Tax Lex Trustee SA (IDE CHE-216.116.945) is a Swiss financial institution authorized by FINMA, headquartered in Neuchâtel, Switzerland (hereinafter referred to as the Company).
The Company is subject to the Federal Data Protection Act and professional secrecy obligations (Article 69 of the Federal Act on Financial Institutions).
This data protection policy describes how the Company processes personal data it may receive as the data controller.
Any modifications or updates to this policy will be communicated to the Company’s clients via its website at the following address: https://www.brhpartners.ch/en/tax-lex-trustee-sa.
It is recommended to regularly check the Company’s website to always have access to the latest version of our data protection policy.
If you provide the Company with personal data of third parties, you must ensure that the concerned person has been informed about our data protection policy.
1. Processed Data
As part of its business relationships with clients and the legal and contractual obligations that arise from them, the Company processes personal data received directly from its clients, including:
a. Identification and contact details, such as name, first name, date of birth, phone number, address;
b. Family and professional profile data, such as profession, investment knowledge;
c. Financial and tax data, such as income, gains and investments, debts, tax residence;
d. Data related to interactions with the Company and the use of its services, such as correspondence and emails;
e. Any other data the Company must collect under legal obligations.
In some cases, this personal data may be supplemented by information obtained from public sources, such as online media.
To fulfill its legal obligations, the Company may also collect personal data from third parties, for example, by accessing public or paid databases.
2. Purpose of Processing Your Personal Data
We use personal data to manage our relationship with you, communicate with you, perform necessary checks for conflict-of-interest management and anti-money laundering measures, and comply with our contractual, legal, regulatory, and risk management obligations, including exercising or defending legal claims.
Your personal data will be used exclusively by us and our technology service providers, who are subject to the same data protection obligations as we are. We do not sell personal data to third parties. We do not conduct profiling.
Personal data related to communications will be retained for the duration of the contractual relationship, subject to applicable legal or regulatory retention obligations.
3. Disclosure to Third Parties
Personal data is transferred to third parties when necessary to provide the requested services, particularly for transaction execution (e.g., communication with a bank or a securities firm).
The Company reserves the right to outsource personal data processing to third parties contractually bound by confidentiality agreements, such as IT or compliance service providers.
Personal data may also be disclosed to legal advisors, auditing firms, authorities, courts, or similar institutions when the Company is required to disclose information under applicable law or regulations or to protect its legitimate interests.
4. International Data Transfers
The Company may transfer personal data abroad to fulfill contractual relationships, particularly for transaction execution, administration of legal entities headquartered abroad, or when required by law or applicable regulations.
The Company ensures that any international transfer complies with the applicable data protection regulations.
5. Data Deletion
Personal data is deleted when it is no longer reasonably necessary to provide services unless the Company is legally required to retain it or has an overriding private interest in keeping the concerned data.
6. Data Controller
For any inquiries or complaints, the Company can be contacted at the following address: info@brhpartners.ch.
7. Cookies
Cookies are small text files stored on your device when you access the Company’s website. These include third-party cookies, such as tracking technologies provided by Google Analytics.
Their primary purpose is to enhance user experience on the website and support marketing efforts by collecting information on your interaction with our site. This data may include session counts, visit duration, traffic sources, content popularity, user categories, regions, languages, browser types, device types, and other relevant statistics.
Third-party providers, such as Google, may track your activity on our site, associate it with information from other sites you have visited, and use this combined data for their own purposes. If you have an account with these providers, they may potentially identify you. In such cases, the processing of your personal data is subject to their privacy policies.
For more details on Google’s use of your data, please refer to its privacy policy.
You can modify your browser settings to delete or block cookies. If you wish to disable Google Analytics, you can also download and install the browser extension provided by Google.
By continuing to browse our website without modifying your settings (or without using the extension if necessary), you agree to the use of cookies by us and our third-party partners.
8. Rights of Data Subjects
Any individual whose personal data is processed has the right to access their personal data, request rectification, object to or restrict processing, request deletion, and, in certain cases, request that their data be provided to them or transmitted to a third party.
The Company may be entitled to refuse such a request if legally required to process the concerned data or if it has an overriding private interest in retaining the data.
9. Data Security
The Company takes appropriate technical and organizational measures to ensure the security of personal data in compliance with applicable laws.
10. Modifications
This data protection policy may be modified at any time. Changes take effect upon publication on the Company’s website.
Last modification: February 26, 2025
Tax Lex Trustee SA
Avenue de la Gare 2
CH-2000 Neuchâtel