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Gestisci tutti i tuoi asset

Erogazione contenuti e attività marketing

Privacy Policy

Last Update: 08/04/2024

Gestisci tutti i tuoi asset

Privacy Policy

Last Update: 08/04/2024

Gestisci tutti i tuoi asset

Privacy Policy

Last Update: 08/04/2024

Plannix SCF S.R.L. has adopted and continues to update and refine a set of corporate procedures and policies in line with the General Data Protection Regulation (GDPR - EU Regulation 2016/679) of the European Union, in order to ensure high security standards and full compliance with the rules aimed at allowing a handling of Personal Data in accordance with the legislation. This statement - aimed at ensuring an informed, correct, and transparent processing of Your Personal Data - explains who we are, for what purposes we may use Your data, how we manage it, who it may be disclosed to (e.g., affiliated companies, consultants, Public Bodies, etc.), where it might be transferred, and what Your rights are.

What is personal data?

Any information concerning an individual (identified or identifiable), including, for example: name, identification codes and numbers (tax code, car registration number, etc.), residence data, an online identifier, characteristics of physical, physiological, genetic, mental, economic, cultural identity, economic and financial data (credit card number, bank account, property data, etc.), health data, data relating to legal proceedings, etc.

What does the processing of Personal Data entail?

The term 'processing of Personal Data' refers to a series of operations, performed with or without the aid of automated processes, concerning the Personal Data of an individual. These operations include, by way of example: collection, recording, organization, structuring, storage, adaptation, alteration, retrieval, consultation, communication (through transmission, dissemination, or any other form of making available), comparison, interconnection, restriction, erasure, and destruction, among others.

What does the processing of Personal Data consist of?

Your data will be processed, as the controller, by Plannix SCF S.R.L., Tax Code and VAT Number: 12983770962, based in Milan, Piazza Quattro Novembre 7, by the legal representative for the time being (hereinafter referred to as the “Company”) as well as by entities that:

  • Within the Company, will process Your Personal Data as authorized processing officers;

  • Outside of the Company, will process Your Personal Data, as data processors and in accordance with current legislation, for the purposes outlined herein.

Your data will be processed, acting as the data controller, by Plannix SCF S.R.L., Tax Code and VAT No.: 12983770962, with headquarters in Milan, Piazza Quattro Novembre 7, by the legal representative pro tempore (hereinafter referred to as the “Company”) as well as by subjects who:

  • Within the Company, will process Your Personal Data as authorized processing officers;

  • Outside the Company, will handle Your Personal Data, as data processors and in accordance with current regulations, for the purposes set forth herein.

Why do you need my data?

The Company requires Your Personal Data for the pursuit of certain purposes, particularly:  

I.  Provision of in-depth content and informative services in the financial field.

II. Purposes related to promotional and marketing activities, such as:  

  1. Market research

  2. Economic and statistical analysis

  3. Sending of advertising/informational/promotional material on services and products offered

  4. Improvement of our service;  

The lawfulness of the Personal Data processing carried out by the Company is ensured by the presence of a legal basis expressly provided for by law; Your Data will indeed be processed: a) on a contractual basis, because your consent to the processing thereof for marketing purposes constitutes your consideration in return for the provision of the content/service you have chosen (Purpose I.); b) based on your freely given consent (Purpose II.).

Your right to withdraw the consent given for the processing for the aforementioned purposes always remains intact, without affecting the lawfulness of the processing carried out until the withdrawal and without affecting the data subject's right to retain any content provided within the scope of the aforementioned purposes.

The Company requires Your Personal Data for the pursuit of specific purposes, and in particular:  

I.  Provision of content and services for in-depth and informative financial matters.

II. Purposes related to promotional and marketing activities, such as:  

  1. Market research

  2. Economic and statistical analyses

  3. Sending of advertising/informative/promotional material about the services and products offered

  4. Improvement of our service;  

The lawfulness of the Personal Data processing carried out by the Company is ensured by the presence of a legal basis expressly provided for by law; Your Data will in fact be processed: a) on a contractual basis, because the consent to the processing of the same for marketing purposes constitutes your counter-performance in return for the provision of the content/service you have chosen (Purpose I.); b) based on your freely given consent (Purpose II.).

The right to withdraw the consent given for the processing for the aforementioned purposes always remains, without affecting the lawfulness of the processing carried out until the withdrawal and without affecting the data subject's right to retain any content provided in the context of the referred purposes.

How will you use my data?

Plannix aims to protect the Personal Data of our clients, aligning the processing with principles of fairness, legality, and transparency. Consequently, we inform you that Your Personal Data will be processed using tools and procedures designed to ensure maximum security and confidentiality, through archives and paper-based supports, with the help of digital media, computer and telecommunication means.  

Communications related to contractual obligations and, if applicable, those related to promotional activities, may occur in traditional modes (e.g., paper mail, operator calls), automated (e.g., automated calls) and similar ones (e.g.: fax, email, SMS).

How long will you retain my Personal Data?

We will retain Your Personal Data for the necessary period of time to carry out the activities aimed at achieving the aforementioned purposes.

Essentially, the data controller will retain Your Personal Data for a period of time suitable for the performance of the activities indicated above as well as for the period of time possibly established by legal provisions.

We will retain Your Personal Data for the time period necessary to carry out the activities aimed at achieving the above-mentioned purposes.

Essentially, the data controller will retain Your Personal Data for a time period suitable for the performance of the activities indicated above as well as for the period of time possibly established by legal provisions.

We will retain Your Personal Data for the necessary period of time to carry out the activities aimed at achieving the purposes outlined above.

Essentially, the data controller will retain Your Personal Data for a period of time suitable for carrying out the previously indicated activities as well as for any period of time that may be established by legal provisions.

Will you share my information with other parties?

For the purposes indicated above, Your Personal Data may be communicated to third parties, including:

  • hosting companies;

  • IT system maintenance and management companies (including companies and professionals responsible for the management of web devices, management, maintenance, and remote assistance of the computer device, as well as software houses and producers of software solutions used by the Company for the Processing of Personal Data);

  • companies that provide the Company with services for the management of its information system;

  • parties that take care of and manage the communications that the Company, for any reason, intends to transmit to third parties;

  • professional firms or companies that provide tax, legal and legal consultancy;

  • public bodies competent for carrying out activities provided for by law;

  • partners or agents in charge of the management of services offered;

  • law enforcement, government entities, regulatory bodies, courts, or other public authorities authorized by law;

  • third parties or bodies to whom such disclosure may be required to satisfy any applicable law or other legal requirement;

  • companies that carry out on behalf of the Company services of acquisition, processing and elaboration of data necessary for the use of services and for the supply of goods;

  • studies and companies in the context of assistance and consulting relationships;

  • companies that perform compliance checks, auditing and certification of the Company's activities, also in the interest of their clients and users;

  • banking and financial institutions;

  • companies that conduct market research aimed at detecting the degree of customer satisfaction;

  • business partners in the event of launching joint promotions/offers and joint supplies;

  • service companies involved in the aforementioned activities.

The aforementioned third parties will handle Your data as Data Processors and will also be subject to current privacy regulations.

For all the purposes indicated in this notice, Your Data may also be communicated abroad, both inside and outside the European Union, in compliance with the rights and guarantees provided by current regulations, after verifying that the country in question ensures an "adequate" level of protection, or if the Company has set up adequate contractual standards to protect Your data.

In particular, we hereby inform you that Your data may (in accordance with the purposes that precede) be communicated to Plannix Inc., based in Delaware, 1209 Orange Street, Wilmington, DE 19801, County of New Castle (Agent: the Corporation Trust Company), in relation to which we have carried out every useful investigation to verify the adequacy and compliance of the data processing methods implemented by the latter with respect to European regulations.

For the purposes indicated above, Your Personal Data may be communicated to third parties, including:

  • hosting companies;

  • IT systems maintenance and management companies (including also companies and professionals responsible for the management of web equipment, management, maintenance and remote assistance of the IT apparatus, as well as software houses and manufacturers of software solutions used by the Company for the Processing of Personal Data);

  • companies that provide the Company with services for the management of its information system;

  • subjects who take care of and manage the communications that the Company, for any reason, intends to transmit to third parties;

  • tax, financial and legal consulting firms or professional firms;

  • competent public bodies for carrying out activities required by law;

  • partners or agents in charge of the management of services offered;

  • law enforcement, government entities, regulatory bodies, courts or other public authorities authorized by law;

  • third parties or bodies to whom such disclosure may be required in order to satisfy any applicable law or other legal requirement;

  • companies that carry out on behalf of the Company services of acquisition, processing, and analysis of data necessary for the enjoyment of the services and for the supply of goods;

  • studios and companies within the scope of assistance and consulting relationships;

  • companies that perform monitoring, review, and certification of the company's activities also in the interest of its own clients and users;

  • banking and financial institutions;

  • companies that conduct market research aimed at detecting the degree of customer satisfaction;

  • commercial partners in case of launching joint promotions/offers and joint supplies;

  • service companies involved in the aforementioned activities.

The aforementioned third parties will process Your data as Data Processors and will also be subject to the current privacy regulations.

For all the purposes indicated in this notice, Your Data may also be communicated abroad, inside and outside the European Union, in compliance with the rights and guarantees provided by the current legislation, after verifying that the country in question guarantees an "adequate" level of protection, or if the Company has arranged adequate contractual standards to protect Your data.

In particular, we hereby inform you that Your data may (in accordance with the purposes that precede) be communicated to Plannix Inc., with headquarters in Delaware, 1209 Orange Street, Wilmington, DE 19801, County of New Castle (Agent: the Corporation Trust Company), in relation to which we have conducted every necessary investigation to verify the adequacy and compliance of data processing methods put in place by the latter with respect to European regulations.

For the purposes indicated above, Your Personal Data may be communicated to third parties, including:

  • hosting companies;

  • IT systems maintenance and management companies (including companies and professionals in charge of managing web equipment, management, maintenance, and remote assistance of computer systems, as well as software houses and producers of software solutions used by the Company for the Processing of Personal Data);

  • companies that provide the Company with services for managing its information system;

  • subjects who manage and oversee communications that the Company intends to transmit to third parties, in any capacity;

  • tax, fiscal, and legal consulting firms or agencies;

  • competent public entities for carrying out activities provided for by law;

  • partners or agents responsible for managing the services offered;

  • law enforcement, government entities, regulation bodies, courts or other public authorities authorized by law;

  • third parties or bodies to whom such disclosure may be required to satisfy any applicable law or other legal requirement;

  • companies that carry out on behalf of the Company services for acquisition, processing, and elaboration of data necessary for the use of services and for the provision of goods;

  • firms and companies in the context of assistance and consultation relationships;

  • companies that perform control, audit, and certification functions of the Company's activities also in the interest of their own clients and users;

  • banking and financial institutions;

  • companies that conduct market research to detect the degree of customer satisfaction;

  • business partners in case of launching joint promotions/offers and joint supplies;

  • service companies involved in the aforementioned activities.

The aforementioned third parties will process Your data as Data Processors and will also be subject to current privacy regulations.

For all the purposes indicated in this information, Your Data may also be communicated abroad, within and outside the European Union, in compliance with the rights and guarantees provided by current regulations, after verifying that the country in question guarantees an "adequate" level of protection, or if the Company has set up adequate contractual standards to protect Your data.

Specifically, we hereby inform you that your data may (in accordance with the purposes that precede) be communicated to Plannix Inc., with headquarters in Delaware, 1209 Orange Street, Wilmington, DE 19801, County of New Castle (Agent: the Corporation Trust Company), in connection with which we have carried out all necessary investigations to verify the adequacy and compliance of the data processing methods implemented by it with respect to European legislation.

Can the Company engage in processing activities for purposes beyond those outlined in this notice?

No, the Company is forbidden from processing any data for purposes beyond those specified in this notice; should there be a need to pursue different objectives, the Company will provide you with additional information before engaging in such activities and, if necessary, will seek your consent.

Can the Company engage in processing activities for purposes other than those set out in this notice?

At any time, you may exercise the following rights with respect to the Company:

  • The right to access your Personal Data: you can get from the Company confirmation as to whether or not personal data concerning you is being processed, and obtain access to the personal data with the indication of the ways and characteristics of the processing (right of access according to Article 15 of Regulation (EU) 2016/679).

  • The right to rectification of Personal Data: you can obtain from the Company the rectification of inaccurate personal data concerning you. To this end, you will need to send an additional declaration to the data controller (right to rectification according to Article 16 of Regulation (EU) 2016/679).

  • The right to portability of Personal Data: you can ask the Company to send - in a structured, commonly used and machine-readable format - the personal data provided and stored at the Company.

  • The right to restriction of Personal Data. You can request the Company to restrict the processing: a. during the verification by the Company following the dispute of the accuracy of the Data; b. where the processing has been unlawful but you have not exercised the right to erasure of the Data; c. where the Data is no longer needed by the Company but is necessary for you to establish, exercise or defend a legal claim; d. pending verification of whether the legitimate interests of the Company override your interests in the event of an objection to processing under Article 21(1) of Regulation (EU) 2016/679. (right to restriction of processing according to Article 18 of Regulation (EU) 2016/679).

  • The right to object to the processing of Personal Data: you may object at any time, for reasons related to your personal situation, to particular processing activities and, specifically: a. to processing necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the Company (including profiling); b. to processing necessary for the purposes of the legitimate interests pursued by the Company or a third party (including profiling). In such a case, the Company must refrain from further processing your Personal Data unless there are compelling legitimate grounds for the processing that override your interests, rights and freedoms, or for the establishment, exercise or defence of legal claims. The same right is granted to you if the data is processed for direct marketing activities (right to object to processing according to Article 21 of Regulation (EU) 2016/679) as well as in relation to the options provided for in Article 130(4) of Legislative Decree No. 196/2003 (so-called soft spam).

  • The right to erasure of Personal Data. You can ask the Company to delete the Data when: a. the personal data is no longer necessary in relation to the purposes for which it was collected or otherwise processed; b. the consent on which the processing is based has been withdrawn and there is no other legal grounds for the processing; c. objection to processing has been raised under Article 21(1) of Regulation (EU) 2016/679 and there is no overriding legitimate ground for processing, or objection has been raised to processing under Article 21(2) of Regulation (EU) 2016/679; d. the personal data has been unlawfully processed (right to erasure according to Article 17 of Regulation (EU) 2016/679).

You may request additional information and make your requests by sending a signed request accompanied by a valid identity document to the email address privacy@plannix.co; once the request has been received, and after all the appropriate checks have been made to verify the actual identity of the applicant and the validity of the request, the Company - if the requirements are met - will proceed to carry out the requested operation without delay.

At any time, you can exercise the following rights towards the Company:

  • The right of access to your Personal Data: you can obtain from the Company confirmation as to whether or not personal data processing concerning you is taking place, and in that case, gain access to the personal data with the indication of the methods and characteristics of the processing (right of access under Article 15 of Regulation (EU) 2016/679).

  • The right to rectification of Personal Data: you can obtain from the Company the rectification of inaccurate personal data concerning you. For this purpose, you will need to submit a supplementary statement to the data controller (right to rectification under Article 16 of Regulation (EU) 2016/679).

  • The right to data portability: you can request the Company to send - in a structured, commonly used and machine-readable format - the personal data you have provided and stored at the Company.

  • The right to restriction of Personal Data: You can ask the Company to limit processing: a. during the Company's verification following the challenge of the accuracy of the Data; b. if the processing has been unlawful but you haven't exercised the right to erasure of Data; c. if the Data are no longer needed by the Company but are necessary for you for the establishment, exercise or defense of legal claims; d. pending the verification whether the Company's legitimate grounds override those of the data subject in case of opposition to processing pursuant to Article 21, paragraph 1, of Regulation (EU) 2016/679 (right to restriction of processing under Article 18 of Regulation (EU) 2016/679).

  • The right to object to the processing of Personal Data: you may object at any time, on grounds relating to your particular situation, to certain processing activities and, specifically: a. processing necessary for the performance of a task carried out in the public interest or in the exercise of official authority vested in the Company (including profiling); b. processing necessary for the purposes of the legitimate interests pursued by the Company or a third party (including profiling). In such a case, the Company shall refrain from further processing your Personal Data unless there are compelling legitimate grounds for the processing that override your interests, rights, and freedoms or for the establishment, exercise or defense of legal claims. The same right is guaranteed to you if the data is processed for direct marketing purposes (right to object to processing under Article 21 of the Regulation (EU) 2016/679) as well as in relation to the options provided for by Article 130, paragraph 4, of the Legislative Decree No. 196/2003 (so-called soft spam).

  • The right to erasure of Personal Data. You may request the Company to erase the Data if: a. the personal data are no longer necessary in relation to the purposes for which they were collected or otherwise processed; b. consent on which the processing is based is withdrawn and there is no other legal ground for the processing; c. opposition has been raised against the processing pursuant to Article 21, paragraph 1, of Regulation (EU) 2016/679 and there is no overriding legitimate reason for processing, or opposition has been raised against the processing pursuant to Article 21, paragraph 2, of Regulation (EU) 2016/679; d. the personal data have been unlawfully processed (right to erasure under Article 17 of Regulation (EU) 2016/679).

For additional information, and to make your requests, please send a personally signed request accompanied by a valid identity document to the email address privacy@plannix.co; once the request is received, and all appropriate checks have been carried out to verify the actual identity of the applicant and the validity of the request, the Company - if the requirements are met - will proceed to carry out the requested operation without delay.

Can I revoke my consent after giving it?

Certainly, you may revoke your consent at any time, without this being able to in any way:

  • Affect the lawfulness of the processing based on the consent given prior to the revocation;

  • Prejudice further processing of the same data based on other legal grounds (for example, contractual obligations or legal requirements to which the Company is subject).

N.B: The revocation of consent will result in the termination of the services offered by the Company if the processing of the Data provided is necessary for such purpose.

Certainly, you can revoke your consent at any time, without this in any way:

  • Affecting the lawfulness of the processing based on the consent given before the withdrawal;

  • Affecting further processing of the same data based on other legal grounds (for example, contractual obligations or legal obligations to which the Company is subject).

N.B: The revocation of consent will result in the termination of services offered by the Company where the processing of the Data provided is necessary for such purpose.

Can I appeal to an authority in case of violations?

If you believe that you have been prejudiced or harmed by a process carried out by us, or if you believe that there have been irregularities or unlawful activities in the processing of Your Personal Data by us, you have the right to file a Complaint with the Supervisory Authority, according to the procedures established by the latter available at the following address: https://www.garanteprivacy.it/home/docweb/-/docweb-display/docweb/4535524

If you believe that a processing carried out by us has caused you harm or damage, or if you believe there have been irregularities or illegal activities in the processing of Your Personal Data by us, you are guaranteed the right to lodge a Complaint with the Supervisory Authority, according to the procedures established by the latter, available at the following address: https://www.garanteprivacy.it/home/docweb/-/docweb-display/docweb/4535524

I still have some questions...

For more information about this notice or any privacy matters related to the activities carried out by the Company, or if you would like to exercise Your rights or revoke Your consent, you can directly contact the relevant offices of the Company by sending an email to privacy@plannix.co. This notice completely replaces any previous communication on the same subject.

For more information about this notice or any privacy matters related to the activities carried out by the Company, or if you wish to exercise Your rights or revoke Your consent, you can directly contact the competent offices of the Company, by sending an email to the address privacy@plannix.co. This notice completely replaces any previous communication on the same subject.

For more information on this notice or any privacy matters related to the company's activities, or if you wish to exercise your rights or revoke your consent, you can directly contact the competent offices of the company by sending an email to privacy@plannix.co. This notice completely replaces any previous communication on the same subject.