Privacy Policy

Effective Date: 01 May 2026

In this privacy policy (the “Privacy Policy“) we, TAG Wealth SA (hereinafter “TAG“, “we“, “us” or “our”), explain how we collect and process personal data in connection with our ordinary business activities and your consultation of our website https://tagwealth.ch/ (the “Website“).

Some of our data processing activities may not be covered by this Privacy Policy. In such a case, you will be provided with specific information about the processing of your personal data which will supersede this Privacy Policy. In this Privacy Policy, the terms “processing” and “personal data” have the meaning ascribed to them under applicable data protection laws.

If you provide us with personal data of other individuals, it is your exclusive responsibility to ensure that the individuals concerned are aware of this Privacy Policy and that you provide us with their personal data only if authorized to do so and if such personal data is accurate and up to date.

1. Who we are?

The party responsible as data controller for the processing of your personal data described in this Privacy Policy is TAG Wealth SA, with registered office at 14 Rue Charles-Bonnet, 1206 Geneva, Switzerland.

If you have any questions or requests relating to this Privacy Policy or to our processing of your personal data in general, please contact us at the above address or by e-mail at: info@tagwealth.ch.

2. What personal data do we process?

We primarily process personal data of Website users, clients of our services, business partners, and private individuals who contact us with general inquiries or other specific interests.

While we usually collect personal data directly from you, we may also obtain it, where legally permitted, from public or semi-public sources (e.g. debt enforcement, criminal or land registers, commercial registers, regulatory filings, sanctions lists, news outlet, or the Internet) or from third parties such as legal, tax, hiring, or media advisors. This information can typically include identification data, contact and professional information, corporate and ownership information, regulatory and compliance data, payment and transactional data, marketing and communications preferences, reputational or media information, as well as data related to your Website usage (e.g. IP or MAC address, device information, cookies, visit timestamps, content viewed, applications used, referring sites, and location data), and/or any other information that we collect directly from you.

3. What personal data do we process?

In accordance with applicable law and where relevant, we will process personal data for the following purposes:

to provide, operate, promote and develop our Website and services;
to process and complete transactions, including, as applicable, to process payments, purchases and sales;
to implement, improve and measure the use of our processes, operations and websites (including but not limited to the Website), applications and other platforms on which we may operate;
to communicate with you, assess and process your requests or inquiries;
to provide you with marketing information, and other information that are personally tailored to your interests and investment profile;
to the extent permitted by law, to advertise and promote our activities, including but not limited to through the organization of events or the processing of promotion communications (unless you are not interested);
for market research and development of our activities, including by conducting surveys, and similar inquiries to help us understand trends and client needs;
for media and press monitoring;
to ensure efficient management of the administrative and technical aspects of our activities and proper conduct of our operations, including our computer systems, websites, apps and other applications, as the case may be;
to comply with applicable legal and regulatory framework (such as tax, accounting, sanctions, FinIA/FinSA, and AML/CFT regulations) and our internal rules and policies;
to prevent, investigate, or provide notice of fraud, unlawful or criminal activities;
to enforce our terms of services and other agreements;
to assert and defend our rights and interests in litigation and legal proceedings;
for network and information security purposes, i.e. to protect our and your information from loss, damage, alteration, theft or unauthorized access; and/or
to guarantee the protection of our premises, systems, property, assets and interests.

4. Do we use cookies, tracking or similar technologies to monitor our Website?

This Website uses cookies and similar technologies to help us understand how you interact with the Website by providing information on metrics such as the number of visitors, bounce rate or traffic source (analytical cookies). The Website also uses necessary cookies to ensure its core functions operate correctly, such as page navigation and access to secure areas. Marketing cookies may also be used to monitor user interactions across websites in order to display relevant advertisements and support promotional efforts.

For more details on the cookies and other similar technologies we may use, refer to our separate cookie policy.

5. Do we share your personal data?

As part of our activities and for the purposes outlined in section 3, we may share personal data with third parties where permitted and appropriate. These third parties may process your data on our behalf or, in some cases, for their own purposes. We are not responsible for how third parties use your personal data for their own purposes and encourage you to review their privacy policies. Your personal data may be shared with the following categories of recipients (“recipients“):

affiliated companies;
service providers and subcontractors, which can be affiliates of TAG or external service providers (such as website developers, customer service centers, HR and employment service providers, private intelligence companies, communication and analytical agencies and payment service providers);
information technology service providers (for telecommunications, data storage and hosting and IT security in particular);
financial institutions and insurance companies or brokers;
business partners and other organization associates;
external consultants and event planners;
legal, tax, accounting and fiduciary advisors as well as other professional advisors (including but not limited to auditors);
national and foreign regulators, supervisory organisations, authorities or courts, as well as arbitral tribunals;
relevant stakeholders to a corporate transaction (such as a joint venture, financing, sale of company assets, acquisition or merger); and/or
other parties involved in possible or pending legal proceedings.

We take appropriate measures to ensure that recipients of your personal data comply with data protection laws and handle your information securely. We only share the data necessary for the intended purpose and, whenever possible, use anonymized or aggregated data.

TAG primarily stores and processes personal data in Switzerland. Although the majority of data recipients are based in Switzerland or the European Economic Area, some may be located in other jurisdictions. In particular, depending on the services we provide and the instructions we receive, personal data may be transferred outside Switzerland and the EEA to any country in the world where such transfer is necessary for, or inherent in, the performance of a transaction, payment order, or any other financial or corporate operation.

International data transfers outside Switzerland and the EEA can involve jurisdictions such as United Arab Emirates, as well as any other country in which recipients, counterparties, market infrastructures, service providers, or relevant third parties involved in the requested services or transactions are located.

If your personal data is transferred to a country that does not offer an adequate level of data protection, we implement safeguards, such as standard contractual clauses approved by the relevant supervisory authority. We may also rely on statutory derogations, as the case may be, such as your express consent, contract necessity, the recognition, safeguarding or exercise of rights, and/or an overriding public interest.

6. How long do we keep your personal data?

We retain your personal data only as long as necessary to fulfill the purposes outlined in section 3. Once no longer needed, data is deleted or anonymized where possible. Operational data, such as system logs, is typically kept for no more than twelve months.

We may keep personal data longer if required by law or contract, or if we have a legitimate interest, such as preserving evidence to protect our rights. In all cases, data is not retained beyond legally permitted limits.

7. How do we protect personal data?

We take appropriate technical and organizational measures in order to avoid accidental or unlawful loss, deletion, destruction or modification or unauthorized disclosure or access to personal data. These measures aim at protecting personal data confidentiality, integrity, availability and traceability, such as by means of internal regulations, training, IT and network security solutions, physical and logical access controls and restrictions, encryption of data carriers and transmissions and pseudonymisation.

8. What are your rights?

Within the limits of applicable law, you can exercise your rights to access, correct, delete, or transfer your personal data, and to restrict or object to its processing. You will need to verify your identity (e.g. by providing ID) when exercising these rights. To do so, contact us as described in section 1 above.

You also have the right to take legal action or file a complaint with the Federal Data Protection and Information Commissioner (http://www.edoeb.admin.ch).

To help us maintain accurate and up-to-date records, please promptly inform us of any changes or errors in your personal data.

9. Changes to this Privacy Policy

We may update this Privacy Policy at any time and without prior notice. The current version published on our Website is authoritative. We encourage you to visit this page periodically for any updates. If the Privacy Policy forms part of an agreement with you, we will inform you of any changes by e-mail or other appropriate means.