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Privacy policy

Hello!

We respect your privacy. And that really makes sense. This privacy policy explains how we handle all types of information, including your personal information. We explain which of your personal data we store, how we process it and why we do this.

We guarantee that we treat your personal information confidentially and that we keep it in an extremely secure environment. We do not sell your personal data to third parties. Let's be clear about that.

We store and process your personal data in accordance with the rules of the GDPR, in particular Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of individuals with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation), and national implementing laws. In this privacy policy, we use specific terms defined in those regulations (for example, “personal data”, “processing”, “processor”, “controller”).

Who are we?

Value Square N.V.
Schoonzichtstraat 23A
9051 Ghent (Sint-Denijs-Westrem)
Belgium
Company number: BE 0885.750.253

Value Square is responsible for the personal data it processes. This means that we determine the purpose and means of this processing.

Categories of data being processed

Below, we indicate which categories of data we process and the purpose of this data processing.

What personal data do we process?

Depending on your relationship with Value Square, we may process the following categories of personal data:

Identification data (name, address, date of birth, national register number, copy of identity card)
Contact details (email, phone number)
Financial information (account numbers, portfolio information, transactions)
Professional data
Knowledge and experience data (eligibility test)
Sustainability preferences data
Communication data (emails, correspondence)
Telephone call recordings (if required by law)
Website and usage data (IP address, cookies)

We do not process special categories of personal data unless required by law (e.g. anti-money laundering legislation).

For what purposes do we process your data?

We only process personal data for specific purposes:

A. Implementation of the agreement

Asset Management
Investment advice
Client administration
Reporting

Legal basis: execution of an agreement (art. 6.1.b GDPR)

B. Legal obligations

Anti-Money Laundering Legislation (AML/KYC)
MiFID II obligations
Tax Reporting (FATCA, CRS)
Transaction Reporting
Communication Custody (MiFID)

Legal basis: legal obligation (art. 6.1.c GDPR)

C. Legitimate interest

Internal organization
Risk Management
IT security
Improvement of services
Dispute Management

Legal basis: legitimate interest (art. 6.1.f GDPR)

D. Marketing Communication

Newsletters
invitations
Information about services

Legal basis: consent or legitimate interest (for existing clients, in accordance with applicable regulations). You can unsubscribe at any time.

Who do we share your information with?

Your personal data may be shared with:

Custodians (banks/financial institutions)
IT service providers
Cloud providers
Compliance and Audit Service Providers
Marketing platforms
Government agencies and supervisors (e.g. FSMA)
Other parties if required by law

We conclude the necessary processing agreements with processors in accordance with art. 28 GDPR.

International transfers

In principle, personal data is processed within the European Economic Area (EEA).

For certain marketing communications, Value Square uses Mailchimp (United States).

If personal data is transferred outside the EEA, this is only done on the basis of appropriate safeguards in accordance with the GDPR, such as:

EU—US Data Privacy Framework (if applicable and insofar as the service provider concerned is certified under the EU—US Data Privacy Framework), and/or
European Commission Standard Contractual Clauses (SCCs)

How long do we keep your data?

We do not store personal data longer than necessary for the purpose for which it was collected and in accordance with legal retention periods.

Indicative storage periods:

Client files: 10 years after the end of the relationship (legal obligation)
AML documentation: 10 years
Phone recordings (MiFID): in accordance with the legal retention period
Marketing data: until consent is withdrawn or up to 2 years after last contact
Website data: in accordance with cookie policy

Are phone calls recorded?

Phone calls can be recorded:

to comply with MiFID II obligations;
as evidence in the context of financial transactions;
for quality and training purposes.

Recordings are kept for the period prescribed by law.

Legal basis: legal obligation (MiFID II) and legitimate interest.

How do we protect your data?

We take appropriate technical and organizational measures to protect personal data, including:

feature-based access restriction
encryption where appropriate
secure IT systems
logging and monitoring
contractual security obligations for processors

Your rights

You have the following rights:

Right to view
Right to rectification
Right to erasure
Right to restrict processing
Right to portability
Right to object
Right to withdraw consent
Right to file a complaint with the Data Protection Authority

You can exercise your rights via: gdpr@value-square.be

We will respond to your request within one month, subject to renewal in accordance with the GDPR.

Right to complain

Questions?

Do you have questions about your privacy, your rights, or how we process your data?

You can reach our Data Protection Officer (DPO) by sending an email to gdpr@value-square.be.

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Complaints?

If you believe that your rights have been violated, you can file a complaint with:

Data Protection Authority
Drukpersstraat 35
1000 Brussels

www.dataprotectionauthority.be

Cookies and website usage

Our website uses cookies and similar technologies to make the website function correctly, to analyse its use and - if you give your consent - to make marketing communication possible.

11.1 What are cookies?

Cookies are small text files that are stored on your device (computer, tablet or smartphone) when you visit a website. They allow you to recognize your device the next time you visit.

Cookies can be placed by both Value Square itself (“first party cookies”) and by third parties (“third party cookies”).

11.2 What types of cookies do we use?

We use the following categories of cookies:

1. Strictly necessary cookies

These cookies are essential for the website to function and cannot be disabled.

Legal basis: legitimate interest (art. 6.1.f GDPR)

Examples:

security cookies
session management
language preference

2. Analytical cookies

These cookies help us analyze and improve the use of the website (for example, through statistics on visitor numbers and surfing behavior).

If these cookies process personal data, they will only be placed with your consent.

Legal basis: consent (art. 6.1.a GDPR)

3. Marketing cookies (if applicable)

These cookies can be used to show you relevant information or ads via external platforms or to measure the effectiveness of campaigns.

Legal basis: consent (art. 6.1.a GDPR)

11.3 Third parties

If we use external service providers (for example for website analysis or newsletters), these third parties may place cookies via our website.

When personal data is transferred outside the European Economic Area, this is only done on the basis of appropriate safeguards in accordance with the GDPR (e.g. EU—US Data Privacy Framework or Standard Contractual Clauses).

11.4 Your consent and cookie management

When you first visit our website, you will be asked to determine your preferences via a cookie banner.

You can:

accept all cookies;
keep only necessary cookies;
change your preferences.

You can withdraw or change your consent at any time via the cookie settings on our website.

In addition, you can manage or delete cookies via the settings of your internet browser.

11.5 Retention periods

Cookies are not stored longer than necessary for the purpose for which they were placed. The maximum storage period is 13 months, unless a shorter period applies.

Changes

Value Square may amend this privacy statement from time to time. The most recent version is always available on the website.

Last update: 18.02.2026