Introduction to Privacy Policy

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

Effective Date As stated in policy
Scope All users of our services
Questions Contact
01

Data Collection Practices

We collect personal data such as names, contact information, and financial information necessary for providing our services.

The categories of data collected depend on how users interact with our services.
02

Sources of Data

We obtain data from user inputs, service usage, and automated systems that track user interactions.

Data is received directly from users or generated through service interactions.
03

Types of Cookies Used

We use essential cookies for functionality and may use optional cookies for analytics, subject to user consent.

Cookies vary by purpose and may be session-based or persistent.
04

Cookie Management

We utilize cookies to enhance user experience and functionality, which require user consent for certain types.

Users may adjust cookie preferences through browser settings at any time.
01

Purposes of Data Processing

We process personal data to provide financial analysis and accounting services, as well as for compliance and operational purposes.

Processing is limited to the purposes described in this policy.
02

Data Sharing with Partners

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

Third parties receiving data are bound by confidentiality obligations.
03

Legal Disclosures

We may share personal data with legal authorities when mandated by law or to protect our rights.

Disclosure to authorities occurs only when required by applicable law.
GDPR
Regulation

Overview of Data Protection Law

We adhere to the Federal Act on Data Protection (FADP) in Switzerland, ensuring the protection of personal data.

This regulation applies to users located in the European Economic Area where relevant.
This section outlines the rights and obligations under the applicable data protection law.
User Rights

User Rights Under FADP

Users have the right to access, rectify, and delete their personal data as well as to restrict processing.

Rights can be exercised through the contact details provided in this policy.
User Rights

General User Rights

Users have specific rights regarding their personal data, which can be exercised under the law.

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

Requests for User Rights

Users can submit requests regarding their rights, and we will address them in accordance with 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 to fulfill the purposes for which it was collected.

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 or direct communication.

Material changes to this policy will be communicated through appropriate channels.

Contact Information

Contact details for privacy-related inquiries are provided in this section.

Phone
+41 41 679 48 30
Address
Seefeldstrasse 215, 8008 Zurich, Switzerland
General Inquiries