Expert online financial strategies tailored for your global, digital lifestyle.
Explore Our ServicesSwiss Digital Finance AG, located at 86 Talstrasse, 3rd Floor, Zurich, Canton of Zurich, 8001, Switzerland, is committed to protecting the privacy and security of the personal data we process in connection with our online platform and the services we provide. This privacy policy explains how we collect, use, disclose, and safeguard your information when you visit our site or use our services.
We may collect various types of information from you when you interact with our site or use our services. This includes:
Information you provide to us directly: This may include personal identification information (such as your name, address, date of birth, nationality), contact information (such as email address, phone number), financial information (such as bank account details, income, investment experience, financial goals), identification documents (such as passport or ID card details for verification purposes), and any other information you choose to provide during registration, account management, or communication with us.
Information collected automatically: When you visit our site, we may automatically collect technical data about your visit, including your IP address, browser type, operating system, referring URLs, pages viewed, and the dates/times of your visits. We may also collect information about your usage patterns and interactions with our site and services.
Information from other sources: We may receive information about you from third-party service providers, partners, or public sources, where legally permitted.
We collect data through various methods, including:
Direct interactions: When you register for an account, fill out forms, use our services, or communicate with us.
Automated technologies: Through the use of cookies, server logs, and other similar technologies as you navigate our site.
We process your personal data based on the following legal grounds:
Performance of a contract: Processing is necessary for providing the online wealth management, digital investment strategies, financial consulting, cryptocurrency advising, online payment system integration, financial planning, tax optimization, and other services you have requested or to take steps at your request before entering into a contract.
Legal obligation: Processing is necessary for compliance with a legal or regulatory obligation that applies to us, such as Know Your Customer (KYC) and Anti-Money Laundering (AML) regulations, tax reporting, or responding to lawful requests from public authorities.
Legitimate interests: Processing is necessary for our legitimate interests or those of a third party, provided these interests are not overridden by your interests or fundamental rights and freedoms. Our legitimate interests include improving our services, ensuring the security of our site and services, preventing fraud, and managing our business operations.
Consent: In certain situations, we may ask for your explicit consent to process your personal data for a specific purpose, such as sending you marketing communications. Where we rely on consent, you have the right to withdraw it at any time.
We use the information we collect for various purposes related to providing and improving our services, including:
To provide and manage your account and our services.
To process your transactions and manage your investments.
To verify your identity and perform necessary due diligence.
To communicate with you about your account, services, or inquiries.
To ensure the security and integrity of our site and services.
To comply with legal and regulatory requirements.
To improve our site, services, and user experience.
To detect, prevent, and investigate fraudulent or illegal activities.
We do not sell your personal data. We may share your information with third parties only in the following circumstances:
Service Providers: We may share data with trusted third-party service providers who perform functions on our behalf, such as IT support, payment processing, data storage, identity verification, or professional advisors (e.g., legal, accounting). These providers are required to protect your information and use it only for the purposes for which it was disclosed.
Legal and Regulatory Requirements: We may disclose your data if required to do so by law or in response to valid requests by public authorities (e.g., courts, government agencies).
Business Transfers: In the event of a merger, acquisition, or asset sale, your personal data may be transferred to a third party. We will notify you of any such transfer and the choices you may have.
With Your Consent: We may share your data with third parties when we have obtained your explicit consent to do so.
We retain your personal data only for as long as necessary to fulfill the purposes for which it was collected, including for the purposes of satisfying any legal, regulatory, accounting, or reporting requirements. To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorized use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.
We implement appropriate technical and organizational measures designed to protect your personal data from unauthorized access, use, disclosure, alteration, or destruction. These measures include data encryption, access controls, regular security assessments, and employee training. However, no method of transmission over the internet or electronic storage is completely secure, and we cannot guarantee absolute security.
Depending on your location and applicable data protection laws (such as the GDPR), you may have the following rights regarding your personal data:
The right to access: Request a copy of the personal data we hold about you.
The right to rectification: Request correction of inaccurate or incomplete data.
The right to erasure: Request the deletion of your personal data under certain conditions.
The right to restrict processing: Request limitations on how we process your data under certain conditions.
The right to object to processing: Object to the processing of your data based on legitimate interests or for direct marketing purposes.
The right to data portability: Receive your data in a structured, commonly used, machine-readable format and transmit it to another controller.
The right to withdraw consent: Withdraw your consent at any time where we rely on consent for processing.
To exercise any of these rights, please contact us using the contact details provided in this policy.
We use cookies and similar tracking technologies to analyze site usage, improve performance, and provide certain functionalities. Cookies are small text files stored on your device. You can manage your cookie preferences through your browser settings. Please note that disabling certain cookies may affect the functionality of our site.
Our site may contain links to external websites that are not operated by us. We are not responsible for the content or privacy practices of these third-party sites. We encourage you to review the privacy policies of any external sites you visit.
We may update this privacy policy from time to time to reflect changes in our practices or legal requirements. The latest version of the policy will always be available on our site. We encourage you to review this policy periodically.
If you have any questions about this privacy policy or our data practices, you may contact us by writing to:
Swiss Digital Finance AG
86 Talstrasse
3rd Floor
Zurich, Canton of Zurich, 8001
Switzerland