Last updated on April 12, 2022
We are aware of the importance to the processing of your personal information.
Therefore, we thank you for trusting Invest Direct SA and we ensure that this information is handled with the highest level of care. Invest Direct SA is responsible for the collection, processing, transmission, storage and protection of your personal information in accordance with the Swiss Federal Data Protection Act (“Bundesdatenschutzgesetz”) for Swiss customers and the General Data Protection Regulation 2016/679/EU (“GDPR”) for customers in the EU.
Our platform respects the confidentiality of all personal data held and is committed to the protection as well as the limitation of the use of such information in accordance with applicable data protection and privacy laws
Invest Direct SA
Rue de l’Athénée 40, 1206 Geneva, Switzerland
You can email the Data Protection Officer (DPO) at firstname.lastname@example.org – or write to him at the above address.
The processing of data by Invest Direct SA is governed by the following law
The processing of data of Swiss customers is exclusively governed by Swiss law, in particular by the Federal Data Protection Act (DPA, SR 235.1) and the Ordinance on the Federal Data Protection Act (SR 235.11).
In addition to Swiss law, Regulation (EU) 2016/679 on the protection of individuals with regard to the processing of personal data and on the free movement of such data, and repealing Directive 95/46/EC (General Data Protection Regulation) applies to the processing of data of customers established in the EU.
Personal data is information concerning a physical person who can be identified:
The term “processing” is used in this policy to cover all activities involving personal data, including collecting, handling, updating, storing, deleting, sharing, accessing, using, transferring and destroying personal data.
We process the data collected in order to constantly improve the products and services we provide, to better manage both your use of and access to our applications, products and information, to monitor and improve the performance of our services, and to provide you with information about our products or services.
Data may also be transferred to legally authorized partner companies, service providers and external service providers in Switzerland and abroad for processing, storage or use for the purposes mentioned above. This includes, for example, service providers or agents providing IT and technical services, such as those responsible for hosting and providing the websites and services.
If the processing or storage of personal information is carried out in a country that does not guarantee an appropriate level of data protection equivalent to the level of protection offered in Switzerland, we will require the service provider to comply fully, as a contractual obligation, with the relevant provisions of the DPA (or of the GDPR if the data concerned is that of clients established in the European area).
We collect personal data directly or indirectly.
Invest Direct SA may collect data through cookies or similar technologies placed on devices. Some cookies are necessary for the efficient running of our platform and others are used for analytical purposes that help us provide you with more personalized services and a better user experience.
For more information on the cookies collected, you can refer to the #Cookies section.
You can easily deactivate and/or delete cookies from your computer, tablet or cell phone by managing your browser settings. Please note, however, that you may not be able to use our services in their entirety. Instructions on how to manage and deactivate cookies can be found in the cookies section, depending on the browser.
Click on the Menu button, select Options/Preferences, select Privacy, select the History option for Retention Rules, select Use custom settings for history, check or uncheck the Accept Cookies box, and select your preferences.
Click the Safari menu, then click Preferences, then click the Security tab, and in the Block Cookies section, select your preferences.
The data collected is kept for the duration of our business relationship and may be kept for up to 3 years following the date of the end of our business relationship (date of the last transaction) in intermediate storage, and then deleted at the end of the legal retention period in order to comply with legal retention obligations, such as (the list below is neither limiting nor exhaustive and is provided as an example):
The Invest Direct website contains links to other websites owned by third parties. Invest Direct SA is not responsible for the content or the data protection practices of such websites.
A right of access to the personal data you have provided: the exercise of the right of access allows you to find out whether your data is being processed and to obtain access to it in an understandable format. It also allows you to check the accuracy of the data and, if necessary, to have them corrected or deleted (see below).
The right of rectification allows you to correct inaccurate data about yourself (e.g. age or address) or to complete information (e.g. complete your postal address or change it).
The right consists in obtaining the removal of a collected information that you consider useless. You can obtain its removal if your case corresponds to one of the situations cited by a control authority in accordance with Article 77 of the GDPR.
The right of limitation allows you to request a limitation of the processing relating to your person consists in asking to freeze the use of your data.
The right allows you to object to the use of your data and you must put forward “reasons relating to your particular situation”. We invite you, for all useful purposes, to refer to the site of the CNIL.
The right to data portability offers the possibility to recover part of your data in a machine-readable format. You are free to store this portable data elsewhere or to transmit it easily from one system to another, with a view to reusing it for other purposes.
You may, in the context of exercising your rights, lodge a complaint with a supervisory authority (for example, the CNIL, whose website is in French).
To make a complaint, you can refer to the CNIL website: https://www.cnil.fr/fr/cnil-direct/question/adresser-une-reclamation-plainte-la-cnil-quelles-conditions-et-commentPour.
To exercise your right to access, rectify, delete, oppose, port data or limit processing, you can write to us at the following email address: email@example.com
If you have any questions about this Policy and/or wish to exercise your rights as described above, you may contact Invest Direct SA’s Data Protection Officer (“DPO”):
Your request must be made in writing and must be signed and may be accompanied, if necessary, by a photocopy of an identity document showing your signature.
We make every effort to protect your data from computer threats and our sites have an SSL certificate to ensure that the information and data transfer through the sites is secure. In the event that the integrity, confidentiality or security of the user’s personal data is compromised, Invest Direct undertakes to inform the person(s) concerned as soon as possible when the breach is likely to result in a high risk to the rights and freedoms of that person.