Privacy policy of the Wealth Investment Network - WENET AG

We use the personal data we collect primarily to conclude and process our contracts with our customers and business partners, in particular in the context of providing financial and property services such as management, brokerage, valuation and advice, the construction of buildings and trading in goods of all kinds (see also the purpose of the company) for our customers and the purchase of products and services from our suppliers and subcontractors, as well as to fulfil our legal obligations in Switzerland and abroad. If you work for such a customer or business partner, your personal data may of course also be affected in this function.

In addition, we also process personal data of you and other persons for the following purposes, where permitted and where we deem it appropriate, in which we (and sometimes third parties) have a legitimate interest corresponding to the purpose:

• Offering and further developing our products, services and websites, apps and other platforms on which we are present;
  
  
• Communication with third parties and processing their enquiries (e.g. applications, media enquiries);
  
  
• Examination and optimisation of procedures for needs analysis for the purpose of direct customer contact and collection of personal data from publicly accessible sources for the purpose of customer acquisition;
  
  
• Advertising and marketing (including the organisation of events), unless you have objected to the use of your data (if we send you advertising from us as an existing customer, you can object to this at any time); 
  
  
• Market and opinion research, media monitoring;
  
  
• Assertion of legal claims and defence in connection with legal disputes and official proceedings;
  
  
• Prevention and investigation of criminal offences and other misconduct (e.g. conducting internal investigations, data analyses to combat fraud);
  
  
• Guarantees of our operations, in particular IT, our websites, apps and other platforms;
  
  
• Video surveillance to safeguard domiciliary rights and other measures for IT, building and facility security and protection of our employees and other persons and assets belonging to or entrusted to us (e.g. access controls, visitor lists, network and mail scanners, telephone recordings);
  
  
• Purchase and sale of business divisions, companies or parts of companies and other transactions under company law and the associated transfer of personal data as well as measures for business management and compliance with legal and regulatory obligations;
  
  
• With regard to the conclusion of a contract, in particular a contract with you or your client or employer, we may in particular obtain and otherwise process your name, contact details, authorisations, declarations of consent, information about third parties (e.g. contact persons, authorities), contract contents, date of conclusion, creditworthiness data and all other data which you provide to us or which we collect from public sources or from third parties (e.g. commercial register, media or from the Internet).

If you have given us your consent to process your personal data for specific purposes (e.g. when you register to receive newsletters or carry out a background check), we will process your personal data within the scope of and based on this consent, provided we have no other legal basis and require one. Consent that has been granted can be revoked at any time, but this has no effect on data processing that has already taken place.

In connection with the aforementioned purposes, we transfer your personal data in particular to the categories of recipients listed below. If necessary, we will obtain your consent for this:

• Service providers: We work with service providers in Switzerland and abroad who (i) process data on our behalf (e.g. IT providers), (ii) on our joint responsibility or (iii) on their own responsibility, which they have received from us or collected for us.
  
  
• Other persons: This refers to other cases where the inclusion of third parties arises from the above purposes. This concerns, for example, delivery addressees or payment recipients specified by you, third parties in the context of agency relationships (e.g. your lawyer or your bank) or persons involved in official or legal proceedings. As part of our corporate development, we may sell or acquire businesses, parts of businesses, assets or companies or enter into partnerships, which may also result in the disclosure of data (including from you, e.g. as a customer or supplier or as their representative) to the persons involved in these transactions. In the course of communication with our competitors, industry organisations, associations and other bodies, data relating to you may also be exchanged.
  
  

All these categories of recipients may in turn involve third parties, so that your data may also become accessible to them. We can restrict processing by certain third parties (e.g. IT providers), but not by other third parties (e.g. authorities, banks, etc.).

We process and store personal data mainly in Switzerland and the European Economic Area (EEA), but potentially in any country in the world, depending on the case - for example via subcontractors of our service providers or in proceedings before foreign contractual partners or authorities. Your personal data may also be transferred to any country in the world as part of our activities for customers.

Please note that we generally process your data for as long as required by our processing purposes, the statutory retention periods and our legitimate interests, in particular for documentation and evidence purposes, or for as long as storage is technically necessary (e.g. in the case of backups or document management systems). If there are no legal or contractual obligations or technical reasons to the contrary, we generally delete or anonymise your data after the storage or processing period has expired as part of our normal processes and in accordance with our retention policy.

If you do not provide certain personal data, this may mean that it is not possible to provide the associated services or conclude a contract. As a matter of principle, we indicate where personal data requested by us is mandatory.