Privacy Policy

1. Scope
This Privacy Policy explains how we collect, use, disclose, and protect personal data in connection with our website and services. We process personal data in accordance with applicable Swiss data protection laws, including the Swiss Federal Act on Data Protection (FADP), and, where applicable, the EU General Data Protection Regulation (GDPR).

2. Data Controller
The data controller is the Swiss fiduciary company operating this website (“we”, “us”, “our”). Contact details are provided on our website.

3. Personal Data We Collect
We collect only data that is necessary for legitimate business purposes. This may include:

  • Identification data (name, nationality, date of birth)

  • Contact data (email address, phone number, address)

  • Professional and financial information relevant to fiduciary services

  • Technical data (IP address, browser type, device information)

  • Communications and correspondence

We do not knowingly collect unnecessary or excessive personal data.

4. How We Collect Data
We collect personal data:

  • Directly from you (forms, emails, calls)

  • Through your use of our website

  • From third parties where required for compliance (e.g., KYC/AML checks)

5. Purpose of Processing
We process personal data strictly for:

  • Providing fiduciary, trust, corporate, and advisory services

  • Complying with legal and regulatory obligations (including AML/KYC)

  • Managing client relationships

  • Operating and securing our website

  • Enforcing legal rights

We do not use personal data for unrelated purposes.

6. Legal Basis
Processing is based on:

  • Performance of a contract

  • Compliance with legal obligations

  • Legitimate interests (where not overridden by your rights)

  • Consent, where required

7. Data Sharing
We do not sell personal data.
We may disclose data only where necessary to:

  • Regulators, authorities, or courts

  • Banks, financial institutions, and professional advisors

  • Service providers acting under strict confidentiality

  • Third parties involved in delivering services to you

All disclosures are limited to what is necessary.

8. International Transfers
Personal data may be transferred outside Switzerland where required for service delivery. In such cases, we ensure appropriate safeguards, including:

  • Adequacy decisions

  • Standard contractual clauses

  • Equivalent legal protections

9. Data Retention
We retain personal data only as long as necessary:

  • To fulfill contractual obligations

  • To comply with legal and regulatory requirements

  • To defend legal claims

Once no longer required, data is securely deleted or anonymized.

10. Data Security
We implement appropriate technical and organizational measures to protect personal data against:

  • Unauthorized access

  • Loss or destruction

  • Misuse or alteration

Access is restricted to authorized personnel on a need-to-know basis.

11. Your Rights
Subject to applicable law, you have the right to:

  • Access your personal data

  • Correct inaccurate data

  • Request deletion where legally permissible

  • Restrict or object to processing

  • Request data portability (where applicable)

Requests must be submitted in writing and may require identity verification.

12. Cookies and Tracking
Our website may use cookies and similar technologies to:

  • Ensure functionality

  • Analyze usage

  • Improve performance

You may control cookie settings through your browser.

13. Third-Party Links
Our website may contain links to third-party sites. We are not responsible for their privacy practices.

14. Updates
We may update this Privacy Policy at any time. The current version will always be published on our website.

15. Contact
For any privacy-related inquiries or to exercise your rights, contact us using the details provided on our website.