Privacy Policy

1. Privacy Principles

At EstateLearnUp, we understand the importance of protecting your personal and financial information and treat the safeguarding of your investment-related 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 the context of our real estate investment services for individual investors and property professionals.

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

2. Data Collection and Processing

In our real estate investment organization, we collect and process personal data exclusively for specific purposes related to the provision of our investment guidance, market analysis, and planning services, client care, and fulfillment of our professional and legal obligations. This includes:

2.1. Investment data that you provide to us:

Contact and personal information such as name, address, phone number, email address, and investment background
Information about your investment goals, financial situation, and real estate preferences
Investment communication such as email correspondence, consultation sessions, and investment notes
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 and pages visited
Information about your interaction with our digital investment platforms and service applications

2.3. Cookies and tracking technologies: On our website, we use only technically necessary cookies and security-relevant tracking technologies. You can optionally consent to the use of analytical cookies that help us improve our investment guidance 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:

Investment guidance & planning – To provide high-quality investment guidance, market analysis, and strategic investment planning
Portfolio development – To ensure proper and timely fulfillment of your investment growth objectives
Investment communication – For efficient correspondence with you, investment communities, and relevant service providers
Service management – For billing our services, project management, and investment purposes
Client care – To ensure optimal service quality and client-oriented investment guidance

4. Legal Bases for Processing

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

Fulfillment of investment guidance contracts and implementation of pre-contractual measures (Art. 6 para. 1 lit. b GDPR)
Compliance with legal obligations, particularly investment and professional regulations (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:

Investment communities and organizations – When legally required or necessary for proper investment guidance
External investment experts – Such as property valuers, market analysts, or other investment specialists, 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 professional investment advisor, 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 the latest standards, regular security audits, and training of our staff in data protection and investment confidentiality matters.

For sensitive investment information and administrative documents, additional security measures are implemented, including physical security of office spaces 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 guidance services and in accordance with legal retention periods:

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

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

8. Your Rights as a Client

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

Information about the personal data stored about you or your organization
Correction of incorrect or incomplete investment data
Deletion of your data, subject to legal retention periods or legitimate business 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@estatelearnup.com or use our contact form.

9. International Data Transfer

As investment advisors 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 guidance 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 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 guidance services require it. The current version is always available on our website. We will inform you of significant changes through appropriate communication channels.

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

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