Privacy Policy

This Privacy Policy explains how Smith & Adams ("we", "us"), an independent real estate investment advisory firm based in Lisbon, Portugal, collects and processes personal data through the website smithandadams.com (the "Site"), in accordance with the EU General Data Protection Regulation (GDPR) and applicable Portuguese law.

1. Data controller

Smith & Adams is the controller of the personal data processed via the Site. For any privacy matter, contact us at geral@smithandadams.com.

2. What data we collect

• Information you give us through contact and enquiry forms: name, email address, phone number, country, and any details you include in your message or area of interest.
• Technical and usage data collected automatically: IP address, device and browser type, pages viewed, and interactions, via cookies and similar technologies.

3. How and why we use it

• To respond to your enquiries and provide advisory services you request (legal basis: steps taken at your request / performance of a contract).
• To manage our client relationship and internal records, including our CRM (legal basis: legitimate interests).
• To improve the Site and measure its performance (legal basis: consent for non-essential cookies, otherwise legitimate interests).
• To comply with legal and regulatory obligations.

4. Sharing with third parties

We share personal data only as needed with service providers that process it on our behalf, including our CRM and lead-management platform (Pipedrive), and analytics and advertising providers (such as Google and Meta) where you have consented to the relevant cookies. Where residency or legal work is involved, we may share data with specialised law firms and regulated partners with your knowledge. We do not sell your personal data.

Some providers may process data outside the European Economic Area; where that happens, appropriate safeguards (such as Standard Contractual Clauses) are applied.

5. Cookies

The Site uses essential cookies needed for it to function and, subject to your consent, analytics and marketing cookies. You can manage your preferences through your browser settings and any cookie banner presented on the Site.

6. How long we keep data

We keep personal data only for as long as necessary for the purposes described above or as required by law, after which it is deleted or anonymised.

7. Your rights

Under the GDPR you have the right to access, rectify, erase, restrict, or object to the processing of your personal data, and the right to data portability and to withdraw consent at any time. To exercise these rights, contact geral@smithandadams.com. You also have the right to lodge a complaint with the Portuguese data protection authority (CNPD).

8. Data security

We apply appropriate technical and organisational measures to protect personal data against unauthorised access, loss, or misuse.

9. Changes to this policy

We may update this Policy from time to time. The current version is always available on the Site.

10. Contact

For any question about this Policy or your personal data, email geral@smithandadams.com.