Transparency Declaration for Our Customers
Affected
This privacy statement is addressed to all persons who conclude customer contracts with the responsible party (see below), regardless of whether these contracts are subject to a charge or not.
Responsible
The person responsible for the processing described here is: Fundsback GmbH, Schiffgraben 43, 30175 Hannover
Phone: +49-(0)511 898 444 20
E-mail: [email protected]
Rights
(1) The data subjects have the following rights with regard to the data stored about them: the right to information, the right to correct incorrect data, the right to delete data for which there is no longer a reason for storage, to restrict processing and to data portability. Furthermore, they have the right to complain to the supervisory authority responsible for the controller.
(2) Insofar as the processing is based on the consent of the data subjects, the data subjects may revoke their consent at any time and with effect for the future.
(3) Insofar as the processing is based on the fulfillment of a legitimate interest (Article 6 (1) sentence 1 lit. f GDPR), the data subjects may object to the processing at any time. If the objection is justified, the processing will be terminated. If the legitimate interest lies in direct marketing, the objection is always justified.
Further Notes
(1) Automated decision-making, including profiling, does not take place.
(2) A legal obligation to process exists only if reference is made below to Article 6 (1) sentence 1 lit. c GDPR.
Data Processing
(1) The initiation of the contract proceeds as follows: Either the data subjects make initial contact with the controller or vice versa. Here, the controller processes all data that the data subjects voluntarily provide. This is often the contact data (name, contact data such as e-mail address and address). The legal basis is Article 6 (1) sentence 1 lit. b GDPR.
(2) After the conclusion of the contract, the responsible party collects the further communication data (IP address, delivery of service, answering follow-up questions) in order to fulfill the contract. The legal basis is Article 6 (1) sentence 1 lit. b GDPR, Article 6 (1) sentence 1 lit. c GDPR, and Article 6 (1) sentence 1 lit. f.
(3) After the end of the contract, the customer data will be kept as follows:
- Data that are relevant for taxation are generally retained for six years. Deviating from this, data is retained for ten years. The legal basis is Article 6 (1) sentence 1 lit. c GDPR in conjunction with § 147 AO.
- If the processing of the data is based on consent, the data is retained until the consent is revoked or until the purpose expires. The legal basis is Article 88 GDPR in conjunction with § 26 (2) BDSG2018.
- Data proving the granting of consent is retained for three years. The legal basis is Article 6 (1) sentence 1 lit. c GDPR in conjunction with Article 7 (1) GDPR.
(4) The controller may transfer accounting data to an external tax consultancy. The legal basis is Article 6 (1) sentence 1 lit. f GDPR.
(5) The controller shall transfer accounting data to the provider of external accounting software. The legal basis is Article 6 (1) sentence 1 lit. f GDPR.
(6) The data controller may contact the data subjects by e-mail for promotional purposes. The legal basis is Article 6 (1) sentence 1 lit. f GDPR in conjunction with Recital 47. The data subjects may object to this processing at any time.
Processors and Third Parties That Receive Data
Tax consultancy: The accounting data is transmitted to an external tax consultancy firm. This constitutes a data transfer justified by Article 6 (1) sentence 1 lit. f GDPR.
Email provider: This website uses Brevo (formerly Sendinblue) to send emails and newsletters. The provider is Brevo GmbH, Kopenicker Strasse 126, 10179 Berlin, Germany.
Next step
Start with the clearest next step for your case.
Use the pension-check entry for refund-led cases or contact Fundsback when you need a more guided service path.

