Privacy

This notice explains how Advisory Invest GmbH handles personal data when you visit https://advinvest-at.it.com/, write to info@advinvest-at.it.com, call +43 1 512666610, or engage the firm for investment consulting. It applies to clients, prospective clients, and ordinary visitors. Last review: November 2026.

Who is responsible

The controller is Advisory Invest GmbH, Am Stadtpark 1, Top M2.1.28, 1030 Wien, Austria. Commercial register number 192186b. Privacy requests go to info@advinvest-at.it.com or +43 1 512666610.

We process data to answer enquiries, prepare and perform a written engagement, keep the records Austrian accounting and professional rules require, and, where needed, to establish or defend a legal claim. The legal bases are steps you ask us to take before a contract, performance of a contract, our legitimate interest in running a consulting practice, and legal obligation.

What we collect

From an email or a call we typically receive your name, a telephone number, an email address, the company you represent if any, and whatever you write about your finances. A later engagement may also include copies of statements, pension notes, tax references, identity details, and the names of people who share an account with you, because the advice cannot be given without them.

We ask only for what the question requires. We do not buy marketing lists, and we do not use an enquiry to build a profile for advertising. The website has no account, no newsletter form, and no contact form that stores a record on the page itself. Your own mail program sends the message.

The host of the website may keep a short technical log: IP address, date, the address of the page requested, and the browser string. That log is used to deliver the site and to investigate abuse. It is not joined to a client file unless a security incident makes that necessary.

Advice files

Notes, drafts, and the written plan we send you are kept so we can do the work you asked for and so we can show later what was said. We do not sell those files, we do not place them in a public model for training, and we do not share them with a product provider in order to earn a commission. If you ask us to speak to your bank, accountant, or lawyer, we share only the part you have agreed.

Nothing on this website is itself a record of your holdings. Do not send account numbers or copies of identity documents until we have confirmed the engagement in writing and told you how to send them.

Who else sees the data

Mail and the website pass through the host and the mail route that delivers letters to our inbox. Accounting and, if a matter requires it, legal counsel may see the records they need for that task. They act on our instructions or under their own legal duty. We do not sell personal data.

If a provider or a storage region sits outside Austria, we use it only when the engagement or the technical service requires it, and only with the safeguards the GDPR requires for that transfer. We do not transfer client files to a country merely because it is convenient for marketing.

How long we keep it

An enquiry that does not become an engagement is deleted within 24 months, unless a dispute or a legal duty requires a longer hold. Invoices and the books that support them are kept for the statutory accounting period under Austrian law. A client file stays for the life of the engagement and for the period we must keep it afterwards so that a claim about the advice can still be checked. Working copies that are no longer needed are deleted or returned.

Your rights

You may ask for access to the personal data we hold, for correction of what is wrong, for deletion or restriction where the law allows it, and for a portable copy of data you provided under a contract or consent. You may object to processing that rests on legitimate interests. Where we rely on consent, you may withdraw it without affecting what was already done lawfully.

To use these rights, write to info@advinvest-at.it.com. We may ask for enough detail to be sure the request is yours. You may also complain to the Österreichische Datenschutzbehörde, Barichgasse 40-42, 1030 Wien, or to the supervisory authority where you live in the EU or EEA.

This site is written for adults who are seeking consulting for themselves or for a company. We do not knowingly collect data from anyone under 16. If you believe we have done so, write to us and we will delete it.

What this site does not do

The pages do not embed social plugins, chat tools, advertising pixels, maps, or third-party frames. They do not run a script that reads your other browsing. Cookies, if any, are described in the Cookies notice. Use of the site is also covered by the Terms.

We will change this notice if the way we keep records changes. The version on this page is the current one.

Advisory Invest GmbH · Am Stadtpark 1, Top M2.1.28, 1030 Wien, Austria · +43 1 512666610 · info@advinvest-at.it.com · Commercial register number 192186b