This Privacy Policy outlines how we collect, use, store, and protect your personal information when you engage with our services or visit our website.
Immo Medling AG
Weststrasse 81
8003 Zürich, Switzerland
Registered in Switzerland
Email: [email protected]
We are a Swiss-based private wealth advisory firm committed to the highest standards of confidentiality and regulatory compliance.
We may collect the following categories of personal data:
Contact information: Name, email address, phone number, mailing address.
Financial information: Investment preferences, risk profile, portfolio data.
Professional details: Occupation, company, business interests.
Website usage data: IP address, browser type, pages visited, time spent.
We collect this data either directly from you, through forms, consultations, or indirectly via cookies and analytics tools on our website.
Your data may be used for the following purposes:
To provide tailored investment and advisory services
To communicate with you about your portfolio or inquiries
To comply with legal and regulatory obligations
To improve website performance and client experience
To carry out due diligence and risk assessments
We do not sell or rent your personal information to third parties.
We process your data in accordance with:
Swiss Federal Act on Data Protection (FADP)
General Data Protection Regulation (GDPR) (where applicable)
Our legal bases include contractual necessity, compliance with legal obligations, and your consent where required.
Your data may be shared with trusted third parties such as:
Regulatory authorities (if required)
Financial institutions and custodians (as part of our service)
Professional advisers (e.g., legal, tax)
Service providers bound by confidentiality agreements (e.g., cloud or IT providers)
All third parties are contractually obligated to protect your data and use it only for agreed purposes.
We implement strong physical, technical, and organizational measures to protect your data. Data is retained only as long as necessary to fulfill the purposes stated above or to meet legal obligations.
Under applicable law, you have the right to:
Access your personal data
Request correction or deletion
Object to processing in certain cases
Withdraw consent (where consent is the legal basis)
File a complaint with the Swiss Federal Data Protection and Information Commissioner (FDPIC)
To exercise your rights, contact us at: [email protected]
Our website may use cookies for analytics and functional purposes. You may manage cookie preferences through your browser settings. For detailed information, please see our Cookies Policy.
We may update this Privacy Policy from time to time. Any changes will be posted on this page with the updated effective date.