Privacy Policy

1. Introduction

Rosbotham & Co SARL ("we" or "us") is committed to protecting the privacy and confidentiality of the personal information of our users. This Privacy Policy explains how we collect, use, disclose, and protect the information provided to us when using our financial advisory services, located in Switzerland.

2. Information Collection

We collect personal and financial information from users, particularly expatriates seeking financial advice. The information collected may include but is not limited to names, email addresses, mailing addresses, phone numbers, financial accounts, and other details necessary for the financial advisory services we provide.

3. Use of Information

The information we collect is primarily used for:

  • Providing financial advisory services

  • Complying with legal and regulatory requirements

  • Internal record keeping

  • Improving our services

  • Sending relevant information, updates, or marketing communications

4. Sharing Information

We may share personal and financial information with third-party service providers who assist us in operating our business or servicing our users, such as legal or financial institutions. We do not sell or rent personal information to third parties.

5. Use of Third-Party Services

We utilise tools like Google Analytics, Facebook, Instagram, and LinkedIn to analyse and market our services. Please note that the information collected by these platforms is subject to their respective privacy policies.

6. Data Security

We take all necessary measures to ensure the security and confidentiality of the personal and financial information provided to us. This includes physical, electronic, and managerial procedures to safeguard and secure the information we collect.

7. Compliance with Swiss Regulations

We operate in compliance with the Swiss data protection regulations, including but not limited to the Federal Act on Data Protection (FADP) and the Swiss Data Protection Authority (FDPIC).

8. Changes to the Privacy Policy

We reserve the right to modify this Privacy Policy at any time. Any changes will be reflected on this page. Users are encouraged to review this Privacy Policy periodically for any updates.

9. Contact Us

If you have any questions or concerns about our Privacy Policy or the use of your personal information, please contact us at clientservices@rosbothamfinance.com

By using our services, you agree to the collection and use of information as outlined in this Privacy Policy.

Last Updated: 31st October 2023