Dernière mise à jour : 15 juillet 2025
This Privacy Policy describes how PPM.Alpco SA processes users' personal data in compliance with the Swiss Federal Data Protection Act (nLPD), within the scope of providing reporting and asset analysis services.
Controller: PPM.ALPCO SA
RegisteredOffice: via Francesco Soave 8 – Lugano CH
Email: info@ppm-alpco.com
Phone:
We process the following personal data:
Identification Data: name, surname, company, profession
Contact Data: email, phone number
Financial and Asset Data: information provided by the user for report generation (e.g., portfolios, assets, liabilities, cash flows, documents)
Technical Data: IP address, browser type, access logs, service usage
The user is responsible for the accuracy and truthfulness of the data provided.
Data is processed for:
- Managing support requests and communications
- Ensuring the security, integrity, and functioning of the platform
- Complying with regulatory, tax, or legal obligations
- Subject to consent, sending updates and informational content
- Contract performance (Art. 31 nLPD)
- Compliance with legal obligations (e.g., tax, anti-money laundering)
- User consent, for optional processing
- Legitimate interest of the Controller, e.g., to improve services (with adequate balancing against data subject's rights)
- Data is processed using electronic tools and adequate security measures to protect data from unauthorized access, loss, unlawful use, or disclosure.
- Data is accessible only to authorized personnel, partners, or suppliers contractually bound to confidentiality.
Data may be disclosed to:
- Technology providers (e.g., hosting, data analytics, backup)
- Consultants (tax, legal) bound by confidentiality
- Competent authorities, upon legal request
International Transfers: If data is transferred outside Switzerland, we ensure adequate safeguards are in place (adequacy decisions, SCCs, etc.).
Data is retained for:
- The duration of the contractual relationship
- 10 years based on tax and accounting obligations (if applicable)
- Longer periods only with prior consent or for defense in legal proceedings
The user may, at any time:
- Access their data
- Request rectification or erasure
- Object to or restrict processing
- Withdraw consent (without affecting the lawfulness of prior processing)
- Request data portability
To exercise your rights: [info@ppm-alpco.com]
Users can also contact:
We reserve the right to modify this policy at any time. Changes will be published on this page with an indication of the update date.
Email: [info@ppm-alpco.com]
Address: [Lugano CH – via Francesco Soave 8]
