The controller of your personal data is Patrimonium Asset Management AG, Zugerstrasse 74, 6340 Baar, Tel. +41 58 787 00 00, Email: firstname.lastname@example.org. References in this privacy notice (the Notice) to “we” or “us” are references to the controller.
Personal data we process about you includes:
We collect this information when you interact with us, for example when you communicate with our staff, when you provide us with your contact details, sign up to receive information by e-mail, or participate at a meeting, seminar or other event. We also collect or generate personal data in the course of providing our services, and we may collect personal data from public and private sources for example to keep your information up to date.
We process your personal data:
We may disclose personal data to third parties to the extent reasonably necessary in connection with the work we do for our clients (see “Who we share your personal data with” below).
Our website uses tools such as Google Analytics, a service provided by Google, Inc. that tracks and reports on the manner in which our websites are used, as well as IP-tracking tools that may identify a company that visited our site, to help us better direct our marketing & sales activities.
We may use tracking tools regarding emails and our online communications. We may use your name and e-mail address(es) obtained from you to send you alerts, updates, event invitations and other information by e-mail. If you wish to receive marketing communications from us you have to subscribe by e-mail. If you no longer wish to do so, you may unsubscribe at any time by following the link included in these e-mails. Note that we may use personal data to understand if you read our e-mails or click on links included in them.
We process personal data on the following grounds: to conclude and to perform a contract, such as engaging with an individual to provide legal or other services; for the establishment, exercise or defence of legal claims or proceedings; to comply with legal and regulatory obligations; and for legitimate interests. Please see “How we process your personal data” above for additional details.
We may share your personal data with trusted third parties including:
For the purposes set out in this Notice and where necessary, we may share personal data with courts, tribunals, regulatory authorities, government agencies and law enforcement agencies. We may be required to disclose your information to comply with legal or regulatory requirements.
Through the selection of data processors and suitable contractual agreements, we ensure that data protection is also ensured by third parties during the entire processing of your personal data. Our data processors are obliged to process your personal data exclusively on our behalf and according to our instructions.
We may transfer your personal data to recipients abroad, including in countries that do not provide the same level of protection as Swiss law. Before we do so we will implement appropriate measures to protect your personal data, for example by requiring the recipient to agree to data processing agreements (if you would like to receive a copy of these agreements, please contact us at the address indicated above. These agreements are usually based on the EU standard clauses.) We may also transfer personal data with your explicit consent and in certain other situations as permitted by applicable law.
We retain your personal data for as long as it is necessary for the purposes for which the data is collected, and as long as we have a legitimate interest in keeping personal data, for example to enforce or defend claims or for archiving purposes and IT security. Data which we store when you visit our website will be deleted upon request. We usually store personal data with respect to contracts at least for the duration of the contractual relationship. We also retain your personal data as long as it is subject to a legal retention obligation.
We use various technical and organisational measures to help protect your personal data from unauthorised access, use, disclosure, alteration or destruction.
You are entitled to ask for details of the personal data we hold about you and how we process it and to receive a copy of your personal data. You may also have your data rectified or deleted, restrict our processing of that information, and object to the processing of your personal data. You may also choose to withdraw your consent. However, processing activities based on your consent in the past will not become unlawful as a result of your withdrawal. Please note that even after you have chosen to withdraw your consent we may be able to continue to process your personal information to the extent required or permitted by law. You may also lodge a complaint in relation to our processing of your personal data with a local supervisory authority.
We must ensure that your personal information is accurate and up to date. Therefore, please advise us of any changes to your information by contacting us at the address indicated above.
This Privacy Notice may change over time, especially if we change our data processing or if new legislation becomes applicable. We will actively inform persons whose contact details are registered with us of such changes in the event of significant changes, if this is possible without disproportionate effort. In general, however, the Privacy Notice in the current version at the start of the respective processing will apply to data processing.
If you have any questions, concerns, requests for access or other comments, you can contact us any time as follows:
Patrimonium Asset Management AG
Tel. +41 58 787 00 00