Last updated: 01 10 2025
Smartpedia Finanzen AG (hereafter “Smartpedia Finanzen”, “we”, “us”, or “our”) is committed to protecting your privacy and processing your personal data in accordance with Swiss law (the Federal Act on Data Protection, revFADP), and where applicable, the EU General Data Protection Regulation (GDPR).
If you are located in the EU or EEA, this Privacy Policy describes how we comply with the GDPR with respect to your personal data. If you are in Switzerland, this describes compliance with revFADP and related Swiss data protection laws.
1. Controller & Contact Details
Data Controller:
Smartpedia Finanzen AG
Bahnhofstrasse 33, 8620 Wetzikon, Schweiz
Email: [info@smartpedia-finanzen.ch]
Phone: [+41717798970]
If required under law, our authorised representative for the EU/EEA (for GDPR purposes) is:
[Name or company, address, contact details]
2. What Personal Data We Collect
We collect and process personal data when you interact with our services (website, contact forms, lead forms, email, phone, etc.). This may include:
Name
Postal address
Email address
Telephone number
Investment interest / preferences (e.g. amount, type of investment)
Payment data (if applicable)
Any other data you voluntarily provide
We may also collect technical and usage data automatically, such as:
IP address
Browser type & version
Device type
Operating system
Referrer URL
Pages visited, time and date of visits
Cookies and similar tracking technologies
3. Purposes & Legal Basis for Processing
We process your personal data for the following purposes:
| Purpose | Legal basis under GDPR / revFADP |
|---|---|
| To respond to your enquiries, deliver information, and make offers. | Contract / pre-contract measures; legitimate interest. |
| To provide our services, such as investment offers. | Contract or consent, as applicable. |
| To send marketing communications (if you consent). | Consent. |
| To analyze use of our website, improve our services, security and user experience. | Legitimate interests. |
| To comply with legal obligations (tax, regulatory, anti-money laundering, record keeping). | Legal obligations. |
4. Cookies & Tracking Technologies
We use cookies and similar technologies to improve your experience, analyze usage, and for marketing. When required by law, we obtain your consent before setting non-essential cookies.
You can manage or disable cookies via your browser settings or via our cookie banner/widget (if used). This may affect some features of the website.
5. Who We Share Data With
We may share your personal data with:
Service providers / processors who help us with email delivery, lead management, hosting, analytics, payment processing, or other functions.
Regulators, auditors or legal authorities if required by law.
Partners involved in delivering products or services you request.
All third parties we work with are bound by contract to protect your data and only process it for the purposes we specify.
6. International Data Transfers
If we transfer your personal data outside Switzerland or the European Economic Area (EEA), we ensure adequate protection by:
Transferring only to countries which the EU Commission has deemed adequate; or
Using standard contractual clauses; or
Ensuring equivalent protection under relevant law.
7. Data Retention
We will only keep your personal data for as long as is necessary for the purposes for which it was collected, or as required by applicable law.
Typical retention periods:
Leads / enquiries: [e.g. 3-5 years from last contact]
Contractual documents: [e.g. 10 years, for tax/regulatory obligations]
Marketing data: until you opt-out or withdraw consent
After these periods, data is securely deleted or anonymized.
8. Your Rights
If you are subject to GDPR or revFADP, you have the following rights, subject to applicable legal limits:
Right of access — you can ask what personal data we hold about you.
Right to rectification — you can ask us to correct or complete inaccurate or incomplete data.
Right to erasure (“right to be forgotten”) — in certain cases, you can request deletion of your personal data.
Right to restriction of processing — you can ask us to limit processing in certain circumstances.
Right to data portability — to receive your data in a structured, commonly used format, or have us transfer it to another controller.
Right to object — you can object to processing based on legitimate interests or for direct marketing.
Right to withdraw consent — if processing is based on consent, you can withdraw that at any time (this will not affect processing already done).
To exercise any of these rights, please contact us at: [email address] or via the contact details above.
If you believe we have not complied with applicable data protection law, you have the right to lodge a complaint with the relevant supervisory authority:
In Switzerland: The Federal Data Protection and Information Commissioner (FDPIC)
In the EU / EEA: Your national data protection authority
9. Security Measures
We take the security of your personal data seriously and have implemented appropriate technical and organizational measures to protect against unauthorized access, disclosure, alteration, or destruction of data. Measures may include:
Secure servers and encrypted communications (e.g. HTTPS/TLS)
Access controls and role-based permissions
Regular backups and disaster recovery planning
Employee training and confidentiality obligations
10. Children
Our services are not intended for children under 16 unless local law allows. We do not knowingly collect personal data from children under this age. If you believe a child has provided us with personal data, please contact us so we can delete it.
11. Changes to This Privacy Policy
We may update this policy from time to time. When we do, we will post the new version on our website with an updated “Last updated” date. Significant changes will be communicated to you where legally required (e.g. by email).
12. Contact / Data Protection Officer
If applicable, name and contact details of our Data Protection Officer (DPO):
[Name of DPO or person in charge]
Email: [DPO email]
Address: [If different]
For any questions, concerns or complaints about our privacy practices, or to exercise your rights, you can contact us at:
Smartpedia Finanzen AG
Bahnhofstrasse 33, 8620 Wetzikon, Schweiz
Email: [info@smartpedia-finanzen.ch]
This Privacy Policy was drafted to reflect obligations under GDPR (EU/EEA) and Swiss Federal Act on Data Protection (revFADP). It does not constitute legal advice.
