Purpose of use
Purposes of Data Processing
We process personal data to provide, maintain, and improve our financial management services.
Processing is limited to the purposes described in this policy.
Privacy Policy Overview
This privacy policy outlines how we handle personal data collected through our services.
User Rights
User Rights
Users have rights regarding their personal data, including access, rectification, and deletion.
Rights may be subject to legal limitations in certain circumstances.
Requests
Exercising User Rights
Users can submit requests to exercise their rights, and we will process these requests accordingly.
We respond to verified rights requests within the timeframe required by law.
Data Retention
Data Retention Policy
We retain personal data only for 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 updates to this policy via our website or direct communication.
Material changes to this policy are communicated through appropriate channels.
Contact Information
Email
Phone
+41 22 142 08 52
Address
Boulevard des Philosophes 12, 1205 Geneva
General inquiries
Third-party sharing
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.
Legal basis
Legal Disclosures
We may share personal data with law enforcement or regulatory bodies when legally obligated to do so.
Disclosure to authorities occurs only when required by applicable law.
Data collection overview
How information is collected and how cookies work
This section outlines the categories of personal information we collect, where that information comes from, the cookie types used on the site, and the options available to manage cookie preferences.
Data collected
Data Collection Practices
We collect personal data such as names, contact details, and financial information necessary for providing our services.
The categories of data collected depend on how users interact with our services.
Sources of data
Sources of Data Collection
We obtain data from user inputs, account registrations, and usage of our financial management tools.
Data is received directly from users or generated through service interactions.
Cookie types
Types of Cookies Used
We use essential cookies for functionality and analytical cookies for performance tracking.
Cookies vary by purpose and may be session-based or persistent.
Cookie controls
Cookie Management
Cookies are utilized to enhance user experience and analyze site usage.
Users may adjust cookie preferences through browser settings at any time.