Privacy Policy

This Privacy Policy explains how Latzman Advisors AG processes personal data when individuals visit latzman.ch, contact us through the website or otherwise communicate with us in connection with the website.

1. Controller

The controller responsible for the processing of personal data described in this Privacy Policy is:
Latzman Advisors AG
Toblerstrasse 50
8044 Zurich
Switzerland

Phone: +41 44 324 99 60
Email: office@latzman.ch

We have not appointed a data protection officer. Privacy-related requests may be sent to office@latzman.ch.

2. Scope of this Privacy Policy

This Privacy Policy applies to the use of latzman.ch and to communications initiated through the website.

It does not necessarily describe all processing activities that may occur in the context of a client relationship, contractual relationship, regulatory obligation or separate professional engagement. Where required, additional information may be provided separately.

3. Personal data we process

Depending on how the website is used, we may process the following categories of personal data:

Technical access data

  • IP address
  • browser type and version
  • device type
  • operating system
  • referrer URL
  • date and time of access
  • server log data
  • technical request and response information

Contact data

  • name
  • organisation
  • email address
  • country
  • message content
  • related communication metadata

Business relationship data
Where a contractual or pre-contractual relationship exists or is being considered, we may process data required for communication, documentation, compliance, relationship management and legal or regulatory purposes.

We do not use the website to collect payment data, account login data, user-generated public content, newsletter subscription data or special categories of personal data.

4. Purposes of processing

We process personal data for the following purposes:

  • operating, securing and maintaining the website
  • ensuring the technical delivery and stability of the website
  • detecting errors, misuse or security incidents
  • responding to contact requests and other communications
  • documenting business communications
  • analysing the general use and performance of the website
  • maintaining appropriate business, compliance and legal records
  • complying with legal, regulatory and professional obligations
  • protecting our rights, interests and infrastructure

5. Legal basis and justification

Latzman Advisors AG processes personal data where this is necessary for legitimate business, security, communication, compliance or legal interests.

Where processing is connected with a contractual or pre-contractual relationship, data may also be processed for the preparation, performance, administration or termination of that relationship.

Where processing is required by law or regulation, we process the relevant data to comply with such obligations.

If consent is required for a particular processing activity, we will request it separately.

6. Website hosting and server logs

The website is hosted through vlbg.info Consulting, with hosting infrastructure located in the European Union.

When the website is accessed, technical data is automatically processed to deliver the website, maintain security, troubleshoot errors and ensure the stability of the service. Server logs are retained for six months and are then deleted or anonymised, unless longer retention is required for security, legal or evidentiary reasons.

7. Contact form and communications

The website provides a contact form. If a person uses the contact form, we process the information entered into the form, namely name, organisation, email address, country and message.

We use this data to review and respond to the request, to communicate with the sender and to maintain appropriate records of the communication.

Contact form data is generally retained for six months. If the communication leads to a contractual relationship, a regulatory matter, a legal obligation or another legitimate reason for longer retention, the data may be retained for the relevant period required for that purpose.

8. Analytics

We use Matomo to understand how the website is used and to improve its structure, performance and relevance.

Matomo may process technical usage data such as access times, visited pages, device and browser information, approximate location information derived from technical data, referrer information and interaction data.

The website is intended to use analytics in a privacy-conscious manner and without marketing profiling. We do not use analytics data to identify individual visitors, to make automated decisions about them or to sell personal data.

9. Cookies

This website does not use cookies for marketing, retargeting or advertising purposes.

If technically necessary storage or comparable technologies are used in the future to operate the website, they will be limited to what is required for website functionality, security or user-requested services. If consent-based cookies or tracking technologies are introduced, this Privacy Policy and, where required, the website consent mechanism will be updated accordingly.

10. Fonts, CDNs and third-party technical resources

The website may load fonts and technical resources from external providers or content delivery networks. When such resources are loaded, technical data such as the visitor’s IP address, browser information and request metadata may be transmitted to the relevant provider.

These services are used to present the website correctly, improve loading performance and maintain technical reliability.

Where possible, third-party technical resources are selected and configured with data minimisation in mind.

11. Recipients and service providers

We may disclose or make personal data accessible to selected service providers where this is necessary for the operation of the website, communication, analytics, technical support or legal compliance.

Relevant categories of recipients include:

  • hosting providers
  • email and communication service providers
  • analytics providers
  • IT support and security providers
  • professional advisers, where required
  • authorities, courts or regulators, where legally require

Service providers are expected to process personal data only for the agreed purposes and subject to appropriate confidentiality, security and data protection obligations.

12. International data transfers

Latzman Advisors AG is based in Switzerland. Certain service providers involved in hosting or technical delivery may be located in the European Union.

Personal data may therefore be transferred between Switzerland and the European Union. Where data is transferred to countries or providers outside Switzerland or the European Union, we will take appropriate measures required under applicable data protection law, unless an exception applies.

13. Retention periods

We retain personal data only for as long as necessary for the purpose for which it was collected, unless a longer period is required or permitted by law.

In particular:
  • server logs are retained for six months
  • contact form submissions are generally retained for six months
  • website analytics data is retained only for as long as needed for analysis and website improvement
  • contractual and business relationship data is retained until the end of the relevant relationship and thereafter for the applicable statutory retention period
  • records required for legal, regulatory, accounting or evidentiary purposes may be retained for longer periods

Once data is no longer required, it is deleted or anonymised.

14. Data security

We use appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse, alteration or disclosure.

No website, email communication or internet transmission can be guaranteed to be completely secure. Users should take appropriate care when transmitting information electronically.

15. No sale of personal data

We do not sell personal data.

We also do not use personal data collected through this website for third-party advertising, behavioural retargeting or the creation of advertising profiles.

16. No automated individual decision-making

We do not use personal data collected through this website for automated individual decision-making that produces legal effects or similarly signifiant effects.

17. Rights of data subjects

Subject to applicable law and its conditions, individuals may have rights regarding their personal data, including the right to:

  • request information about the personal data processed about them request correction of inaccurate data
  • request deletion of data
  • object to certain processing
  • request restriction of processing
  • request data portability, where applicable
  • withdraw consent, where processing is based on consent

Requests may be sent to office@latzman.ch.

We may need to verify the identity of the requesting person before responding. Certain rights may be limited where legal, regulatory, contractual, professional secrecy or overriding legitimate interests require continued processing or retention.

18. Supervisory authority

The Swiss data protection supervisory authority is the Federal Data Protection and Information Commissioner, FDPIC.

Individuals may contact the FDPIC if they believe that their personal data has been processed unlawfully. We encourage individuals to contact us first so that we can review and address any concern directly.

19. Changes to this Privacy Policy

We may update this Privacy Policy from time to time, particularly if the website, service providers, technical setup or applicable legal requirements change.

The version published on this website is the version currently applicable.

Historic architecture overlooking Lake Lucerne and the Swiss Alps

Zürich · Switzerland