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Privacy Policy

1. Introduction
Rosbotham & Co SARL (“we” or “us”) is committed to protecting the privacy and confidentiality of the personal information of our users. This Privacy Policy explains how we collect, use, disclose, and protect the information provided to us when using our financial advisory services, located in Switzerland.
2. Information Collection

We collect personal and financial information from users, particularly expatriates seeking financial advice. The information collected may include but is not limited to names, email addresses, mailing addresses, phone numbers, financial accounts, and other details necessary for the financial advisory services we provide.

We collect data from visitors to personalise advertising, which may include cookies, IP addresses, and browsing behaviour.

Data will be used, for marketing improvements like targeted advertising, improving the user experience, or analysing website traffic.

3. Use of Information

The information we collect is primarily used for:

Providing financial advisory services

Complying with legal and regulatory requirements

Internal record keeping

Improving our services

Sending relevant information, updates, or marketing communications

4. Sharing Information
We may share personal and financial information with third-party service providers who assist us in operating our business or servicing our users, such as legal or financial institutions. We do not sell or rent personal information to third parties.
5. Use of Third-Party Services
We utilise tools like Google Analytics, Facebook, Instagram, and LinkedIn to analyse and market our services. Please note that the information collected by these platforms is subject to their respective privacy policies. LinkedIn’s and other third-party’s technology may collect data on our website, and we may share information with LinkedIn and other third party’s for advertising purposes.
6. Opt-Out Options
Advertising Preferences and Opt-Out Links: Users can opt-out of data collection. You can opt-out of advertising using the relevant third party opt-out pages, such as the LinkedIn opt-out page.
7. Data Security
We take all necessary measures to ensure the security and confidentiality of the personal and financial information provided to us. This includes physical, electronic, and managerial procedures to safeguard and secure the information we collect.
8. Compliance with Swiss Regulations
We operate in compliance with the Swiss data protection regulations, including but not limited to the Federal Act on Data Protection (FADP) and the Swiss Data Protection Authority (FDPIC).
9. Changes to the Privacy Policy
We reserve the right to modify this Privacy Policy at any time. Any changes will be reflected on this page. Users are encouraged to review this Privacy Policy periodically for any updates.
10. Contact Us
If you have any questions or concerns about our Privacy Policy or the use of your personal information, please contact us at clientservices@rosbothamfinance.com
By using our services, you agree to the collection and use of information as outlined in this Privacy Policy.
Last Updated: 31st October 2023
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David Rosbotham is published on the ARIF (Association Romande des Intermediaries Financiers) public register for regulated Financial Planners in Switzerland – number 17147 and further information is available upon request.

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