Privacy Policy Introduction

This privacy policy outlines how we handle personal data collected through our services.

Policy guidance
This introductory summary is provided to help readers navigate the sections that follow.
Use of information
Handled under this policy framework
User rights
Requests and access options are described below
Support channel
User Rights

User Rights Overview

Users have rights regarding their personal data, including access, correction, and deletion under applicable laws.

Rights may be subject to legal limitations in certain circumstances.
Requests

Rights Requests

Users may submit requests to exercise their rights, and we will address these requests in accordance with applicable regulations.

We respond to verified rights requests within the timeframe required by law.
Data Retention

Data Retention Policy

We retain personal data only 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 changes to this policy through updates on our website.

Material changes to this policy are communicated through appropriate channels.

Purposes of Data Processing

We process personal data to facilitate pension and retirement registrations and improve our services.

Processing is limited to the purposes described in this policy.

Data Sharing with Partners

We may share personal data with trusted partners who assist in providing our services, under strict confidentiality agreements.

Third parties receiving data are bound by confidentiality obligations.

Legal Disclosures

We may share personal data with legal authorities when mandated by law or to protect our rights.

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 Overview

We collect personal data such as names, contact information, and relevant financial details necessary for processing pension and retirement registrations.

The categories of data collected depend on how users interact with our services.
Sources of data

Data Sources

We obtain personal data from user submissions during the registration process and through interactions with our portal.

Data is received directly from users or generated through service interactions.
Cookie types

Types of Cookies Used

We utilize essential cookies for functionality, performance cookies for analytics, and optional cookies for personalized content.

Cookies vary by purpose and may be session-based or persistent.
Cookie controls

Cookie Management

Cookies are used to enhance user experience and analyze site usage, with options for users to manage their preferences.

Users may adjust cookie preferences through browser settings at any time.

Contact Information

Phone
+41 31 495 28 88
Address
Falkenstrasse 1, 8008 Zurich
General inquiries