Privacy Policy

1. Introduction

BMS Finanz Consulting GmbH ("we", "us", "our") publishes this website as an independent, informational resource on wealth management and private portfolio management. This policy explains what data we collect from visitors, why we collect it, and how it is handled.

2. Data we collect

We may collect contact details you voluntarily submit through our contact form (name, email, phone number, message), and limited technical data such as browser type and pages visited, gathered through essential and analytics cookies where consented.

3. How we use your data

Data is used solely to respond to enquiries submitted through our contact form and to understand how visitors use this informational website. We do not sell personal data to third parties, and we do not use it for any advisory or transactional purpose.

4. Legal basis for processing

We process personal data on the basis of consent and legitimate interest, in accordance with the EU General Data Protection Regulation (GDPR).

5. Data retention

Enquiry data submitted through our contact form is retained for up to 24 months, after which it is securely deleted unless a longer retention period is required by law.

6. Your rights

You have the right to access, correct, delete, or restrict the processing of your personal data, and to withdraw consent at any time. To exercise these rights, contact us at privacy@bms-finanz.org.

7. Contact

BMS Finanz Consulting GmbH, Haushoferstraße 1, 81925 München, Deutschland.