This Privacy Policy explains how we collect, use, disclose, and protect your personal data in accordance with the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR).
Cegepe Holding is a company registered in Switzerland with its principal office at Rütistrasse 14 9050, Appenzell, Switzerland. We provide financial and investment services to clients both in Switzerland and internationally.
We may collect the following categories of personal data:
Identification data (name, date of birth, nationality)
Contact data (email address, phone number, mailing address)
Financial data (bank details, investment profiles)
Technical data (IP address, browser type, usage data from our website)
Communication data (emails, inquiries, forms submitted)
We collect data through:
Direct interactions (when you contact us, fill out forms, or subscribe)
Automated technologies (cookies, analytics tools)
Third-party sources (partner platforms, public databases, compliance checks)
We use your personal data to:
Provide and manage our services
Fulfill legal and regulatory obligations (e.g., KYC/AML)
Respond to inquiries and communicate with you
Improve our website and services
Send updates, newsletters, or marketing content (with your consent)
We process your data based on:
Your consent
Our contractual obligations
Our legitimate interests
Legal compliance under Swiss and EU law
We implement strict administrative, technical, and physical safeguards to secure your personal information against unauthorized access, disclosure, or misuse. Our systems are regularly updated and monitored for security vulnerabilities.
We do not sell your data. We may share data with:
Trusted service providers who assist us in delivering services
Legal and regulatory authorities when required by law
Business partners
All third parties are contractually obligated to ensure the confidentiality and security of your data.
We retain personal data only as long as necessary for the purposes for which it was collected, or to comply with applicable laws. After that, data will be securely deleted or anonymized.
If we transfer data outside of Switzerland or the EU, we ensure adequate protection by relying on mechanisms such as Standard Contractual Clauses (SCCs) or adequacy decisions recognized by the Swiss Federal Data Protection and Information Commissioner (FDPIC).
You have the right to:
Access your data
Request correction or deletion
Restrict or object to processing
Withdraw consent (where applicable)
Lodge a complaint with the Swiss FDPIC or your local authority
To exercise these rights, contact us at [email protected]
Our website uses cookies to improve your experience. You can control cookie settings via your browser or opt-out tools. For more details, refer to our [Cookies Policy].
We reserve the right to update this Privacy Policy at any time. Any changes will be posted on this page with an updated revision date.
If you have any questions regarding this Privacy Policy or how we handle your data, please contact:
Cegepe Holding
Rütistrasse 14 9050, Appenzell, Switzerland
Email: [email protected]
We understand that offering good professional advise requires a combination of technical expertise, real-world experience, and creativity.