Privacy Policy  

This Data Protection Policy specifies how Impact & Co SNC processes your personal data, when you send us requests for information or when we process it as part of our services.  

Impact & Co SNC

 Impact & Co SNC  provides various advice related to the organization of individual assets, including pension assets and the organization of the latter. Our services cover a wide range of expertise, such as financial planning, taxation, welfare, matrimonial and inheritance law, etc.  

Contact  

If you have any questions about this Privacy Policy or exercising your rights in accordance with this Privacy Policy, you can contact us by sending us an email to the following address: contact@impact-fe.ch  

What personal data can we collect?

We may collect your personal data for the provision of our services and for requests for information that you may send to us. You may be required to provide us with the following information: first and last name, contact details to reach you, information on your financial situation and your life projects, as well as any information necessary for the performance of our services. The data collected is processed as part of the performance of the mission you entrust to us, to the exclusion of any other use, unless the latter must be used to comply with our legal obligations, assert our rights in court or protect the right of third parties. Your data will be kept for the entire duration of the contractual relationship and for a period in accordance with Swiss regulations.  

Communications

 Impact & Co SNC  prepare a monthly letter that we will send to you upon your request to offer you original insight on heritage organization or current affairs subjects. This letter is sent to you by email and you can unsubscribe at any time by sending us an email at contact@impact-fe.ch  

Cookies are cookies that allow us to collect your cookies and provide you with the best possible browsing experience

A cookie is a small data packet that may contain an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your computer's hard drive. Each computer that accesses our website receives a different cookie from us.  

Google analytics  

Cookies may be used to track your session on our website and to display personalized advertisements from Google or other sellers. When you visit this website, you may see advertisements published on the site by Google or third parties. Using first-party or third-party cookies, these third parties can retrieve information about you while you visit this or other websites. They may use this information to show you advertisements on this website and on the internet in general based on your previous visits to this website and anywhere else on the internet. We do not collect this information or control the content of the advertisements you see.  

We use a service provided by Google called Google Analytics (GA). GA may allow us to reach people who have previously visited our website and show them related advertisements when they visit other sites on the internet in the Google Display Network. This is often called "remarketing".  

Deactivation

You can opt out of personalized advertisements from the Google Display Network using the Ad Settings tool (http://www.google.com/ads/preferences/), and the Google Analytics opt-out plugin (http://www.google.ca/ads/preferences/plugin/). Your use of this website without opt-out indicates that you understand and agree to the retrieval of data for the purpose of providing you with remarketing advertisements using GA and cookies from other third party vendors according to your previous visits to this website and everywhere else on the internet.  

In other words

To identify you electronically, a cookie will be stored on your computer. We have a remarketing tool that runs and allows us to take note of your visits to our website and to display related advertisements on our site and on the internet in general. You can disable this at any time. Due to recent legislative changes, all websites operating in certain parts of the European Union are required to obtain consent to the use or storage of cookies (or similar technologies) on your computers or mobile devices. This Cookie Policy provides you with clear and complete information about the cookies we use and why we use them.  

Sharing your personal data

Certain circumstances may lead us to share your personal data with third parties:  

For the provision of additional services, in particular partners to whom we outsource certain services, for example IT system providers or software publishers, postal mail or electronic messaging providers.  

For the provision of additional services in the event of a request to search for partners on your part, such as pension foundations, insurers, mortgage service providers, etc.  

For the protection of our rights: this may include our professional advice (legal, fiduciary firm, insurers, etc.) from public or regulatory authorities, tax administrations, commercial register and others.  

Conservation of your data

Impact & Co SNC  uses the following service providers who may host and/or process your data: Infomaniak.ch for hosting this website Microsoft 365 and Microsoft OneDrive Logismata (Swiss financial planning software) PipeDrive (CRM) To the best of our knowledge these providers all enjoy an excellent digital reputation and offer every guarantee of data protection.  

Modification of this privacy policy  

We reserve the right to modify this statement at any time. If we make material changes to this policy, we will let you know here or through an announcement on our home page so that you know what information we collect, how we use it and in what circumstances we disclose them (if these circumstances arise).  

Questions or request for deletion of personal data  

Any questions regarding this privacy policy, or deletion of your data, should be directed to contact@impact-fe.ch Last updated October 31, 2021