Data Protection Notice

When engaging our advisory practice for property acquisitions, off-market placements, or listing mandates, personal data is processed through our secure CRM system under strict fiduciary protocols:

• Buyer Mandate Data: Search criteria (budget ceilings, target neighborhoods, surface requirements) are stored confidentially. Public listings on the Buyer Requests Board display criteria in an anonymized format without revealing individual or family office identities.
• Seller Representation & Cadastral Records: Property title deeds, land registry extracts (extrase de carte funciară), and architectural floorplans are maintained in encrypted private document vaults, accessible only to authorized advisors with a direct transaction need.
• Viewings & Negotiations: Viewing schedules, attendee identity confirmations, and formal written offer records are logged with immutable timestamps to guarantee transaction transparency and legal enforceability.

For insurance portfolio structuring and asset protection advisory:

• Risk Evaluation Parameters: Asset valuation estimates, building construction specifications, and liability limits are analyzed to identify optimal coverage options from top-tier insurance underwriters.
• Proactive 30-Day Renewal Monitoring: Expiration dates of mandatory (PAD) and optional property policies are tracked to prevent lapses in coverage. Clients receive direct transactional renewal notices prior to expiration dates.
• Data Minimization: Health or sensitive personal factors are never collected through open public website forms. Formal insurance underwriting questionnaires are executed through direct, encrypted channels.

For structured real estate financing and mortgage consulting:

• Financial Capacity Structuring: Income brackets, loan-to-value (LTV) limits, and debt-to-income (DTI) metrics are processed solely to formulate viable financing structures.
• Bank File Transmission: Credit dossier documents are submitted to Romanian banking partners strictly upon explicit, written client mandate and under formal institutional confidentiality agreements.
• Security: Credit case documentation is strictly isolated in private CRM document folders with restricted access permissions and automated audit logging.