Data Protection Declaration
Last updated: 2024
1. Introduction and Data Controller
The protection of your privacy and personal data is a top priority for Mercury Strategy by Kaufmann (hereinafter 'Mercury Strategy', 'we', or 'our').
This privacy policy explains how we collect, use, share, and protect your personal data when you use our website or our fiduciary services, in accordance with the new Swiss Federal Act on Data Protection (FADP) and, where applicable, the General Data Protection Regulation (GDPR).
The data controller is: Mercury Strategy by Kaufmann, Chemin du Closez 2, 1188 Gimel, Switzerland. For any questions, you can contact us at info@mercury-strategy.com.
2. Collection of Personal Data
We collect personal data that you voluntarily provide to us, in particular when:
- You fill out our contact form or use our mandate configurator.
- You communicate with us by email, phone, or any other means.
- You conclude a service agreement with our firm.
This data may include: your first and last name, postal address, email address, phone number, professional information (company name, job title), and any other information necessary for the execution of our mandate.
3. Purpose of Data Processing
Your personal data is processed exclusively for the following purposes:
- The execution of our fiduciary, accounting, administrative, and legal mandates.
- Communication with you regarding your requests, our services, or regulatory developments.
- Billing and administrative follow-up of your file.
- Compliance with our legal obligations (including the Anti-Money Laundering Act - AMLA) and the safeguarding of our legitimate interests.
4. Data Sharing and Transfer
As a Swiss fiduciary, we are bound by professional secrecy. We do not sell or rent your personal data to third parties.
Your data is transmitted to third parties (tax authorities, commercial register, banks, IT subcontractors) only to the extent strictly necessary for the execution of our mandate or if required by law.
If a data transfer is necessary to a country that does not have adequate data protection legislation, we ensure that appropriate safeguards are in place (e.g., standard contractual clauses).
5. Data Security
We implement appropriate technical and organizational security measures (encryption, restricted access, firewalls) to protect your data against manipulation, loss, destruction, or unauthorized access.
Our servers and IT infrastructure are located in Switzerland and meet the highest security standards.
6. Cookies and Tracking Technologies
Our website uses cookies to ensure its proper functioning and improve your user experience (for example, to remember your language preference).
We may also use anonymized audience analysis tools. You can configure your browser to refuse cookies, which may, however, limit certain features of the site.
7. Your Rights
In accordance with applicable legislation, you have the following rights regarding your personal data:
- Right of access: to know whether we process data concerning you and request a copy of it.
- Right to rectification: to demand the correction of inaccurate or incomplete data.
- Right to erasure ('right to be forgotten'): to request the deletion of your data, subject to our legal retention obligations (e.g., 10 years for accounting documents).
- Right to restriction of processing and right to object.
To exercise these rights, please send us a written request accompanied by a copy of an identity document to our postal address or by email.
8. Changes to the Policy
We reserve the right to modify this privacy policy at any time to adapt it to legal or technological developments. The current version is the one published on our website.