Privacy policy
Introduction
The protection of your personal data is a priority. This policy describes how your data is collected, processed and protected, in compliance with the new Federal Act on Data Protection (nFADP) which came into force on 1 September 2023.
Data controller
The data controller is the wealth analyst who publishes this website.
Data collected
The following personal data may be collected:
- Contact data: surname, first name, email address, telephone number
- Navigation data: technical cookies necessary for site operation
- Data submitted via the contact form
Processing purposes
- Responding to your contact and information requests
- Organising appointments
- Ensuring the proper technical operation of the site
Legal basis
Processing of your data is based on your explicit consent (contact form) and our legitimate interest in responding to your requests.
Retention period
Data from the contact form is retained for the time necessary to process your request, then deleted unless a legal obligation requires otherwise.
Cookies
This site uses only strictly necessary technical cookies. No tracking or advertising cookies are used.
Data subject rights
Under the nFADP, you have the following rights:
- Right of access to your personal data
- Right to rectification of inaccurate data
- Right to erasure of your data
- Right to data portability
- Right to object to processing
To exercise these rights, please contact us via the contact form or by email.
Security
Appropriate technical and organisational measures are implemented to protect your data against unauthorised access, modification, disclosure or destruction.
Data transfers
Your personal data is not transferred to third parties, except where legally required or with your explicit consent.