Privacy Policy

This Application collects some Personal Data from its Users.

Detailed explanations of each data type are provided in the respective sections of this privacy policy or through specific notices displayed during collection.

Personal Data may be freely provided by the User or, in the case of Usage Data, automatically collected when using the Application. Unless explicitly stated otherwise, all requested Data is mandatory, and failure to provide it may limit the Application's ability to deliver its services. If certain Data is indicated as non-mandatory, Users may choose not to provide it without affecting service availability.

Users uncertain about which data is mandatory are encouraged to contact the Owner.

Cookies and other tracking tools are used to deliver the requested services and for purposes described in this policy and the Cookie Policy (if available). Users are responsible for any third-party Personal Data shared via this Application and must confirm they have the appropriate consent.

Security Measures

The Owner applies appropriate technical and organizational security measures to prevent unauthorized access, disclosure, alteration, or destruction of Personal Data.

Processing is performed using IT tools in accordance with organizational procedures aligned with the stated purposes.

Authorized Access

Data may be accessed by individuals involved in the Application’s operation (e.g., administrative, legal, marketing, or IT staff) or by external parties (e.g., hosting providers, communications agencies) appointed as Data Processors. An updated list of these parties is available upon request.

Legal Basis of Processing

The Owner processes Personal Data if at least one of the following applies:

• The User has given explicit consent for one or more purposes.
• Processing is required for the execution of a contract or pre-contractual measures.
• Processing is necessary for legal compliance.
• Processing is in the public interest or relates to official authority.
• Processing is necessary for legitimate interests pursued by the Owner or a third party.

Users may contact the Owner to clarify the legal basis applicable in their specific case.

Place of Data Processing

Data is processed at the Owner’s offices and other relevant processing locations. Depending on the User’s location, data transfers may involve countries outside the User’s jurisdiction, including outside the European Union.

Users may consult the relevant sections of this policy or contact the Owner for information on the safeguards in place for such transfers.

Retention Time

Personal Data is retained for as long as necessary to fulfill the purposes for which it was collected. Specifically:

• Data related to contract performance is retained until contract completion.
• Data processed under legitimate interest is retained as long as necessary for that purpose.
• Where the User has provided consent, data may be retained until consent is withdrawn.
• Data may be retained longer where required by legal obligation or court order.

Once the retention period ends, Personal Data is deleted, and rights such as access or erasure may no longer be exercised.

Personal Data is collected to:

• Deliver the requested service
• Fulfill legal obligations
• Respond to legal or regulatory requests
• Protect the Owner’s rights and interests
• Prevent malicious or fraudulent activity
• Support analytics, user communications, and data management

For specific details on the data used for each purpose, please refer to the section “Detailed Information on the Processing of Personal Data.”

We use cookies to enhance your browsing experience and for analytics purposes. You can manage your cookie preferences through your browser settings or by visiting our Cookie Policy.

For any questions or concerns about your personal data or this Privacy Policy, please contact:

SWISS WEALTH MANAGEMENT PRIVATE BANK

📍 Blegistrasse 7, 6340 Baar Switzerland

📧 support@swmpb.com

📞 +1833-9711205

You may exercise these rights by contacting us at:

📧 support@swmpb.com