The objective of this Data Protection Policy is to describe how SWISS PEAK ADVISOR SA and/or SWISS PEAK ADVISOR Capital SA (as applicable) (hereinafter "SWISS PEAK ADVISOR") collect, process, and store personal data and information in the course of their business activities (the "Policy").
Additional provisions may supplement this Policy in accordance with the terms of engagement or any other contractual relationship that you or your representative may have with SWISS PEAK ADVISOR, which form an integral part of this Policy.
The types of personal data that SWISS PEAK ADVISOR may collect and process within the framework of prospective, past, and/or existing business relationships (the "Business Relationships") primarily include:
Personal Identification: Full name, date of birth, passport details, and contact information (home address, mailing/email addresses, telephone numbers).
Family Information: Details regarding family status and relations.
Financial Information: Including statements, transactions, real estate assets, debts, taxes, income, gains, and investments.
Tax Information: Specifically TIN (Tax Identification Number), fiscal ID, and tax domicile.
Professional Information: Such as CV, professional experience, and career history.
Interactions and Correspondence: Any other information related to our interactions with you, whether through emails, the website, contact forms, telephone calls, or meetings.
Digital Data: Data collected through the use of cookies, as described below.
Note: SWISS PEAK ADVISOR does not engage in high-risk profiling nor does it make any automated individual decisions.
SWISS PEAK ADVISOR collects or receives personal data through the following channels:
Direct Collection: Directly from Business Relationships, either from you or the legal entity for which you work (e.g., if you are the designated contact person for your employer interacting with SWISS PEAK ADVISOR), through meetings or documents transmitted to SWISS PEAK ADVISOR (including pre-contractual documents and business cards).
Indirect Collection: Indirectly, through one of our service providers or counterparties, or via external sources such as SWISS PEAK ADVISOR websites or publicly accessible sources.
If you provide us with personal information regarding third parties, you undertake to ensure that those individuals have been informed of such disclosure and the content of this Policy.