Privacy Policy

Swiss Equity Fund & Trust AG (“we,” “us,” or “our”) is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or engage with our services. We process personal data in compliance with the Swiss Federal Act on Data Protection (FADP), the EU General Data Protection Regulation (GDPR), and other applicable data protection legislation.

1. Data Controller

The data controller responsible for processing your personal data is:

2. Data We Collect

We may collect the following categories of personal data:

• Identity data: name, title, date of birth, nationality
• Contact data: email address, telephone number, postal address
• Technical data: IP address, browser type and version, operating system, device identifiers, referring URLs
• Usage data: pages visited, time spent on pages, navigation paths, interaction patterns
• Communication data: correspondence, enquiries submitted via our contact forms
• Financial data: information necessary for the provision of our wealth management services, collected only with explicit consent

3. Cookies & Tracking Technologies

Our website uses cookies and similar technologies to enhance your browsing experience. Cookies are small text files stored on your device that allow us to recognize your browser and capture certain information.

We use the following types of cookies:

• Strictly necessary cookies: required for the website to function and cannot be disabled
• Analytics cookies: help us understand how visitors interact with our website by collecting anonymised information
• Preference cookies: remember your settings and preferences for future visits

You may manage your cookie preferences through your browser settings at any time. Disabling certain cookies may affect the functionality of our website.

4. How We Use Your Data

We process your personal data for the following purposes and on the following legal bases:

• Contract performance: to provide our wealth management and advisory services
• Legitimate interests: to improve our website, analyse usage patterns, and ensure network security
• Consent: to send marketing communications, which you may withdraw at any time
• Legal obligation: to comply with regulatory requirements, including anti-money laundering and tax reporting obligations

5. Third-Party Disclosure

We do not sell your personal data. We may share your information with the following categories of recipients only as necessary:

• Service providers: trusted partners who assist in operating our website and conducting our business, bound by strict contractual confidentiality obligations
• Regulatory authorities: when required by law or regulation, including FINMA and tax authorities
• Professional advisers: lawyers, auditors, and insurers who provide consultancy, legal, and insurance services

Where data is transferred outside Switzerland or the EEA, we ensure adequate protection through Standard Contractual Clauses or equivalent safeguards recognised under applicable law.

6. Data Retention

We retain your personal data only for as long as necessary to fulfil the purposes for which it was collected, or as required by applicable laws and regulations. Specifically:

• Client relationship data is retained for the duration of the business relationship and for 10 years thereafter, in accordance with Swiss regulatory requirements.
• Website analytics data is anonymised or deleted within 26 months.
• Contact form enquiries are retained for 12 months unless they lead to a client relationship.

7. Your Rights

Under the GDPR, FADP, and other applicable legislation, you have the following rights regarding your personal data:

• Right of access: obtain confirmation of whether we process your data and request a copy
• Right to rectification: request correction of inaccurate or incomplete data
• Right to erasure: request deletion of your data where no legal basis for continued processing exists
• Right to restriction: request limitation of processing under certain circumstances
• Right to data portability: receive your data in a structured, machine-readable format
• Right to object: object to processing based on legitimate interests or for direct marketing purposes
• Right to withdraw consent: where processing is based on consent, you may withdraw it at any time without affecting the lawfulness of prior processing

To exercise any of these rights, please contact us at Info@swissequityfund.com. We will respond within 30 days of receiving your request. You also have the right to lodge a complaint with the Federal Data Protection and Information Commissioner (FDPIC) or your local supervisory authority.

8. Security Measures

We implement appropriate technical and organisational measures to protect your personal data against unauthorised access, alteration, disclosure, or destruction. These measures include:

• Encryption of data in transit (TLS 1.3) and at rest (AES-256)
• Regular security assessments and penetration testing
• Strict access controls and multi-factor authentication for internal systems
• Data hosting exclusively within Swiss and EEA-based infrastructure
• Employee training on data protection and information security

9. Changes to This Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or applicable legislation. The revised policy will be posted on this page with an updated “Last updated” date. We encourage you to review this page periodically. Material changes affecting your rights will be communicated via email where feasible.

10. Contact Information

For any questions, concerns, or requests regarding this Privacy Policy or the processing of your personal data, please contact us: