Privacy Policy

This privacy policy explains how Avelia Investment Services GmbH processes personal data in connection with our business activities and the use of our website www.avelia-is.com.

1. Controller and contact

The controller responsible for the data processing described here is:

Avelia Investment Services GmbH
8853 Lachen SZ, Switzerland
info@avelia-is.com

If you have any questions or wish to exercise your data protection rights, please contact us at the above address.

2. Personal data we process and why

We primarily process the following categories of personal data:

  • Contact details: such as name, email address, phone number, role and company.

  • Communications: including emails, call records and meeting notes.

  • Contract and billing data.

  • Technical data: when you visit our website (e.g. IP address, logs, cookies).

We process this data for the following purposes:

  • To initiate, enter into, and perform contracts.

  • To deliver and document our services.

  • To communicate with you.

  • To comply with legal obligations (such as retention duties or conflict checks).

  • To protect our legitimate interests, such as ensuring quality, IT security, or sending invitations and newsletters (unless you have objected).

If you provide us with data about other individuals (e.g. colleagues), please ensure they are informed about this privacy policy.

3. Legal bases

Where required by data protection law (for example under the EU General Data Protection Regulation - GDPR), we process personal data based on the following legal grounds:

  • Performance of a contract (Art. 6(1)(b) GDPR)

  • Compliance with legal obligations (Art. 6(1)(c) GDPR)

  • Legitimate interests (Art. 6(1)(f) GDPR), such as efficient delivery of our services, IT security, or marketing to existing clients

  • Your consent, where applicable (Art. 6(1)(a) GDPR)

4. Retention

We keep personal data only as long as necessary to fulfill the purposes set out above, or as required by law (typically up to 10 years to comply with Swiss commercial and tax retention requirements).

5. Sharing and international transfers

We do not sell your data. We may share it with:

  • Service providers (such as IT or hosting providers) who process data under confidentiality agreements.

  • Parties involved in client matters (like counterparties, advisors, or authorities).

  • Public bodies, where required by law or to protect our rights.

Data may be processed in countries outside Switzerland or the EU/EEA. In such cases, we ensure appropriate safeguards, such as contracts based on EU Standard Contractual Clauses (SCCs), or rely on statutory exceptions. You may request further details by contacting us.

6. Your rights

Under applicable data protection laws, you have the right to:

  • Request access to your personal data.

  • Request correction or deletion of your data.

  • Request restriction of processing.

  • Object to processing based on legitimate interests.

  • Withdraw consent at any time, if processing is based on consent.

To exercise these rights, please contact us at info@avelia-is.com. We may require proof of identity to process your request.

You also have the right to lodge a complaint with a supervisory authority, such as the Swiss Federal Data Protection and Information Commissioner (FDPIC) or the competent authority in the EU where you live or work.

Please note these rights are subject to legal exceptions. For example, we may need to retain certain data despite a deletion request due to statutory retention obligations.

7. Cookies and website tools

We use cookies and similar technologies on our website to enable basic functions and improve user experience. You can adjust your browser settings to block or alert you about cookies, but some parts of the site may not function properly.

If we use web analytics or third-party tools that transfer data abroad, we do so under appropriate safeguards. Details are available on request.

8. Automated decision-making

We do not carry out automated decision-making that produces legal effects concerning you or similarly significantly affects you.

9. Changes

We may update this privacy policy at any time. The current version is always available on our website.