Privacy Policy
Last update: 9th october 2024
At Financial Keepers SA and its subsidiaries, protecting your privacy is a top priority. We are committed to ensuring that your personal data is collected, processed, and protected in compliance with Swiss data protection laws, including the Federal Act on Data Protection (FADP), the European General Data Protection Regulation (GDPR), and other applicable laws.
Financial Keepers SA and its subsidiaries (referred to as “Financial Keepers Group”) are committed to providing fiduciary, accounting, and financial services. Our subsidiaries include:
- Financial Keepers SA
- SwissAudit (Leman) Sàrl
- Wealthings SA
To contact us, please find our details here.
We collect personal data that you provide directly to us when you engage with our services, visit our websites, or communicate with us. This includes:
- Identification Information: Name, email address, phone number, physical address.
- Financial Information: Banking details, accounting records, tax information, and other financial documents.
- Digital Information: IP address, cookies, browser type, and browsing history.
- Communication Records: Emails, messages, or phone call recordings made during your interactions with us.
We collect and process your personal data for the following purposes:
- Provision of Services: To deliver the fiduciary, accounting, financial, and related services requested by you or your company.
- Compliance: To comply with legal obligations, such as tax laws and anti-money laundering regulations.
- Communication: To respond to inquiries, provide updates on services, and share relevant information.
- Improvement of Services: To assess and improve our products, services, and customer experience.
- Marketing Purposes: With your consent, we may use your data to inform you of new services or updates.
Your personal data will only be shared with third parties under the following circumstances:
- Within the Financial Keepers Group: For internal business purposes, including support and management of services across our subsidiaries.
- Service Providers: Trusted third parties who assist us in providing services, such as IT service providers, legal advisors, and auditors.
- Legal Compliance: When required by law, such as to comply with a court order, or for fraud prevention and investigation.
We do not sell, rent, or trade your personal data to third parties.
We take appropriate technical and organizational measures to ensure the security of your personal data, including:
- Data Encryption: All personal data transferred over the internet is encrypted using industry-standard encryption.
- Access Control: Access to personal data is limited to authorized personnel only.
- Data Retention: We retain your personal data only as long as necessary to fulfill the purposes outlined in this policy or as required by law.
Under Swiss and European data protection laws, you have the following rights:
- Access: You may request information about the personal data we hold about you.
- Correction: You may request corrections to inaccurate or incomplete personal data.
- Deletion: You may request the deletion of your personal data under certain circumstances.
- Restriction of Processing: You may request the limitation of the processing of your personal data.
- Data Portability: You have the right to request the transfer of your personal data to another service provider.
- Withdrawal of Consent: If you have provided consent for data processing, you may withdraw it at any time.
To exercise these rights, please contact us at info@financialkeepers.ch
Your personal data may be transferred to and processed in countries outside of Switzerland and the European Economic Area (EEA) that may not provide the same level of data protection. In such cases, we will ensure that appropriate safeguards are in place, such as standard contractual clauses, to protect your personal data.
Our website uses cookies and similar tracking technologies to enhance your browsing experience and improve our services. You may control or delete cookies through your browser settings, but doing so may affect the functionality of our website.
We may update this privacy policy from time to time to reflect changes in legal requirements or our business practices. We encourage you to review this policy periodically to stay informed about how we are protecting your personal data.