Privacy

Last update: 28 September 2026.

Data controller

Gary Martins — sole trader
Martins Patrimoine
19 rue de la Paroisse, 77300 Fontainebleau
gary.martins@uptimi.fr
07 83 45 56 26

Data collected

The form collects only the information actually requested or necessary for its operation:

• identity
• contact details
• Situation or project communicated
• content of the message
• confirmation of wish to be contacted again
• technical data strictly necessary for the security of the form

Purposes

• respond to requests
• arrange a meeting
• assess the initial wealth enquiry
• follow up on the relationship
• prevent abuse and secure the form
• comply with applicable professional or regulatory obligations

Legal basis

Contact and meeting requests are handled as pre-contractual steps taken at your request. Form security, abuse prevention and reasonable follow-up of enquiries are based on legitimate interests. Certain information may be retained where a professional or regulatory obligation requires it.

Mandatory

Required fields are marked on each form. Without this information, we may be unable to process your request. The France–Spain questionnaire requires your first name, last name, email and confirmation that you wish to be contacted; your phone number is optional.

Recipients

• Gary Martins
• persons authorised at Uptimi Conseil when their intervention is necessary for the processing of the file
• Netlify, for hosting and technical form collection
• technical providers strictly necessary

Retention period

For prospective clients who have not entered into a contract, data is retained for up to three years after your last contact. Contractual and regulatory data, or data needed to defend legal rights, is retained for the periods required by the applicable obligations and limitation periods.

External transfers and providers

Netlify provides hosting and technical form collection. Some technical data may be processed outside the European Economic Area under its contractual safeguards. Calendly is loaded only when you explicitly click a booking button. WhatsApp is contacted only if you select its link. The privacy policies of those services then apply.

Cookies and local storage

Website measurement: your choice

Google Analytics 4 is used only if you accept measurement. No request to this tool or measurement cookie is triggered before your consent. You can continue using the website whether you accept or reject it. Change your decision through “My measurement preferences” at the bottom of each page.

After acceptance, Google receives the page path, language, navigation and conversion events, and approved acquisition sources and campaign codes. URLs exclude query parameters and fragments. Contact details, messages, diagnostic answers and wealth details are not sent to this tool. Your activity is not matched to your contact record.

Your acceptance or rejection is stored on this device for six months. Measurement cookies last no more than six months, without automatically extending their expiry at each visit. GA4 event data retention is set to two months; aggregated reports follow the service’s retention rules. Google Signals and advertising personalisation are disabled.

Measurement relies on your consent, which you can withdraw for future collection. Google also processes technical information needed for its service; processing outside the European Economic Area may occur under its contractual safeguards. Read Google’s privacy and retention information. Google Analytics privacy · GA4 data retention.

Session storage also keeps diagnostic choices, approved campaign codes, journey context and request confirmation status. Calendly still loads only after your click.

The France–Spain questionnaire

Your seven answers describe your residence, plans to move and financial circumstances using categories and ranges. They help us prepare for your enquiry. Before submission, they remain in this tab for 30 minutes so you can resume the questionnaire; this resume feature does not store your contact details.

After your confirmation, your answers, contact details, language, source page and permitted campaign codes are sent to Netlify Forms so Gary Martins can handle your request. Financial answers and contact details are not included in analytics events. The guidance shown prepares a conversation; it does not make an automated financial decision or subscribe you to a newsletter.

The site assistant

In standard mode, your questions are processed in your browser using the answers written for this website. The conversation is held in memory on the current page and disappears when you reload, navigate away or select Clear. Do not enter documents or sensitive identifiers.

You can read the assistant's answers without providing contact details. For an email reply, your first name, email and message are required; your phone number is optional. For a call, your first name and phone number are required. You review your enquiry before sending it to Netlify Forms. Your draft stays only in the current page's memory and is not saved in browser storage. A server-side technical journal stores the request ID, a fingerprint and acceptance status to prevent duplicates; it contains neither your contact details nor your message. This information is used to answer your enquiry, without subscribing you to a newsletter. Opening your email application sends nothing until you send the email.

Your rights

You can exercise your rights of access, rectification, erasure, limitation, opposition and portability where this right is applicable. You can also withdraw consent when processing is really based on it, and file a claim with CNIL.

Applications shall be made at the address gary.martins@uptimi.fr. Proof of identity may only be requested if there is reasonable doubt about your identity.

No automated decisions

No decision with legal effects is made solely through automated processing on this website.