Privacy Policy

1. Privacy Principles

At WealthSecureTop, we understand the importance of protecting your personal and financial information and treat the protection of your data with the highest priority. This Privacy Policy informs you about the nature, scope, and purpose of the collection and use of personal data in connection with our financial security education and wealth protection training services for individuals and businesses.

Our privacy practices fully comply with Swiss data protection laws, including the Federal Data Protection Act (FADP), as well as the European General Data Protection Regulation (GDPR), where applicable. As a professional financial security education provider, we place particular emphasis on compliance with these regulations and the protection of sensitive financial and security information of our clients.

2. Data Collection and Processing

In our financial security education company, we collect and process personal data exclusively for specific purposes related to the provision of our security education, protection planning, and wealth management training services, client care, and fulfillment of our contractual obligations. This includes:

2.1. Financial data you provide to us:

Contact and personal information such as name, address, phone number, email address, and financial identification data
Information about your income situation, asset status, and security needs
Security communication such as email correspondence, security consultations, and advisory discussions
Security documents and financial information required for the provision of our services

2.2. Automatically collected system data:

Access data when visiting our website such as IP address, browser type, and operating system
Date and time of access as well as pages visited
Information about your interaction with our digital platforms and service applications

2.3. Cookies and tracking technologies: On our website, we use only technically necessary cookies and security-relevant tracking technologies. Optionally, you can consent to the use of analytical cookies that help us improve our security services. You can adjust your cookie settings at any time.

3. Purposes of Data Processing

We process your personal and financial data for the following purposes:

Security education and planning services – To provide high-quality security education, protection planning, and financial support
Security processing – To ensure efficient and professional handling of your security matters
Security communication – For efficient correspondence with you, authorities, and relevant service providers
Service management – For billing our services, project management, and administrative purposes
Client care – To ensure optimal service quality and client-oriented security relationships

4. Legal Basis for Processing

The processing of your data is based on the following legal grounds:

Fulfillment of security education contracts and implementation of pre-contractual measures (Art. 6 para. 1 lit. b GDPR)
Compliance with legal obligations, particularly professional regulations for security education (Art. 6 para. 1 lit. c GDPR)
Protection of our legitimate interests such as quality assurance or service optimization (Art. 6 para. 1 lit. f GDPR)
Your explicit consent, for example for extended service offerings or newsletters (Art. 6 para. 1 lit. a GDPR)

5. Data Sharing with Third Parties

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

Authorities and offices – When legally required or necessary for official security processing
External security experts – Such as lawyers, trustees, or other experts when required for comprehensive security solutions
IT service providers – Who work under strict data protection conditions and ensure the secure operation of our security systems
Security correspondence – For proper handling of your security communication and document management

As a professional security education provider, we are subject to strict confidentiality obligations and treat your security information with the utmost discretion and professionalism.

6. Data Security and Protection Measures

We implement comprehensive technical and organizational measures to protect your security data. This includes access restrictions, encryption according to the latest standards, regular security audits, and training of our employees in data protection and security confidentiality matters.

For sensitive security information and financial data, additional security measures are implemented, including physical security of office premises and digital backup systems. However, completely secure data transmission over the internet cannot be guaranteed, which is why we also offer secure alternative communication channels for particularly sensitive security information.

7. Data Retention and Deletion

We store your security data only as long as necessary for the provision of our security services and in accordance with legal retention periods:

Security documents and client files are retained in accordance with financial and commercial regulations (typically 10 years).
Communication data is retained for the duration of the security relationship and possibly beyond according to legal requirements.
Security correspondence and financial information are retained in accordance with legal requirements for security documents.
Project documentation and service records are retained for appropriate periods to ensure service quality.

After the expiration of legal retention periods, your data will be securely and irrevocably deleted or anonymized, with special care taken for the destruction of physical documents.

8. Your Rights as a Security Client

As a data subject or security client, you have the following rights:

Information about the personal data stored about you or your company
Correction of incorrect or incomplete security data
Deletion of your data, subject to legal retention periods or legitimate security interests
Restriction of processing under certain security conditions
Data portability in a structured, commonly used, and machine-readable format
Objection to processing based on your particular security situation

Please direct requests to exercise your rights to privacy@wealthsecuretop.com or use our security contact form.

9. International Data Transfer

As a security education provider with international security clients, we are also subject to the European General Data Protection Regulation (GDPR) in certain cases. In this context, we observe the following specific principles:

Security data minimization – We collect only the security-related data that is absolutely necessary for our security services.
International security data transfer – When transferring security-related data to countries outside the EU/EEA, we ensure that appropriate safeguards according to Art. 44 ff. GDPR are maintained.
Security impact assessment – For processing operations that could pose special risks to security rights, we conduct a data protection impact assessment in advance.
Security accountability – We document our data protection measures and can demonstrate our compliance with the regulations.

As an EU security client, you also have the right to lodge a complaint with a European data protection supervisory authority if you believe that the processing of your security-related data violates the GDPR.

10. Updating the Privacy Policy

This Privacy Policy is regularly reviewed and updated when legal or factual changes in our security services require it. The current version is always available on our security website. We will inform you of significant changes through appropriate security communication channels.

Continued use of our security services after an update is considered consent to the amended Privacy Policy.

As a professional security education provider, the trustworthy and legally compliant processing of your security data is particularly important to us, as we work with sensitive security information and financial data. We are available to you at any time for questions.