Purpose of use
Purposes of Data Processing
We process personal data to provide services, improve user experience, and comply with legal obligations.
Processing is limited to the purposes described in this policy.
Introduction to Privacy Policy
This Privacy Policy outlines how we handle personal data in our services.
User Rights
User Rights
Users have rights regarding their personal data, including access, correction, and deletion.
Rights may be subject to legal limitations in certain circumstances.
Requests
Rights Requests
Users may submit requests to exercise their rights, and we will address them appropriately.
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 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 changes to this policy via our website or direct communication.
Material changes to this policy are communicated through appropriate channels.
Third-party sharing
Data Sharing with Partners
We share data with trusted partners for service delivery, ensuring compliance with privacy standards.
Third parties receiving data are bound by confidentiality obligations.
Legal basis
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.
Contact Information
Email
Phone
+41 43 590 50 12
Address
Gärtnerstrasse 55, 4057 Basel
General Inquiries
01
Data Collection Practices
We collect personal data such as names, contact information, and financial details to provide our wealth management and advisory services.
The categories of data collected depend on how users interact with our services.
02
Data Sources
We obtain data from user inputs, account registrations, and interactions with our platform.
Data is received directly from users or generated through service interactions.
03
Types of Cookies Used
We utilize essential cookies for functionality and analytical cookies to improve user experience.
Cookies vary by purpose and may be session-based or persistent.
04
Cookie Management
Cookies can be managed through browser settings, allowing users to control their data preferences.
Users may adjust cookie preferences through browser settings at any time.