Last updated: May 2026
1. Data controller
The controller for data collected via this site is Véloci, represented by Nicolas GADEK-BEAUPREZ. Details in the legal notice.
2. Data collected
We collect only data strictly necessary for our missions:
- Contact / booking form (via Calendly): first name, last name, email, phone, free message
- Sign-up popup (wealth guide): email address
- Wealth review: patrimonial, family and tax information shared voluntarily, in line with our duty of advice
- Technical data: IP address, browser, pages visited (via standard Vercel tools, anonymized)
3. Purposes
Your data is used exclusively to:
- Reply to your contact requests and organize appointments
- Send the requested wealth guide or our newsletter (with consent)
- Carry out the wealth review and formulate adapted recommendations
- Comply with legal obligations (anti-money laundering, client file retention)
4. Legal bases
- Consent (art. 6.1.a GDPR) for the newsletter, downloadable guide and chatbot
- Performance of a contract or pre-contractual measures (6.1.b) for the advisory mission
- Legal obligation (6.1.c) for client file retention (5 years minimum)
5. Recipients
Your data is never sold or transferred. It may be shared only:
- With our insurance and asset-management partners, strictly to implement the solutions you have decided to subscribe to
- With tax authorities or regulators (ORIAS, AMF, ACPR) in case of legal obligation
- With our host Vercel (technical storage), Calendly (booking) and our email provider (newsletter), all GDPR-compliant
6. Retention period
- Contact requests without follow-up: 3 years
- Client files: 5 years after end of contractual relationship (legal obligation)
- Newsletter: until unsubscription (1 click in every email)
- Technical data (server logs): 13 months max
7. Your rights
Under GDPR, you have at any time the following rights:
- Access, obtain a copy of your data
- Rectification, correct inaccurate data
- Erasure ("right to be forgotten"), delete your data, within legal limits
- Restriction, temporarily freeze processing
- Portability, receive your data in a structured format
- Objection, refuse specific processing (marketing in particular)
- Withdrawal of consent, at any time, without justification
To exercise these rights: contact@veloci-patrimoine.com, reply within 1 month maximum.
If your rights are not respected, you may file a complaint with the French data protection authority: CNIL.
8. Cookies
This site uses two kinds of cookies.
Strictly necessary cookies (light or dark theme, language preference, chatbot state) are set without consent, as the regulations allow.
Audience measurement cookies from Google Analytics, provided by Google Ireland Limited, are set only after your explicit agreement in the cookie banner. They tell us which pages are viewed and for how long, so we can improve the site. Until you accept, no data is sent to Google. Retention: 13 months maximum for the cookies, 14 months for the related statistics.
No advertising cookies are used.
You can change your choice at any time with the cookie settings button at the bottom of every page, or delete cookies in your browser settings.
9. Security
We implement appropriate technical and organizational measures: HTTPS encryption, Vercel hosting (Tier 1, ISO 27001), access restrictions, regular backups.
10. Changes
This policy may be updated at any time. Date of last modification is shown at the top. Substantial changes will be communicated by email to active clients.