Terms and Conditions

1. Privacy Policy
With this privacy policy, we inform you about the processing of your personal data. We process your personal data when you visit our website or use our apps, when you enter into a customer relationship or any other contractual relationship with us, and/or when you obtain services and products from us, work for us, apply for a job with us, or otherwise interact with us.
You will be informed in due time about any additional data processing activities not mentioned in this privacy policy.
The processing of your personal data is subject to the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR).

2. Our Company

VertexA AG is a FINMA-licensed asset management company based in Switzerland. As a financial intermediary, VertexA AG provides financial services in the areas of asset management and financial consulting. In addition, the company offers various services in corporate consulting and family office management.

The company responsible for processing your data, unless otherwise stated, is:

VertexA AG
Ägeristrasse 8
6300 Zug

For data protection inquiries or to exercise your rights, please contact:

VertexA AG
Legal and Compliance
Ägeristrasse 8
6300 Zug
office@vertexa.ch

3. Processing of Personal Data

“Personal data” refers to all information relating to an identified or identifiable individual. “Data processing” refers to any handling of personal data, in particular the collection, storage, use, modification, disclosure, archiving, deletion, or destruction of data.

We comply with data protection principles when processing personal data. Where necessary, we only process personal data with your prior consent.

We process personal data that we receive from you or from third parties. Where permitted and appropriate, we also obtain data from publicly available sources such as the Internet, newspapers, or public reports.

If you provide us with personal data of other individuals, you must be authorized to do so (e.g., by obtaining their consent). Such data must be accurate. Please also ensure that these individuals have read and understood this privacy policy.

4. Categories of Data Subjects

Visitors to our website

We process personal data when you visit our website.
This includes in particular:

• Technical data (e.g., IP address, browser type, operating system, cookies, logs)

• Data from contact forms

• Data related to newsletters or mailings

Further information about website data processing can be found in Section 10 below.

5. Purpose of Processing

We process your data for the following main purposes:

• Establishment, management, and execution of customer, employment, and contractual relationships

• Provision of services and products

• Fulfillment of contractual and legal obligations (including “Know Your Customer” checks)

• Improvement and development of services

• Marketing, events, market research, customer acquisition

• Communication with you (e.g., inquiries, relationship management)

• Compliance with laws, regulations, and internal policies

• Website operation (see Section 10)

• Protection of legitimate business interests (e.g., legal defense, M&A, security, training)
  

6. Data Disclosure and Transfers Abroad

We may disclose data to third parties where necessary to fulfill legal, contractual, or operational obligations, based on your consent, or to protect legitimate interests.
Recipients may include:

• Service providers (e.g., IT, consulting, marketing)

• Banks, asset managers, auditors, insurers

• Authorities (e.g., FINMA, tax authorities)

• Business partners, clients, or affiliates

Recipients may be located in Switzerland, the EU/EEA, or, in rare cases, outside these regions.
If data is transferred to a country without adequate data protection, we ensure safeguards such as standard contractual clauses unless a legal exception applies.

7. Your Rights

You have the right to:

• Request information about your personal data

• Request correction, deletion, or restriction of processing

• Request data portability

• Withdraw consent at any time

• File a complaint with a supervisory authority

Please address written requests to the contact in Section 2.
Note: Some rights may be limited under certain circumstances.

8. Data Retention

We store personal data only as long as necessary for the purpose of processing or as required by law, regulation, or legitimate business interests (e.g., documentation or legal defense).

9. Data Security

We apply technical and organizational measures to ensure confidentiality, integrity, and availability of data, including:

• Access controls

• Data backups

• Encryption

• IT security and firewalls

• Internal policies and training

10. Use of Our Website

When visiting our website, log data such as file names, access times, browser, and IP address are automatically recorded and analyzed for service improvement.
This data usually cannot identify individuals.

We may use cookies to improve user experience and collect anonymous usage statistics.
You can disable cookies in your browser settings, though some features may then be limited.

Contact Form

If you contact us via the online form, we collect your name, company, email/phone, and message. Submissions are encrypted.

External Links & Social Media

Our website may contain links to third-party sites (e.g., LinkedIn).
We are not responsible for how these providers handle your data.
Please refer directly to their privacy policies.

Google Services

Our site may use Google Analytics and Google Maps, which involve cookies and possible data transfers to Google servers.
Your IP address may be anonymized before transfer.
You can disable cookies or use browser plug-ins to prevent data collection.