ADDVISION WEALTH MANAGEMENT SA
Cours de Rive 5
Tel: 022 818 35 00
Fax: 022 818 35 01
with Addvision and the mission you entrusted us with.
Confidentiality is of the utmost importance to Addvision and the protection of your personal data is a priority for us when performing our task. Addvision commits to respect the personal information you shared with us when requesting our services, as well as any personal data which we may get knowledge of in the framework of our activities. We strive to ensure that your personal data is accurate and up to date.
Your information is collected and processed lawfully, in accordance with Swiss and European data protection laws, in particular with respect to the Federal Act on Data Protection of June 19, 1992 (“FADP”) and the Regulation (EU) 2016/679 of the European
Parliament and of the Council of 27 April 2016 on the Protection of Natural Persons with regard to the Processing of Personal Data and on the Free Movement of such Data (“GDPR”)
How we collect and process your personal data and which information we collect about you
In order to provide complete and highly personalised services to our clients, we are required to collect and process your personal information. This information is essentially communicated by you at the beginning of the contractual relationship with Addvision,
when speaking to our staff (in person or by telephone), in the framework of written communications (post or email) or by visiting our website (www.addvisionpartners.com).
Personal data may also be transmitted to Addvision by third parties, such as depositary banks where you own one or several bank account(s) namely, provided that you gave your consent beforehand. Thus, the information is mainly personal data which Addvision
shall use later on when performing the contract. Your information may also be collected and processed when it is known publicly.
We mainly collect and process data pertaining to your identity and your contact information (for example: name, surname, date of birth, post address, email address, telephone number), as well as financial data in relation to your bank account(s) and your
assets. In other words, the data we collect and process is any useful information to us for the purpose of performing our mission. Addivsion may also collect and process any other personal data you
decided to share with us (such as: legal and tax domicile, civil status, professional status, social security number, etc.).
How we use your personal data
Addvision uses your personal data in order to offer first class services, in particular to:
How we share your personal data with others and why
In order to perform the mission you entrusted us with, we are requested to collaborate with the bank(s) where you own one or several bank account(s) and where your assets are in custody. Your personal data shall be shared with these banks to the extent
strictly necessary only. In order to provide you with the best services, we work in close proximity with multiple trusted and qualified partners with which
we may have to communicate some of your information.
These organizations are the following namely:
Any data transfer to the above mentioned recipients shall be operated by ADDVISION with the required care, taking all reasonable safety measures against the risk of loss.
How we protect your personal data
Your information shall be processed by Addvision with all reasonable and expected care under the given circumstances. We use adequate technical and organisational measures in order to reasonably guarantee a safety level adapted to the risk of loss, theft
Unfortunately, the transmission of information via the internet is not absolutely secure and entails inherently a risk. Thus, notwithstanding our best efforts and the measures we implement in order to protect your personal data, Addvision may not guarantee
the safety of your personal data when transmitted via the internet.
How long we retain your personal data
We retain your personal data solely for the duration of the contract you entered into with us and, beyond that, for as long as ADDVISION shall be subject to legal conservation obligation under Swiss law or for as long as this information is necessary
in the framework of potential judiciary proceedings arising out of the performance of the contract.
At any given time while we are in possession of your information, you have the following rights:
If you wish to rectify, access, obtain a copy or erase any of your personal data, your query must be sent to Addvision by written form and we shall take appropriate steps to answer you at the earliest. If you wish to exercise any of your rights or if
you have any queries regarding how
your personal data is processed, please
do not hesitate to contact our Data
ADDVISION WEALTH MANAGEMENT SA
Cours de Rive 5
Tél : + 41 22 818 35 00
Fax : + 41 22 818 35 01