Privacy Policy

This Privacy Policy explains how Trame Capvalis ("the Platform", "we", "our") collects, uses, protects, and stores the personal data of users of the website https://tramecapvalis.org.

Trame Capvalis operates an online financial platform offering market analysis tools, account management interfaces, and technical access to investment services provided by third-party partners. This Policy is drafted in accordance with applicable law in France and the General Data Protection Regulation (GDPR).

Data Controller

Trame Capvalis
27 Avenue de l'Opéra
75001 Paris
France
Tel: +33 1 89 45 62 18
Email: [email protected]

Categories of data collected

Identification data

Last name, first name, email address, phone number, and other information provided when creating the account.

Profile data

Identifiers, security settings, user preferences, and information entered in the personal area.

Verification data

Information used to confirm identity and verify that the user is at least 18 years old.

Technical and connection data

IP address, device type, operating system, browser, activity logs, and cookies.

Financial tool usage data

Information related to interactions with dashboards, analytical tools, and proposed features.

Transactional data

Where applicable, information associated with payments processed by external providers.

Communications and support

Content of exchanges with customer service and information necessary for processing requests.

Purposes of processing

Data may be processed for:

Create and administer user accounts
Ensure authentication and access security
Prevent fraudulent or abusive activities
Improve platform functionalities and performance
Provide technical and operational assistance
Comply with applicable legal obligations

Promotional communications are sent only when regulations allow, with the possibility to unsubscribe.

Legal bases

Processing is based notably on:

The performance of a contract
Compliance with legal obligations
Legitimate interest related to security and service improvement
Consent when required

Retention period

Data is retained for the period necessary for the described purposes or in accordance with French legal requirements.

Data sharing

Data may be shared with:

Hosting and technical maintenance providers
Analytical solution providers
Identity verification providers
Payment providers, where applicable

These entities process data in accordance with contractual instructions and applicable regulatory requirements.

International transfers

If data is transferred outside the European Union, appropriate safeguards may be put in place in accordance with the GDPR.

Data security

Trame Capvalis implements reasonable technical and organizational measures to protect data against unauthorized access, loss, or alteration. However, no computer system can guarantee absolute security.

User rights

In accordance with the GDPR, users notably have the following rights:

Right of access
Right to rectification
Right to erasure
Right to restriction of processing
Right to object
Right to data portability, where applicable

Requests must be sent to [email protected]. Identity verification may be required before processing.

Policy modifications

This Policy may be updated to reflect legal or technical developments. The version published on the website prevails.

Last update

Last update: February 14, 2026