you may encounter, and your IP address. We use public sources that allow us to estimate your geographic region based on your IP address;
To keep you informed of our news, subject to your consent, we process the data you provide to us, such as your name and email address, as well as the origin of your interest (contact, registration for an event, request for a demonstration, etc.);
To process your application, we collect the following data: the CV you submitted and the information it contains. Specifically, we process your first and last name, phone number, email address, geographical location, total number of years of professional experience, and details of your experience.
Data retention period
Data relating to marketing activities: Personal data used for managing our customers and prospects will not be kept longer than necessary for managing our business relationship with you and, in any event, not longer than three years from the first contact. If you complete a simulation without requesting a download, we will not process your personal data. If you download it, we may keep it for up to three years from the date of completion, unless you request its deletion.
Data relating to the completion of a simulation: If you download your simulation, we may retain it for up to three years from the date it was completed, unless you request its deletion. If you choose not to retain/download it, we will not process your personal data.
Data relating to the organization of events: We will keep this data for the duration of your registration for our event news and will delete it as soon as you unsubscribe, with the exception of data necessary to prove a transaction that may occur if you purchase a ticket for one of our events.
Data relating to audience measurement statistics: Information stored in users' terminals or any other element used to identify users and enabling their tracking or visits will not be kept for more than 14 months.
Data relating to your application: If you apply to Evevest and your application is unsuccessful, we will keep your data in our CV database for two years so that we can contact you about a position that might be a better fit, provided you do not object when we inform you. You can object to the retention of your data for this purpose at any time.
Legal obligations
We may disclose your information, including your IP address, in order to comply with any law, regulation, court order or other legal request to protect persons and property, to resolve technical issues or to protect the rights or property of Evevest.
Anonymized statistical data
We may share or disclose statistical data that will be systematically anonymized beforehand, such as the number of users who have visited a specific page.
Security
We only process personal information that is strictly necessary to fulfill the purposes for which it was collected or for which its processing was authorized. We will take all reasonable steps to ensure that this personal data is accurate, complete, up-to-date, and reliable in relation to its intended use.
We take all organizational and technical measures in accordance with the state of the art to protect your personal data against any breach of security and in particular against the destruction, loss, alteration, unauthorized, accidental or unlawful disclosure of personal data transmitted, stored or otherwise processed.
We are committed to implementing all available measures to ensure the security and confidentiality of this data, in particular:
We encrypt all access to our services using TLS technology;
We conduct or commission audits of data collection, storage and processing, including physical and logical security measures, to prevent unauthorized access to our systems;
Access to personal data is strictly limited to Evevest employees and contractors who need to know it. These individuals are subject to strict confidentiality obligations and may face disciplinary action, up to and including dismissal, for any breach of these obligations.
Your rights
In accordance with the provisions of the so-called "data protection and freedoms" law of 6 January 1978 as amended and the General Data Protection Regulation, you have the right to access, rectify, erase, limit, object and to data portability of personal data concerning you within the limits of our legal obligations and the requirements of your employers.
To exercise your rights, please contact us at dpo@evvest.fr and we will respond as soon as possible, and in any event within the one-month period allotted to us.
Your request can also be sent to the following address: Evevest - 39 Avenue Pierre Premier de Serbie, 75008, Paris.
Right of access
You have the right to access the data concerning you processed by Evevest. This allows you to see the data we hold about you and, if you wish, to request a copy.
Right to rectification
Under applicable data protection regulations, you may request that we correct any inaccurate personal data concerning you. You may also request that incomplete personal data concerning you be completed, including by providing a supplementary statement.
Right to erasure
Within the limits of your employer's legal obligations to retain data or our legal obligations, you have the right to obtain the erasure, as soon as possible, of personal data concerning you, subject to our legitimate interest or any legal obligation requiring us to retain it.
Right to restriction of processing
You can request Evevest to limit the processing of your data when one of the following applies:
a) You contest the accuracy of the personal data concerning you. In this case, we will mask the data concerning you for a period enabling us to verify its accuracy;
b) you believe that the processing of your data is carried out unlawfully and you object to its erasure but instead demand the limitation of its use;
c) we no longer need your personal data for the purposes of processing but this data is still necessary for you to establish, exercise or defend a legal claim;
d) You have exercised your right to object under Article 21(1) of the General Data Protection Regulation. We will restrict the processing of your data while we verify whether our legitimate grounds override your right.
If we decide to lift the restriction on the processing of your personal data, we will inform you.
Right to object
You can opt out of receiving communications, including marketing communications, from Evevest. We provide an unsubscribe link in every email we send you for this purpose.
You can also object, for legitimate reasons, to the processing of your data, unless it is required to comply with a legal obligation imposed on Evevest (for example, tax returns, social security declarations, etc.).
Right to portability
You can request the portability of your data from Evevest at any time. We undertake to transmit to you, within a reasonable timeframe and in a machine-readable format, the data you have provided to us, whether declared by you or generated by your activity on the platform.
Right to withdraw consent
You have the right to object at any time to the processing of your personal data for personal reasons, as well as the right to object to the processing of your personal data for direct marketing purposes.
Right to lodge a complaint with a supervisory authority
Evevest's main office is located in Paris, France. As such, the competent supervisory authority for handling any requests concerning us, including, where applicable, user complaints, is the Commission Nationale de l'Informatique et des Libertés (CNIL). If you wish to contact the CNIL, you will find their contact details below: CNIL (COMMISSION NATIONALE DE L'INFORMATIQUE ET DES LIBERTÉS) 3 Place de Fontenoy – TSA 80715 – 75334 PARIS CEDEX 07 Tel: +33 1 53 73 22 22 (Monday to Thursday, 9:00 AM to 6:30 PM / Friday, 9:00 AM to 6:00 PM) Fax: +33 1 53 73 22 00 Please note: The CNIL does not receive the public and does not provide any information on-site. If you wish to file a complaint with the CNIL, you can complete the online complaint form available at the following address: www.cnil.fr/fr/plaintes. If you have a question about your data protection rights, you can consult the CNIL website: www.cnil.fr
What if I have questions?
For any questions regarding the protection of your personal data, you can contact us at contact@evvest.fr or dpo@evvest.fr and detail your inquiry. We will do our best to answer you clearly, understandably, and as quickly as possible.