Introduction

As a data controller, Fiducie’r may be required to collect and process certain information about individuals. This may include clients, prospects, suppliers, representatives, professional contacts, subcontractors, service providers, employees and other individuals with whom Fiducie’r has, or intends to have, a direct or indirect relationship. This charter describes how Fiducie’r processes data in compliance with applicable data protection laws and regulations.

About the data collected by Fiducie’r

Fiducie’r collects personal data (“Data”) relating to identified or identifiable individuals (each a “Data Subject”). The Data may allow direct or indirect identification of a Data Subject. The nature of the Data collected may fall into one of the following categories:

• Identification data such as full name, gender, marital status, date and place of birth, passport number, national identification number, tax identification number, signature, photo, video or voice recording;
• Contact data such as personal address, phone number, email address, or any information a Data Subject may provide by completing a form provided by Fiducie’r;
• Financial data such as bank account number, bank statements, salary certificates, tax declarations, attestations issued by an administration or any other private or public entity, administrative correspondence, or information about a Data Subject’s assets;
• Marketing and communication data;
• Professional data such as occupation, professional address, professional phone number, professional email address;

Fiducie’r may use your personal information to send you newsletters, marketing or promotional documents, and other information that may be of interest to you. You may choose to stop receiving all or part of these communications from Fiducie’r by following the unsubscribe link or instructions provided in any marketing email.

The Data collected or held may come from various sources. Some are collected directly from the Data Subject. The Data may also have been collected in the past in accordance with the regulations applicable at that time. The source may also consist of records of correspondence and communications between a Data Subject and Fiducie’r, including the retention of emails, social media communications, or any other type of exchanges and communications. Data may also be collected during meetings or client visits. Some data may come from publicly accessible sources (e.g., public registers, press, and websites) or have been collected from external companies (e.g., electronic databases).

Data Subjects must ensure that the data concerning them and collected by Fiducie’r is accurate, relevant, and up to date.

Legal basis and purposes of data processing

Fiducie’r uses the Data either when the Data Subject has given consent or when such use is based on a legal basis:

• Performance of an existing contract between a Data Subject and Fiducie’r or pre-contractual measures;
• Compliance with legal or regulatory obligations;
• Preservation of a public interest such as the prevention or detection of fraud or other criminal activities;
• Interaction with governmental or regulatory bodies or other competent cantonal or national authorities;
• The pursuit and protection of Fiducie’r’s legitimate interests, such as developing the business relationship through, in particular, providing information about services and products offered by Fiducie’r or third-party partners, improving Fiducie’r’s internal organization and processes, any risk assessments to which Fiducie’r is subject, defending or exercising rights before courts, and cooperating in investigations opened by authorities in Switzerland or abroad.