Privacy Policy

Effective Date: 1 January 2026

This Privacy Policy explains how APLAUSO DOURADO UNIP LDA collects, uses, shares and protects personal data through internationaladvisoryfirm.com, including all country sections (the “Website”).

1. Data controller

APLAUSO DOURADO UNIP LDA
Rua Padre Américo, Número 7B, 1.º Dto, 1600-548 Lisboa, Portugal
NIPC and VAT: 516927396
onboarding@internationaladvisoryfirm.com

We are the controller of all personal data described in this Policy. Requests about your data should be sent to the address above.

2. Data we collect

You give us

  • Identity and contact details: name, email address, telephone number, country of residence, nationality
  • Enquiry content: what you tell us about your objectives, timeline, family situation and budget
  • Scheduling data when you book a consultation
  • Correspondence with us by email, form, telephone or video call

We collect automatically

  • IP address, approximate location derived from it, device and browser type, operating system, language
  • Pages viewed, time on page, referring URL, click and scroll behaviour
  • Cookie and similar identifiers, subject to your consent

We do not knowingly collect data from anyone under 18, and we do not seek special category data. Do not send us health, religious, political or biometric information.

3. Why we use it, and on what legal basis

Purpose Legal basis
Responding to your enquiry and arranging a consultation Steps prior to entering a contract, Art. 6(1)(b)
Providing advisory services once engaged Contract, Art. 6(1)(b)
Identity verification and anti-money-laundering checks Legal obligation, Art. 6(1)(c)
Accounting, invoicing and tax records Legal obligation, Art. 6(1)(c)
Website security, fraud prevention and service improvement Legitimate interests, Art. 6(1)(f)
Analytics and advertising cookies Consent, Art. 6(1)(a)
Marketing emails and newsletters Consent, Art. 6(1)(a)
Establishing, exercising or defending legal claims Legitimate interests, Art. 6(1)(f)

Where we rely on consent you may withdraw it at any time, without affecting processing carried out before withdrawal.

4. Who we share it with

  • Independent legal counsel and other professional advisers, where you ask us to coordinate your matter
  • Fund managers, developers or programme operators, only where you instruct us to make an introduction
  • Service providers acting on our instructions: website hosting, email, CRM, analytics, scheduling, video conferencing, accounting
  • Public authorities, regulators, courts or auditors where required by law
  • A successor entity in the event of a merger, acquisition or restructuring

We do not sell personal data and we do not share it with third parties for their own marketing.

Every processor acting on our behalf is bound by a written data processing agreement requiring confidentiality, security and processing only on our instructions.

5. International transfers

Some of our service providers are established in the United States, including our website host Kinsta Inc. and Google LLC, which supplies our tag management, analytics and embedded video services. Personal data may therefore be transferred outside the European Economic Area.

Such transfers are protected by the European Commission’s Standard Contractual Clauses, and, where the recipient is certified, by the EU-US Data Privacy Framework, together with supplementary technical and organisational measures. You may request a copy of the relevant safeguards at the contact address above.

6. How long we keep it

Data Retention period
Enquiries that do not lead to an engagement 24 months from last contact
Client files Duration of the engagement, then 2 years
Identity verification and anti-money-laundering records 7 years from the end of the relationship
Accounting and invoicing records 10 years
Marketing consent records Until consent is withdrawn
Server and security logs 30 to 90 days
Cookies Maximum 13 months

At the end of the applicable period data is deleted or irreversibly anonymised. Where a legal claim is pending, data relevant to it is retained until the matter is concluded.

7. Your rights

Under the GDPR you have the right to access your data, to rectify it, to erase it, to restrict or object to its processing, to data portability, and to withdraw consent at any time. You also have the right not to be subject to decisions based solely on automated processing. We do not carry out automated decision-making or profiling that produces legal effects.

To exercise any right, contact onboarding@internationaladvisoryfirm.com. We respond within one month, extendable by two further months for complex requests. We may ask you to verify your identity.

If you are not satisfied, you may lodge a complaint with the Portuguese supervisory authority, the Comissão Nacional de Proteção de Dados (CNPD), or the Hungarian NAIH, or with the supervisory authority in your country of residence or place of the alleged infringement.

8. Cookies

The Website uses strictly necessary cookies, which require no consent, and analytics, functional and advertising cookies, which are set only after you consent through our cookie banner. You may change or withdraw your cookie preferences at any time through the banner settings, and you may also block cookies in your browser, which may affect how the Website functions.

Full details of each cookie, its provider, purpose and duration are listed in our cookie banner preference centre.

9. Security

We apply technical and organisational measures appropriate to the risk, including encryption in transit, access controls, restricted administrative access, and contractual safeguards with processors. No system is completely secure, and we cannot guarantee absolute security of data transmitted over the internet.

10. Changes to this Policy

We may update this Policy. The current version is always posted on this page with its effective date. Material changes will be brought to your attention where required by law.

11. Language

This Policy is issued in English. Where a translation is provided for convenience, the English version prevails in the event of any discrepancy.

12. Contact

APLAUSO DOURADO UNIP LDA
Rua Padre Américo, Número 7B, 1.º Dto, 1600-548 Lisboa, Portugal
onboarding@internationaladvisoryfirm.com