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Contaxa AG is a company that provides customized fiduciary, tax, and financial advisory services to national and international clients. The range of services offered by Contaxa AG includes, among others:
Financial accounting and bookkeeping
Tax advisory (national & international) for individuals and legal entities
Business consulting
Human resources & payroll administration
Succession solutions
This privacy policy describes how we process personal data, particularly which personal data we collect and for what purpose. It also regulates data sharing, retention periods, and your rights.
Personal data (hereinafter also referred to as data) means all information relating to an identified or identifiable natural person. The term “data processing” is to be understood contextually and includes any handling of personal data, regardless of the means and procedures used, in particular the collection, storage, use, modification, disclosure, archiving, or destruction of data.
We collect and process personal data to fulfill our business tasks within the framework governed by law and contract. The collection, processing, and use of personal data are subject to applicable Swiss law and, where applicable, European legal provisions.
We collect personal data in a transparent manner and in compliance with the principles of proportionality and purpose limitation. Data is only processed to the extent and for as long as necessary for our duties and obligations.
[i] Swiss Federal Act on Data Protection of 25 September 2020
[ii] EU General Data Protection Regulation (GDPR)
We process personal data necessary to ensure that we can provide our services continuously, securely, and reliably. This includes in particular:
Handling and administration of contractual relationships with customers, employees, suppliers, etc.
Maintaining contact and communication in connection with service provision
Operation of the website and authentication of registered users for certain areas of our website
Ensuring security, fulfilling legal obligations, and enforcing claims
Sending invitations and organizing events
Sending newsletters
Statistical collection and analysis
Depending on the purpose of data processing, customer segment, and service areas, we collect different types of personal data, including in some cases particularly sensitive personal data.
From all contact, dialogue, and contractual partners as well as customers we process at least the following personal data:
First name, last name, email address, and if applicable gender, address, telephone number, title, date of birth, nationality, profession, employer information, social security number (AHV number)
Email and written correspondence (post)
Depending on the purpose of data processing, customer segment, and service area, we may also collect additional data as described in the following sections.
For providing and managing our mandates and communicating with our clients, we process the following personal data:
General contact and basic data according to section 4.1
For companies:
Legal form, company capital and paid-in capital, year of establishment, external auditor, domestic and foreign turnover, annual turnover by activity area, registration number
Branch offices: location, company name, address, telephone, website, email, correspondence language
Staff information: departments, number of employees or responsible persons, employment percentage
Additional data may include:
Financial information
Risk assessment data including debt enforcement register extracts
Information about company management and ownership:
Information about individuals/shareholders involved in the company and members of management:
name, surname, year of birth, nationality, function, voting share, information about activities in the company
Information about participating companies and foundations:
company name, registered office, area of activity, shareholding percentage
Contact person information:
name, surname, date of birth, email, telephone
Information on employment of responsible persons in third-party companies:
name, company, industry, function, employment percentage
Information on shareholding structures
Additional data processed:
Payment information
Mandate data such as:
statutes, protocols, contracts
employee data (salary, social insurance)
accounting and tax information
particularly sensitive personal data (e.g., health data, religion, social welfare benefits, debt enforcement or bankruptcy data)
These data are processed primarily in connection with financial accounting, tax consulting, payroll processing, and business consulting services.
To send information about events, publications, and similar communications (for marketing and informational purposes) as well as newsletters, we process:
General contact and basic data according to section 4.1
These data are necessary for providing services, communication, and maintaining our customer base.
Information related to marketing, mailings, and newsletters may also be statistically analyzed to improve our services.
You may object to the use of your personal data for marketing purposes at any time or unsubscribe from newsletters by contacting us via phone or email at info@contaxa.ch.
For organizing and conducting events we process:
General contact and basic data according to section 4.1
Employer information (company, address, email), participants and speakers
Payment information
Possibly photos or videos
These data are processed for event management as well as networking and marketing purposes.
Photos and videos may be used for internal documentation, newsletters, website publications, social media channels, and reports.
Participants may inform the photographer before or during the recording if they do not wish to appear in photos or videos.
For communication via telephone, email, chat, online meetings, video conferences, or webinars (e.g., Microsoft Teams, Zoom, Skype), the following personal data may be processed:
General contact and basic data according to section 4.1
Personal data contained in email communications
Communication data such as IP address, time, and duration of communication
Recordings of calls or video conferences where necessary
These data are processed to provide and improve our services.
For employee administration we process:
General contact and basic data according to section 4.1
Social security data/AHV number
Information about children
Employment information such as start date, role, salary, employment contract
Application information (cover letter, CV, certificates, diplomas, interview evaluations, assessments, references)
Financial information and bank details
For employees subject to withholding tax: religion, residence permit, additional employment information, substitute income, partner information
Performance review information
Time and vacation records
Information about illness, accidents, maternity/paternity leave, military or civil protection service
Criminal record extracts or debt enforcement records
Employee photos for website or publications
Application documents that do not lead to employment are deleted or destroyed after the recruitment process unless consent for storage has been granted.
We process the following personal data from business partners providing services or deliveries:
General contact and basic data according to section 4.1
Financial information such as bank details
Contractual information (responsible employees, consultants, service information)
These data are processed to fulfill contracts and comply with legal retention obligations.
If service providers have access to personal data (e.g., IT providers), we conclude appropriate data processing agreements with them.
Our website can be used without revealing extensive personal data. However, the server collects user information with each access and temporarily stores it in log files.
These include:
Date and time of access and data volume
Browser type and operating system
Domain name of the provider
Referring URL
Search queries
IP address
These data are necessary for technical operation, security, and analysis to improve the website.
Our website uses cookies and similar technologies to ensure optimal website functionality.
Cookies are text files stored on your computer that allow analysis of website usage.
They collect data such as:
IP address
Referring website
Device type
Website search activity
Newsletter interaction data
Cookies can be disabled in browser settings, but this may affect website functionality.
We never use cookies to install malware or spyware.
Personal data is usually obtained directly from you when you use our services. In some cases, data may also be obtained from employers, authorities, courts, or third parties.
Publicly accessible sources such as media or the internet may also be used.
Personal data is stored as long as necessary for the purpose for which it was collected or as required by legal obligations or contractual agreements.
Afterwards, the data is deleted.
We implement appropriate technical and organizational security measures to protect personal data against unauthorized access or misuse.
These include:
IT and network security solutions
Access restrictions
Encryption of data storage and transmission
Internal guidelines and training
Where possible, data is stored on servers in Switzerland.
If data is stored abroad (e.g., Microsoft services, logs), the rules described in section 7 apply.
We provide links to our social media channels. When connecting with them, we may receive information stored in your profile.
Privacy policies of the respective providers apply:
LinkedIn:
https://www.linkedin.com/legal/privacy-policy
Google / YouTube:
https://policies.google.com/privacy
This website uses the web analytics service Google Universal Analytics provided by Google Ireland Limited.
Google Analytics uses cookies to analyze website usage. Information generated by cookies is usually transmitted to Google servers in the USA.
You can prevent cookie storage through browser settings or install a browser plugin to block Google Analytics.
More information:
https://marketingplatform.google.com/about/analytics/terms/de/
Privacy details:
http://www.google.com/intl/de/analytics/privacyoverview.html
Server log data is collected based on legitimate interests.
Log files include:
Page accessed
File name
Date and time
Data volume
Browser type and version
Operating system
Referrer URL
IP address
Provider
Logs are stored for security purposes for up to 7 days and then deleted.
We may share personal data with third parties if:
you have consented
it is necessary for service provision
required for contractual purposes
required by law
Recipients may include:
Service providers (IT, hosting, legal advisors, insurers)
Authorities, courts, and regulatory bodies
Some data may be transferred to the USA (e.g., Google Analytics).
Transfers to countries without adequate protection are based on standard contractual clauses or other safeguards.
You have the right to:
request information about your stored personal data
know the origin, recipient, and purpose of the data processing
request correction, blocking, deletion, or transfer of data
If data must be retained due to legal obligations, deletion may not be possible.
You may also file complaints with the relevant data protection authority.
We assume the GDPR does not generally apply to our data processing.
If it does apply in specific cases, processing is based on:
contract performance (Art. 6(1)(b) GDPR)
legitimate interests (Art. 6(1)(f) GDPR)
legal obligations (Art. 6(1)(c) GDPR)
protection of vital interests (Art. 6(1)(d) GDPR)
consent (Art. 6(1)(a) GDPR)
Contaxa AG
Bahnhofstrasse 20
6300 Zug
Switzerland
Data Protection Officer:
Nadine Kienle
General inquiries:
info@contaxa.ch
For correction or deletion requests, please include a copy of an ID or passport.
We may update this privacy policy at any time by publishing the updated version on our website.
Last updated: 30 September 2023
Contaxa AG