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Data Protection Privacy Notice​​

In this Data Protection Declaration, we, SwissAssetSolutions (hereinafter referred to as “SwissAssetSolutions”, “we” or “us”), explain how we collect and process personal data. This declaration is not an exhaustive description; specific matters may be governed by additional Data Protection Declarations. For the purposes of this document, personal data refers to any information relating to an identified or identifiable individual.

(Note: This Data Protection Declaration is a translation of the legally binding German version.)#

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1. Responsible Entity and Contact Details

Unless otherwise specified in individual cases, SwissAssetSolutions is responsible for the data processing described in this declaration. For any inquiries related to data protection, you may contact us by mail or email—please include a copy of your ID or passport for identification purposes:

SwissAssetSolutions
Bachtelstrasse 1
8853 Lachen
Phone: +41 78 225 50 61
Email: info@swissassetsolutions.com

2. Collection and Processing of Personal Data

We process personal data in connection with the following activities in particular:

  • Client data for individuals or entities to whom we currently provide or have previously provided services

  • Personal data indirectly received through client engagements

  • When visiting our website

  • When participating in events organized by us

  • During communications or visits

  • In the context of other contractual relationships (e.g., suppliers, service providers, consultants)

  • In connection with job applications

  • When required by law or regulation

  • When fulfilling legal obligations or legitimate interests, such as conflict of interest management, anti-money laundering measures, ensuring data accuracy, creditworthiness checks, security assurance, or the enforcement of legal claims

For more detailed information, please refer to Section 4, which outlines specific categories of processing.

3. Categories of Personal Data

The types of personal data we collect depend on your relationship with us and the specific purpose of the data processing. In addition to contact details, we may also collect other information relating to you or individuals connected to you. In some cases, this data may include particularly sensitive personal information.

We may collect and process the following categories of personal data:

  • Contact information: e.g., name, address, telephone number, email address

  • Client details: e.g., date of birth, nationality, marital status, occupation, title, job position, passport/ID number, AHV number

  • Risk-related data: e.g., credit ratings, commercial register entries

  • Financial data: e.g., banking information

  • Engagement-specific data: this may include tax information, articles of incorporation, meeting minutes, project and contract data, employee data (e.g., salaries, social insurance), accounting records, beneficial ownership details, and ownership structures

  • Website data: e.g., IP addresses, device identifiers, browser types, usage analytics, plugin activity

  • Application data: e.g., CVs, references, certificates

  • Marketing data: e.g., newsletter subscriptions

  • Security and network data: e.g., visitor logs, access control records, email and network scanner logs, call lists

Where permitted, we also obtain data from public sources (e.g., debt collection or land registers, commercial registers, press, the internet), or receive information from clients and their employees, government agencies, courts, and other third parties.

In addition to information you provide directly, the following categories of data may be collected from third-party sources:

  • Data from public registers

  • Information related to legal or administrative proceedings

  • Professional data (e.g., your role within an organization to facilitate business transactions)

  • Correspondence and meeting notes

  • Creditworthiness assessments

  • Information provided by individuals close to you (e.g., family, legal representatives) in connection with contracts or compliance

  • Legal compliance data (e.g., for anti-money laundering or export controls)

  • Information from financial institutions, insurers, sales partners, and other contractual partners (e.g., regarding payments, transactions, or service usage)

  • Publicly available data from the media and internet, where appropriate (e.g., for recruitment purposes)

  • Address and demographic information for marketing purposes

  • Technical data related to website usage (e.g., IP or MAC addresses, device settings, cookies, timestamps, content accessed, referring websites, and location data)

4. Purposes of Data Processing and Legal Bases

4.1. Provision of Services

We primarily process the personal data that we receive from our clients and other business partners in the context of our client relationships and other contractual relationships with them and other persons involved. The personal data of our customers includes the following information in particular: 

  • Contact information (e.g. surname, first name, address, telephone number, e-mail, other contact information)

  • Personal information (e.g. date of birth, nationality, marital status, profession, title, job title, passport / ID number, AHV number, family circumstances, etc.) 

  • Risk assessment data (e.g. creditworthiness information, commercial register data, sanction lists, specialised databases, data from the Internet)

  • Financial information (e.g. data on bank details, investments or shareholdings)

  • Mandate data, depending on the mandate, e.g. tax information, articles of association, minutes, employee data (e.g. salary, social insurance), accounting data, etc.

  • Particularly sensitive personal data: This personal data may also include particularly sensitive personal data, such as data on health, religious beliefs or social assistance measures, especially if we provide services in the area of payroll processing or accounting.

We process this personal data for the purposes described on the basis of the following legal basis:

  • Conclusion or execution of a contract with the data subject or in favour of the data subject, including contract initiation and possible enforcement (e.g. consulting, fiduciary services) 

  • Fulfilment of a legal obligation (e.g. if we fulfil our duties as auditors (carried out by our Falcon Audit GmbH) or are obliged to disclose information) 

  • Safeguarding legitimate interests (e.g. for administrative purposes, to improve our quality, ensure security, manage risk, enforce our rights, defend ourselves against claims or to check for possible conflicts of interest)

  • Consent (e.g. to send you marketing information).

 

4.2. Indirect Data Processing from the Provision of Services

When we provide services for our customers, we may also process personal data that we have not collected directly from the data subjects or personal data of third parties. These third parties are usually employees, contact persons, family members or persons who have a relationship with the customers or data subjects for other reasons. We require this personal data in order to fulfil contracts with our customers. We receive this personal data from our customers or from third parties commissioned by our customers. Third parties whose information we process for this purpose are informed by our customers that we are processing their data. Our customers can refer to this privacy policy for this purpose.

The personal data of persons who have a relationship with our customers includes the following information in particular:

  • Contact information (e.g. surname, first name, address, telephone number, e-mail, other contact information, marketing data) 

  • Personal information (e.g. date of birth, nationality, marital status, profession, title, job title, passport / ID number, AHV number, family circumstances, etc.)

  • Financial information (e.g. data on bank details, investments or shareholdings)

  • Mandate data, depending on the mandate, e.g. tax information, articles of association, minutes, employee data (e.g. salary, social insurance), accounting data 

  • Particularly sensitive personal data: This personal data may also include particularly sensitive personal data, such as data on health, religious beliefs or social assistance measures, especially if we provide services in the area of payroll processing or accounting.

We process this personal data for the purposes described on the basis of the following legal basis:

  • Conclusion or performance of a contract with or for the benefit of the data subject (e.g. when we fulfil our contractual obligations)

  • Fulfilment of a legal obligation (e.g. if we fulfil our duties as auditors or are obliged to disclose information)

  • Safeguarding legitimate interests, in particular our interest in providing an optimal service to our customers.

 

4.3. Use of our Website

No personal data needs to be disclosed in order to use our website. However, the server collects a range of user information with each visit, which is temporarily stored in the server’s log files. When using this general information, no assignment to a specific person takes place. The collection of this information or data is technically necessary to display our website and to ensure its stability and security. This information is also collected in order to improve the website and analyse its use.

This includes the following information in particular:

  • Contact information (e.g. surname, first name, address, telephone number, e-mail)

  • Other information that you transmit to us via the website

  • Technical information automatically transmitted to us or our service providers, information on user behaviour or website settings (e.g. IP address, UDI, device type, browser, number of clicks on the page, opening the newsletter, clicking on links, etc.).

We process this personal data for the purposes described on the basis of the following legal basis:

  • Safeguarding legitimate interests (e.g. for administrative purposes, to improve our quality, analyse data or publicise our services)

  • Consent (e.g. for the use of cookies or the newsletter).

 

4.4. Newsletter Usage

If you subscribe to our newsletter, we will use your e-mail address and other contact details to send you the newsletter. You can subscribe to our newsletter with your consent. Your full name and email address, which we store after your registration, are mandatory for sending the newsletter. The legal basis for the processing of your data in connection with our newsletter is your consent to the sending of the newsletter. You can revoke your consent at any time and unsubscribe from the newsletter.

 

4.5. Participation in Events

If you take part in an event organised by us, we collect personal data in order to organise and run the event and, if necessary, to send you additional information afterwards. We also use your information to inform you about other events. You may be photographed or filmed by us at these events and we may publish this image material internally or externally.

This includes the following information in particular:

  • Contact information (e.g. surname, first name, address, telephone number, e-mail)

  • Personal information (e.g. profession, function, title, employer company, eating habits)

  • Pictures or videos

  • Payment information (e.g. bank details).

We process this personal data for the purposes described on the basis of the following legal basis:

  • Fulfilment of a contractual obligation with the data subject or in favour of the data subject, including contract initiation and possible enforcement (enabling participation in the event) 

  • Safeguarding legitimate interests (e.g. holding events, disseminating information about our event, providing services, efficient organisation)

  • Consent (e.g. to send you marketing information or create image material).

 

4.6. Direct Communication and Visits

When you contact us (e.g. by telephone, e-mail or chat) or we contact you, we process the personal data required for this. We also process this personal data when you visit us. In this case, you may have to leave your contact details before your visit or at reception. We store this data for a certain period of time in order to protect our infrastructure and our information. We use the “Zoom” or “Microsoft Teams” service to hold telephone conferences, online meetings, video conferences and/or webinars (“online meetings”).

We process the following information in particular: 

  • Contact information (e.g. surname, first name, address, telephone number, e-mail)

  • Marginal communication data (e.g. IP address, duration of communication, communication channel)

  • Recordings of conversations, e.g. during video conferences 

  • Other information that the user uploads, provides or creates while using the video conferencing service as well as metadata used for the maintenance of the service provided 

  • Additional information on the processing of personal data by “Zoom” or Microsoft Teams can be found in their privacy policies.

  • Personal information (e.g. profession, function, title, employer company) 

  • Time and reason for the visit.

We process this personal data for the purposes described on the basis of the following legal basis:

  • Fulfilment of a contractual obligation with the data subject or in favour of the data subject, including contract initiation and possible enforcement (provision of a service)

  • Safeguarding legitimate interests (e.g. security, traceability, processing and administration of customer relationships).

 

4.7. Applications

You can submit your application for a position with us by post or via the e-mail address provided on our website. The application documents and all personal data disclosed to us will be treated as strictly confidential, will not be disclosed to third parties and will only be processed for the purpose of processing your application for employment with us. Without your consent to the contrary, your application dossier will either be returned to you or deleted/destroyed after the application process has been completed, unless it is subject to a statutory retention obligation. The legal basis for the processing of your data is your consent, the fulfilment of the contract with you and our legitimate interests.

We process the following information in particular: 

  • Contact information (e.g. surname, first name, address, telephone number, e-mail)

  • Personal information (e.g. profession, function, title, employer company) 

  • Application documents (e.g. letter of motivation, certificates, diplomas, CV)

  • Assessment information (e.g. assessment by personnel consultant, reference information, assessments).

We process this personal data for the purposes described on the basis of the following legal basis:

  • Protection of legitimate interests (e.g. recruitment of new employees)

  • Consent.

 

4.8. Suppliers, Service Providers, Other Contractual Partners

When we enter into a contract with you to provide a service for us, we process personal data about you or your employees. We need this data in order to communicate with you and to utilise your services. We may also process this personal data in order to check whether there could be a conflict of interest in connection with our activities as auditors (which are handled by our Falcon Audit GmbH) and to ensure that we do not enter into any unwanted risks, e.g. with regard to money laundering or sanctions.

We process the following information in particular: 

  • Contact information (e.g. surname, first name, address, telephone number, e-mail)

  • Personal information (e.g. profession, function, title, employer company)

  • Financial information (e.g. data on bank details).

We process this personal data for the purposes described on the basis of the following legal basis:

  • Conclusion or execution of a contract with the data subject or in favour of the data subject, including contract initiation and possible enforcement 

  • Protection of legitimate interests (e.g. avoidance of conflicts of interest, protection of the company, enforcement of legal claims).

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5. Tracking Technologies

We use cookies on our website. These are small files that your browser automatically creates and that are stored on your end device (laptop, tablet, smartphone, etc.) when you visit our website. Information is stored in the cookie that results in each case in connection with the specific end device used. However, this does not mean that we obtain direct knowledge of your identity. On the one hand, the use of cookies serves to make the use of our website more pleasant for you. For example, we use session cookies to recognise that you have already visited individual pages of our website. These are automatically deleted after you leave our site. In addition, we also use temporary cookies to optimise user-friendliness, which are stored on your end device for a specified period of time. If you visit our site again to use our services, it is automatically recognised that you have already visited us and which entries and settings you have made so that you do not have to enter them again. On the other hand, we use cookies to statistically record the use of our website and to evaluate it for the purpose of optimising our offer for you. These cookies enable us to automatically recognise that you have already visited our website when you visit it again. These cookies are automatically deleted after a defined period of time. The data processed by cookies is required for the purposes mentioned. Most browsers accept cookies automatically. However, you can configure your browser so that no cookies are stored on your computer or a message always appears before a new cookie is created. However, completely deactivating cookies may mean that you cannot use all the functions of our website.

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6. Google Analytics

Among other things, we use Google Analytics on our websites, the web analysis service of Google LLC, Mountain View, California, USA; Google Limited Ireland (“Google”) is responsible for Europe. To deactivate Google Analytics, Google provides a browser plug-in at https://tools.google.com/dlpage/gaoptout?hl=de. Google Analytics uses cookies. These are small text files that make it possible to store specific user-related information on the user’s end device. These enable Google to analyse the use of our website. The information collected by the cookie about the use of our pages (including your IP address) is usually transferred to a Google server in the USA and stored there. 

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7. Data Transfer and Data Transmission

We only pass on your data to third parties if this is necessary for the provision of our services, if these third parties provide a service for us, if we are legally or officially obliged to do so or if we have an overriding interest in passing on the personal data. We will also pass on personal data to third parties if you have given your consent or requested us to do so. Not all personal data is transmitted in encrypted form as standard. Unless explicitly agreed otherwise with the customer, information such as accounting data, payroll administration data, pay slips/statements, tax documents, etc. are transmitted unencrypted.

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8. Duration of Storage of Personal Data

We process and store your personal data for as long as is necessary for the fulfilment of our contractual and legal obligations or otherwise for the purposes pursued with the processing, i.e. for the duration of the entire business relationship (from the initiation, processing to the termination of a contract) and beyond that in accordance with the statutory retention and documentation obligations. It is possible that personal data may be stored for the period in which claims can be asserted against our company (i.e. in particular during the statutory limitation period) and insofar as we are otherwise legally obliged to do so or legitimate business interests require this (e.g. for evidence and documentation purposes). As soon as your personal data is no longer required for the above-mentioned purposes, it will be deleted or anonymised as far as possible. Shorter retention periods of twelve months or less generally apply to operational data (e.g. system protocols, logs).

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9. Data Security

We take appropriate technical and organisational security precautions to protect your personal data from unauthorised access and misuse, such as issuing instructions, training, IT and network security solutions, access controls and restrictions, encryption of data carriers and transmissions, pseudonymisation and controls.

 

10. Obligation to provide Personal Data

As part of our business relationship, you must provide the personal data that is necessary for the establishment and implementation of a business relationship and the fulfilment of the associated contractual obligations (you are not generally legally obliged to provide us with data). Without this data, we will not be able to enter into or fulfil a contract with you (or the entity or person you represent). The website can also not be used if certain information to secure data traffic (such as IP address) is not disclosed.

 

11. Your Rights

You have the following rights in connection with our processing of personal data: 

  • Right to information about your personal data stored by us, the purpose of processing, the origin and recipients or categories of recipients to whom personal data is disclosed

  • Right to rectification if your data is incorrect or incomplete

  • Right to restrict the processing of your personal data

  • Right to request the erasure of the processed personal data

  • Right to data portability

  • Right to object to data processing or to withdraw consent to the processing of personal data at any time without giving reasons.

  • Right to lodge a complaint with a competent supervisory authority, if provided for by law.

To assert these rights, please contact the address given in section 1. Please note, however, that we reserve the right to assert the restrictions provided for by law, for example if we are obliged to store or process certain data, have an overriding interest in doing so (insofar as we are entitled to invoke this) or require it for the assertion of claims. If you incur costs, we will inform you in advance.

 

12. Amendment of the Data Protection

Declaration We expressly reserve the right to amend this Data Protection Declaration at any time. Last change: Mai 2025

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    Are you ready to optimize your financial solutions?
    Contact us today to learn more about our services or to schedule a personalised consultation.

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    E-Mail: info@swissassetsolutions.com
    Telefon: +41 78 225 50 61
    Adresse: Bachtelstrasse 1, 8853 Lachen

     

    © 2025 by SwissAssetSolutions.com

     

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