Privacy Policy

Everon AG takes the protection of your personal data seriously. This privacy policy informs you about the nature, scope and purpose of the processing of personal data in connection with the use of our website and our services.

A. Controller

The controller for the data processing is:

Everon AG
Gartenstrasse 17
8002 Zurich
Switzerland
Email: [email protected]

B. Purpose of the data processing and legal basis

We process your personal data for the following purposes:

1. Performance of contract

We process your data to fulfil our contractual obligations, in particular within the framework of wealth management and related services. The legal basis is the performance of the contract between you and us.

2. Provision of financial services

As part of providing our financial services, we process data necessary for the proper administration of your assets and the execution of your instructions.

3. Regulatory compliance

As a FINMA-regulated wealth manager, we are legally obliged to collect, process and retain certain data. This includes in particular obligations under the Anti-Money Laundering Act (AMLA), the Financial Services Act (FinSA) and the Financial Institutions Act (FinIA).

4. Product development

We may use anonymised or aggregated data to improve and further develop our services and products.

5. Client communication

We process your contact details in order to communicate with you, answer your enquiries and inform you about relevant developments.

6. Marketing

With your consent or on the basis of our legitimate interests, we may send you information about our services and products. You can object to the receipt of marketing communications at any time by contacting us at [email protected].

7. Enforcement of rights and fraud prevention

We may process your data to establish, exercise or defend legal claims, and to prevent and detect fraud and other unlawful acts.

C. Data disclosure

We only disclose your personal data where this is necessary to fulfil our contractual or legal obligations. Recipients may in particular be:

• Custody banks mandated to hold your assets
• Supervisory authorities and regulators (in particular FINMA)
• Audit firms and review bodies
• IT service providers supporting us in the provision of our services
• Other third parties where required to fulfil legal obligations

Where we transfer data to recipients abroad, we ensure that an adequate level of data protection is guaranteed, whether by means of an adequacy decision of the Federal Council, contractual safeguards or other appropriate measures.

D. Rights of data subjects

Under applicable data protection law, you have the following rights:

• Right of access: You have the right to obtain information about the personal data we process.
• Right to rectification: You have the right to request the correction of inaccurate personal data.
• Right to erasure: You have the right to request the deletion of your personal data, subject to any statutory retention obligations.
• Right to restriction: You have the right to request the restriction of the processing of your personal data.
• Right to data portability: You have the right to receive your data in a structured, common and machine-readable format.
• Right to object: You have the right to object to the processing of your data.

To exercise your rights, please contact: [email protected]

E. Cookies and tracking

Our website uses cookies and similar technologies. Cookies are small text files stored on your device that enable analysis of the use of the website.

Necessary cookies

These cookies are required for the operation of the website and cannot be disabled. They include, for example, cookies for language selection and cookie consent.

Analytics cookies

With your consent, we use analytics cookies (e.g. Google Analytics) to analyse and improve the use of our website. Activation occurs only after your explicit consent via our cookie banner.

Cookie settings

You can adjust your cookie settings at any time via our cookie banner. In addition, you can manage or delete cookies in your browser settings.

F. Contact

For questions on data protection or to exercise your rights, please contact:

Everon AG
Gartenstrasse 17
8002 Zurich
Email: [email protected]

This privacy policy may be updated from time to time. The current version is available on our website.