1. Data Controller

 

MONTIERA CONSULTANCY,  with its business address at Via Giacomo Matteotti 101, 60121 Ancona (AN), Italy, VAT number (Partita IVA) 03034080428, acts as the data controller for personal data processed in connection with its professional activities, unless otherwise specified.

 

Email: info@montieraconsultancy.com

Website: https://www.montieraconsultancy.com

 

2. Scope of This Policy

 

This Privacy Policy applies to existing and prospective clients, property owners, landlords, tenants, individuals seeking professional assistance, representatives of companies and institutions, commercial partners, suppliers, service providers, website visitors and other professional contacts.

 

It covers personal data processed in connection with consultancy services, property-related assistance, contractual coordination, administrative support, business relationships, communications and website activities.

 

3. Personal Data Processed

 

Depending on the nature of the relationship and the requested services, MONTIERA CONSULTANCY may process:

 

• Identification and contact details.

• Personal information and documents provided by clients or their authorised representatives.

• Information relating to properties, contractual relationships and requested services.

• Administrative, financial, payment and invoicing information.

• Professional information relating to business partners and their representatives.

• Correspondence and communication records.

• Technical information relating to website usage, where applicable.

 

Special categories of personal data will be processed only where necessary, lawful and supported by an applicable condition under Article 9 GDPR.

 

Personal data is processed in accordance with the principles of lawfulness, fairness, transparency, purpose limitation and data minimisation.

 

4. Purposes and Legal Bases

 

Personal data may be processed for the following purposes:

 

Consultancy services: To respond to enquiries, evaluate requests, undertake pre-contractual activities, provide professional services and fulfil contractual obligations. Legal basis: Article 6(1)(b) GDPR.

 

Property-related and contractual assistance: To coordinate documentation, communications and administrative activities connected with requested services. Legal basis: Article 6(1)(b) GDPR or another applicable legal basis.

 

Business relationships: To establish, administer and maintain relationships with property owners, agencies, companies, professionals and other partners. Legal basis: Article 6(1)(b) or Article 6(1)(f) GDPR, depending on the circumstances.

 

Professional communications: To manage correspondence, respond to requests and maintain business contacts. Legal basis: Article 6(1)(b) or Article 6(1)(f) GDPR.

 

Legal compliance: To meet applicable tax, accounting, statutory and administrative obligations. Legal basis: Article 6(1)(c) GDPR.

 

Marketing communications: To provide promotional information where permitted by law and, where required, following prior consent. Legal basis: Article 6(1)(a) GDPR or another basis permitted by applicable legislation.

 

Website operation and security: To maintain the functionality, integrity and security of the website and associated systems. Legal basis: Article 6(1)(f) GDPR, where applicable.

 

Where processing is based on consent, consent may be withdrawn at any time without affecting the lawfulness of earlier processing.

 

5. Sources of Personal Data

 

Personal data is generally collected directly from individuals or their authorised representatives.

 

Where necessary and lawful, information may also be obtained from property owners, tenants, real estate agencies, commercial partners, professional advisers or other parties involved in requested services.

 

Where information is obtained indirectly, the notice required under Article 14 GDPR will be provided within the applicable legal timeframe unless an exemption applies.

 

6. Recipients and Disclosure

 

Where necessary and legally justified, personal data may be disclosed to:

 

• Property owners, landlords, tenants and other parties involved in requested services.

• Real estate agencies and relevant professional intermediaries.

• Business partners and professional service providers.

• Legal, accounting, technical and administrative advisers.

• Hosting, email, technology and communication service providers.

• Competent public authorities where required or authorised by law.

Access to personal data is restricted to authorised individuals and recipients with a legitimate need to process it.

 

MONTIERA CONSULTANCY does not sell personal data.

 

7. Communications and Contact Forms

 

Personal data provided through email, telephone, messaging services or website contact forms, where available, is processed to respond to enquiries, manage professional correspondence and provide requested services.

 

Relevant communication and technology providers may process personal data under applicable contractual arrangements and data protection obligations.

 

8. Website Technologies and Cookies

 

The website may use technical cookies or other technologies necessary for its proper operation and security.

 

If analytics, advertising or other non-essential tracking technologies are used, visitors will be informed about their purposes, providers and applicable retention periods.

 

Technologies requiring consent under applicable law will not be activated before valid consent is obtained.

 

Where required, visitors will be provided with mechanisms to accept, reject or modify their choices.

 

Further information will be provided through a Cookie Policy or equivalent notice, where applicable.

 

9. International Data Transfers

 

Where personal data is transferred to, or accessed by, recipients outside the European Economic Area, MONTIERA CONSULTANCY will ensure that the transfer complies with Chapter V GDPR.

 

Where necessary, appropriate safeguards may include European Commission adequacy decisions, Standard Contractual Clauses or other legally recognised mechanisms.

 

Individuals may request information about applicable transfer safeguards using the contact details provided in this policy.

 

10. Data Retention

 

Personal data is retained only for as long as necessary to fulfil the purposes for which it was collected.

 

Retention periods or the criteria used to determine them take account of the nature of the requested services, contractual relationships, applicable legal and accounting obligations, and the establishment, exercise or defence of legal claims.

 

Data is deleted or anonymised when no longer required, unless continued retention is legally justified.

 

11. Data Security

 

MONTIERA CONSULTANCY adopts appropriate technical and organisational measures designed to protect personal data against unauthorised access, accidental loss, alteration, disclosure and unlawful processing.

 

Access is limited to authorised persons and relevant service providers.

 

12. Rights of Data Subjects

 

Under the conditions established by the GDPR, individuals may exercise the rights to:

 

• Access their personal data.

• Request rectification of inaccurate or incomplete information.

• Request erasure of personal data.

• Request restriction of processing.

• Exercise data portability rights.

• Object to certain processing activities, including direct marketing.

• Withdraw consent where applicable.

• Exercise rights concerning certain decisions based solely on automated processing, where applicable.

 

Requests may be submitted to info@montieraconsultancy.com.

 

Individuals also have the right to lodge a complaint with a competent supervisory authority, including the Italian Data Protection Authority, Garante per la protezione dei dati personali.

 

Website: https://www.garanteprivacy.it

 

13. Provision of Personal Data

 

Certain personal data may be necessary to respond to enquiries, establish contractual relationships, provide requested services or comply with legal obligations.

 

Failure to provide necessary information may prevent the relevant request from being processed or the service from being provided.

 

Providing personal data for optional marketing purposes is voluntary.

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14. Updates to This Policy

 

MONTIERA CONSULTANCY may update this Privacy Policy to reflect changes in its professional activities, technology or applicable legal requirements.

 

The latest version will be published on the official website with the relevant revision date.

 

15. Contact

 

MONTIERA CONSULTANCY

Via Giacomo Matteotti 101, 60121 Ancona (AN), Italy

VAT / Partita IVA: 03034080428

Email: info@montieraconsultancy.com

Website: https://www.montieraconsultancy.com