Privacy Policy

1. Introduction

At FinBlogPro, protecting your personal data and privacy is our highest priority. This privacy policy transparently informs you about what data we collect, how we process it, and what control you have over your information, particularly in connection with our financial analysis and consulting services.

Our data processing practices comply with applicable Swiss data protection laws and the European General Data Protection Regulation (GDPR), as they apply to our activities in providing financial education and consulting services to our trusted clientele.

2. Collection and Processing of Personal Data

The collection and processing of your data is strictly limited to the purpose of providing, executing, and personalizing our professional financial analysis and consulting services. This includes:

2.1. Data you actively provide to us:

  • Registration information such as name, email address, phone number, and relevant details for financial services
  • Payment information when booking financial analysis or consulting services
  • Financial details, service requirements, and specific analysis or consulting specifications needed for customized service
  • Documentation and financial information necessary for analysis assessment and consulting processes

2.2. Automatically collected data:

  • Technical information such as IP address, device type, and browser version when using our website
  • Service history and appointment records for financial consultations and analysis
  • Communication preferences to optimize our financial services and customer care

2.3. Cookies and Tracking Technologies: We use necessary cookies and, with your consent, analytics cookies to continuously improve our services. You can adjust your cookie settings in your browser at any time or use our website without optional cookies.

3. Purpose of Data Processing

We process your personal data for the following purposes:

  • Financial Services – For organizing and providing personalized financial analysis and consulting services, strategic consultations, and customized solutions
  • Customer Management – For managing appointments, bookings, payments, and sending relevant service information
  • Service Assessment – To ensure the accuracy of proposed financial strategies and create tailored recommendations
  • Quality Assurance – For continuous improvement of our financial analysis and consulting services

4. Legal Basis for Processing

Our data processing is based on the following legal grounds:

  • Contractual fulfillment in providing financial analysis services and managing customer data (Art. 6(1)(b) GDPR)
  • Legitimate interest in improving our services and optimizing our offerings (Art. 6(1)(f) GDPR)
  • Compliance with legal obligations, particularly in the area of consumer protection and service documentation (Art. 6(1)(c) GDPR)
  • Your explicit consent for collecting certain service data and for marketing measures (Art. 6(1)(a) GDPR)

5. Third-Party Sharing

Your data will only be shared with third parties in the following cases:

  • Payment Providers – For secure processing of payments for financial services
  • IT Service Providers – For operation of our service management software and website under strict data processing agreements
  • Financial Partners – When necessary for specialized analysis or market data, maintaining strict confidentiality
  • Legal Advisors – For complex regulatory matters and customer protection

We will never share your data with unauthorized third parties for advertising purposes and always maintain the highest level of confidentiality.

6. Data Security

To protect your data, we implement advanced security measures, including encrypted data transmission, secure storage, and strict access controls for our staff. We pay special attention to protecting sensitive customer information and financial documentation that requires the highest confidentiality.

Physical documents containing personal data are stored in secure safes and are securely destroyed after legal retention periods expire. Our premises are equipped with state-of-the-art security systems.

7. Data Storage Duration and Deletion

Your data is stored only as long as necessary for the stated purposes:

  • Contact and contract data are stored for the duration of the customer relationship plus legal retention periods.
  • Service records and financial analysis specifications are kept for up to 10 years after the last service to ensure continuity of care.
  • Service-relevant documents are stored according to Swiss law for up to 10 years after service completion.

You have the right to request early deletion of your data unless prevented by legal retention requirements.

8. Your Rights

As a customer, you have the following rights:

  • Information about your stored personal data
  • Correction of incorrect or incomplete data
  • Deletion of your data under legally specified conditions
  • Restriction of processing under certain conditions
  • Data portability in a structured, common format
  • Objection to processing based on legitimate interest

To exercise these rights, please contact us via email at privacy@finblogpro.com or in person at our office.

9. GDPR-Specific Provisions

As a Swiss company serving customers from the EU, we follow the principles of the General Data Protection Regulation (GDPR) and guarantee the following rights:

  • Cross-border Data Transfers – When transferring data to countries outside the EU/EEA, we ensure appropriate safeguards are in place, such as standard contractual clauses or adequacy decisions.
  • Data Protection Officer – Our Data Protection Officer is available for inquiries regarding the processing of your personal data and can be reached at privacy@finblogpro.com.
  • Right to Complain – You have the right to file a complaint with a data protection supervisory authority, particularly in the EU member state of your residence, workplace, or place of alleged infringement.
  • Data Minimization – We only collect data necessary for the stated purposes and store it only as long as required and legally mandated.

For EU citizens using our financial services, additional special protection measures apply under GDPR, including extended information obligations and stricter consent requirements.

10. Changes to Privacy Policy

We reserve the right to update this privacy policy as needed to account for legal requirements or organizational changes. The current version will always be published on our website and displayed in our premises.

For significant changes, we will inform our customers via email or through notices in our office.

If you have questions about privacy, we are available at any time in person, by phone, or via email. Protecting your data is not just a legal obligation for us but an essential part of our professionalism and respect for our customers, particularly in the trusted field of financial services.