Updated on: 07/02/2025
- Data CollectionIn accordance with the General Data Protection Regulation (GDPR) and the Federal Data Protection Act (FADP) in Switzerland, BGO Patrimoine ensures the confidentiality and security of your personal data. We collect and process your data in accordance with the applicable legal provisions.
1.1. Data ControllersThe data controller for personal data is BGO Patrimoine, represented by Baptiste Gouin. As the data controller, we are committed to complying with applicable data protection legislation, ensuring data security, and providing you with necessary information regarding the use of your data.
1.2. Methods of Data CollectionWe collect your data through the following means:
- Direct interactions: When you fill out a contact form, contact us by email, or engage with us regarding our services.
- Information provided by you: During the provision of services, management of your request, or your account.
The collected data may include, but is not limited to, your name, first name, email address, phone number, and any other relevant information for managing our services.
- Purpose of Collected DataThe personal data collected is used for the following purposes:
- Client relationship management: To follow up on your requests, provide advice, or offer personalized tax and wealth management services.
- Fraud prevention: To protect against any fraudulent use of our services.
- Communication: To respond to your requests, send information related to our services, or keep you informed about relevant legislative or fiscal updates.
- User RightsIn accordance with the GDPR and the FADP, you have the following rights:
- Right of access: You have the right to request a copy of the personal data we hold about you.
- Right of rectification: You can request the correction or updating of incorrect or incomplete data.
- Right to erasure: You can request the deletion of your personal data in certain situations.
- Right to restriction: You can request the limitation of data processing under certain conditions.
- Right to object: You have the right to object to the processing of your data for specific purposes, including direct marketing.
- Right to data portability: You can request to receive your data in a structured, commonly used, and machine-readable format.
To exercise these rights, please contact us at the following address: contact@bgo-patrimoine.ch
We will respond to your request as soon as possible, in accordance with the deadlines set by applicable law.
- Data Retention PeriodPersonal data is retained only for the duration necessary to fulfill the above purposes and in compliance with legal requirements. The data will be retained for the following periods:
- Contact requests: Up to 1 year after your request is resolved.
- Marketing communication data: Until you withdraw your consent.
- Tax and wealth management data: In accordance with applicable legal obligations.
Certain data may be retained longer due to legal obligations, including tax or accounting requirements.
- Data TransferThe personal data collected is hosted on secure servers in Switzerland, in compliance with the GDPR and the FADP. In the event that your data is transferred outside of Switzerland or the European Union, we will ensure that appropriate measures are in place to guarantee its security, in accordance with applicable law.
- Non-Disclosure of Personal DataBGO Patrimoine guarantees that your personal data will not be sold or shared with unauthorized third parties. We commit to sharing your information only with service providers who assist us in performing tasks necessary for managing your requests (e.g., payment service providers or partners for associated services). These service providers are contractually obligated to respect the confidentiality of your data and use it solely within the scope of the services we have provided to them.
- Cookies and Tracking TechnologiesWe do not use cookies or other tracking technologies to collect personal information for marketing or advertising purposes. If we do use such technologies in the future, detailed information will be provided through our cookie policy.
- Updates to this PolicyBGO Patrimoine reserves the right to modify this privacy policy at any time to reflect regulatory changes, internal practice evolutions, or new features. Any changes will be notified on our website or via email and will be applicable upon publication.
