Privacy Policy

The data controller for personal data collected on this website is Nicolas De Stasio, an independent financial advisor domiciled in Switzerland.

The following personal data may be collected:

• •Via the contact form: name, first name, email address, phone number (optional), contact form message
• •Technical data: IP address, browser type, pages visited (for anonymous statistics)

Your data is collected and processed for the following purposes:

• •Responding to your contact and information requests
• •Contacting you to arrange a consultation
• •Improving website operation (anonymous statistics)

Your data is never used for advertising purposes or transmitted to third parties for commercial purposes.

The processing of your data is based on:

• •Your consent when submitting the contact form
• •Our legitimate interest to improve our services

Data collected via the contact form is retained for a maximum period of 2 years from the last contact, unless a commercial relationship is established.

In case of a commercial relationship (consultation, mandate), data is retained in accordance with Swiss legal obligations for document retention (10 years).

In accordance with the Swiss Federal Act on Data Protection (DPA), you have the following rights:

• •Right of access: obtain a copy of your personal data
• •Right to rectification: correct inaccurate or incomplete data
• •Right to erasure: request deletion of your data
• •Right to object: object to the processing of your data

To exercise these rights, contact us via the contact form or by email.

Appropriate technical and organizational measures are implemented to protect your data against unauthorized access, modification, disclosure, or destruction.

The website uses a secure connection (HTTPS) to protect your data.

This website only uses essential technical cookies for its operation. No advertising or tracking cookies are used.

You can configure your browser to block cookies. This will not affect your navigation on this site.

This privacy policy may be updated periodically. The last update date is indicated at the top of this page.