Last updated: 25 May 2018

Your trust is important to us, the ValueTrust Financial Advisors SE and the ValueTrust Financial Advisors GmbH (“ValueTrust”, “we” or “us”). Therefore we make sure that we handle your data with care. Please read through this Privacy Notice carefully. In the following we describe which data we process for which purpose, on which legal basis (see 2.) and for how long we will do so (see 3.). We also explain to you your rights in this respect (see 4. and 5.)

1. Application of this Privacy Notice and responsibility

1.1 This Privacy Notice applies to any operation or set of operations, in particular, collection, processing, storage, adaptation, retrieval and use (“Processing”) of your personal data in connection with our services.

1.2 Within the meaning of the relevant data protection laws, in particular the General Data Protection Regulation (GDPR) and the German Federal Data Protection Act (Bundesdatenschutzgesetz) ValueTrust Financial Advisors SE is the data controller responsible for the Processing in connection with both this website and business relationships with ValueTrust Financial Advisors SE. ValueTrust Financial Advisors GmbH is responsible for the Processing in connection with its own business relationships.

1.3 Should you have any questions or comments on this Privacy Notice or generally on data protection please direct them to our data protection officer:

ValueTrust Financial Advisors SE (Munich):
ValueTrust Financial Advisors GmbH (Vienna):

2. Processing your personal data

In this chapter we set out when we process your personal data for what purpose and on what legal basis.

2.1 Data processing required for technical reasons
For technical reasons every time you access our website certain data is sent from your computer to our web hosting provider. Our web host stores the information such as date and time of contact with our website, type of browser and browser settings, website last visited, data volume transferred and access status (data transferred, data not found, etc.) in log files. This data in itself is not as a rule personal data within the meaning of the GDPR. According to our web host IP addresses are stored anonymously (as the last three figures are removed from IPv4 addresses and the last eight from IPv6 addresses). Information on directory protection users are anonymised after one day. Error logs – which record incorrect page views – include not only the error messages but the IP address of the user and, depending on the error, the website contacted. Our web host processes this data on our behalf and grants us access to the log files to enable us to display the website correctly and assure its stability and security. The legal basis for this data processing is Art. 6 (1) f GDPR.

2.2 Newsletter
You can receive our newsletter or offers by SMS, email, phone or post. When registering for our newsletter or offers we will ask for your consent unless we already have a business relationship with you on the basis of which we may send you information on similar services provided you have not objected thereto. As far as no consent is required, legal basis for this Processing is Art. 6 (1) f GDPR. How you can object or, if required, withdraw your consent is set out under 4. below. You can also easily unsubscribe to the newsletter via the link at the end of each newsletter.

2.3 Your contact query
If you contact us by calling us, sending us an email, sending us your application, because you would like to apply for a position advertised on our website, or by using a contact form we provide, we will process your personal data (e.g. your name, email address and other information which you have provided us) in order to process your query. Due to the fact that ? as providers of this website ? we are obliged to provide effective contact options, as a rule, Processing in this regard is based on a statutory obligation within the meaning of Art. 6 (1) c GDPR. If the query relates to the conclusion of a contract Art. 6 (1) b GDPR (in the context of employment read in conjunction with section 26 (1) German Data Protection Act) provides the legal basis.

2.4 Cookies
We use cookies for restricted purposes as set out in the following. Cookies are short text files which are stored in your browser, by means of which your computer is identified and recognised when you return to our website at a later stage. They do not interfere with the operating system of your computer.

You can generally block the use of cookies. However, individual functions of our offer may not be available if you do so. How you block the use of cookies is set out in the instructions for your browser software.

2.4.1 Functional cookies
User-friendliness, individual appearance and efficiency of our website depend on our being able to recognise your browser when you return to our website. This is why we, or providers with whom we cooperate, use technically essential cookies in order to secure and optimise the functionality of the page. The legal basis for the Processing of is Art. 6 (1) f GDPR.

2.4.2 Google Analytics
This website uses Google Analytics, a web analysis service of Google Inc. (“Google”). Google Analytics uses cookies enabling analysis of your usage of the website. Due to our settings your IP address is anonymised (i.e. abbreviated) by Google within the EU Member States and in other signatories to the Convention on the European Economic Area (EEA). Only exceptionally the complete IP address will be transmitted to a Google server in the USA and shortened there. As this can happen, Google has declared its adherence to the EU-U.S. Privacy Shield Principles; for further information please consult the US Department of Commerce’s website under

Google will use this information on our behalf to analyse your usage of the website in order to compile reports on website activities and to provide further services to us relating to the usage of the website and the internet. According to Google your IP address will not be merged with other data Google holds about you.

We process this data on the basis of our legitimate interest pursuant to Art. 6 (1) f GDPR in the ongoing improvement of our offer. You can prevent the data generated by the cookie regarding your use of the website (including your IP address) from being collected and sent to Google and the Processing of the data by Google by downloading and installing the browser plug-in available through the following link:

2.4.3 Google Maps
We use the service Google Maps, provided by Google, which enables us to show you interactive maps directly via a plug-in and give you the possibility of using the map function. If you use Google maps through our website, Google can place a cookie and for example see your IP address, based on Art. 6 (1) f GDPR. Any other data, such as your location, is used by Google if you open Google maps by clicking on the map on our website and have Google maps describe to you, for example how to get to us. If you have a Google user account in which you were logged in before visiting the Google Maps site Google will combine your location and other information with your account. Google states that it uses your data for advertising purposes, market research and/or the demand-based design of its website. If you wish to object to the creation of user profiles you must make this objection to Google which is responsible in this respect. Further information is set out in the Google data privacy policy and under 2.4.2 of this Privacy Notice.

2.5 Statutory obligation and other data processing
In certain situations we are obliged under law or subject to official or court instruction to process your personal data. This is the case where tax law is concerned for example. In this case the data processing is based on Art. 6 (1) c GDPR.

If necessary, we are also entitled, to process your data in connection with the assertion of rights. In this case as a rule we have a legitimate interest within the meaning of Art. 6 (1) f GDPR.

3. Erasure and storage terms

We process your data only as long as necessary for the respective purpose. Beyond this period data can be stored for restricted grounds set out in statute, for example if this is required for legal action. Shorter retention may apply if you demand erasure of the data.

We erase your data in principle after the following periods:

  • Error logs which record incorrect views of our website will be erased after seven (7) days.
  • We delete your data as an applicant at the latest after six (6) months after your application was rejected.
  • We delete data relating to your contact queries at the latest after one (1) year.
  • Applications submitted in connection with advertised positions will be deleted six (6) months after completion of the selection process.
  • Correspondence in connection with inquiries from affected parties under the DS-GVO will be deleted three (3) years after the end of the financial year.

4. Withdrawal and Objection

Of course, consent granted can be withdrawn at any time free of charge with effect for the future. All you need to do is send a communication in text form, e.g. by

  • letter to ValueTrust Financial Advisors SE, Theresienstraße 1, 80333 Munich, Germany
  • fax to +49 89 388 790 444, or
  • email to
  • letter to ValueTrust Financial Advisors GmbH, Schottenring 16, 1010 Vienna, Austria,
    fax to +43 1 53712 4000, or
    email to

This also applies to your objection – which may be made at any time – to the use of your personal data based on Art. 6 (1) f GDPR.
In order to exclude misuse it may be necessary that you provide proof of your identity. We will notify you if this applies.

5. Your rights under the GDPR

You are entitled to information about the personal data relating to you which we process, its rectification or erasure. You can also demand a restriction on Processing or, as already set out under 4., you may exercise your right of objection. You also are entitled to data portability.

You may exercise your rights via the following contact options, depending on who your contractual partner is:

By letter to ValueTrust Financial Advisors SE, Theresienstraße 1, 80333 Munich, by phone via +49 89 3887900, or by email to

By letter to ValueTrust Financial Advisors GmbH, Schottenring 16, 1010 Vienna, by phone via +43 1 537 124 838, or by email to

Finally you can also file complaints about our data processing activities with a regulatory authority.

6. Categories of recipients and international data transfer

We work with cloud service providers, a provider of customer relationship management systems (HubSpot, Inc.) and a provider of a project management system which process personal data on our behalf. We also cooperate the newsletter service rapidmail GmbH which sends newsletters in our name. HubSpot, Inc., 25 First St, 2nd Floor, Cambridge, MA 02141, USA, stores data worldwide, including in the USA. For this purpose HubSpot, Inc. has subjected itself to the EU – US Privacy Shield Framework.

Our service providers and we process personal data within the EU unless we have expressly stated otherwise in this Privacy Notice – in particular with regard to Google and HubSpot.

7. Contact

ValueTrust Financial Advisors SE, Theresienstraße 1, 80333 Munich, Germany, +49 89 388790 0,

ValueTrust Financial Advisors GmbH, Schottenring 16, 1010 Vienna, Austria, +43 1 537 124 838,


© 2018 ValueTrust Impressum