1. Introduction

At MC Patrimoine SA, we are committed to protecting your privacy and ensuring that your personal data is handled securely and transparently. This Privacy Policy outlines how we collect, use, store, and protect your information in compliance with the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR).

2. Data We Collect

We may collect and process the following types of personal data:

  • Identity Information – Name, surname, company name (if applicable).
  • Contact Details – Email address, phone number, physical address.
  • Financial Information – Only if necessary for investment advisory services.
  • Communication Data – Emails, messages, or any inquiries sent to us.
  • Technical Data – IP address, browser type, and other analytics data when visiting our website.

3. How We Use Your Data

We collect and process your data for the following purposes:

  • To provide financial advisory and asset management services.
  • To respond to inquiries and consultation requests.
  • To comply with legal and regulatory requirements.
  • To improve our website and client experience.

We do not sell or share your data for marketing purposes.

4. Legal Basis for Processing

We process your personal data based on the following legal grounds:

  • Contractual Obligation – When necessary to provide our services.
  • Legal Compliance – To fulfill regulatory or legal obligations.
  • Legitimate Interest – For business operations, security, and service improvement.
  • Consent – When you explicitly provide consent (e.g., submitting a contact form).

5. Data Security & Retention

We implement strict security measures to protect your data from unauthorized access, alteration, or disclosure. We retain personal data only as long as necessary for legal, regulatory, and business purposes.

6. Sharing & Third-Party Disclosure

We do not share your data with third parties unless necessary for:

  • Regulatory compliance (e.g., financial authorities).
  • Legal obligations (e.g., responding to court orders).
  • Service provision (e.g., trusted partners, IT security providers).

All third-party service providers are bound by strict confidentiality agreements.

7. Your Rights (Under GDPR & Swiss Law)

Depending on your location, you may have the right to:
✅ Access your personal data.
✅ Request correction of inaccurate data.
✅ Request deletion of your data (subject to legal exceptions).
✅ Restrict processing in certain situations.
✅ Withdraw consent if data processing is based on consent.

For any requests, please contact us at office@cattier-patrimoine.ch.

8. Cookies & Tracking Technologies

Our website may use cookies to improve user experience and analyze website performance. For more details, please review our Cookie Policy.

9. Cross-Border Data Transfers

If we process data outside Switzerland or the EU, we ensure adequate data protection measures are in place, such as contractual safeguards or compliance with Swiss/EU data transfer regulations.

10. Updates to This Policy

We may update this Privacy Policy periodically. Any significant changes will be communicated on our website.

11. Contact Information

For privacy-related inquiries, you can contact us at:

📍 MC Patrimoine SA
📍 Vy-Creuse 9, 1260 Nyon, Switzerland
📧 office@cattier-patrimoine.ch