Introduction to Privacy Policy

This Privacy Policy outlines how we handle personal data in compliance with applicable laws.

Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
User Rights

General User Rights

Users are entitled to request access to their data and seek corrections or deletions as permitted by law.

Rights may be subject to legal limitations in certain circumstances.
Requests

Requests for User Rights

Requests regarding personal data will be addressed in accordance with applicable legal requirements.

We respond to verified rights requests within the timeframe required by law.
Data Retention

Data Retention Policy

We retain personal data only as long as necessary for the purposes outlined in this policy.

Retention periods are reviewed periodically and data is deleted when no longer necessary.
Policy Updates

Policy Updates

We will notify users of significant updates to this policy via our website.

Material changes to this policy are communicated through appropriate channels.
Privacy Office

Contact Information

Phone
+41 61 916 13 11
Address
Sonnhaldenstrasse 42, 8107 Buchs (Zürich), Switzerland
General Inquiries
GDPR
EU framework

Overview of Data Protection Compliance

We process personal data in accordance with the FADP, ensuring lawful and fair handling of user information.

This regulation applies to users located in Switzerland, where relevant.

This section outlines our compliance with the Federal Act on Data Protection (FADP).
User Rights

User Rights Under FADP

Users have rights to access, rectify, and delete their personal data as stipulated by the FADP.

Rights under the FADP can be exercised through the channels listed in this policy.

Data Collection Practices

We collect personal data such as names, contact information, and financial details necessary for fiduciary and trust management services.

The categories of data collected depend on how users interact with our services.

Sources of Data Collection

We obtain data from user submissions, service usage, and automated systems during interactions with our website.

Data is received directly from users or generated through service interactions.

Types of Cookies Used

We utilize essential cookies for functionality and may use additional cookies for analytics if consent is granted.

Cookies vary by purpose and may be session-based or persistent.

Cookie Management

Cookies are used to enhance user experience, and users can manage their preferences through our cookie consent settings.

Users may adjust cookie preferences through browser settings at any time.

Purposes of Data Processing

We process personal data to provide fiduciary services, manage trusts, and comply with legal obligations.

Processing is limited to the purposes described in this policy.

Data Sharing with Partners

We may share data with trusted partners who assist in providing our services, under strict confidentiality agreements.

Third parties receiving data are bound by confidentiality obligations.