1. Introduction

Swiss Portfolio Management AG (hereinafter "we" or "us") attaches great importance to the protection of your personal data. We treat your personal data confidentially and in accordance with the statutory data protection regulations and this privacy policy.

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2. Responsible Body

Responsible for data processing is:

Swiss Portfolio Management AG
Bahnhofstrasse 10
8001 Zurich
Switzerland

Phone: +41 43 456 26 14
E-mail: info@spmswiss.ch
Website: www.spmswiss.ch

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3. Collection and Processing of Personal Data

We collect and process personal data when you:
- visit our website,
- contact us,
- make use of our services,
- apply for a job with us or
- enter into any other type of relationship with us.

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The processed data includes in particular
- Master data (e.g. name, address, e-mail address, telephone number),
- Contract data (e.g. services, contract content),
- communication data (e.g. emails, telephone notes),
- technical data (e.g. IP address, browser type, operating system).

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4. Purpose of Data Processing

Your personal data is processed for the following purposes:
- To provide our services,
- To communicate with you,
- to process applications,
- to comply with legal obligations,
- to improve our services.

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5. Disclosure of Data to Third Parties

Your personal data will only be passed on to third parties if:
- You have given your express consent,
- this is necessary to fulfil a contract with you,
- a legal obligation exists or
- this is necessary to protect legitimate interests.

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6. Storage and Deletion of Data

We only store your personal data for as long as is necessary to fulfil the above-mentioned purposes or as required by statutory retention obligations. The data will then be deleted or anonymised.

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7. Your Rights

You have the right to:
- Information about your stored data,
- Correction of incorrect data,
- cancellation of your data,
- restriction of processing,
- data portability,
- objection to the processing of your data.

To exercise your rights, please contact us at the above address.

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8. Data Security

We use technical and organisational security measures to protect your personal data against manipulation, loss, destruction or unauthorised access.

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9. Changes to this Privacy Policy

We reserve the right to amend this privacy policy at any time. The current version is available on our website.

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