PRIVACY POLICY

 

 

 

Prisminvest SA (the “Company”) is a company registered in Switzerland and regulated as an Asset Manager by the Swiss Financial Markets Supervisory Authority (FINMA). 

 

This document is issued for the purposes of the Data Protection Legislation especially the Swiss Federal Act on Data Protection (“DPA”). The Privacy Policy explains the lifecycle of your personal data within the Company. Please read the following information carefully to understand the Company’s practices in relation to the treatment of your personal data and your rights in this regard.

 

 

I.     THE TYPE OF PERSONAL DATA WE MAY COLLECT

 

The Company may hold personal data about you that we obtained from you and/or business partners as well as other individuals in the context of our business relationships. We also collect data from users when operating on our website, including the collection of cookies, or from publicly available sources such as business registers or online information sites. Personal data provided may include names, residential addresses, e-mails addresses, nationalities, places of birth, identification documents for you and/or people and/or beneficial owners of your company as well as bank accounts details and investment information.

 

The Company will only collect personal data where it is necessary:

 

-       to provide a service to you as a managed account holder

-       to provide a service to you when you are an investor or intend to subscribe in one of the funds for which we are acting as a manager or advisor 

-       for you to provide a service to the Company or to one of the funds for which we are acting as a manager or advisor 

-       to keep you informed of our products and services when requested, for example by sending you the newsletters on products you are invested in

-       to comply with our legal and regulatory obligations, including money laundering regulation

 

 

II.     THE SHARING OF YOUR PERSONAL DATA

 

The Company takes the necessary measures to ensure that your personal data is only accessible by those who need the appropriate information for the purposes set out above. 

 

Your personal data may be disclosed to third parties in the usual course of business in order to ensure the correct execution of our mandate or for regulatory or compliance reasons. In this respect, we may share your personal data with entities such as service providers, fund administrators, bank counterparties, fund managers, auditors or regulators. These counterparties may be located in Switzerland, in the European Union or elsewhere. Each third party is required to comply with confidentiality requirements with respect to the data disclosed. Any of these third parties may themselves work with further service providers located in the same or additional countries.

 

In any case, we respect all legal requirements pertaining to the funds industry and the management or advisory services sector.

 

 

III.    THE DATA STORAGE 

 

The Company outsourced the storage of its electronic data (IT systems), including your personal data, to a Swiss provider of managed hosting solutions. The contractual relationship complies with the best practices recommended by FINMA relating to outsourcing (including confidentiality and high security standards). The provider has to follow strict confidentiality standards, is audited and publishes an ISAE 3402 Type II report on a regular basis.

 

 

IV.     RETENTION OF PERSONAL DATA 

 

The Company will keep your personal data as long as necessary and/or required by laws and regulations. We conduct a review every three years to determine if the data is a still required.

 

 

V.     YOUR RIGHTS 

 

You have rights under the Data Protection Legislation in relation to our processing of your personal data depending on your relationship with us, the information you have shared with us and the Company’s legal and regulatory obligations. Generally, you have the right : 

 

-       to request a copy of the information that we hold about you

-       to request a rectification of your personal data

-       to request erasure of your personal data under certain circumstances 

-       to restrict our processing or use of personal data

-       to withdraw any consent given to the processing of your data (to unsubscribe from our mailing list for example by sending an email to ir(at)prisminvest.ch)

Please note that these rights could be restricted if there is a legal requirement for the Company to retain information for example. In addition, you have the right to file a complaint with a supervisory authority if you feel that we have not processed your data in accordance with the present Privacy Policy.

 

 

VI.     CHANGE OF THIS POLICY 

 

This Privacy Policy may need to be changed. The most recent version is always available on our website www.prisminvest.ch 

 

 

VII.     CONTACT

 

Should you have any question regarding this Privacy Policy or the treatment of your personal data, please address your questions to compliance(at)prisminvest.ch

 

 

 

 

Version: January 2024