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Legal

Privacy Policy

Last updated: March 2026

1. Data Controller

insurance-guide.ch
Bahnhofstrasse 10
8001 Zurich, Switzerland
Email: info@insurance-guide.ch

We are committed to protecting your personal data in accordance with the Swiss Federal Act on Data Protection (nDSG) and, where applicable, the EU General Data Protection Regulation (GDPR).

2. Data We Collect

We may collect the following categories of personal data:

  • Contact information: name, email address, phone number
  • Consultation data: insurance-related details you provide during advisory sessions
  • Technical data: IP address, browser type, device information, pages visited
  • Communication data: messages sent through our contact form

3. Purpose of Processing

We process your personal data for the following purposes:

  • Providing insurance advisory services and responding to inquiries
  • Scheduling and managing consultations
  • Improving our website and services
  • Complying with legal obligations (e.g., FINMA regulatory requirements)
  • Sending service-related communications (only with your consent for marketing)

4. Data Storage and Security

Your data is stored on secure servers located in Switzerland and the European Economic Area. We implement appropriate technical and organizational measures to protect your data against unauthorized access, loss, or misuse.

We retain personal data only for as long as necessary to fulfill the purposes described above, or as required by applicable law (typically 10 years for financial advisory records under Swiss law).

5. Your Rights

Under Swiss data protection law, you have the right to:

  • Access the personal data we hold about you
  • Request correction of inaccurate data
  • Request deletion of your data (subject to legal retention obligations)
  • Object to data processing
  • Request data portability
  • Withdraw consent at any time

To exercise your rights, contact us at info@insurance-guide.ch.

6. Cookies

Our website uses essential cookies required for the site to function properly. We may also use analytics cookies to understand how visitors interact with our site. You can manage your cookie preferences through your browser settings.

We do not use cookies for advertising or tracking across third-party websites.

7. Third-Party Services

We may share data with trusted third-party service providers who assist in operating our website and services, subject to appropriate data processing agreements. We do not sell your personal data.

8. Contact

If you have questions about this privacy policy or wish to exercise your data protection rights, please contact us:

insurance-guide.ch
Bahnhofstrasse 10, 8001 Zurich
info@insurance-guide.ch

You also have the right to lodge a complaint with the Federal Data Protection and Information Commissioner (FDPIC).