PETER NÜNLIST AG

Privacy policy

In this privacy policy, we, PETER NÜNLIST AG (hereinafter referred to as PETER NÜNLIST AG, we or us), explain how we collect and otherwise process personal data. This is not an exhaustive description; other data protection declarations may regulate specific issues.

Personal data is understood to be all information that relates to an identified or identifiable person. If you provide us with personal data of other persons (e.g. data of customers, employees or colleagues), please make sure that these persons are aware of this Privacy Policy and only share their personal data with us if you are allowed to do so and if this personal data is correct.

This privacy policy is aligned with the EU General Data Protection Regulation(GDPR). Although the GDPR is a regulation of the European Union, it is also relevant for us. The Swiss Data Protection Act(DPA) is heavily influenced by EU law, and companies outside the European Union or EEA must comply with the DPA under certain circumstances.

01

Responsibility

PETER NÜNLIST AG is responsible for the data processing described here. If you have any data protection concerns, you can send them to us at the following contact address: Bleicherweg 41, 8027 Zurich, compliance@peternuenlist.ch , 043 243 07 77.

02

Collection and processing of personal data

We primarily process personal data that we receive from our customers and other business partners in the course of our business relationship with them and other persons involved, or that we collect from their users when operating our websites, apps and other applications.

To the extent permitted, we also take certain data from publicly accessible sources (e.g. debt collection registers, land registers, commercial registers, press, Internet) or receive such data from authorities and other third parties (such as the Swiss Association of Asset Managers VSV). In addition to the data about you that you give us directly, the categories of personal data that we receive about you from third parties include, in particular, information from public registers, information that we learn in connection with official and legal proceedings, information in connection with your professional functions and activities (so that we can, e.g. (e.g. so that we can conclude and process transactions with your employer with your help), information about you in correspondence and meetings with third parties, creditworthiness information (insofar as we process transactions with you personally), information about you that is given to us by persons in your environment (family, advisors, legal representatives, etc.) so that we can conclude or process contracts with you or involving you (e.g. references, your address for deliveries, full addresses, etc.), information about you that is given to us by persons in your environment (family, advisors, legal representatives, etc.) so that we can conclude or process contracts with you or involving you (e.g. references, your address for deliveries, full addresses, etc.). References, your address for deliveries, powers of attorney, information on compliance with legal requirements such as anti-money laundering and export restrictions, information from banks, insurance companies, sales and other contractual partners of ours on the use or provision of services by you (e.g. payments made, purchases made), information from the media and Internet about you (if this is appropriate in the specific case, e.g. in the context of a job application, press releases, etc.).e.g. in the context of an application, press review, marketing/sales, etc.), your addresses and, if applicable, interests, data in connection with the use of the website (e.g. IP address, MAC address of the smartphone or computer, information about your device and settings, cookies, date and time of the visit, pages viewed and content, functions used, referring website, location information).

03

Purposes of data processing and (if necessary) legal bases

We use the personal data we collect primarily to conclude and process our contracts with our clients and business partners, in particular in connection with the provision of services in the areas of asset management and investment and management consulting and the execution of financial and fiduciary transactions. We also use personal data in connection with the purchase of products and services from our suppliers and subcontractors, as well as to comply with our legal obligations at home and abroad. If you work for such customers or business partners, your personal data may of course also be affected in this capacity.

In addition, we also process personal data of you and other persons, as permitted and as we deem appropriate, for the following purposes, in which we (and sometimes third parties) have a legitimate interest corresponding to the purpose:

  • Offer and further development of our offers, services and websites on which we are present;

  • Communicating with third parties and handling their inquiries (e.g., job applications, media inquiries);

  • Examination and optimization of procedures for needs analysis for the purpose of direct customer contact and collection of personal data from publicly accessible sources for the purpose of customer acquisition;

  • Advertising and marketing (including the organization of events), insofar as you have not objected to the use of your data (if we send you advertising as an existing customer, you can object to this at any time, we will then put you on a blocking list against further advertising mailings);

  • Assertion of legal claims and defense in connection with legal disputes and official proceedings;

  • Prevention and investigation of crime and other misconduct (e.g., conducting internal investigations, data analysis to combat fraud);

  • warranties of our operations, especially IT and our websites;

  • Measures for IT, building and facility security and protection of our employees and other persons and assets or data belonging to or entrusted to us (e.g. access controls, visit lists, network and mail scanners, telephone records)

  • Any transactions under company law and the associated transfer of personal data, as well as business management measures and, where applicable, compliance with legal and regulatory obligations and our internal rules.

If you have given us consent to process your personal data for certain purposes (for example, when you register to receive newsletters or conduct a background check), we process your personal data within the scope of and based on this consent, unless we have another legal basis and we require one. Consent given can be revoked at any time, but this has no effect on data processing that has already taken place.

04

Cookies

We typically use "cookies" and similar technologies on our websites to identify your browser or device. A cookie is a small file that is sent to your computer or automatically stored on your computer or mobile device by the web browser you are using when you visit our website. If you visit this website again, we can recognize you this way, even if we do not know who you are. In addition to cookies that are only used during a session and are deleted after your website visit ("session cookies"). However, you can set your browser to reject cookies, save them for one session only, or otherwise delete them prematurely. Most browsers are preset to accept cookies. If you block cookies, certain functionalities (such as voice dialing) may no longer work. By using our websites, you consent to the use of these techniques. If you do not want this, then you must set your browser accordingly.

05

Data transfer and data transmission abroad

We disclose information in the course of our business activities and for the purposes set out in para. 3, insofar as permitted and it appears to us to be appropriate, also known to third parties, either because they process them for us or because they want to use them for their own purposes. In particular, this involves the following positions:

  • Service providers of us (such as banks, insurance companies), including order processors (such as IT providers);

  • Dealers, suppliers, subcontractors and other business partners;

  • Customers:inside;

  • domestic and foreign authorities, official agencies or courts;

  • Media;

  • The public, including visitors to websites and social media;

  • Competitors:inside, industry organizations, associations, organizations and other bodies;

  • Purchasers or interested parties in connection with any transactions under company law of PETER NÜNLIST AG;

  • other parties in potential or actual legal proceedings;

all together recipient:inside.

06

Duration of the retention of personal data

We process and store your personal data as long as it is necessary for the fulfillment of our contractual and legal obligations or otherwise the purposes pursued with the processing, i.e. for example for the duration of the entire business relationship (from the initiation, processing to the termination of a contract) as well as beyond that in accordance with the statutory retention and documentation obligations. In this context, it is possible that personal data will be retained for the time during which claims can be asserted against our company and to the extent that we are otherwise required to do so by law or legitimate business interests so require (e.g. for evidence and documentation purposes). As soon as your personal data is no longer required for the above-mentioned purposes, it will be deleted or anonymized as a matter of principle and as far as possible. For operational data (e.g., system logs, logs), shorter retention periods of twelve months or less generally apply.

07

Data security

We take appropriate technical and organizational security measures to protect your personal data from unauthorized access and misuse, such as IT and network security solutions, access controls and restrictions, encryption of data carriers and transmissions, and pseudonymization.

08

Obligation to provide personal data

Within the scope of our business relationship, you must provide those personal data that are necessary for the establishment and implementation of a business relationship and the fulfillment of the associated contractual obligations (you generally do not have a legal obligation to provide us with data). Without this information, we will generally not be able to enter into or perform a contract with you (or the entity or person you represent). Also, the website cannot be used if certain information to secure the traffic (such as IP address) is not disclosed.

09

Rights of the data subject

Within the scope of the data protection law applicable to you and insofar as provided therein (such as in the case of the GDPR), you have the right to information, correction, deletion, the right to restrict data processing and otherwise to object to our data processing, as well as to the surrender of certain personal data for the purpose of transfer to another entity (so-called data portability). Please note, however, that we reserve the right to assert the restrictions provided for by law on our part, for example if we are obliged to retain or process certain data, have an overriding interest in doing so (insofar as we are entitled to rely on this) or require it for the assertion of claims. We have already explained the possibility of revoking your consent in sec. 3 informed. The exercise of such rights usually requires that you clearly prove your identity (e.g. by means of a copy of your ID card, where your identity is otherwise not clear or cannot be verified). To exercise your rights, you can contact us at the address given in section 1. Furthermore, every data subject has the right to enforce his or her claims in court or to file a complaint with the competent data protection authority. The competent data protection authority in Switzerland is the Federal Data Protection and Information Commissioner (http://www.edoeb.admin.ch).

10

Changes

We may amend this privacy policy at any time without notice. The current version published on our website applies. To the extent that the Privacy Policy is part of an agreement with you, if we update it, we will notify you of the change by email or other appropriate means.