Privacy Policy

Atlas Bridge Wealth

Atlas Bridge Wealth is a trading style of Atlas Bridge Consultoria, Lda, a Portuguese private limited liability company registered in Portugal.

Company name: Atlas Bridge Consultoria, Lda

NIPC: 519454855

Registered office: 8125-214 Quarteira, Portugal
Email: info@atlasbridgewealth.com
Website: www.atlasbridgewealth.com

This Privacy Policy explains how we collect, use, store and protect personal data when you visit our website, contact us, request information, book a call, use our services, or otherwise interact with Atlas Bridge Wealth.

1. Personal Data and Special Category Data

“Personal data” means any information that can identify a living individual, directly or indirectly.

This may include your name, contact details, address, nationality, residency position, financial circumstances, family circumstances, professional details, and information you provide when making an enquiry or becoming a client.

“Special category data” means more sensitive personal data, such as health information, racial or ethnic origin, political opinions, religious beliefs, trade union membership, biometric data, genetic data, or information concerning a person’s sex life or sexual orientation.

We only collect special category data where it is relevant, necessary and lawful to do so, for example where health information is relevant to insurance, estate planning, later-life planning, or another professional matter being considered.

Atlas Bridge Consultoria, Lda processes personal data in accordance with applicable data protection laws, including the EU General Data Protection Regulation, Regulation (EU) 2016/679, and, where relevant, the UK Data Protection Act 2018.

2. Who We Are

Atlas Bridge Consultoria, Lda is the data controller for personal data processed through this website and in connection with our business activities.

This means we decide how and why personal data is collected, used, stored and protected.

Atlas Bridge Wealth provides business and management consultancy, wealth planning support, international mobility support, administrative organisation, relocation support for expatriates, educational content, commercial intermediation, client referral to third-party specialist service providers, and coordination of complementary services.

Atlas Bridge Consultoria, Lda does not provide investment advice, investment services relating to financial instruments, tax advice or legal advice. Where required, clients are referred to appropriately regulated or qualified third-party professionals.

Where you are introduced or referred to a third-party professional, adviser, platform, provider, lawyer, accountant, tax specialist, insurance intermediary, investment adviser or other specialist, that third party may also act as an independent data controller in relation to the personal data you provide to them.

3. How We Collect Your Data

We may collect personal data when you:

Visit our website.
Complete an enquiry form.
Download a guide or other resource.
Subscribe to updates or marketing communications.
Book a call or meeting.
Contact us by email, phone, WhatsApp, social media or another communication channel.
Provide information during a discovery call, planning discussion or client onboarding process.
Are referred to us by a professional introducer or third-party partner.
Engage us to provide consultancy, planning support, coordination or related services.

We may also receive information from third-party professionals where you have authorised them to share information with us, or where it is necessary for the services being provided.

4. How We Process Your Data

We process personal data fairly, lawfully and transparently.

We aim to:

Collect only the information reasonably necessary for the relevant purpose.
Keep information accurate and up to date.
Store information securely.
Restrict access to authorised personnel and appropriate service providers.
Use appropriate technical and organisational safeguards.
Delete, anonymise or archive information when it is no longer required, subject to legal, regulatory or professional retention obligations.

We may use secure business systems, including email, customer relationship management software, cloud storage, document management tools, client onboarding systems and professional service platforms.

5. Why We Use Your Data

We may use your personal data to:

Respond to enquiries.
Arrange calls, meetings and consultations.
Understand your circumstances, needs and objectives.
Provide consultancy, planning support, coordination and related services.
Introduce or refer you to appropriate third-party professionals or specialist providers.
Maintain records of discussions, recommendations, introductions and services.
Comply with legal, tax, accounting, anti-money laundering, regulatory or professional obligations.
Issue invoices and manage payments.
Improve our website, services and client communications.
Send educational updates, event invitations, newsletters or marketing communications where you have consented or where we have another lawful basis to do so.
Protect our business, clients, systems and legal rights.

6. Lawful Basis for Processing

Under Article 6 of the GDPR, we rely on one or more lawful bases for processing personal data, depending on the circumstances.

These may include:

Consent: where you have given clear consent, for example to receive newsletters, guides, event invitations or marketing communications.
Contract: where processing is necessary to take steps before entering into a contract with you, or to perform a contract with you.
Legal obligation: where we must process data to comply with legal, tax, accounting, regulatory, anti-money laundering or other compliance requirements.
Legitimate interests: where processing is necessary for our legitimate business interests, provided your rights and freedoms do not override those interests.

Where we process special category data, we will only do so where a valid Article 9 GDPR condition applies. This may include explicit consent, the establishment, exercise or defence of legal claims, or another lawful basis permitted under applicable data protection law.

7. Sharing Your Data

We treat personal data as confidential.

We may share your personal data with appropriate third parties where necessary, including:

Professional advisers, consultants, tax specialists, lawyers, accountants or auditors.
Regulated financial advisers, investment advisers, insurance intermediaries, product providers, platforms or custodians where you have requested or authorised an introduction.
Technology providers, cloud systems, CRM providers, email providers, document storage providers and administrative support providers.
Professional introducers or referral partners where appropriate and lawful.
Regulators, tax authorities, law enforcement agencies, courts or public bodies where required by law.
Professional indemnity insurers or legal advisers where necessary to protect our legal rights or respond to a claim.

Where we refer you to a third-party professional or specialist provider, that third party will normally be responsible for providing its own privacy notice and explaining how it processes your personal data.

We do not sell or rent your personal data to third parties.

8. International Transfers

As a Portugal-based business, we primarily aim to use systems and service providers with appropriate data protection safeguards.

However, some service providers, professional partners or technology systems may process or store personal data outside Portugal, the European Economic Area or the United Kingdom.

Where this happens, we will take reasonable steps to ensure that appropriate safeguards are in place, such as adequacy decisions, standard contractual clauses, contractual protections, or other lawful transfer mechanisms permitted under data protection law.

9. Data Retention

We keep personal data only for as long as reasonably necessary for the purposes for which it was collected.

Retention periods may vary depending on the nature of the relationship, the services provided, legal requirements, tax and accounting rules, anti-money laundering obligations, professional indemnity requirements, and the need to retain records in case of future queries, complaints or claims.

Where no longer required, personal data will be securely deleted, anonymised or archived.

10. Marketing Communications

We may send you educational updates, newsletters, event invitations, market commentary, guides or other relevant communications where you have opted in or where we have another lawful basis to do so.

You can unsubscribe from marketing communications at any time by using the unsubscribe link where provided or by contacting us directly at info@atlasbridgewealth.com.

We will not use your personal data for unsolicited marketing in a way that is inconsistent with applicable data protection and electronic communications laws.

11. Your Rights

Subject to applicable law, you may have the right to:

Request access to your personal data.
Ask us to correct inaccurate or incomplete data.
Ask us to erase your personal data in certain circumstances.
Restrict or object to certain types of processing.
Withdraw consent where processing is based on consent.
Request transfer of your personal data to another controller where technically feasible.
Object to direct marketing.
Lodge a complaint with a data protection authority.

The relevant Portuguese data protection authority is:

Comissão Nacional de Proteção de Dados — CNPD
Website: www.cnpd.pt

If your matter relates to UK data processing, you may also contact:

Information Commissioner’s Office — ICO

Website: www.ico.org.uk

12. Further Processing

If we intend to use your personal data for a new purpose that is not covered by this Privacy Policy, we will provide further information before doing so and, where required, seek your consent.

13. Cybercrime and Fraud Warning

Please be alert to fraudulent emails, messages or calls claiming to be from Atlas Bridge Wealth, Atlas Bridge Consultoria, Lda, or someone connected with us.

We will never ask you to send money to a new bank account solely on the basis of an email or message.

If you receive unexpected payment instructions, requests for sensitive personal information, or any communication that appears suspicious, please contact us by phone using a trusted number before taking any action.

Phone: +351 913 324 177
Email: info@atlasbridgewealth.com

14. Contact Us

If you have any questions about this Privacy Policy, how we process your personal data, or how to exercise your rights, please contact:

Atlas Bridge Consultoria, Lda
Trading as Atlas Bridge Wealth
8125-214 Quarteira, Portugal
Email: info@atlasbridgewealth.com
Website: www.atlasbridgewealth.com