Privacy Policy

Last updated: January 2025

1. Introduction

Intellifunds GmbH ("we", "us", or "our") operates the Talix platform. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our platform and services.

2. Data Controller

Intellifunds GmbH
Forstweg 23
63303 Dreieich, Germany
Email: support@intellifunds.de

3. Information We Collect

3.1 Personal Information

We may collect the following personal information:

  • Name and contact information (email address, phone number)
  • Company name and business address
  • Login credentials
  • Tax identification numbers (as required for tax reporting)
  • Fund-related financial data

3.2 Technical Information

We automatically collect:

  • IP address and device information
  • Browser type and version
  • Usage data and access times
  • Cookies and similar technologies

4. How We Use Your Information

We use your information for:

  • Providing and maintaining our tax reporting services
  • Processing fund data and generating tax reports
  • Submitting tax declarations to authorities (ELSTER)
  • Communicating with you about our services
  • Improving our platform and user experience
  • Complying with legal obligations

5. Legal Basis for Processing

We process your personal data based on:

  • Contract performance: To provide our services to you
  • Legal obligations: To comply with tax and regulatory requirements
  • Legitimate interests: To improve our services and communicate with you
  • Consent: Where required, particularly for marketing communications

6. Data Security

We implement appropriate technical and organizational measures to protect your data:

  • AES-256 encryption for data at rest and in transit
  • Multi-factor authentication (MFA) support
  • Regular security audits and penetration testing
  • Access controls and role-based permissions
  • Complete audit trail of all system activities

7. Data Storage and Transfer

All data is stored on secure servers located in Germany within the European Union. We do not transfer personal data outside the EU/EEA unless appropriate safeguards are in place (such as Standard Contractual Clauses).

8. Data Retention

We retain your data for as long as necessary to fulfill the purposes outlined in this policy, unless a longer retention period is required by law (e.g., tax documentation requirements of 10 years in Germany).

9. Your Rights (GDPR)

Under the General Data Protection Regulation (GDPR), you have the right to:

  • Access: Request a copy of your personal data
  • Rectification: Request correction of inaccurate data
  • Erasure: Request deletion of your data ("right to be forgotten")
  • Restriction: Request limitation of processing
  • Portability: Receive your data in a structured, machine-readable format
  • Objection: Object to processing based on legitimate interests
  • Withdraw consent: Withdraw consent at any time

To exercise these rights, please contact us at support@intellifunds.de.

10. Third-Party Services

We may use third-party services that process data on our behalf:

  • Cloud hosting: For data storage and processing (EU-based)
  • ELSTER: For tax submission to German authorities
  • Quantium: For fund data integration (with your consent)

All third-party processors are bound by data processing agreements in compliance with GDPR.

11. Cookies

We use essential cookies required for the platform to function. These include:

  • Session cookies for authentication
  • Preference cookies for language and theme settings

We do not use advertising or tracking cookies.

12. Changes to This Policy

We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last updated" date.

13. Complaints

If you believe your data protection rights have been violated, you have the right to lodge a complaint with your local data protection authority. In Germany, this is the Der Hessische Beauftragte für Datenschutz und Informationsfreiheit.

14. Contact Us

If you have any questions about this Privacy Policy, please contact us:

Intellifunds GmbH
Forstweg 23
63303 Dreieich, Germany
Email: support@intellifunds.de

← Back to Home