Privacy policy

The data controller is Genotrace, a Monegasque company headquartered in the Principality of Monaco. Any request may be sent by email to contact@genotrace.tavportal.com.

Through the website:
- identity (name, surname),
- professional or personal contact details (email, phone, role, firm/company),
- free-text content of the contact form,
- minimal technical data: IP address, user-agent, date and time of the request, recorded for security and abuse prevention.

In the course of our missions:
- civil status and family ties of the persons concerned,
- addresses, contact details and residence history,
- succession documents, birth, marriage and death certificates,
- patrimonial information necessary for the mission (real estate, accounts, policies),
- supporting documents provided by the principal or collected from authorised sources.

Data is collected:
- directly, when you fill in the form or send us documents,
- indirectly, from public archives, civil registers, land registers, professional databases, public sources and accredited correspondents, strictly within the scope of the entrusted research.

- responding to contact requests received through the site,
- assessing the feasibility of a succession research case,
- carrying out a mission to identify heirs, rightful claimants, beneficiaries or assets,
- producing an evidentiary documentary file usable by mandating professionals,
- complying with applicable legal, accounting and administrative obligations,
- securing the site, preventing abuse and keeping technical logs.

- pre-contractual measures and execution of the contract or mandate,
- legitimate interest of Genotrace, principals and beneficiaries in identifying heirs, rightful claimants, beneficiaries or estate assets, and in preserving the evidence required,
- legal obligation, when applicable,
- consent, where the relevant processing requires it (e.g., non-essential cookies).

Data is accessible to authorised recipients only:
- Genotrace staff and contributors bound by confidentiality,
- specialised correspondents (genealogists, archivists, translators, counsels),
- notaries, lawyers, banks, insurers or administrators concerned by the mission,
- technical service providers (hosting, email),
- competent authorities where their intervention is legally required.

Research may involve transferring data to correspondents located outside Monaco, outside the European Economic Area or outside countries benefitting from an adequacy decision. Such transfers are strictly limited to what is necessary for the mission and framed by appropriate safeguards (contractual clauses, confidentiality undertakings, minimisation).

- contact requests not followed by a mission: kept for 24 months maximum,
- mission files: duration of the mandate, plus the applicable evidentiary and legal archiving period, within the limit necessary to defend rights and preserve succession evidence,
- accounting documents: legal duration applicable in Monaco,
- technical logs of the site: 12 months maximum,
- cookies: see cookies policy.

Genotrace implements technical and organisational measures appropriate to the sensitivity of the data: access control, strong authentication, encrypted exchanges, restricted file access, logging, awareness training and confidentiality undertakings.

Pursuant to Monegasque Law No. 1.565 and European standards, you have the rights of access, rectification, objection, restriction, erasure and, where applicable, portability. You may also issue directives regarding the fate of your data after death.

These rights may be exercised by email to contact@genotrace.tavportal.com, accompanied where appropriate by proof of identity. Each request receives a reply within applicable legal deadlines.

If you consider that your rights have not been respected, you may lodge a complaint with the Personal Data Protection Authority of the Principality of Monaco (APDP), 12 avenue de Fontvieille, 98000 Monaco, or with any competent supervisory authority.

This policy may be updated to reflect legal, regulatory or technical developments. The date of the latest update appears at the top of the page.