Privacy Policy

Effective Date: [March 1, 2025]

1. Introduction

borgas advisory GmbH (“we,” “us,” or “our”) respects your privacy and is committed to protecting your personal data (“Data”). This Privacy Policy outlines how we collect, use, store, and share your Data in compliance with applicable laws, including the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR).

2. Data We Collect

We may collect the following categories of Data:

  • Personal Information: Name, address, email address, phone number, date of birth, and other identifiers.

  • Financial Information: Payment and billing details.

  • Communication Data: Information you provide when contacting us, including correspondence.

  • Usage Data: Information collected through cookies and similar technologies about your use of our website or services.

  • Publicly Available Data: Information available from public sources or disclosed by third parties.

3. Purpose of Processing

We process your Data for the following purposes:

  • To provide and improve our services.

  • To fulfill contractual obligations.

  • To comply with legal requirements.

  • To communicate with you regarding our services.

  • To analyze and enhance our business operations.

4. Legal Basis for Processing

We process your Data based on one or more of the following legal grounds:

  • Consent: When you have provided explicit consent.

  • Contract: When processing is necessary to perform a contract.

  • Legal Obligation: To comply with applicable laws.

  • Legitimate Interests: For purposes such as improving our services and protecting our business.

5. Cookies and Similar Technologies

We use cookies and similar technologies to enhance your experience on our website. These may include:

  • Essential Cookies: Required for the functionality of the site.

  • Analytics Cookies: To analyze website usage.

  • Marketing Cookies: To deliver tailored advertisements.

You can manage your cookie preferences through your browser settings or by using the cookie management tool available on our website.

6. Data Retention

We retain your Data only as long as necessary to fulfill the purposes for which it was collected or to comply with legal obligations. In general, we retain your Data for up to ten years unless a shorter or longer retention period is required by law.

7. Data Security

We implement appropriate technical and organizational measures to protect your Data from unauthorized access, loss, misuse, or alteration. These measures include encryption, secure storage, and access controls.

8. Data Sharing and Transfers

We may share your Data with:

  • Service Providers: Third parties providing services such as payment processing, IT support, or analytics.

  • Legal Authorities: When required by law or to protect our rights.

  • International Transfers: If Data is transferred outside Switzerland or the EU/EEA, we ensure appropriate safeguards, such as Standard Contractual Clauses.

9. Your Rights

Depending on your location, you may have the following rights:

  • Access: Request access to your Data.

  • Rectification: Correct inaccurate or incomplete Data.

  • Erasure: Request deletion of your Data.

  • Restriction: Limit the processing of your Data.

  • Portability: Receive your Data in a structured, commonly used format.

  • Objection: Object to the processing of your Data.

  • Withdrawal of Consent: Revoke your consent at any time.

To exercise your rights, contact us at cbh@borgasadvisory.com.

10. Supervisory Authority

If you believe your Data has been processed unlawfully, you have the right to lodge a complaint with a supervisory authority. For Switzerland, you can contact the Swiss Federal Data Protection and Information Commissioner (FDPIC). For EU residents, contact your local data protection authority.

11. Updates to This Privacy Policy

We may update this Privacy Policy from time to time. Changes will be posted on our website with the updated effective date. We encourage you to review this policy periodically.

12. Contact Information

If you have questions or concerns about this Privacy Policy or our Data processing practices, please contact us:

borgas advisory GmbH
Email: cbh@borgasadvisory.com
Address: [Grendl 2, CH-6004 Luzern]

13. Detailed Privacy Policy

This is a summary of our Privacy Policy. The comprehensive version provides additional details on how we process, protect, and manage your Data, including specifics on cross-border transfers, third-party processors, and additional safeguards. You can access the full policy by contacting us directly at cbh@borgasadvisory.com.