Privacy Policy

1. Privacy Principles

At PropSkillWay, we understand the importance of protecting your personal and investment information and treat the protection of your data with the highest priority. This Privacy Policy informs you about the nature, scope, and purpose of the collection and use of personal data in connection with our real estate investment and portfolio management services for clients.

Our privacy practices fully comply with Swiss data protection laws, including the Federal Data Protection Act (FADP), as well as the European General Data Protection Regulation (GDPR), where applicable. As a real estate investment service provider, we place particular emphasis on compliance with these regulations and the protection of sensitive investment information of our clients.

2. Data Collection and Processing

In our real estate investment company, we collect and process personal data exclusively for specific purposes related to the provision of our investment, portfolio management, and market analysis services, client support, and fulfillment of our contractual obligations. This includes:

2.1. Investment data that you provide to us:

Contact and investment information such as name, address, phone number, email address, and investment credentials
Information about your investment activities, portfolio objectives, and market needs
Investment communication such as email correspondence, service requests, and consultation sessions
Documentation and investment records required for the provision of our services

2.2. Automatically collected system data:

Access data when visiting our website such as IP address, browser type, and operating system
Date and time of access as well as pages visited
Information about your interaction with our digital platforms and service applications

2.3. Cookies and Tracking Technologies: On our website, we use only technically necessary cookies and security-relevant tracking technologies. Optionally, you can consent to the use of analytical cookies that help us improve our investment services. You can adjust your cookie settings at any time.

3. Purposes of Data Processing

We process your personal and investment data for the following purposes:

Real Estate Investment and Portfolio Management Services – To provide high-quality investment programs, market analysis services, and portfolio support
Service Processing – To ensure efficient and professional handling of your investment matters
Investment Communication – For efficient correspondence with you, your investment contacts, and relevant service providers
Service Management – For billing our services, project management, and administrative purposes
Client Support – To ensure optimal service quality and client-oriented professional relationship

4. Legal Bases for Processing

The processing of your data is based on the following legal grounds:

Fulfillment of investment service contracts and implementation of pre-contractual measures (Art. 6 para. 1 lit. b GDPR)
Compliance with legal obligations, particularly investment regulations for real estate services (Art. 6 para. 1 lit. c GDPR)
Protection of our legitimate interests such as quality assurance or service optimization (Art. 6 para. 1 lit. f GDPR)
Your explicit consent, for example for extended service offerings or newsletters (Art. 6 para. 1 lit. a GDPR)

5. Data Sharing with Third Parties

Your investment data will only be shared with third parties in the following necessary cases:

Authorities and Offices – When legally required or necessary for official document processing
External Investment Partners – Such as property developers, financial institutions, or other experts when required for comprehensive investment solutions
IT Service Providers – Who work under strict data protection conditions and ensure the secure operation of our investment systems
Investment Correspondence – For proper handling of your investment communication and document management

As a real estate investment service provider, we are subject to strict confidentiality obligations and treat your investment information with utmost discretion and professionalism.

6. Data Security and Protection Measures

We implement comprehensive technical and organizational measures to protect your investment data. This includes access restrictions, encryption according to latest standards, regular security audits, and training of our employees in data protection and investment confidentiality matters.

For sensitive investment information and portfolio documents, additional security measures are implemented, including physical security of investment facilities and digital backup systems. However, completely secure data transmission over the internet cannot be guaranteed, which is why we also offer secure alternative communication channels for particularly sensitive investment information.

7. Data Retention and Deletion

We store your investment data only as long as necessary for the provision of our investment services and in accordance with legal retention periods:

Investment records and client files are retained according to business and tax regulations (typically 10 years).
Communication data is retained for the duration of the professional relationship and potentially beyond according to legal requirements.
Investment correspondence and portfolio documents are retained according to legal requirements for investment records.
Project documentation and service records are retained for appropriate periods to ensure service quality.

After the legal retention periods expire, your data will be securely and irrevocably deleted or anonymized, with special care taken for the destruction of physical documents.

8. Your Rights as an Investment Client

As a data subject or investment client, you have the following rights:

Information about the personal data stored about you or your investment profile
Correction of incorrect or incomplete investment data
Deletion of your data, subject to legal retention periods or legitimate investment interests
Restriction of Processing under certain investment circumstances
Data Portability in a structured, commonly used, and machine-readable format
Objection to Processing based on your particular investment situation

Please direct requests to exercise your rights to privacy@propskillway.com or use our professional contact form.

9. International Data Transfer

As an investment service provider with international clients, we are also subject to the European General Data Protection Regulation (GDPR) in certain cases. In this context, we observe the following specific principles:

Investment Data Minimization – We collect only the investment-related data that is absolutely necessary for our investment services.
International Investment Data Transfer – When transferring investment-related data to countries outside the EU/EEA, we ensure that appropriate safeguards according to Art. 44 ff. GDPR are maintained.
Investment Impact Assessment – For processing operations that could pose special risks to investment rights, we conduct a data protection impact assessment in advance.
Investment Accountability – We document our data protection measures and can demonstrate our compliance with the regulations.

As an EU investment client, you also have the right to lodge a complaint with a European data protection supervisory authority if you believe that the processing of your investment-related data violates the GDPR.

10. Updating the Privacy Policy

This Privacy Policy is regularly reviewed and updated when legal or factual changes in our investment services require it. The current version is always available on our professional website. We will inform you of significant changes through appropriate professional communication channels.

Continued use of our investment services after an update is considered consent to the changed Privacy Policy.

As a real estate investment service provider, the trustworthy and legally compliant processing of your investment data is particularly important to us, as we work with sensitive investment information and portfolio documents. We are available to you at any time for questions.