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Privacy Policy
Eigen Advisory AG
Last updated: 28 June 2026
In this Privacy Policy, we explain which personal data we process, how we process it, and for which purposes.
This Privacy Policy applies to all visitors to our website, as well as to customers, business partners, and other individuals with whom we are in contact.


1. Data Controller
The entity responsible for the processing of personal data under Swiss data protection law is:


Eigen Advisory AG
Brandschenkestrasse 178
8002 Zurich
Switzerland
Email: claudio@eigenadv.com
Website: www.eigenadv.com


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


2. Personal Data We Process
We process personal data that we receive in the course of our business activities, through the use of our website, and in our communications with you.
Depending on your relationship with us, we may process the following categories of personal data:

  • Contact and identification data: name, company, job title, address, telephone number, email address

  • Customer and contract data: services, contracts, invoices, payments, correspondence

  • Communication data: content of emails, letters, contact forms, or telephone records

  • Technical data: IP address, date and time of access, pages visited, browser, operating system, device information, log data

  • Usage and preference data: website usage, interests, language settings

  • Marketing data: newsletter subscriptions, consents, preferences

  • Financial and payment data: bank details, payment information, credit information

  • Job application data: CV, references, qualifications, work history

  • Other data: any information voluntarily provided or required for the respective business relationship

As a rule, we do not process sensitive personal data unless required in specific cases or provided voluntarily.
Special categories of personal data may include, for example, health data, religious or philosophical beliefs, data relating to administrative or criminal proceedings, or other information subject to special legal protection.


3. Source of Personal Data
We generally receive personal data directly from you, for example, when you:

  • visit our website;

  • contact us;

  • request a quote;

  • purchase a service or product;

  • enter into a contract with us;

  • sign up for a newsletter;

  • apply for a job with us;

  • participate in an event, survey, or promotion.

We may also obtain personal data from third parties, including:

  • employers, employees, or business partners;

  • suppliers, service providers, or intermediaries;

  • publicly available sources, such as commercial registers, websites, social media, or business directories;

  • government agencies, courts, or other public authorities;

  • third parties, provided they are authorized to disclose the data to us.

If we do not obtain personal data directly from you, we process the following categories of personal data in particular: contact information, company information, creditworthiness information, and publicly available information.


4. Purposes of Data Processing
We process personal data only to the extent necessary for our business activities, the operation of our website, communication with you, or the fulfillment of legal obligations.
In particular, we process personal data for the following purposes:

  • Website operation: to provide, maintain, secure, and improve our website

  • Communication: to respond to enquiries and manage correspondence

  • Business relationships: to prepare offers, conclude and perform contracts, and deliver services

  • Customer administration: to manage customer data, orders, invoices, and payments

  • Marketing: to send information, newsletters, and invitations where permitted or based on consent

  • Analysis and improvement: to evaluate and improve our services and website

  • Security: to protect our systems, employees, and customers and prevent misuse

  • Legal compliance: to fulfil legal, regulatory, and accounting obligations

  • Legal claims: to assert, defend, or enforce legal rights

  • Recruitment: to manage job applications

Where required, we rely on your consent. You may withdraw your consent at any time with future effect.


5. Cookies and Similar Technologies
We use cookies and similar technologies on our website. Cookies are small files that are stored on your device and contain certain information.
You can configure your browser to block or delete cookies. Please note that some functions of the website may be limited if cookies are disabled.
Cookies currently used. At present, our website uses only technically necessary cookies provided by our website platform (Wix) — for example to ensure security and basic functionality (such as the cookies XSRF-TOKEN and bSession). These cookies are required for the website to operate and do not require your consent.
We do not currently use analytics or marketing cookies/tools. Should we introduce such technologies in the future, we will, where required, obtain your consent via a consent management tool, and you will be able to adjust your preferences at any time.
For general reference, cookies and similar technologies can include:

  • Technically necessary cookies: required for the website to function, e.g., for security, page navigation, language settings, or form functions.

  • Analytics cookies: help understand how a website is used so that it can be improved.

  • Marketing cookies: used to make content or advertising more relevant or to measure the effectiveness of marketing campaigns.

  • Third-party services: e.g., maps, videos, social media elements, or external fonts.
     

6. Disclosure to Third Parties
We may share personal data with third parties where necessary, with your consent, or where required or permitted by law.
Recipients may include:

  • IT, hosting, cloud, and software providers (including our website platform provider, Wix);

  • Communication and email providers

  • Payment service providers, banks, and collection agencies

  • Auditors, legal, tax, and other professional advisors

  • Suppliers, subcontractors, and business partners, to the extent necessary for the performance of the contract

  • Marketing, analytics, and advertising service providers

  • Insurance companies

  • Government agencies, courts, regulatory bodies, or other public authorities

  • Parties involved in corporate transactions, to the extent necessary

We ensure that third parties process personal data only for specified purposes and in accordance with appropriate confidentiality and security standards.


7. Transfer of Personal Data Abroad
Personal data is primarily processed in Switzerland and the EEA. However, it may also be transferred to other countries where our service providers are located.
In particular, our website platform provider, Wix, and its sub-processors may process personal data in the United States, within the EU/EEA, and in Israel.
Where data is transferred to countries without an adequate level of protection, we ensure appropriate safeguards, in particular through:

  • standard contractual clauses

  • contractual safeguards

  • technical and organisational measures

  • your consent, where applicable

  • necessity for contract performance or legal claims.
     

8. Retention of Personal Data
We retain personal data only for as long as necessary for the intended purposes or to comply with legal obligations.
Retention periods depend in particular on:

  • the duration of the business or contractual relationship

  • statutory retention obligations, e.g., under accounting or tax law

  • limitation periods

  • documentation requirements

  • legitimate business interests

  • ongoing or potential legal disputes

Typical retention periods may include:

  • business and financial records: generally 10 years

  • communication data: as long as necessary

  • application data: for the duration of the process and a limited period thereafter

  • technical data: usually short-term, unless required for security

After expiry of the retention period, personal data is deleted or anonymised.


9. Data Security
We implement appropriate technical and organisational measures to protect personal data, including:

  • Access restrictions

  • Encryption and secure transmission methods

  • Data backups

  • logging and monitoring of IT systems

  • Guidelines and training for employees

  • Confidentiality obligations

  • Careful selection and oversight of service providers

However, complete protection of electronic data against access by unauthorized third parties cannot be guaranteed. Our security measures are reviewed regularly and adjusted as needed.

10. Newsletters and Electronic Communications
If you subscribe to our newsletter or other electronic communications, we will use your contact information to send you the relevant information.
You may unsubscribe from the newsletter or marketing communications at any time. To do so, please contact us at claudio@eigenadv.com.
We may continue to send essential communications relating to existing business relationships.

11. Rights of Data Subjects
Under applicable data protection law, you have the following rights in particular:

  • Right of Access: You may request information regarding whether and what personal data we process about you.

  • Rectification: You may request the correction of inaccurate or incomplete personal data.

  • Erasure: You may request the erasure of your personal data, provided that no legal obligations or legitimate interests prevent it.

  • Restriction of Processing: Under certain conditions, you may request that the processing of your personal data be restricted.

  • Objection: You may object to the processing of your personal data, particularly when such processing is for marketing purposes.

  • Data Disclosure or Data Portability: You may request that we disclose certain personal data to you in a commonly used electronic format or transfer it to another data controller, provided that the legal requirements are met.

  • Withdrawal of Consent: To the extent that we process personal data based on your consent, you may withdraw this consent at any time with future effect.

To verify your request, we may ask you to provide proof of identity. We may restrict or deny the exercise of your rights if legal requirements are met, particularly if such exercise conflicts with legal obligations, overriding interests, or the rights of third parties.


Please direct your request to:


Eigen Advisory AG
Brandschenkestrasse 178, 8002 Zurich, Switzerland
Email: claudio@eigenadv.com


12. Right to File a Complaint
If you believe that the processing of your personal data violates applicable data protection law, you may contact the competent data protection authority.
In Switzerland, this is the Federal Data Protection and Information Commissioner (FDPIC):


Federal Data Protection and Information Commissioner
Feldeggweg 1
3003 Bern
www.edoeb.admin.ch


We recommend contacting us first so we can address your concerns.


13. Changes to This Privacy Policy
We may update this Privacy Policy at any time. The version published on our website is the current version (dated: 28 June 2026)

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