1. Who We Are

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CoRe Service SA, with offices in London, Paris, Zurich, and Luxembourg (collectively referred to as "the Group" or "we"), is a service company operating in the following areas:

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• Family Office
• Wealth Engineering
• Corporate & Trusts
• Real Estate
• Fiduciary Services

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2. General Information

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The protection of your personal information is a priority for us. This privacy policy describes the types of personal data we collect, the purposes for processing it, how it is stored, and your related rights.

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Personal data (hereinafter referred to as "personal data") is processed by the Group in accordance with the applicable data protection laws and by taking appropriate security measures to prevent unauthorized access. This policy informs you about the personal data we collect and process in the context of our services, the purposes of their use, potential recipients, and your rights concerning this information.

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Personal information includes any data relating to an identified or identifiable individual, such as name, first name, address, email, date of birth, or phone number.

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3. Data Controller and Contact Information

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CoRe Service SA, located at 1208 Rue Pedro-Meylan, Geneva, is responsible for processing personal information within the Group.

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For any questions regarding this privacy policy or the processing of your personal data, please contact us by email at info@coreservice.ch.

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4. Basic Principles of Data Processing

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We process all personal information collected on our website in accordance with applicable data protection laws. The data is collected and processed with care and within the limits specified by this policy. If necessary, we may use your personal information for purposes other than those mentioned, after informing you and, if required, obtaining your consent.

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We collect and process personal information transparently, adhering to the principles of proportionality and purpose. Information is retained only for the duration necessary to fulfill our legal and contractual obligations.

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5. Purpose of Collecting and Managing Personal Information

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Personal information is collected and processed to ensure the continuity, security, and reliability of our services and activities.

 

This includes:

• Managing contractual relationships with clients, employees, suppliers, etc.
• Communication and contact management for service provision.
• Operating the website.
• Managing our financial data processing system and authenticating registered users.
• Ensuring security and compliance with legal obligations.
• Sending invitations and organizing events and webinars.
• Marketing activities and sending newsletters.
• Collecting and analyzing statistics.
• Compliance with our legal and regulatory obligations.
• Exercising our duty of care.

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We process personal data in various situations, including when you are a client, when you visit our website, participate in our events, or have a contractual relationship with us.

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6. What Personal Data Do We Process?

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6.1. Contact Data and General Basic Data: Name, first name, email address, gender, address, phone number, title, date of birth, nationality, passport or ID card number, profession, employer information, social security number.

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6.2. Data Related to Mandate Management: For companies, legal form, share capital, year of foundation, external audit body, turnover, employee information, financial information, risk assessment data, payment-related information.

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6.3. When Using Our Services: Contact details, personal information, risk management data, financial information, mandate data.

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6.4. Information from Third Parties: Personal data of employees, contacts, family members, or other relations with our clients.

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6.5. When Browsing Our Website or Receiving Newsletters: IP address, UDI, device type, actions on the page, opening of the newsletter, clicks on links.

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6.6. When Participating in Group Events: Contact details, personal information, photos or videos, payment information.

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7. Recipients of Your Personal Data

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We may share your personal data with:

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• Other companies within the Group.
• Service providers processing data on behalf of and under the instructions (subcontractors).
• Clients, partners, suppliers, insurers, and other business partners.
• Buyers or interested parties in the acquisition of business units.
• Courts, conciliation bodies, supervisory authorities, lawyers, and other parties to potential or actual legal proceedings.

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Our partners and subcontractors are carefully selected and must guarantee appropriate technical and organizational measures. They may only process personal data according to the directives defined by this policy and the contractual agreements.

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8. Data Transfer Abroad

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We may transfer your personal data to recipients located outside Switzerland and the EEA, provided that the destination country has an adequate level of protection or appropriate safeguards are in place.

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9. Data Retention Period

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Your personal data is retained for as long as necessary to fulfill the purposes for which it was collected, to comply with legal or regulatory obligations, or to protect our legal rights.

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10. Your Rights

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You have the right to:

• Access your personal data and obtain information about its processing.
• Request the correction of incorrect or incomplete data.
• Request the deletion of your personal data in certain cases.
• Object to the processing of your personal data for legitimate reasons.
• Request the limitation of the processing of your personal data.
• Withdraw your consent at any time, provided the processing is based on it.
• Request the portability of your personal data.

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To exercise your rights, please contact us at info@coreservice.ch.

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11. Data Security

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We implement appropriate technical and organizational security measures to protect your personal data from unauthorized access, disclosure, alteration, or destruction. Our security measures are regularly reviewed and adapted to technological advancements.

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12. Modification of the Privacy Policy

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We reserve the right to modify this privacy policy at any time. The current version is available on our website. We will inform you of any significant changes by email or other appropriate means.

For any questions or requests regarding this privacy policy, please contact us at info@coreservice.ch.

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CoRe Service SA
Rue Pédro-Meylan 1
1208 Geneva
+41 22 707 73 80
info@coreservice.ch