Studer Family Office AG | Datenschutzerklärung

Studer Family Office AG collects and uses certain personal data in accordance with the provisions of the EU General Data Protection Regulation ("GDPR"), the Swiss Data Protection Act ("DSG"), and the revised Swiss Data Protection Act ("re-vDSG"). However, whether and to what extent these laws apply depends on the specific case.

This statement is directed at individuals whose personal data we process in connection with our business activities, as well as visitors to our website.

Definition of Personal Data

Personal data refers to all data related to an identified or identifiable natural person.

Types of Personal Data

Studer Family Office AG collects and processes personal data as part of its business activities, which you provide to us or which we request from you. The type of relationship we have with you determines the nature of the personal data we collect.

This includes, in particular:

Business contact details of representatives and employees of our clients as well as potential clients, such as first name, last name, email address, phone number, address, profession, and job title;
Business contact details of employees or representatives of other organizations with whom we maintain a business relationship or interact, including first name, last name, email address, phone number, address, profession, and job title;
Private contact and identification data of our employees, board members, and applicants, such as first name, last name, email address, phone number, address, identification documents, date of birth, nationality, and social security number;
Personal data of our employees, board members, and applicants, including information on spouses and children, marital status, CVs, certificates, criminal record extracts, bank information, and health-related data that fall under special categories of personal data and thus require special protection;
AML and KYC data of our clients or their representatives;
Employee time-tracking data, such as working hours and absences.

Collection of Personal Data

Studer Family Office AG typically receives and processes personal data in the following ways:

You provide it to us;
You communicate with us via email or other channels;
You use our website;
You apply for an open position with us or during your employment;
We consult other sources such as publicly available search engines, official databases, registers and archives, social media, or other websites;
You fulfill a contract for us.

Purpose of Processing Your Personal Data

Your personal data is processed solely in connection with our business activities and/or to fulfill our contractual or legal obligations. Studer Family Office AG uses your personal data, in particular:

For communication purposes;
For documentation purposes;
For evidentiary purposes;
For client management;
For marketing and advertising purposes;
For fulfilling contractual obligations;
For compliance with internal policies and legal obligations;
To ensure legitimate interests, provided these comply with legal regulations;
For personnel administration, recruitment, and processing of employee information.

Legal Basis for Processing

The processing of your personal data is based on your consent (if given), the performance of a contract, legitimate interests, or legal obligations.

Disclosure of Your Personal Data to Third Parties

In connection with the above-mentioned purposes, your personal data may be shared with third parties, such as:

External service providers (e.g., IT service providers, accounting, CRM systems);
External consultants (e.g., lawyers, auditors);
Other third parties if legally required or in the context of legal proceedings.

Studer Family Office AG takes measures to ensure that these third parties are bound by confidentiality, data protection, and data security obligations.

Studer Family Office AG ensures that, when transferring data to countries outside the EU/EFTA that do not provide an adequate level of data protection, appropriate safeguards, such as EU Standard Contractual Clauses, are implemented.

Data Security

Studer Family Office AG maintains appropriate physical, electronic, and procedural safeguards to protect your personal data from misuse, loss, damage, unauthorized access, alteration, or disclosure. Access is restricted to authorized personnel, and the effectiveness of these security measures is regularly reviewed.

Your Rights

If we process your personal data, you have the following rights, which you can exercise free of charge in most cases:

The right to request information about the processing of your personal data;
The right to have your personal data corrected if it is incorrect or incomplete;
The right to have your personal data deleted (unless legal retention requirements apply);
The right to withdraw your consent to data processing at any time, although further processing may still be possible on other legal grounds;
The right to object to the processing of your personal data in certain cases or to request a restriction of processing;
The right to receive certain personal data in a common format and/or instruct us to transfer it to a third party;
The right to file a complaint with the relevant data protection authority if you believe that we have violated your rights.

Retention Period

The retention period for your personal data depends on the purpose of use and legal obligations. We delete your data once the purpose is fulfilled and no legal retention requirements prevent deletion.

Visiting Our Website

When you visit our website, we automatically collect anonymized data about usage behavior to manage and improve the website. This includes anonymized IP addresses, access times, and time zones.

SSL Encryption: This website uses SSL encryption to protect confidential content during transmission.

When you use our website, we may collect technical information using cookies. Cookies are small text files stored on your computer that help us understand your visit to the website.

The website uses necessary cookies for its functionality and only sets analytical or marketing cookies with your explicit consent.

Note on Disabling Cookies: You can disable cookies in your browser settings. However, this may limit the functionality of the website.

Data Controller

The entity responsible for data processing is Studer Family Office AG. For data protection-related concerns, please contact:

Studer Family Office AG
Zentrum Staldenbach 3
8808 Pfäffikon

Email: info@studerfamilyoffice.com
Phone: +41 41 553 89 78

Changes to This Privacy Policy

Any changes to our privacy policy will be published on this website. We recommend checking regularly for updates.

Effective Date: September 1, 2024