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Privacy Policy

Legal

This Privacy Policy informs you about how Novi Capital processes personal data in the context of its services and website. We adhere to the Swiss Data Protection Act (DSG) and, where applicable, to the EU General Data Protection Regulation (GDPR).

Responsible Entity

Novi Capital AG
⚠ Placeholder (Address)
Email: ⚠ Placeholder
Tel: ⚠ Placeholder
Web: www.novicapital.ch

1. Collection and Processing of Personal Data

We primarily process personal data that we receive directly from our clients and business partners in the context of our mandates. This includes:

  • Master data: Name, address, email, telephone number, date of birth, marital status, copies of identity documents.
  • Financial data: Information on financial situation (account balances, investment objectives, risk tolerance, etc.).
  • Third-party data: Information about relatives, where required for the mandate. By submitting such data, you confirm that you are authorized to do so.
  • Technical data: IP address and log data when using our website.

2. Purpose of Data Processing

We process your data exclusively for the following purposes:

  • Service provision: Consulting, financial planning, and contract fulfillment.
  • Communication: Responding to inquiries and client relations.
  • Marketing: Sending information, unless you have objected.
  • Legal certainty: Compliance with legal obligations and defense against legal claims.

3. Disclosure to Third Parties and International Transfer

To fulfill our obligations, data may be disclosed to the following recipients: partner companies (banks, insurance companies, external specialist advisors), IT service providers (hosting, software providers), and authorities where legally required.

In the case of cross-border disclosure to countries without an adequate level of data protection, we require recipients to comply with our data protection standards by means of standard contractual clauses.

4. Retention Period

We store personal data for as long as necessary for the purpose for which it was collected or as required by statutory retention periods (generally 10 years under the Code of Obligations). Thereafter, the data will be deleted or anonymized.

5. Data Security

We employ modern technical and organizational security measures (encryption, access controls) to protect your data from loss and unauthorized access.

Note: Data transmission over the internet (e.g., by email) may have security vulnerabilities. Complete protection against access by third parties is not possible.

6. Your Rights

  • Right of access: You may request confirmation as to whether we are processing data about you.
  • Rectification & deletion: You may request the correction of inaccurate data or the deletion of your data, provided there is no legal retention obligation preventing this.
  • Objection: You may object to data processing at any time.
  • Data portability: Right to receive your data in a commonly used format.

To exercise these rights, please contact: ⚠ Placeholder (Email)

7. Amendments

We reserve the right to amend this Privacy Policy at any time. The version published on our website shall apply. Status: May 2026.