Privacy Policy

Last updated on: January 2, 2026

1. Personal Data Controller

The controller of your personal data is Summit Financial Architects S.A., with its registered office at 2 Rue Edward Steichen, 2540 Luxembourg City, Luxembourg. For all matters concerning data protection, you can contact us at privacy@summit-fa.lu.

2. Scope and Purpose of Data Processing

We process your personal data for the following purposes:

  • Provision of services: To enter into and perform a contract for wealth management and advisory services, including client onboarding, portfolio management, and financial planning, based on Article 6(1)(b) of the GDPR.
  • Legal obligations: To comply with legal obligations imposed on us, particularly in the areas of anti-money laundering (AML), counter-terrorist financing (CTF), and tax reporting, based on Article 6(1)(c) of the GDPR.
  • Communication: To respond to your inquiries, provide you with information about our services, and maintain our business relationship, based on our legitimate interest under Article 6(1)(f) of the GDPR.
  • Analysis and statistics: To improve our services and website functionality through internal analysis and statistics, based on our legitimate interest under Article 6(1)(f) of the GDPR. This data is typically anonymized.

3. Your Rights under GDPR

You have the right to:

  1. Access your personal data
  2. Rectify (correct) your data
  3. Erase data (right to be forgotten)
  4. Restrict data processing
  5. Data portability
  6. Object to data processing
  7. Withdraw consent for data processing at any time
  8. Lodge a complaint with the National Commission for Data Protection (CNPD) in Luxembourg

4. Cookies

Our website uses cookies to enhance functionality and user experience. Cookies are small text files stored on your device.

  • Necessary cookies: These are essential for the website to function correctly, such as maintaining your session and ensuring security. They do not require your consent.
  • Analytical cookies: These help us understand how visitors interact with our website by collecting and reporting information anonymously. Your consent is required for their use.

You can manage your cookie preferences at any time through your browser settings. Disabling cookies may affect the functionality of this website.

5. Data Security

We implement appropriate technical and organizational measures to protect your personal data against unauthorized access, loss, or destruction. This includes data encryption, access controls, and regular security assessments to ensure the highest level of protection.

6. Data Disclosure

Your data may be disclosed to trusted third parties who provide services on our behalf, such as IT providers, custodians, and legal advisors. We may also disclose data to regulatory authorities when required by law. All disclosures are subject to strict confidentiality agreements.