Data Protection Policy at Forum Finance

Forum Finance Group S.A. (FFG) recognises the importance and sensitivity of data confidentiality and adheres to strict data protection standards and transparency in the collection and processing of personal data.
FFG is fully committed to complying with the provisions of the new Federal Data Protection Act (nLPD) and its related ordinances (OPDo and OCPD), which will come into force on 1 September 2023.

Personal data
We collect information about you from your interactions with us in the course of providing our services, registering for our events or requesting information. Depending on the type of relationship you have with us, the following personal data may be collected and/or processed and/or used:
– Name, date of birth, nationality, gender, family information, KYC documents (including copies of identity documents and/or passports), telephone number and any type of address (including e-mail address);
– Financial information, including payment and transaction records, as well as information relating to bank and non-bank assets, financial statements, debts, taxes and income;
– Tax domicile ;
– Professional information, such as title, professional experience and academic background;
– Information relating to investor profile, such as investment objectives, investment knowledge and experience and risk appetite;
– Information that you provide by communicating with us by telephone, e-mail or when you attend an event or meeting organised by FFG or involving our participation;
– Other personal data that is relevant and necessary for FFG to provide its services and any information that is required to be obtained under applicable law
(hereinafter referred to as “Personal Data”).
In addition, FFG uses cookies and similar technologies on its website, in particular for the purposes of maintaining the site and collecting technical information on its use, such as the type of operating system used, the number of visits and pages viewed, user preferences, content collection, analytical and usage data.
Third-party sites
Our website may contain links to third-party websites or applications. We are not responsible for the content or data protection compliance of such websites or applications. You should consult such websites or applications for their privacy statements and terms and conditions.

Legal basis and purpose
Depending on the nature of our relationship with you, FFG will always process and use your personal data if we have a valid legal basis or for a specific purpose, such as providing or improving our services, or for compliance and marketing purposes. We will always process personal data in accordance with our contractual obligations relating to our services and in compliance with our internal data protection guidelines and procedures.

We reserve the right to use your personal data to communicate marketing and event-related information through various platforms such as email, telephone, text messaging, direct mail and online.
Where required by law, we will ask you to explicitly opt-in to receive our marketing correspondence. If we send you a marketing communication, you will find instructions on how to opt out of receiving these communications. Respecting your marketing preferences is important to us. You have the right to unsubscribe immediately and permanently.

Transfer of personal data and sharing
FFG may share personal data within the Group, with our business partners, and with third party service providers or authorities as required by law.
Our third party service providers are not permitted to share or use the personal information we provide to them for any purpose other than to provide services to us. In particular, we may share personal data with :
– FFG group companies
– business partners with whom we jointly provide services, offer content or organise events, conferences and seminars
– Third parties who assist us in providing services or act on our behalf
– Third parties to whom we are legally obliged to disclose your personal information (for example, regulators, government agencies, law enforcement agencies, courts and other public authorities)
– third parties where reasonably necessary to protect our rights, users, systems and service (for example, legal advisers and information security professionals).

International transfer
Your personal data may be stored and processed outside your country of origin.

Retention Period
FFG will retain personal data only for as long as is necessary to fulfil the purpose for which it was collected or as required by law, regulation or contract.
Your rights
Depending on the jurisdiction in which you are located or where we operate, you may have certain legal rights in relation to our collection, use, disclosure and processing of your personal data. For example:
– Right of subject access: the right to request in writing details of your personal information and a copy of it
– Right of rectification: the right to have inaccurate information about you corrected or deleted
– Right to erasure: the right to erasure of certain personal information about you
– Right to restrict processing: right to request that your personal information be used only for restricted purposes
– Right to opt-out of marketing: you can manage your marketing preferences by unsubscribing via the appropriate links in our communications
– Right to object: right to object to the processing of your personal information in cases where our processing is based on the performance of a task in the public interest
– Right to data portability: the right to request that personal information you have provided to us be transferred to you or to a third party in an electronically readable format
– Right to withdraw consent: the right to withdraw any consent you have previously given us to process your personal information

If you have any questions, comments, complaints, or suggestions about data protection, or if you have any questions about how we process your information, please contact our Data Protection Officer at:
Data Protection Officer
The Forum Finance Group S.A.
65 rue du Rhône
CH- 1204 Genève