Information We Collect

We collect information that is reasonably necessary to provide advisory services and to communicate with clients and enquirers. The categories below describe the main types of personal data we may collect.

• Contact details (name, email address, telephone number, postal address).
• Case-related information you provide to explain your situation and relevant documents.
• Administrative data such as appointment records and billing identifiers needed to manage engagements.

How We Use Information

Personal data is used to respond to enquiries, provide advisory services, manage client relationships, and carry out administrative tasks associated with those services.

• To communicate about appointments and follow-up correspondence.
• To prepare written summaries and action points where agreed with a client.
• To maintain records required for professional administration and compliance.

Legal Basis for Processing

Processing is based on one or more lawful grounds appropriate under applicable Swiss data protection rules, including performance of an agreement, consent where given, and compliance with legal obligations. We may also process data on a legitimate interest basis where that interest is balanced against individual rights.

Data Sharing & Disclosure

We do not disclose personal data more widely than necessary. Data may be shared with third parties only for the purposes described and under appropriate arrangements.

• Professional advisers or external correspondents where required to respond to a client instruction.
• Service providers who assist with administrative functions under contract and confidentiality terms.
• Authorities or courts where disclosure is required by law or a valid request.

Cookies & Tracking Technologies

Our website uses cookies and similar technologies to support basic site functions, user preferences, and anonymous usage analysis. These tools help us understand site usage and to make navigation simpler for visitors.

• Essential cookies for site operation and session management.
• Analytical cookies used in aggregated form to measure traffic and improve the site.

Users may manage cookie settings through their browser; withholding certain cookies may affect site behaviour.

Data Retention

We retain personal data only for as long as reasonably required to fulfil the purposes described, to meet legal and regulatory obligations, and to resolve disputes. Retention periods are determined by the type of data and the reason for processing.

Your Rights

Individuals have rights under applicable data protection law and may contact us to exercise them. Requests will be handled in line with legal requirements and may be subject to verification and any applicable limitations set by law.

• Access to personal data we hold about you.
• Rectification of inaccurate or incomplete information.
• Restriction or objection to certain processing, where applicable.

Security Measures

• Access controls and administrative practices to limit who may view personal data.
• Operational procedures to reduce the risk of accidental loss or unauthorised access.
• Contractual measures with service providers to protect personal data and maintain confidentiality.

International Data Transfers

• When transfers outside Switzerland are necessary we apply appropriate safeguards such as contractual protections or rely on permitted transfer mechanisms under applicable law.
• Where local law imposes restrictions, we comply with those requirements before transferring data.

Changes to Policy

We may update this policy from time to time to reflect operational or legal changes. Material changes will be communicated via the website or direct notification where feasible.