Data Pro­tec­tion No­ti­ce

We, Wealth­cap Kapital­verwaltungs­gesellschaft mbH, Ba­va­ria­film­platz 8, D‑82031 Grün­wald (her­ein­af­ter cal­led “WCK”), in­form you in this no­ti­ce about the pro­ces­sing of per­so­nal data done by us.

You may cont­act us at any time, not only by mail, but also at info@wealthcap.com or at +49 89 678 205 500.

You can reach our Data Pro­tec­tion Of­fi­cer by mail at Wealth­cap Kapital­verwaltungs­gesellschaft mbH, ‑Datenschutzbeauftragter‑, Ba­va­ria­film­platz 8, D-82031 Grün­wald, or by e‑mail at datenschutz@wealthcap.com.

Be­low we have com­pi­led the most im­portant information on ty­pi­cal data pro­ces­sing for you, bro­ken down by data sub­ject group. For cer­tain data pro­ces­sing ope­ra­ti­ons that only af­fect spe­ci­fic groups, the information ob­li­ga­ti­ons are ful­fil­led se­pa­ra­te­ly. Whe­re the term „data“ is used in the text, only per­so­nal data wi­thin the mea­ning of the EU Ge­ne­ral Data Pro­tec­tion Re­gu­la­ti­on (GDPR) is meant.

1. Vi­si­tors to our web­site
  • 1.1 Ser­ver pro­to­col data
    With each re­quest, our web ser­ver pro­ces­ses a ran­ge of data that your brow­ser au­to­ma­ti­cal­ly trans­mits to our web ser­ver. This in­cludes the IP ad­dress curr­ent­ly as­si­gned to your de­vice, the date and time of the re­quest, the time zone, the spe­ci­fic page or file ac­ces­sed, the http sta­tus code, and the amount of data trans­fer­red; in ad­di­ti­on, the web­site from which your re­quest came, the brow­ser used, the ope­ra­ting sys­tem of your de­vice, and the lan­guage set are in­cluded.
  • 1.2 Over­view of our coo­kies
    Like most web­sites you vi­sit, www.wealthcap.com uses coo­kies to im­pro­ve the user ex­pe­ri­ence on both sin­gle and re­peat vi­sits. A coo­kie is a small file that stores In­ter­net set­tings. Al­most every web­site uses coo­kie tech­no­lo­gy. It is down­loa­ded by your In­ter­net brow­ser the first time you vi­sit a web­site. The next time you vi­sit this web­site with the same ter­mi­nal de­vice, the coo­kie, and the information stored in it, is eit­her sent back to the web­site that crea­ted it (first-par­ty coo­kie) or sent to an­o­ther web­site to which it be­longs (third-par­ty coo­kie). De­pen­ding on their func­tion and pur­po­se, coo­kies can be di­vi­ded into the fol­lo­wing ca­te­go­ries: in­dis­pensable func­tion­al coo­kies (es­sen­ti­al coo­kies), sta­tis­ti­cal and mar­ke­ting coo­kies, and, in future, also per­so­na­liza­ti­on coo­kies. In the coo­kie ban­ner, you can de­ci­de which categories/cookies you want to al­low. In ad­di­ti­on to the sel­ec­tion in the coo­kie ban­ner when you first vi­sit the web­site, you can also ad­just your coo­kie set­tings di­rect­ly in your brow­ser set­tings. In the fol­lo­wing sec­tions, you can see which pro­vi­ders and pur­po­ses fall into the re­le­vant coo­kie ca­te­go­ries and exact­ly what data is set in each coo­kie.
  • 1.2.1 Func­tion­al coo­kies (es­sen­ti­al coo­kies)
    Es­sen­ti­al coo­kies fa­ci­li­ta­te func­tions wi­t­hout which you would not be able to use this web­site. The­se coo­kies are used ex­clu­si­ve­ly by Wealth­cap and are the­r­e­fo­re cal­led „first-par­ty coo­kies“. Among other things, such a coo­kie also stores your de­cis­i­on re­gar­ding the use of coo­kies on our web­site. Es­sen­ti­al coo­kies can­not be de­ac­ti­va­ted via the func­tion on this page. You can ge­ne­ral­ly de­ac­ti­va­te coo­kies in your brow­ser at any time. Ho­we­ver, we would like to point out that our web­site will then no lon­ger func­tion at all or only par­ti­al­ly.

    Coo­kie:
    User­cen­trics Con­sent Ma­nage­ment Platt­form
    Pur­po­se: Sa­ves the visitor’s set­tings sel­ec­ted in the coo­kie ban­ner.
    Ex­piry time: 182 days

    Int­Si­te­Vi­si­ted
    Pur­po­se: This coo­kie checks whe­ther a user has vi­si­ted the in­ter­na­tio­nal web­site and is only used for users with a non-Ger­man IP ad­dress.
    Ex­piry time: ses­si­on

    ger­man-lan­guage-ac­cept­ed
    Pur­po­se: This coo­kie checks whe­ther a user of the Eng­lish Wealth­cap web­site has pres­sed the but­ton to call up the start page in Ger­man in or­der to re­di­rect them di­rect­ly to the Ger­man start page on their next vi­sit.
    Ex­piry time: 182 days

    wp-post­pas­s_ {hash}
    Pur­po­se: This coo­kie is set when users view a pass­word-pro­tec­ted page to en­su­re re-ac­cess du­ring the ses­si­on.
    Ex­piry time: 3 hours

    wordpress_test_cookie
    Pur­po­se: Word­Press sets this coo­kie to check whe­ther coo­kies can be set. This coo­kie is only set when users log in to the fund por­tal or sa­les part­ner por­tal.
    Ex­piry time: ses­si­on
  • 1.2.2 Sta­tis­ti­cal coo­kies
    Sta­tis­ti­cal coo­kies re­qui­re con­sent and are only set with your ex­pli­cit con­sent. You can give this con­sent by ac­ti­vat­ing the „Sta­tis­tic“ ca­te­go­ry in the coo­kie ban­ner and thus ac­cep­ting the sel­ec­tion. The sel­ec­tion via the „Ac­cept all“ but­ton in­cludes this con­sent. The­se are coo­kies that are used to coll­ect information on an ag­gre­ga­ted and strict­ly an­ony­mous ba­sis for in­ter­nal re­se­arch on the num­ber of users and how they vi­sit the web­site.
    We use Goog­le Ana­ly­tics to me­a­su­re and ana­ly­ze the use of our on­line ser­vices by users. Alt­hough user data is pro­ces­sed, it is not trans­mit­ted di­rect­ly from the user’s de­vice to Goog­le. In par­ti­cu­lar, the user’s IP ad­dress is not trans­mit­ted to Goog­le. In­s­tead, the data is first trans­mit­ted to our ser­ver, whe­re users data re­cords are as­si­gned to our in­ter­nal user iden­ti­fi­ca­ti­on num­ber. Sub­se­quent trans­mis­si­on from our ser­ver to Goog­le only ta­kes place in this pseud­ony­mi­zed form. The iden­ti­fi­ca­ti­on num­ber does not con­tain any uni­que data such as names, e-mail ad­dres­ses or geo­gra­phi­cal information. In re­turn, Wealth­cap re­cei­ves pu­rely sta­tis­ti­cal eva­lua­tions, which we use to check and op­ti­mi­ze the needs-ba­sed de­sign of our web­site.

    _ga_LVC892RDNP and _ga
    Pur­po­se: The coo­kies are used to me­a­su­re and ana­ly­ze the use of our web­site by users in or­der to op­ti­mi­ze and fur­ther de­ve­lop the web­site.
    Ex­piry time: 182 days

    We also use the Goog­le Tag Manager of the pro­vi­der Goog­le Ire­land Ltd, Gor­don House, Bar­row Street, Dub­lin 4, Ire­land („Goog­le“). This ser­vice can be used to ma­na­ge web­site tags. The Goog­le Tag Manager only sets up tags - tags are a code that is used to me­a­su­re vi­si­tor traf­fic and vi­si­tor be­ha­vi­or. The tags ori­gi­na­te from other ser­vices - in our case from Goog­le Ana­ly­tics (see abo­ve). The­se tags are only ma­na­ged via the Goog­le Tag Manager: no coo­kies are set and no per­so­nal data is coll­ec­ted. When track­ing has been de­ac­ti­va­ted, this also ap­pli­es to all track­ing tags that are ma­na­ged by the Goog­le Tag Manager.
  • 1.2.3 Mar­ke­ting Coo­kies
    This coo­kies re­qui­re con­sent and are only set with your ex­pli­cit con­sent. You can give this con­sent by ac­ti­vat­ing the „Mar­ke­ting“ ca­te­go­ry in the coo­kie ban­ner and thus ac­cep­ting the sel­ec­tion. The sel­ec­tion via the „Ac­cept all“ but­ton in­cludes this con­sent. The­se tech­no­lo­gies are used by ad­ver­ti­sers to ser­ve ads that are re­le­vant to your in­te­rests. Alt­hough user data is pro­ces­sed, it is not trans­mit­ted di­rect­ly from the user’s de­vice to Goog­le. In par­ti­cu­lar, the user’s IP ad­dress is not trans­mit­ted to Goog­le. In­s­tead, the data is first trans­mit­ted to our ser­ver, whe­re users data re­cords are as­si­gned to our in­ter­nal user iden­ti­fi­ca­ti­on num­ber. Sub­se­quent trans­mis­si­on from our ser­ver to Goog­le only ta­kes place in this pseud­ony­mi­zed form. The iden­ti­fi­ca­ti­on num­ber does not con­tain any uni­que data such as names, e-mail ad­dres­ses or geo­gra­phi­cal information. In re­turn, Wealth­cap re­cei­ves pu­rely sta­tis­ti­cal eva­lua­tions, which we use to op­ti­mi­ze our ads.

    Goog­le Ads Con­ver­si­on Track­ing
    This is a con­ver­si­on track­ing ser­vice. This ser­vice re­cords what hap­pens af­ter a click on an ad pla­ced by us via Goog­le Ads when users sub­se­quent­ly vi­sit the web­site. With con­ver­si­ons, we me­a­su­re whe­ther users per­form a spe­ci­fic ac­tion on the web­site spe­ci­fied by us (e.g. whe­ther ser­vices are or­de­red) af­ter cli­cking on an ad pla­ced by us via Goog­le Ads. This al­lows Wealth­cap to track which key­words, ads, ad groups or cam­paigns lead to the de­si­red user in­ter­ac­tion.
    Ex­piry time: 182 days
  • 1.3 Ma­na­ging and de­le­ting coo­kies
    We of­fer you the op­ti­on of con­ve­ni­ent­ly re­jec­ting or ac­cep­ting coo­kies that re­qui­re your con­sent. The va­rious coo­kies are grou­ped into the ca­te­go­ries men­tio­ned here. You have the op­ti­on of swit­ching in­di­vi­du­al ca­te­go­ries on and off using the but­ton. Plea­se click Coo­kie Set­tings to re­set your set­tings.
    If a ca­te­go­ry is swit­ched off or re­mains swit­ched off and this set­ting is confirmed/saved ac­cor­din­gly, all coo­kies of the cor­re­spon­ding ca­te­go­ry will no lon­ger be loa­ded and the­r­e­fo­re no more data will be pro­ces­sed or trans­fer­red. If a ca­te­go­ry is swit­ched on or re­mains swit­ched on and this set­ting is confirmed/saved ac­cor­din­gly, all coo­kies from the ca­te­go­ry in ques­ti­on will be loa­ded and the data de­scri­bed will be pro­ces­sed.
    You can also block and de­le­te coo­kies by chan­ging your brow­ser set­tings. To ma­na­ge coo­kies, most brow­sers al­low you to ac­cept or re­ject all coo­kies or to ac­cept only cer­tain ty­pes of coo­kies. The pro­ce­du­res for ma­na­ging and de­le­ting coo­kies can be found in the help func­tion in­te­gra­ted in the brow­ser. If you rest­rict the use of coo­kies, cer­tain func­tion­al com­pon­ents of the web­site may no lon­ger work pro­per­ly. Plea­se re­fer to the information and ope­ra­ting in­s­truc­tions of the re­spec­ti­ve pro­vi­der.
  • 1.4 Deal­ing with so­cial net­works
    This web­site does not con­tain any so­cial plug­ins from so­cial net­works such as Face­book, Goog­le+ or X, but only hy­per­links to so­cial net­works such as Lin­ke­dIn or Xing. The­se net­works the­r­e­fo­re have no way of track­ing your ac­ti­vi­ties on our web­site. We use You­Tube on in­di­vi­du­al pa­ges of our web­site www.wealthcap.com. This is a vi­deo por­tal of You­Tube LLC, 901 Cher­ry Ave, 94066 San Bru­no, CA, USA, her­ein­af­ter re­fer­red to as „You­Tube“. You­Tube is a sub­si­dia­ry of Goog­le LLC, 1600 Am­phi­theat­re Park­way, Moun­tain View, CA 94043 USA, her­ein­af­ter re­fer­red to as „Goog­le“. We use You­Tube in con­nec­tion with a 2-click so­lu­ti­on to be able to show you vi­de­os. This type of in­te­gra­ti­on of You­Tube vi­de­os en­su­res that your brow­ser only es­tab­lishes a di­rect con­nec­tion to the You­Tube or Goog­le ser­ver when you start the vi­deo its­elf and thus give your con­sent to the trans­fer of data to You­Tube. You can re­co­gni­ze You­Tube vi­de­os by the la­bel „Watch on You­Tube“. When you click on a You­Tube vi­deo, information (in­clu­ding your IP ad­dress, the date and time and the web­site you vi­si­ted) may be trans­mit­ted to the You­Tube or Goog­le ser­ver in the USA. In ad­di­ti­on, a con­nec­tion is es­tab­lished to Google’s „Dou­ble­Click“ ad­ver­ti­sing net­work. When you start the vi­deo, fur­ther data pro­ces­sing ope­ra­ti­ons may be trig­ge­red. We have no in­fluence on this.
    Vi­de­os wi­t­hout the la­bel „Watch on You­Tube Vi­deo“, which al­re­a­dy start on the first click, are stored on our ser­vers and do not es­tab­lish any con­nec­tion to You­Tube. If you are log­ged in to You­Tube at the same time, You­Tube will as­sign the con­nec­tion information to your You­Tube ac­count. If you wish to pre­vent this, you must eit­her log out of You­Tube be­fo­re vi­si­ting our web­site or make the ap­pro­pria­te set­tings in your You­Tube user ac­count. For the pur­po­se of func­tion­a­li­ty and ana­ly­sis of user be­ha­vi­or, You­Tube per­ma­nent­ly stores coo­kies on your ter­mi­nal de­vice via your In­ter­net brow­ser. If you do not agree to this pro­ces­sing, you have the op­ti­on of pre­ven­ting the sto­rage of coo­kies by chan­ging the set­tings in your In­ter­net brow­ser. Fur­ther information about the coll­ec­tion and use of data as well as your rights and pro­tec­tion op­ti­ons in this re­gard can be found at https://www.google.de/intl/de/policies/privacy/
  • 1.5 Pur­po­se of data pro­ces­sing
    The pur­po­se of data pro­ces­sing is to pre­sent the group of com­pa­nies on the In­ter­net and to com­mu­ni­ca­te with in­te­res­ted par­ties, in­ves­tors, busi­ness part­ners and re­pre­sen­ta­ti­ves of the press.
  • 1.6 Le­gal ba­sis
    The le­gal ba­sis for the pro­ces­sing is Ar­tic­le 6(1)(b) GDPR (con­tract of use for the web­site). The le­gal ba­sis for the pro­ces­sing of press re­pre­sen­ta­ti­ve data is Ar­tic­le 6(1)(b) GDPR (con­tract for in­clu­si­on in the press dis­tri­bu­ti­on list). If you have gi­ven us your con­sent to pro­cess per­so­nal data for spe­ci­fic pur­po­ses (e.g. coo­kies re­qui­ring con­sent), the lawful­ness of this pro­ces­sing is ba­sed on your con­sent (Ar­tic­le 6(1)(a) GDPR).
  • 1.7 Pro­to­col and com­mu­ni­ca­ti­on data
    Pro­to­col and com­mu­ni­ca­ti­on data will not be pas­sed on to third par­ties un­less spe­cial cir­cum­s­tances ap­p­ly. Data may be trans­mit­ted to the po­li­ce and the pu­blic prosecutor’s of­fice if a cri­mi­nal of­fen­se is su­spec­ted or in­ves­ti­ga­ti­on pro­cee­dings are con­duc­ted. We use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems.
  • 1.8 Sto­rage pe­ri­od
    We do not pro­cess and store your per­so­nal data for lon­ger than we need it for the re­spec­ti­ve pro­ces­sing pur­po­ses. If the data is no lon­ger re­qui­red for the ful­fill­ment of con­trac­tu­al or le­gal ob­li­ga­ti­ons, it is re­gu­lar­ly de­le­ted, un­less its - tem­po­ra­ry - fur­ther pro­ces­sing is ne­ces­sa­ry for the fol­lo­wing pur­po­ses:
    • Ful­fill­ment of com­mer­cial and tax re­ten­ti­on ob­li­ga­ti­ons: in ac­cordance with the Ger­man Com­mer­cial Code (HGB), the Ger­man Anti-Mo­ney Laun­de­ring Act (GwG), the Ger­man In­vest­ment Code (KAGB), the Ger­man Ban­king Act (KWG) and the Ger­man Se­cu­ri­ties Tra­ding Act (WpHG) . The re­ten­ti­on and do­cu­men­ta­ti­on pe­ri­ods spe­ci­fied the­r­ein are two to ten ye­ars.
  • 1.9 Dis­clo­sure
    It is not pos­si­ble to use the web­site wi­t­hout dis­clo­sing per­so­nal data such as your IP ad­dress. It is not pos­si­ble to com­mu­ni­ca­te via the web­site wi­t­hout pro­vi­ding data.
2. Vi­si­tors to our cor­po­ra­te head­quar­ters
  • 2.1
    The pur­po­se of data pro­ces­sing is to al­low ac­cess to the com­pa­ny head­quar­ters while main­tai­ning ac­cess con­trol. The pur­po­ses of vi­deo sur­veil­lan­ce are the pro­tec­tion of do­mic­i­lia­ry rights, the de­tec­tion and pro­se­cu­ti­on of cri­mi­nal of­fen­ses and the en­force­ment of ci­vil law claims. The­re are no plans to ch­an­ge the­se pur­po­ses.
  • 2.2
    The le­gal ba­sis for pro­ces­sing is Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly the pro­tec­tion of do­mic­i­lia­ry rights as well as the de­tec­tion and pro­se­cu­ti­on of cri­mi­nal of­fen­ses and the en­force­ment of ci­vil law claims).
  • 2.3
    Vi­si­tor data will not be pas­sed on to third par­ties un­less spe­cial cir­cum­s­tances ap­p­ly. Data may be trans­mit­ted to the po­li­ce and the pu­blic prosecutor’s of­fice if a cri­mi­nal of­fen­se is su­spec­ted or in­ves­ti­ga­ti­on pro­cee­dings are con­duc­ted. We use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems.
  • 2.4
    Vi­si­tor data is stored for th­ree months. Lo­cal vi­deo sur­veil­lan­ce does not re­cord data.
  • 2.5
    The coll­ec­tion of data is ne­ces­sa­ry for the pro­tec­tion of do­mic­i­lia­ry rights and the con­trol of vi­si­tors. Ac­cess to the buil­ding can­not be gran­ted wi­t­hout the data.
3. In­ves­tors and their em­ployees
  • 3.1
    We pro­cess your per­so­nal data for the pur­po­se of im­ple­men­ting (ma­na­ging) the con­trac­tu­al re­la­ti­onship that exists or is about to exist with you, in­clu­ding re­spon­ding to in­qui­ries, pro­vi­ding and in­voi­cing our ser­vices and sett­ling com­mis­si­on pay­ments to in­ter­me­dia­ries. In ad­di­ti­on, we pro­cess the per­so­nal data pro­vi­ded in the de­cla­ra­ti­on of ac­ces­si­on (which may be up­dated at a la­ter date) for the pur­po­se of ful­fil­ling and en­su­ring com­pli­ance with le­gal re­gu­la­ti­ons. In ad­di­ti­on, the pur­po­se of the pro­ces­sing is also the sub­mis­si­on of fur­ther of­fers. The­re are no plans to ch­an­ge the­se pur­po­ses.
  • 3.2
    The le­gal ba­sis for pro­ces­sing is Ar­tic­le 6(1)(b) GDPR (con­tract or con­tract in­itia­ti­on) for con­tracts with na­tu­ral per­sons, Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with cont­act per­sons re­le­vant to the con­tract) for con­tracts with le­gal en­ti­ties and al­ways Ar­tic­le 6(1)© GDPR (le­gal ob­li­ga­ti­ons, in par­ti­cu­lar tax and com­mer­cial law re­gu­la­ti­ons). The le­gal ba­sis for the coll­ec­tion and use of information for the sub­mis­si­on of future of­fers and the sett­le­ment of com­mis­si­ons to in­ter­me­dia­ries is Ar­tic­le 6 (1) (f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly the of­fer of lawful ser­vices and the ful­fill­ment of com­mis­si­on claims). The le­gal ba­sis for the pro­ces­sing of your e-mail ad­dress for the pur­po­se of sen­ding ad­ver­ti­sing and the trans­mis­si­on of information to your in­ter­me­dia­ries is your con­sent in ac­cordance with Ar­tic­le 6. 1 GDPR in con­junc­tion with Ar­tic­le 7 GDPR. If funds (pos­si­bly also in­di­rect­ly) make investments in a coun­try out­side the EU („third coun­try“) for which neither an ade­quacy de­cis­i­on pur­su­ant to Ar­tic­le 45 (3) GDPR nor sui­ta­ble gua­ran­tees pur­su­ant to Ar­tic­le 46 GDPR exist, in­clu­ding bin­ding in­ter­nal data pro­tec­tion re­gu­la­ti­ons, the le­gal ba­sis for the trans­fer of data to the third coun­try is Ar­tic­le 49 (1) (b) GDPR (ne­ces­sa­ry for the per­for­mance of a con­tract).
  • 3.3
    For the pur­po­se of ma­na­ging the in­vest­ment, data may be trans­mit­ted to Wealth Ma­nage­ment Ca­pi­tal Hol­ding GmbH and its sub­si­dia­ries and sub-sub­si­dia­ries, tar­get funds and wi­th­hol­ding agents, sa­les part­ners, the de­po­si­ta­ry, la­wy­ers, tax ad­vi­sors, and au­di­tors. Re­ci­pi­ents of data may also be banks for the pur­po­se of set­ting up and main­tai­ning coll­ec­ti­ve trust ac­counts and spe­cial ac­counts as well as for the pro­ces­sing of pay­ments, and banks and other len­ders in con­nec­tion with bor­ro­wing. Pu­blic aut­ho­ri­ties and of­fices may be re­ci­pi­ents wi­thin the scope of their du­ties, in­so­far as we are ob­li­ged or aut­ho­ri­zed to trans­mit data. We also use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems, for the ful­fill­ment of anti-mo­ney laun­de­ring and sanc­tion law ob­li­ga­ti­ons, and for the dis­patch of sub­scrip­ti­on do­cu­ments and in­ves­tor let­ters. If funds (pos­si­bly also in­di­rect­ly) make investments in a third coun­try, in­ves­tor data (name, ad­dress, date of birth, place of birth, coun­try of birth, na­tio­na­li­ty, bank de­tails in­clu­ding bank mas­ter data, tax iden­ti­fi­ca­ti­on num­ber in­clu­ding information on tax re­si­den­cy as well as information on the sub­scri­bed in­vest­ment and pay­ment tran­sac­tions) are trans­mit­ted to the tar­get funds and the wi­th­hol­ding agents for the pur­po­se of ma­na­ging the investment.In ad­di­ti­on, in­ves­tor data is trans­fer­red to tax con­sul­ting com­pa­nies working for us in the re­spec­ti­ve third coun­try for the pur­po­se of tax ad­vice and the pre­pa­ra­ti­on of ne­ces­sa­ry tax do­cu­ments. In prin­ci­ple, the­re is no ade­qua­te le­vel of pro­tec­tion wi­thin the mea­ning of the GDPR in third count­ries. An ade­quacy de­cis­i­on of the EU Com­mis­si­on may not exist and the re­spec­ti­ve third coun­try re­ci­pi­ents may also not of­fer sui­ta­ble and ap­pro­pria­te gua­ran­tees for the pro­tec­tion of per­so­nal rights, fun­da­men­tal rights and free­doms as ma­ni­fes­ted in the EU Char­ter of Fun­da­men­tal Rights.
  • 3.4
    Due to le­gal and re­gu­la­to­ry re­qui­re­ments, we are ob­li­ged to com­bat mo­ney laun­de­ring, ter­ro­rist fi­nan­cing, and cri­mi­nal of­fen­ses that end­an­ger assets. In this con­text, data is also ana­ly­zed with the aim of eva­lua­ting cer­tain per­so­nal aspects (pro­fil­ing). The­se me­a­su­res also ser­ve to pro­tect you.
  • 3.5
    We do not pro­cess and store your per­so­nal data for lon­ger than we need it for the re­spec­ti­ve pro­ces­sing pur­po­ses. If the data is no lon­ger re­qui­red for the ful­fill­ment of con­trac­tu­al or le­gal ob­li­ga­ti­ons, it is re­gu­lar­ly de­le­ted, un­less its - tem­po­ra­ry - fur­ther pro­ces­sing is ne­ces­sa­ry for the fol­lo­wing pur­po­ses:
    • Ful­fill­ment of re­ten­ti­on ob­li­ga­ti­ons un­der com­mer­cial and tax law in ac­cordance with the Ger­man Com­mer­cial Code (HGB) and the Ger­man Fis­cal Code (AO), as well as re­ten­ti­on ob­li­ga­ti­ons in ac­cordance with the Ger­man Anti-Mo­ney Laun­de­ring Act (GwG). The re­ten­ti­on and do­cu­men­ta­ti­on pe­ri­ods spe­ci­fied the­re are up to ten ye­ars.
    • Pre­ser­va­ti­on of evi­dence wi­thin the scope of the sta­tu­to­ry li­mi­ta­ti­on pe­ri­ods. Ac­cor­ding to the Ger­man Ci­vil Code (BGB), the­se li­mi­ta­ti­on pe­ri­ods can be up to 30 ye­ars, wher­eby the re­gu­lar li­mi­ta­ti­on pe­ri­od is th­ree ye­ars.
  • 3.6
    The pro­vi­si­on of data is man­da­to­ry for in­ves­tors both by vir­tue of the law (Ger­man Anti-Mo­ney Laun­de­ring Act (GWG)) and for the con­clu­si­on of the trust agree­ment. Wi­t­hout the pro­vi­si­on of data, in­ves­tors can­not par­ti­ci­pa­te in the funds and their ma­nage­ment can­not be car­ri­ed out.
  • 3.7
    When you sub­scri­be to investments via sa­les part­ners or in­ter­me­dia­ries or ac­qui­re them from third par­ties, we will re­cei­ve the information you pro­vi­de in the ap­pli­ca­ti­on form or other­wi­se to the sa­les part­ner, in­ter­me­dia­ry, or third par­ty.
4. Ap­pli­cants for em­ploy­ment
  • 4.1
    The pur­po­se of data pro­ces­sing is the sel­ec­tion of ap­pli­cants for em­ploy­ment. The­re are no plans to ch­an­ge this pur­po­se.
  • 4.2
    The le­gal ba­sis is Ar­tic­le 6 (1) (b) GDPR (em­ploy­ment con­tract) and Ar­tic­le 88 GDPR. The le­gal ba­sis for the iden­ti­ty and re­lia­bi­li­ty check are le­gal re­qui­re­ments in ac­cordance with Ar­tic­le 6 (1) © GDPR in con­junc­tion with Sec­tion 6 (2) (5) of the Ger­man Anti-Mo­ney Laun­de­ring Act (GwG).
  • 4.3
    Ap­pli­cant data is pas­sed on in­tern­al­ly to the re­spon­si­ble em­ployees who make the de­cis­i­ons. As part of back­ground checks for the pur­po­ses of iden­ti­ty and re­lia­bi­li­ty checks, we trans­mit the e-mail ad­dress to Hi­re­Right EMEA, 70 Wap­ping Lane, Lon­don, E1W 2RD, United King­dom. We also use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems.
  • 4.4
    The data will be de­le­ted six months af­ter the end of the ap­pli­ca­ti­on pro­cess. If an ap­pli­cant is also in­te­res­ted in other po­si­ti­ons, the data will be stored for up to twel­ve months.
  • 4.5
    The pro­vi­si­on of per­so­nal data is ne­ces­sa­ry for the ex­ami­na­ti­on of the ap­pli­ca­ti­on and, if ap­pli­ca­ble, the sub­se­quent con­clu­si­on of an em­ploy­ment con­tract. An ap­pli­ca­ti­on can­not be con­side­red wi­t­hout the pro­vi­si­on of per­so­nal data.
5. Ser­vice pro­vi­ders, busi­ness part­ners, and their em­ployees
  • 5.1
    The pur­po­ses of the pro­ces­sing are the pre­pa­ra­ti­on, es­tab­lish­ment, exe­cu­ti­on, and ter­mi­na­ti­on of the re­spec­ti­ve ser­vice or busi­ness re­la­ti­onship as well as the ful­fill­ment of le­gal ob­li­ga­ti­ons. In ad­di­ti­on, information about plan­ned events, about the com­pa­ny, about mar­ket de­ve­lo­p­ments, and about other pro­ducts and of­fers from the fi­nan­cial and ca­pi­tal in­vest­ment sec­tor and the real estate in­dus­try is also the pur­po­se of the pro­ces­sing. The­re are no plans to ch­an­ge the­se pur­po­ses.
  • 5.2
    The le­gal ba­sis for pro­ces­sing is Ar­tic­le 6 (1) (b) GDPR (con­tract or con­tract in­itia­ti­on) for con­tracts with na­tu­ral per­sons, Ar­tic­le 6 (1) (f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with cont­act per­sons re­le­vant to the con­tract) for con­tracts with le­gal en­ti­ties, and al­ways Ar­tic­le 6 (1) © GDPR (le­gal ob­li­ga­ti­ons, in par­ti­cu­lar tax and com­mer­cial law re­gu­la­ti­ons). The le­gal ba­sis for pro­ces­sing your data for information about plan­ned events, about the com­pa­ny, about mar­ket de­ve­lo­p­ments, and about other pro­ducts and of­fers from the fi­nan­cial and ca­pi­tal in­vest­ment sec­tor and the real estate in­dus­try is Ar­tic­le 6 (1) (f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with con­trac­tu­al and busi­ness part­ners) if you are a con­trac­tu­al or busi­ness part­ner or our cont­act per­son at a con­trac­tu­al or busi­ness part­ner, other­wi­se your con­sent (Ar­tic­le 6 (1) (a) GDPR).
  • 5.3
    Cont­act and con­tract data may be trans­mit­ted to other ser­vice pro­vi­ders, busi­ness part­ners, of­fices, and aut­ho­ri­ties if this is ne­ces­sa­ry for the per­for­mance of the con­tract or the exe­cu­ti­on of the or­der. We also use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems and for the ful­fill­ment of anti-mo­ney laun­de­ring and sanc­tion law ob­li­ga­ti­ons.
  • 5.4
    Due to le­gal and re­gu­la­to­ry re­qui­re­ments, we are ob­li­ged to com­bat mo­ney laun­de­ring, ter­ro­rist fi­nan­cing, and cri­mi­nal of­fen­ses that end­an­ger assets. In this con­text, data is also ana­ly­zed with the aim of eva­lua­ting cer­tain per­so­nal aspects (pro­fil­ing). The­se me­a­su­res also ser­ve to pro­tect you.
  • 5.5
    Data from con­trac­tu­al part­ners, ser­vice pro­vi­ders and third par­ties is not pro­ces­sed for lon­ger than we need it for the re­spec­ti­ve pro­ces­sing pur­po­ses. If the data is no lon­ger re­qui­red for the ful­fill­ment of con­trac­tu­al or le­gal ob­li­ga­ti­ons, it is re­gu­lar­ly de­le­ted, un­less its - tem­po­ra­ry - fur­ther pro­ces­sing is ne­ces­sa­ry for the fol­lo­wing pur­po­ses:
    • Ful­fill­ment of re­ten­ti­on ob­li­ga­ti­ons un­der com­mer­cial and tax law in ac­cordance with the Ger­man Com­mer­cial Code (HGB) and the Ger­man Fis­cal Code (AO), as well as re­ten­ti­on ob­li­ga­ti­ons in ac­cordance with the Ger­man Anti-Mo­ney Laun­de­ring Act (GwG). The re­ten­ti­on and do­cu­men­ta­ti­on pe­ri­ods spe­ci­fied the­re are up to ten ye­ars.
    • Pre­ser­va­ti­on of evi­dence wi­thin the scope of the sta­tu­to­ry li­mi­ta­ti­on pe­ri­ods. Ac­cor­ding to the Ger­man Ci­vil Code (BGB), the­se li­mi­ta­ti­on pe­ri­ods can be up to 30 ye­ars, wher­eby the re­gu­lar li­mi­ta­ti­on pe­ri­od is th­ree ye­ars.
  • 5.6
    The pro­ces­sing of cont­act data for ser­vice pro­vi­ders and busi­ness part­ners is ne­ces­sa­ry in or­der to per­form the con­tract. If the data is not pro­vi­ded, com­mu­ni­ca­ti­on may be si­gni­fi­cant­ly dis­rupt­ed. If the ser­vice pro­vi­der or busi­ness part­ner is a na­tu­ral per­son, they are not ob­li­ged to pro­vi­de us with their per­so­nal data, but fail­ure to pro­vi­de it may mean that we are unable to en­ter into or ful­fill con­tracts with them, in­so­far as the data is re­qui­red for this pur­po­se.
6. Exis­ting and pro­s­pec­ti­ve ten­ants for ren­tal pro­per­ties
  • 6.1
    The pur­po­ses of the pro­ces­sing are (i) the in­itia­ti­on, exe­cu­ti­on, and sett­le­ment of the re­spec­ti­ve ten­an­cy, (ii) the pro­vi­si­on of data for due di­li­gence re­views in con­nec­tion with a pos­si­ble sale of the ren­tal pro­per­ty, (iii) buil­ding op­ti­miza­ti­on and bench­mar­king with other pro­per­ties ma­na­ged by Wealth­cap Kapital­verwaltungs­gesellschaft mbH th­rough the coll­ec­tion and eva­lua­ti­on of con­sump­ti­on data (such as en­er­gy, wa­ter, and was­te) and (iv) com­pli­ance with le­gal ob­li­ga­ti­ons. The­re are no plans to ch­an­ge the­se pur­po­ses.
  • 6.2
    The le­gal ba­sis for the pro­ces­sing of con­tracts with na­tu­ral per­sons is Ar­tic­le 6(1)(b) GDPR (in­itia­ti­on, exe­cu­ti­on and per­for­mance of the lea­se) and Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly (i) the pro­per and sus­tainable ma­nage­ment of the ren­tal pro­per­ty, (ii) the per­for­mance of due­di­li­gence re­views in con­nec­tion with a pos­si­ble sale of the ren­tal pro­per­ty, and (iii) the coll­ec­tion of con­sump­ti­on data). In ad­di­ti­on, the le­gal ba­sis is al­ways Ar­tic­le 6(1)© GDPR (le­gal ob­li­ga­ti­ons, in par­ti­cu­lar re­port­ing ob­li­ga­ti­ons un­der the Sus­tainable Fi­nan­ce Dis­clo­sure Re­gu­la­ti­on (SFDR) and tax and com­mer­cial law re­gu­la­ti­ons) and Ar­tic­le 6(1)(a) GDPR (con­sent to the pro­ces­sing of data).
    In the case of con­tracts with le­gal en­ti­ties, the le­gal ba­sis is Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with cont­act per­sons re­le­vant to the con­tract) and al­ways Ar­tic­le 6(1)© GDPR (le­gal ob­li­ga­ti­ons, in par­ti­cu­lar tax and com­mer­cial law re­gu­la­ti­ons).
  • 6.3
    Cont­act, ten­an­cy agree­ment and con­sump­ti­on data may be trans­mit­ted to the fol­lo­wing third par­ties:
    • For the in­i­ta­ti­on of the ten­an­cy to the pro­per­ty ma­nage­ment com­pa­ny, other ser­vice pro­vi­ders, real estate agents, busi­ness part­ners, of­fices, and aut­ho­ri­ties;
    • For the exe­cu­ti­on of the ten­an­cy to:
      • ser­vice pro­vi­ders, real estate agents, busi­ness part­ners, of­fices, and aut­ho­ri­ties;
      • me­ter­ing ser­vice pro­vi­ders, uti­li­ty com­pa­nies, and bil­ling com­pa­nies for the sett­le­ment of ope­ra­ting cos­ts;
      • other ten­ants as part of the in­spec­tion of re­ceipts for the pur­po­se of che­cking ope­ra­ting cost state­ments;
      • Ser­vice pro­vi­ders for the ana­ly­sis of buil­ding en­er­gy ef­fi­ci­en­cy with the aim of op­ti­mi­zing the buil­ding and iden­ti­fy­ing po­ten­ti­al cost sa­vings.

        For due­di­li­gence re­views in con­nec­tion with a pos­si­ble sale of the ren­tal pro­per­ty, your data may be trans­mit­ted to pro­s­pec­ti­ve buy­ers of the ren­tal pro­per­ty. We also use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems, for the ful­fill­ment of anti-mo­ney laun­de­ring and sanc­tion law ob­li­ga­ti­ons, and in the con­text of the re­cor­ding and bil­ling of ope­ra­ting and an­cil­la­ry cos­ts.
  • 6.4
    Due to le­gal and re­gu­la­to­ry re­qui­re­ments, we are ob­li­ged to com­bat mo­ney laun­de­ring, ter­ro­rist fi­nan­cing, and cri­mi­nal of­fen­ses that end­an­ger assets. In this con­text, data is also ana­ly­zed with the aim of eva­lua­ting cer­tain per­so­nal aspects (pro­fil­ing). The­se me­a­su­res also ser­ve to pro­tect you.
  • 6.5
    You are not ob­li­ged to pro­vi­de us with your per­so­nal data, but fail­ure to do so may mean that we are unable to en­ter into or ful­fill con­tracts with you if the data is re­qui­red for this pur­po­se. The pro­ces­sing of cont­act data for ser­vice pro­vi­ders and busi­ness part­ners is ne­ces­sa­ry in or­der to per­form the con­tract. If the data is not pro­vi­ded, com­mu­ni­ca­ti­on may be si­gni­fi­cant­ly dis­rupt­ed.
  • 6.6
    Ten­ant data is not pro­ces­sed for lon­ger than we need it for the re­spec­ti­ve pro­ces­sing pur­po­ses. If the data is no lon­ger re­qui­red for the ful­fill­ment of con­trac­tu­al or le­gal ob­li­ga­ti­ons, it is re­gu­lar­ly de­le­ted, un­less its - tem­po­ra­ry - fur­ther pro­ces­sing is ne­ces­sa­ry for the fol­lo­wing pur­po­ses:
    • Ful­fill­ment of re­ten­ti­on ob­li­ga­ti­ons un­der com­mer­cial and tax law in ac­cordance with the Ger­man Com­mer­cial Code (HGB) and the Ger­man Fis­cal Code (AO), as well as re­ten­ti­on ob­li­ga­ti­ons in ac­cordance with the Ger­man Anti-Mo­ney Laun­de­ring Act (GwG). The re­ten­ti­on and do­cu­men­ta­ti­on pe­ri­ods spe­ci­fied the­re are up to ten ye­ars.
    • Pre­ser­va­ti­on of evi­dence wi­thin the scope of the sta­tu­to­ry li­mi­ta­ti­on pe­ri­ods. Ac­cor­ding to the Ger­man Ci­vil Code (BGB), the­se li­mi­ta­ti­on pe­ri­ods can be up to 30 ye­ars, wher­eby the re­gu­lar li­mi­ta­ti­on pe­ri­od is th­ree ye­ars.

      Data of ren­tal ap­pli­cants with whom no ren­tal agree­ment is con­cluded will be de­le­ted af­ter six months.
7. Pre-re­gis­tra­ti­on of a sub­scrip­ti­on to spe­ci­fi­cal­ly na­med in­vest­ment of­fers
  • 7.1
    We pro­cess your data for the pur­po­se of re­ser­ving a sub­scrip­ti­on to spe­ci­fi­cal­ly na­med in­vest­ment of­fers.
  • 7.2
    The le­gal ba­sis for the pro­ces­sing of data for a sub­scrip­ti­on re­ser­va­ti­on is, in the case of re­ser­va­tions by na­tu­ral per­sons, your con­sent pur­su­ant to Ar­tic­le 6 (1) (a) GDPR in con­junc­tion with Ar­tic­le 7 GDPR, and, in the case of re­ser­va­ti­on by le­gal en­ti­ties Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with cont­act per­sons re­le­vant to the con­tract).
  • 7.3
    The sub­scrip­ti­on no­ti­ce re­tur­ned to us will be for­ward­ed to the advisor/distributor na­med by you in the sub­scrip­ti­on no­ti­ce. We also use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems, for the ful­fill­ment of anti-mo­ney laun­de­ring and sanc­tion law ob­li­ga­ti­ons and for sen­ding let­ters to re­gis­tered per­sons and in­ves­tors.
  • 7.4
    We will store all data re­le­vant to a sub­scrip­ti­on re­ser­va­ti­on for a pe­ri­od of one ca­len­dar year.
  • 7.5
    The pro­vi­si­on of data is man­da­to­ry for the re­ser­va­ti­on of a sub­scrip­ti­on. Sub­scrip­ti­on re­ser­va­tions can­not be made wi­t­hout the pro­vi­si­on of data.
8. For­war­ding of data to in­vest­ment ser­vices enterprises/ fi­nan­cial in­vest­ment bro­kers for on­line cus­to­mer events
  • 8.1
    We pro­cess your data in con­nec­tion with on­line cus­to­mer events for the pur­po­se of for­war­ding it to the se­cu­ri­ties ser­vice provider/financial in­vest­ment bro­ker na­med in the de­cla­ra­ti­on of con­sent for the pur­po­se of pro­vi­ding ad­vice on the in­vest­ment of­fer ad­ver­ti­sed.
  • 8.2
    The le­gal ba­sis for the pro­ces­sing of data for for­war­ding to the se­cu­ri­ties ser­vices com­pa­ny the fi­nan­cial in­vest­ment bro­ker na­med in the de­cla­ra­ti­on of con­sent for the pur­po­se of pro­vi­ding ad­vice on the ad­ver­ti­sed in­vest­ment of­fer is, in the case of na­tu­ral per­sons, their con­sent pur­su­ant to Ar­tic­le 6(1)(a) GDPR con­junc­tion with Ar­tic­le 7 GDPR, and, in the case of le­gal en­ti­ties, Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with con­trac­tual­ly re­le­vant cont­act per­sons).
  • 8.3
    The information you pro­vi­de will be for­ward­ed to the se­cu­ri­ties ser­vice provider/financial in­vest­ment bro­ker na­med in the de­cla­ra­ti­on of con­sent. We also use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce and ser­vicing of IT sys­tems, for the ful­fill­ment of anti-mo­ney laun­de­ring and sanc­tion law ob­li­ga­ti­ons and for sen­ding let­ters to per­sons and in­ves­tors in­te­res­ted in ad­vice on the ad­ver­ti­sed in­vest­ment of­fer.
  • 8.4
    All data pro­ces­sed for for­war­ding to the se­cu­ri­ties ser­vice provider/financial in­vest­ment bro­ker na­med in the de­cla­ra­ti­on of con­sent for the pur­po­se of pro­vi­ding ad­vice on the ad­ver­ti­sed in­vest­ment of­fer will be stored by us for the du­ra­ti­on of one ca­len­dar year.
  • 8.5
    The pro­vi­si­on of data is man­da­to­ry for for­war­ding to the se­cu­ri­ties ser­vice provider/financial in­vest­ment bro­ker na­med in the de­cla­ra­ti­on of con­sent for the pur­po­se of pro­vi­ding ad­vice on the ad­ver­ti­sed in­vest­ment of­fer. If data is not pro­vi­ded, it can­not be for­ward­ed to the se­cu­ri­ties ser­vice pro­vi­der fi­nan­cial in­vest­ment bro­ker na­med in the de­cla­ra­ti­on of con­sent for the pur­po­se of pro­vi­ding ad­vice on the ad­ver­ti­sed in­vest­ment of­fer.
9. In­vi­tees and at­ten­de­es of events
  • 9.1
    We pro­cess your data for the pur­po­se of in­vi­ting you to events and for hol­ding the event as well as for do­cu­men­ting the event by me­ans of image and sound re­cor­dings and using the re­cor­dings made for the pur­po­se of press and pu­blic re­la­ti­ons work. The­re are no plans to ch­an­ge the­se pur­po­ses.
  • 9.2
    The le­gal ba­sis for the pro­ces­sing of data for in­vi­ta­ti­ons is Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with con­trac­tu­al and busi­ness part­ners) if you are a con­trac­tu­al or busi­ness part­ner or our cont­act per­son at a con­trac­tu­al or busi­ness part­ner, other­wi­se your con­sent (Ar­tic­le 6(1)(a) GDPR). If you have re­gis­tered for an event, the le­gal ba­sis is Ar­tic­le 6(1)(b) GDPR (con­tract for the or­ga­niza­ti­on of the event) and Ar­tic­le 6(1)© GDPR (le­gal ob­li­ga­ti­ons, in par­ti­cu­lar tax and com­mer­cial law re­gu­la­ti­ons). The le­gal ba­sis for image and sound re­cor­dings is Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest in the do­cu­men­ta­ti­on of the events we or­ga­ni­ze and our le­gi­ti­ma­te in­te­rest in the pre­sen­ta­ti­on of our com­pa­ny th­rough press and pu­blic re­la­ti­ons work). If we trans­mit, pu­blish or use images of you in which you are cle­ar­ly re­co­gnizable for the pur­po­se of press and pu­blic re­la­ti­ons work or for the crea­ti­on of bro­chu­res and ad­ver­ti­sing ma­te­ri­als, we will ob­tain your con­sent be­fore­hand. The le­gal ba­sis is then your con­sent pur­su­ant to Ar­tic­le 6(1)(a) GDPR.
  • 9.3
    The image and sound re­cor­dings made may also be trans­mit­ted to jour­na­lists, me­dia com­pa­nies, press and pho­to agen­ci­es, and plat­forms, also ab­road, and pu­blished by us for the pur­po­se of press and pu­blic re­la­ti­ons work. Cont­act and con­tract data may be trans­mit­ted to other ser­vice pro­vi­ders, busi­ness part­ners, of­fices, and aut­ho­ri­ties if this is ne­ces­sa­ry for the or­ga­niza­ti­on of the event. We also use ser­vice pro­vi­ders for the pro­vi­si­on of ser­vices by way of or­der pro­ces­sing, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems.
  • 9.4
    All con­tract and boo­king-re­la­ted data is stored in ac­cordance with tax and com­mer­cial law re­ten­ti­on ob­li­ga­ti­ons. The­se in­clude, in par­ti­cu­lar, the Ger­man Com­mer­cial Code (HGB) and the Ger­man Fis­cal Code (AO). The re­ten­ti­on and do­cu­men­ta­ti­on pe­ri­ods spe­ci­fied the­re are up to ten ye­ars. Ar­chi­ved image and sound re­cor­dings of the event as well as pu­bli­ca­ti­ons are ge­ne­ral­ly not de­le­ted.
  • 9.5
    The pro­vi­si­on of data is con­trac­tual­ly ob­li­ga­to­ry for the re­ceipt of in­vi­ta­ti­ons and for par­ti­ci­pa­ti­on in events. Wi­t­hout pro­vi­ding data, in­vi­ta­ti­ons can­not be sent and par­ti­ci­pa­ti­on in events is not pos­si­ble. The crea­ti­on of image and sound re­cor­dings is not man­da­to­ry for par­ti­ci­pa­ti­on in the event. If you do not wish to be in­cluded in vi­deo and au­dio re­cor­dings, plea­se in­form our staff at the event ve­nue.
10. Ge­ne­ral information and rights of data sub­jects
  • 10.1
    We do not use any au­to­ma­ted in­di­vi­du­al de­cis­i­on-ma­king pro­ce­du­res.
  • 10.2
    You have the right to re­quest information about all per­so­nal data that we pro­cess about you at any time.
  • 10.3
    If your per­so­nal data is in­cor­rect or in­com­ple­te, you have the right to rec­ti­fi­ca­ti­on and com­ple­ti­on.
  • 10.4
    You can re­quest the de­le­ti­on of your per­so­nal data at any time, un­less we are le­gal­ly ob­li­ged or en­tit­led to con­ti­nue pro­ces­sing your data.
  • 10.5
    If the le­gal re­qui­re­ments are met, you can re­quest that the pro­ces­sing of your per­so­nal data be rest­ric­ted.
  • 10.6
    You have the right to ob­ject to the pro­ces­sing if the le­gal re­qui­re­ments are met, for ex­am­p­le if the data pro­ces­sing is car­ri­ed out for the pur­po­se of di­rect ad­ver­ti­sing or pro­fil­ing, in­so­far as it is as­so­cia­ted with such di­rect ad­ver­ti­sing. If the pro­ces­sing is ba­sed on a ba­lan­cing of in­te­rests, you can ob­ject to the pro­ces­sing by sta­ting re­asons that ari­se from your par­ti­cu­lar si­tua­ti­on.
  • 10.7
    If data pro­ces­sing is car­ri­ed out on the ba­sis of your con­sent or as part of a con­tract using au­to­ma­ted pro­ce­du­res, you have the right to trans­fer of the data you have made avai­la­be, pro­vi­ded that this does not ad­ver­se­ly af­fect the rights and free­doms of other per­sons.
  • 10.8
    If we pro­cess your data on the ba­sis of a de­cla­ra­ti­on of con­sent, you have the right to wi­th­draw this con­sent at any time with ef­fect for the future. The pro­ces­sing car­ri­ed out pri­or to a re­vo­ca­ti­on re­mains un­af­fec­ted by the re­vo­ca­ti­on.
  • 10.9
    You also have the right to lodge a com­plaint with a data pro­tec­tion su­per­vi­so­ry aut­ho­ri­ty at any time if you are of the opi­ni­on that data pro­ces­sing has ta­ken place in breach of ap­pli­ca­ble law.
11. Vi­deo con­fe­ren­cing soft­ware
  • 11.1
    Du­ring con­ver­sa­ti­ons using Mi­cro­soft Teams, for ex­am­p­le with ap­pli­cants, in­ves­tors or busi­ness part­ners, we pro­cess the fol­lo­wing per­so­nal data:
    • Per­so­nal de­tails: e.g. first name, sur­na­me, te­le­pho­ne num­ber, e-mail ad­dress
    • Mee­ting me­ta­da­ta: e.g. to­pic, de­scrip­ti­on, par­ti­ci­pant IP ad­dres­ses, device/hardware information
    • When di­al­ling in with the te­le­pho­ne: e.g. de­tails of the in­co­ming and out­go­ing te­le­pho­ne num­bers, coun­try name, start and end times, if ne­ces­sa­ry, fur­ther con­nec­tion data such as the IP ad­dress of the de­vice can be stored;
    • Text, au­dio, and vi­deo data: You may have the op­ti­on of using the chat func­tion in an on­line mee­ting. In this case, your text ent­ries are pro­ces­sed in or­der to dis­play them in the on­line mee­ting and, if ne­ces­sa­ry, to log them. In or­der to enable the dis­play of vi­deo and the play­back of au­dio, the data from the mi­cro­pho­ne and/or vi­deo ca­me­ra of your ter­mi­nal de­vice will be pro­ces­sed for the du­ra­ti­on of the on­line mee­ting. You can de­ac­ti­va­te the ca­me­ra and/or mute the mi­cro­pho­ne yours­elf at any time.
  • 11.2
    The per­so­nal data is pro­ces­sed in ac­cordance with Ar­tic­le 6(1)(b) GDPR (per­for­mance of a con­tract, con­tract in­itia­ti­on) for the pur­po­se of con­duc­ting dis­cus­sions with per­sons in­te­res­ted in a pro­duct of Wealth­cap Kapital­verwaltungs­gesellschaft mbH. The­se per­sons may be both exis­ting in­ves­tors and per­sons who are not yet in­ves­tors.
    Log data and me­ta­da­ta are pro­ces­sed ex­clu­si­ve­ly for the pur­po­se of er­ror ana­ly­sis. The le­gal ba­sis for this is Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest).
    We do not use any au­to­ma­ted in­di­vi­du­al de­cis­i­on-ma­king pro­ce­du­res.
  • 11.3
    You do not need to re­gis­ter in or­der to com­mu­ni­ca­te with us du­ring a Mi­cro­soft Teams vi­deo call. You will re­cei­ve an ac­cess link to the vi­deo mee­ting from the per­son you are com­mu­niac­tion with by email. It is up to you whe­ther you want to dis­c­lo­se your full name when using Mi­cro­soft Teams.
    You are also free to switch your ca­me­ra and mi­cro­pho­ne on or off. We do not re­cord images or sound. The con­tent of the con­ver­sa­ti­on (spo­ken word) is not re­cor­ded eit­her, re­gard­less of whe­ther you at­tend the vi­deo mee­ting by pho­ne, Mi­cro­soft Teams app, or brow­ser.
  • 11.4
    Mi­cro­soft Teams is part of Mi­cro­soft 365 and the­r­e­fo­re soft­ware from Mi­cro­soft Ire­land Ope­ra­ti­ons Li­mi­t­ed, ba­sed in Dub­lin, Ire­land.
    Your per­so­nal data is pro­ces­sed on Mi­cro­soft ser­vers in data cen­ters in the Eu­ro­pean Uni­on: in Ire­land and the Ne­t­her­lands. For this pur­po­se, we have con­cluded an or­der pro­ces­sing agree­ment with Mi­cro­soft in ac­cordance with Ar­tic­le 28 GDPR. Ac­cor­din­gly, ex­ten­si­ve tech­ni­cal and or­ga­niza­tio­nal me­a­su­res have been agreed with Mi­cro­soft that cor­re­spond to the cur­rent sta­te of the art in IT se­cu­ri­ty, e.g. with re­gard to ac­cess aut­ho­riza­ti­on and en­cryp­ti­on con­cepts.
    Nevert­hel­ess, we can­not rule out the pos­si­bi­li­ty that data may be rou­ted via In­ter­net ser­vers lo­ca­ted out­side the EU. In par­ti­cu­lar, this may be the case when mee­ting par­ti­ci­pan­ts are lo­ca­ted in a third coun­try. Ho­we­ver, the data is en­crypt­ed du­ring trans­port via the In­ter­net and is the­r­e­fo­re pro­tec­ted as far as pos­si­ble against un­aut­ho­ri­zed ac­cess by third par­ties.
    In ad­di­ti­on, it can­not be ru­led out that per­so­nal data from Mi­cro­soft Teams may also be par­ti­al­ly pro­ces­sed in the United Sta­tes of Ame­ri­ca. For ex­am­p­le, due to le­gal re­gu­la­ti­ons in the USA - in par­ti­cu­lar the CLOUD Act (Cla­ri­fy­ing Lawful Over­se­as Use of Data Act) and the Pa­tri­ot Act - Mi­cro­soft may be ob­li­ged in in­di­vi­du­al ca­ses to ac­cess per­so­nal data stored on Eu­ro­pean ser­vers and hand it over to aut­ho­ri­ties in the United Sta­tes of Ame­ri­ca. For this re­ason, Wealth­cap has con­cluded a data pro­tec­tion agree­ment with Mi­cro­soft pro­vi­ded by the Eu­ro­pean Uni­on for the pro­ces­sing of per­so­nal data in third count­ries (so-cal­led stan­dard data pro­tec­tion clau­se). This agree­ment pro­vi­des sui­ta­ble gua­ran­tees for the pro­tec­tion of your data.
    Mi­cro­soft also re­ser­ves the right to pro­cess cus­to­mer data for its own pur­po­ses. Wealth­cap has no in­fluence on this pro­ces­sing of per­so­nal data by Mi­cro­soft. In the­se ca­ses, Mi­cro­soft does not act as a pro­ces­sor for Wealth­cap, but as an in­de­pen­dent con­trol­ler wi­thin the mea­ning of Ar­tic­le 4 (7) GDPR and as such is so­le­ly re­spon­si­ble for com­pli­ance with all ap­pli­ca­ble data pro­tec­tion re­gu­la­ti­ons. Fur­ther information on the pro­ces­sing of your per­so­nal data by Mi­cro­soft for its own pur­po­ses can be found at: https://docs.microsoft.com/de-de/microsoftteams/teams-privacy
  • 11.5
    The per­so­nal data in Mi­cro­soft Teams is stored for 90 days.
12. So­cial me­dia
  • 12.1
    Ac­cor­ding to the information curr­ent­ly known, per­so­nal data on so­cial me­dia may no lon­ger be de­le­ted at all, but will sim­ply no lon­ger be shown pu­blicly. The­re is curr­ent­ly in­suf­fi­ci­ent information on the in­ter­nal use of re­cor­dings and data by the re­spec­ti­ve com­pa­nies - e.g. use for the crea­ti­on of per­so­na­li­ty pro­files. Per­so­nal data may also be pro­ces­sed on ser­vers out­side the Eu­ro­pean Eco­no­mic Area, whe­re it is not al­ways sub­ject to the high le­vel of pro­tec­tion of the Eu­ro­pean Ge­ne­ral Data Pro­tec­tion Re­gu­la­ti­on.

    Information on the In­ter­net and in so­cial net­works is ac­ces­si­ble world­wi­de and can be found using search en­gi­nes and lin­ked to other information, which may fa­ci­li­ta­te the crea­ti­on of per­so­na­li­ty pro­files. Information pos­ted on the In­ter­net, in­clu­ding re­cor­dings, can be ea­si­ly co­pied and re­dis­tri­bu­ted. The­re are spe­cia­li­zed ar­chi­ving ser­vices who­se aim is to per­ma­nent­ly do­cu­ment the sta­te of cer­tain web­sites on cer­tain dates. This may lead to a si­tua­ti­on in which information pu­blished on the In­ter­net and in so­cial net­works can still be found even af­ter it has been de­le­ted on the ori­gi­nal site.
13. Coll­ec­tion of per­so­nal data not ob­tai­ned from data sub­jects (Ar­tic­le 14 GDPR)
  • 13.1
    The pur­po­se of the pro­ces­sing is the con­ti­nua­tion of con­tract pro­ces­sing, in­ves­tor pro­ces­sing, and the ful­fill­ment of le­gal ob­li­ga­ti­ons. The­re are no plans to ch­an­ge the­se pur­po­ses.
  • 13.2
    We may re­cei­ve per­so­nal data of third par­ties from the in­ves­tor. Other sources may in­clude guar­di­ans, aut­ho­ri­zed re­pre­sen­ta­ti­ves, third-par­ty deb­tors, re­si­dents re­gis­tra­ti­on of­fices, courts, bai­liffs, le­gal re­pre­sen­ta­ti­ves, in­sol­ven­cy ad­mi­nis­tra­tors, trade of­fices, cor­rec­tion­al in­sti­tu­ti­ons, pu­blicly ac­ces­si­ble sources of information, exe­cu­tors of wills, and la­wy­ers.
  • 13.3
    The le­gal ba­sis for pro­ces­sing is Ar­tic­le 6(1)(b) GDPR (con­tract or con­tract in­itia­ti­on) for con­tracts with na­tu­ral per­sons, Ar­tic­le 6(1)(f) GDPR (le­gi­ti­ma­te in­te­rest, na­me­ly com­mu­ni­ca­ti­on with cont­act per­sons re­le­vant to the con­tract) for con­tracts with le­gal en­ti­ties, and al­ways Ar­tic­le 6(1)© GDPR (le­gal ob­li­ga­ti­ons, in par­ti­cu­lar tax and com­mer­cial law re­gu­la­ti­ons).
  • 13.4
    Cont­act and con­tract data may be trans­mit­ted to other ser­vice pro­vi­ders, busi­ness part­ners as well as of­fices and aut­ho­ri­ties if this is ne­ces­sa­ry for the per­for­mance of the con­tract or the exe­cu­ti­on of the or­der. We also use ser­vice pro­vi­ders by way of or­der pro­ces­sing for the pro­vi­si­on of ser­vices, in par­ti­cu­lar for the pro­vi­si­on, main­ten­an­ce, and ser­vicing of IT sys­tems.
  • 13.5
    Data from con­trac­tu­al part­ners and ser­vice pro­vi­ders will be de­le­ted ten ca­len­dar ye­ars af­ter the end of the con­tract or or­der.
  • 13.6
    The pro­ces­sing of cont­act data of ser­vice pro­vi­ders and busi­ness part­ners is ne­ces­sa­ry in or­der to exe­cu­te the con­tract. If the data is not pro­vi­ded, com­mu­ni­ca­ti­on may be si­gni­fi­cant­ly dis­rupt­ed in the per­for­mance of the con­tract.



As of: Dec 2024

Cont­act

Do you have ques­ti­ons or would you like information on a spe­ci­fic to­pic? Cont­act us:
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