Privacy Policy
Welcome to our online platform. We are committed to safeguarding the privacy and security of your personal information. This Privacy Policy outlines how we collect, use, disclose, and protect your data when you interact with our services, in compliance with GDPR and other applicable data protection regulations. Our dedication to providing exclusive and high-trust financial services extends to the meticulous protection of your personal integrity.
Information We Collect
We collect various types of information to provide and improve our sophisticated financial planning and wealth management services:
- Personal Identifiable Information (PII): This includes data you voluntarily provide when you engage with us, such as your name, email address, phone number, physical address, and any financial details shared during consultations for strategic tax planning or long-term wealth management strategies.
- Usage Data: We automatically collect information on how our site is accessed and used. This may include your IP address, browser type, browser version, the pages of our service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers, and other diagnostic data. This helps us refine the exclusive experience of our online platform.
- Cookies and Tracking Technologies: We use cookies and similar tracking technologies to track the activity on our service and hold certain information to enhance your experience. These are small data files placed on your device. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.
How We Use Your Information
The information we collect is used to deliver and enhance the high-quality services you expect from us, including:
- To provide and maintain our esteemed services, including personalized strategic tax planning and wealth management advice.
- To manage your appointments and communicate with you regarding your financial advisory needs.
- To improve our online platform and ensure a seamless, elegant user experience.
- To detect, prevent, and address technical issues that might compromise the security of our services.
- To comply with legal obligations and regulatory requirements in the financial sector.
Disclosure of Your Information
We value your trust and are committed to maintaining the confidentiality of your information. We may disclose your personal data in certain situations:
- Service Providers: We may employ third-party companies and individuals to facilitate our service, perform service-related services, or assist us in analyzing how our service is used. These third parties have access to your personal data only to perform these tasks on our behalf and are obligated not to disclose or use it for any other purpose.
- Legal Requirements: We may disclose your Personal Data in the good faith belief that such action is necessary to comply with a legal obligation, protect and defend our rights or property, prevent or investigate possible wrongdoing in connection with the service, protect the personal safety of users of the service or the public, or protect against legal liability.
- Business Transactions: If we are involved in a merger, acquisition, or asset sale, your personal data may be transferred. We will provide notice before your personal data is transferred and becomes subject to a different Privacy Policy.
Security of Data
The security of your data is paramount to us. We implement robust technical and organizational measures designed to protect your personal data from unauthorized access, accidental loss, destruction, or damage. While we strive to use commercially acceptable means to protect your personal data, no method of transmission over the Internet or method of electronic storage is 100% secure. We cannot guarantee its absolute security, but we are continually refining our security protocols to maintain the highest standards of protection for your financial peace of mind.
Your Data Protection Rights Under GDPR
If you are a resident of the European Economic Area (EEA), you have certain data protection rights. We aim to take reasonable steps to allow you to correct, amend, delete, or limit the use of your Personal Data:
- The right to access: You have the right to request copies of your personal data.
- The right to rectification: You have the right to request that we correct any information you believe is inaccurate or complete information you believe is incomplete.
- The right to erasure: You have the right to request that we erase your personal data, under certain conditions.
- The right to restrict processing: You have the right to request that we restrict the processing of your personal data, under certain conditions.
- The right to object to processing: You have the right to object to our processing of your personal data, under certain conditions.
- The right to data portability: You have the right to request that we transfer the data that we have collected to another organization, or directly to you, under certain conditions.
- The right to withdraw consent: You also have the right to withdraw your consent at any time where our firm relied on your consent to process your personal information.
If you wish to exercise any of these rights, please contact us. You also have the right to complain to a Data Protection Authority about our collection and use of your Personal Data.
Links to Other Sites
Our service may contain links to other sites that are not operated by us. If you click on a third-party link, you will be directed to that third party's site. We strongly advise you to review the Privacy Policy of every site you visit. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.
Children's Privacy
Our service does not address anyone under the age of 18 ("Children"). We do not knowingly collect personally identifiable information from anyone under the age of 18. If you are a parent or guardian and you are aware that your Children has provided us with Personal Data, please contact us. If we become aware that we have collected Personal Data from children without verification of parental consent, we take steps to remove that information from our servers.
Changes to This Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page. We will let you know via a prominent notice on our service, prior to the change becoming effective. You are advised to review this Privacy Policy periodically for any changes. Changes to this Privacy Policy are effective when they are posted on this page.
Contact Us
If you have any questions about this Privacy Policy, please contact us:
Our Financial Advisory Firm
Bahnhofstrasse 1, 8001 Zürich, Switzerland