1. General Information
Thank you for your interest in our services. This privacy policy informs you about how we process personal data (i.e., information relating to an identified or identifiable person; hereinafter referred to as "personal data" or "data") at Swiss Value Group AG .

2. Responsible Entity and Contact Information
The entity responsible for data processing is:
Swiss Value Group AG
Zeltweg 11
8702 Zollikon
("Swiss Value Group", "us" or "we")
Contact for data protection questions:
Swiss Value Group AG
Data Protection
Zeltweg 11
8702 Zollikon
privacy@swissvalue-group.com

3. Personal Data We Collect and Process
We collect and process personal data in the following categories of processing. A detailed description of the processed personal data and further information can be found under Section 4 of this privacy policy:

• If you are our customer and we provide or have provided services for you.
• If we receive your personal data from other persons, such as our customers, during the provision of services.
• If you visit our website.
• If you participate in an event organized by us.
• If we communicate with you or inform you about our services and conduct marketing.
• If you apply for a job with us.
• If you maintain any other contractual relationship with us, such as a supplier, service provider, or consultant.
• If we are legally or regulatorily obliged to do so.
• If we fulfill our due diligence obligations or other legitimate interests, such as avoiding conflicts of interest, preventing money laundering or other risks, ensuring data accuracy, assessing creditworthiness, ensuring security, or enforcing our rights.

4. Personal Data We Collect and Process
We collect personal data directly from you, such as from customers, website visitors, or contract partners. We may also obtain information about individuals who are not directly related to us but are associated with our customers. Certain data are collected from public or other official sources. We may also obtain data from companies within the international Swiss Value Group network and third parties and share data with them.

4.1 If You Use Our Services
We collect the personal data necessary to provide our contractually agreed services, protect our interests, or comply with legal or binding requirements.

4.2 If We Do Not Receive Information Directly from Our Customers
When providing services to our customers, we may process personal data not directly collected from the individuals concerned but from third parties.

4.3 If You Visit Our Website or Receive a Newsletter
You can visit our website without providing personal data. However, we automatically collect personal data necessary to operate and ensure the security of our website during your visit.

4.4 If You Participate in a Swiss Value Group AG Event
If you participate in an event organized by us, we collect personal data to organize, conduct, and potentially send you additional information after the event.

4.5 If We Communicate with You or You Visit Us
If you contact us or we contact you, we process the necessary personal data. We also process personal data if you visit one of our offices.

4.6 If You Apply for a Job at Swiss Value Group AG
We collect the information provided in the online application tool and any additional information you voluntarily provide.

4.7 If You Provide Contractual Services in Another Capacity
When we enter into a contract with you for providing services, we process personal data about you or your employees.

5. How We Use Tracking Technologies
Swiss Value Group AG’s website and newsletters use cookies, pixels, tags, and other tracking technologies. Cookies are small files stored on your computer or mobile device when you visit our website or receive our newsletter.

5.1 Web Analysis, Newsletter Analysis, and Tracking Technologies
To gain insights into the use of our website, we use the following web analysis and re-targeting technologies: Google Analytics, Facebook Pixel, Kentico EMS, and BSI Studio (newsletter).

5.2 Google Analytics
We use Google Analytics, a web analysis service provided by Google LLC, to analyze website usage.

5.3 Google Maps
We use Google Maps to visually display geographic information and show you our location.

5.4 Social Media Plugins
Our website uses social media plugins from third parties to allow you to interact with social networks and other users.

5.5 Newsletter Tracking
We use BSI Studio software from BSI Business Systems Integration AG to send and analyze our newsletters.

6. How We Use Artificial Intelligence (AI)
We may use AI technologies to provide and improve our services, assist in data analysis, programming, and communication, and ensure security.

7. To Whom We May Disclose Data
We only disclose your data to third parties when necessary to provide our services, when third parties provide services on our behalf, when we are legally obliged, or when we have a legitimate interest in disclosing personal data.

8. How Long We Retain Data
We retain personal data for as long as necessary to fulfill the purpose for which it was collected, typically for the duration of the contract. If there are legal or regulatory obligations for longer retention, we retain the data for that period.

9. Data Security
We have taken appropriate technical measures to ensure the security and confidentiality of personal data, such as data transmission encryption and access restrictions.

10. Your Rights
You have the following rights in connection with our processing of personal data:

• Right to information
• Right to correction
• Right to restriction of processing
• Right to deletion
• Right to data portability
• Right to object or withdraw consent
• Right to lodge a complaint with a competent supervisory authority

11. Amendment of the Privacy Policy
We explicitly reserve the right to change this privacy policy at any time.
Contact
Swiss Value Group AG
Data Protection
Zeltweg 11
8702 Zollikon
privacy@swissvalue-group.com

Internet Scams and Cyber Security
In the financial sector, internet scams have plateaued, but individuals still attempt to deceive and exploit clients by posing as representatives of Swiss Value Group AG. Please exercise caution and verify the authenticity of any unexpected communication claiming to be from us.

Key Points to Remember:

• We will never solicit clients directly, nor will we conduct any investment contracts via e-mail.
• We will never send a subscription form for an investment offer. Any investment advertisement issued by Swiss Value Group AG will direct clients to our official websites.
• Be wary of unsolicited calls, emails, or letters offering unusually profitable investment opportunities. If something sounds too good to be true, it probably is. Always visit the official websites of firms offering investment opportunities and avoid following links in unsolicited emails.
• Your security is our utmost priority. We appreciate your diligence in helping us maintain a safe environment for our clients and investors. We will never request personal information through unsolicited communications, only through our official channels.

WhatsApp Scams: Be Aware
We have received reports from the public indicating they have received requests or joined WhatsApp groups allegedly set up by Swiss Value Group AG for activities such as trading tips and investment advice. These WhatsApp groups are not created by Swiss Value Group AG, and we do not solicit business via WhatsApp or any other social media platform.

Please report any suspicious activity to us at:
Email: security@swissvaluegroup.com
These mailboxes are monitored Monday - Friday between 9am - 5pm (CET).

Email Scams: What to Look Out For
Fraudsters often use fake Swiss Value Group AG email addresses and employee names to promote fake investments in bonds or other financial products. These scams usually target people who have searched for investment opportunities online. Be cautious with email attachments, as they may contain malicious software.

Examples of Suspicious Email Addresses and Websites:

• examplefakeaddress@gmail.com
• swissvalue.assurance0908@gmail.com
• wealthifyfx.com
• wealthifyreferral.co.uk
• wealthify.agency

Financial Scams: Attack of the Clones
Cloned websites can appear legitimate but often have slight differences. Always verify URLs and be cautious of links. Swiss Value Group AG collaborates with regulatory bodies to identify and take down fraudulent domains.

How Cloning Scams Work:

• Fraudsters might send emails claiming unauthorized activity on your account, asking you to log in via a provided link, which leads to a fake site.
• Fraudsters may also pay to have their cloned sites appear at the top of search engine rankings.

How to Stay Safe:

• Get web addresses from official correspondence and type them in manually.
• Genuine government and financial websites usually start with "https" and display a padlock symbol.
• Verify financial services firms' authenticity through local regulatory bodies. For the UK, visit the FCA Register.

Recovery Scam
Fraudsters posing as representatives of fictitious law firms may contact you, claiming to help recover investment losses for an upfront fee. Legitimate law firms do not operate this way. Always verify identities and never share personal or financial information.

Contacted by a Fraudster or Fallen Victim to a Scam?
If you suspect you have been scammed, report it to your bank and the police immediately. If you believe you have received a fake link purporting to be from Swiss Value Group AG, contact us at security@swissvaluegroup.com.

National Reporting Channels for Cybercrime:

• UK: https://www.actionfraud.police.uk
• Ireland: https://www.ncsc.gov.ie/incidentreporting/
• US: https://www.usa.gov/stop-scams-frauds
• Canada: https://antifraudcentre-centreantifraude.ca/report-signalez-eng.htm?wbdisable=true
• Australia: https://www.scamwatch.gov.au/report-a-scam
• Singapore: https://www.scamshield.org.sg/report/
• Belgium: https://eservices.minfin.fgov.be/webForm/public/fin/fin.jsf
• Sweden: https://polisen.se/en/victims-of-crime/making-a-report/
• Luxembourg: https://www.circl.lu/report/
• Netherlands: https://www.fraudehelpdesk.nl/fraude-melden/
• Finland: https://www.kyberturvallisuuskeskus.fi/en/report
• Norway: https://nsm.no/about-nsm/contact/
• Switzerland: https://www.report.ncsc.admin.ch/en/
• Germany: https://www.hilfe-info.de/WebS/hilfeinfo/EN/KnowYourRights/Strafverfahren/Anzeige/Onlinewache/Onlinewache_node.html

If you encounter any suspicious activity or if you have already been targeted, please report it to us immediately.

Thank you for your vigilance and cooperation in helping us maintain a secure online environment.