Privacy Policy

Last updated: 1 January 2024

Introduction

Taidos is strongly committed to protecting personal data.

This Privacy Statement describes why and how we collect and use personal data, and provides information about individuals’ rights. It applies to personal data provided to us, both by individuals or by others. We may use personal data provided to us for any of the purposes described in this Privacy Statement or as otherwise stated at the point of collection. Please note that this Privacy Statement serves as a general overview and data subjects might receive further specific information about their rights and the use of their data at the point of collection.

In this Privacy Statement, ‘Taidos’, ‘we’ or ‘us’ refers to Taidos AG.

Personal data are any information relating to an identified or identifiable natural person (data subject). Taidos processes personal data for numerous purposes, and the means of collection, lawful basis of processing, use, disclosure and retention periods may differ for each of these purposes.

  1. Data controller and contact information
  2. Our processing activities
  3. Third parties and transfer of your data
  4. Your rights as an individual
  5. Security
  6. Modifications to this Privacy Statement

Data controller and contact information

The data controller responsible for the processing of your personal data as described in this Privacy Statement is Taidos AG (CHE-161.949.388). You will be informed in case of a different data controller deciding about the processing of your data.

We have appointed a Data Protection Officer. If you have any questions about this Privacy Statement or about how and why we process personal data, please contact our Data Protection Officer at:

Taidos AG, Gubelstrasse 15, 6300 Zug, Switzerland, Email: data-protection@taidos.ch, Phone: +41 41 244 98 80

Our processing activities

In the following sections, we take a detailed look at the data subject groups from which we process personal data. Please note that other data subjects from whom we might process personal data (e.g. employees, suppliers, customers or other associated individuals), will be informed separately about the processing of their data.

  • Clients and individuals associated with our clients
  • Website visitors
  • Suppliers
  • Others

Clients and individuals associated with our clients

Relevant personal data and their source

We only process personal data as necessary for providing our services resp. for agreed purposes. Generally, we collect such personal data from our clients or from a third party acting on the instructions of the relevant client. In such case, we ask our clients to provide associated data subjects (e.g., employees, suppliers, customers or other associated individuals) with the necessary information regarding the processing. Our clients may use relevant sections of this Privacy Statement or refer data subjects to this Privacy Statement if they consider it appropriate to do so.

We provide a diverse range of professional services (click here for information on our services). Some of our services require us to process personal data in order to provide advice and deliverables. Given the diversity of the services that we provide to clients, we process many categories of personal data, including:

  • contact details;
  • business activities;
  • information about management and employees;
  • payroll and other financial- and tax-related data;
  • information about internal processes and procedures;
  • data contained in corporate IT systems;
  • bank, salary and payment data;
  • information about investments and other financial interests; or
  • in case of individual clients family-related information.

For certain services (e.g., payroll services, specific advisory mandates) or with the data subject’s consent, we may also process special categories of personal data such as information about religious beliefs, physical or mental health, excerpts from the debt register or criminal records.

Purposes of processing personal data

  • Initiating and fulfilling contracts:

    Taidos processes personal data to carry out pre-contractual measures (such as preparing an offer or creating a contract) and to provide the contractually agreed services, including the administering the business relationship and billing of the the services.

  • Complying with any legal or regulatory requirements or requirements of a professional body of which we are a member:

    As with any provider of professional services, we are subject to legal, regulatory and professional obligations. In particular, we need to collect and keep certain records to demonstrate that our services are provided in compliance with those obligations and those records may contain personal data.

  • Security, quality and risk management activities:

    To safeguard our own legitimate interests, we have security measures in place to protect our and our clients’ information (including personal data), which involve detecting, investigating and resolving security threats. Personal data may be processed as part of the security monitoring that we undertake; for example, automated scans to identify harmful emails.

In addition, we monitor the services provided to clients for quality purposes, which may involve processing personal data stored in the relevant client file.

Finally, we have policies and procedures in place to manage risks in relation to client engagements. We process personal data as part of our client engagement and acceptance procedures during which we especially carry out searches using publicly available sources (e.g., the internet and sanctions lists) or third-party data to identify increased risks and/or issues that would prevent us from working with a particular client.

  • Developing our business and services, and providing our clients with information about us and our range of services:

    We are continually looking for ways to help our clients and improve our business and services. Where agreed with our clients, we may use information that we receive in the course of providing professional services for other lawful purposes, including analysis to better understand a particular issue, industry or sector, to provide insights to our clients, to improve our business, service delivery and offerings and to develop new Taidos technologies and offerings. We might also use contact details to obtain client feedback to improve and develop our business and our services.

  • Marketing and contact management purposes:

    In line with applicable law, Taidos also uses contact data (e.g., name, email address, phone number, postal address) to provide the client with information on other Taidos offers, services or events we believe to be of interest to our clients. For this purpose, we transfer the contact data into the customer relationship management (CRM) systems.

There is a legitimate interest in informing Taidos’ clients about offers and events of our own in order to establish and maintain a long-term relationship.

If Taidos has received contact data within the framework of a business event held by Taidos within the framework of a business appointment (e.g., by exchanging business cards), within the framework of a survey or within the framework of an order, we also use the contact data (in particular, name, address, email address) to maintain our business contacts.

Taidos has a legitimate interest in maintaining contacts established in the course of business transactions beyond the initial contact and in using them to establish a business relationship and to remain in contact with those affected for this purpose.

Data retention

We retain the personal data processed for as long as is considered necessary for the purpose for which it was collected and described above (including as required by applicable laws or regulations).

In the absence of specific legal, regulatory or contractual requirements, our baseline retention period for records and other documentary evidence created in the provision of services is ten (10) years.

Profiling and automated decision-making

If no information to the contrary is provided, we do generally not perform profiling or undertake any automated decision-making when processing personal data provided by our corporate clients.

Visitors to our website

Relevant personal data and their source

We process limited personal data of visitors of our websites such as:

  • Contact details including name and email address;
  • Business related information including job title, job level and company name;
  • Order information and customer’s credit card information in case you order something via our website; or
  • Content of (email) correspondence between website visitors and us.

This data is collected directly from website visitors and generally on a voluntary basis. An exception is the provision of credit card details in case a purchase is made via our website.

Purposes of processing personal data

When a website visitor provides personal data to us, we use them in connection with the purposes stated below or as obvious from the context of collection.

  • Initiating and fulfilling a contract:

    We process your data to provide you with information material you requested or to invite you to events resp. conferences you registered for. Although most publications are provided as downloads, website visitors may also have the opportunity to purchase Taidos publications online. In such case, we process the order information and your credit card information, where applicable, in order to facilitate shipment and payment of the publication.

  • Use of the website and communication:

    Furthermore, your personal data is processed in order for you to benefit from all capabilities of our website resp. services provided via the website, including registration for webinars and events, subscriptions to updates or newsletters, participation in surveys, quizzes or polls, requests for further information or for reference materials.

    If we have collected consent to the respective tracking cookies we may leverage a visitor’s interactions with our website to display content recommended specific to his or her interests.

    Website visitors are also able to send us emails or contact us via specific forms on our website. Their messages will contain the name and email address, as well as any additional information the user may wish to include in the message.

  • Security, quality and risk management:

    We process your personal data for administering and managing our website, including monitoring and enforcing compliance with the terms and conditions for the use of our website, confirming and authenticating identity and preventing unauthorized access to restricted areas, premium content or other services limited to registered users.

    As policy, visitors are not required to register to gain access to the areas of Taidos websites. In certain cases, as a visitor’s Taidos website experience expands, we may require in the future that a visitor register in order to obtain a user ID and password for authentication and secure access to a transaction or to certain confidential business or proprietary information services on premium websites.

  • Website analytics:

    In order to assess the usage of our website and improve the user experience we aggregate data.

  • Marketing purposes:

    Unless we are asked not to, we may also use your data to contact you with information about Taidos’ business, services and events, and other information that may be of interest to you. Should visitors subsequently choose to unsubscribe from mailing lists or revoke their registration, we provide instructions on the related webpage or in our communication to the individual, or the individual may contact us by email.

Cookies and log files

No cookie consent is required because Taidos does not use tracking cookies on its website. Furthermore, website visitors’ data is not used for any other purposes than analytics on an anonymous basis, and website visitors are not tracked across websites or across days within the same website, i.e., no user profiles can be generated.

Data retention

We retain the personal data processed for as long as is considered necessary for the purpose for which it was collected and described above (including as required by applicable laws or regulations).

Contact information about visitors (such as information generated though registration for access to areas on the site) shall be kept as long as the information is required to service the contact request or until a user requests that we delete that information. Mailing list information, discussion posts and emails are kept for only the period of time considered reasonable to facilitate the visitor’s requests.

Profiling and automated decision-making

In case a user has accepted personalisation cookies, we might use automated technology to display personalised content such as reading recommendations, event invitations or other relevant content related to a user’s browsing behavior. Users can opt out at any time by declining these cookies.

Suppliers (including subcontractors and individuals associated with our suppliers and subcontractors)

We collect and process personal data about our suppliers (including subcontractors and individuals associated with our suppliers and subcontractors) in order to manage the relationship, contract, to receive services from our suppliers and, where relevant, to provide professional services to our clients. We commonly process contact details, e.g., name, job title, work telephone numbers, work email addresses, other contact details.

Purposes of processing personal data

  • Receiving services:

    We process personal data in relation to our suppliers and their staff as necessary to receive the services.

  • Providing professional services to clients:

    Where a supplier is supporting us to deliver professional services to our clients, we process personal data about the individuals involved in providing the services in order to administer and manage our relationship with the supplier and the relevant individuals and to provide such services to our clients.

  • Administering, managing and developing our businesses and services.

  • Security, quality and risk management activities:

    We have security measures in place to protect our and our clients’ information (including personal data), which involve detecting, investigating and resolving security threats. Personal data may be processed as part of the security monitoring that we undertake; for example, automated scans to identify harmful emails. We have policies and procedures in place to monitor the quality of our services and manage risks in relation to our suppliers. We collect and hold personal data as part of our supplier contracting procedures. We monitor the services provided for quality purposes, which may involve processing personal data.

  • Providing information about us and our range of services:

    Unless we are asked not to, we use business contact details to provide information that we think will be of interest about us and our services.

  • Complying with any requirement of law, regulation or a professional body of which we are a member:

    As a professional services provider, we are subject to legal, regulatory and professional obligations. We need to collect personal data or to keep certain records to demonstrate that our services are provided in compliance with those obligations and those records may contain personal data.

Data retention

We retain personal data processed by us for as long as necessary for the purpose for which it was collected (including as required by applicable law or regulation). Personal data may be held for longer periods where extended retention periods are required by law or regulation and in order to establish, exercise or defend our legal rights.

Others

Individuals who use our applications

We provide external users access to various applications managed by us. Such applications generally include their own Privacy Statements explaining why and how personal data are collected and processed by those applications.

Children

Taidos understands the importance of protecting children’s privacy, especially in an online environment. Our website is not intentionally designed for or directed at children 16 years of age or younger. It is Taidos’ practice never knowingly to collect or maintain information about anyone under the age of 16.

Participants of events

Taidos organizes or helps organize events and takes part in fairs or other social gatherings. We may use various applications to manage event registration processes, which applications will contain their own privacy notices explaining why and how personal data is collected and processed by these applications. Please refer to the privacy notices available on those applications.

Should you register via our website for such an event please see above in section covering website visitors. As part of the event management, we may process event-related data (but only to the extent required for a specific event), such as dietary restrictions, special requirements, travel information. We do not intentionally collect sensitive personal data unless you provide us with such data.

Participants of such events can interact with our employees and provide their personal data (such as information on business cards). We will use this data to fulfill the purpose your data has been collected for or to get in touch with you with information about us or our services which could be of interest to you. You can at all times request us to stop our communication in accordance with your privacy rights described below.

Third parties

We shall only share personal data with third parties when and as far as we are legally permitted to do so. When we share data with third parties, we protect the data and comply with our data protection, confidentiality and security standards by means of e.g., security mechanisms, contractual and organizational arrangements.

The transfer of personal data may be possible to:

  • Third parties that provide applications or IT services to us:

    Taidos uses third parties to support us in providing our services and to help provide, run and manage our IT systems in Switzerland. For those purposes your personal data might be shared with resp. accessed by such third-party service providers. For data transfers in connection with cookies we use please see there.

  • Third parties that otherwise assist us:

    Your personal data might also be shared with other third-party service providers such as suppliers and business partners supporting us in providing goods, services or information but also in supporting and making our business development activities more effective.

  • We may also share your personal data with auditors and other professional advisers as necessary.

  • Your personal data is also shared withlaw enforcement or other government and regulatory agencies or other third parties as required by, and in accordance with, applicable laws or regulations.

  • Occasionally, we may receive requests from third parties with authority to obtain disclosure of personal data, such as to check that we are complying with applicable laws and regulations, to investigate an alleged crime or to establish, exercise or defend legal rights. We shall only fulfil requests for access to personal data where we are permitted to do so in accordance with applicable laws or regulations.

The data are not further shared within Taidos’ network for secondary or unrelated purposes or shared with a third party other than as described in this Privacy Statement or otherwise disclosed at the point of collection. If there is an instance where such information may be shared, the visitor shall be asked for permission beforehand.

In several places, taidos.ch may link to other websites that do not operate under the privacy practices of taidos.ch. If visitors follow links to other websites, Taidos’ privacy practices no longer apply. We encourage visitors to review each site’s Privacy Statement before disclosing any personally identifiable information.

Individual’s rights

Taidos makes every practical effort to avoid excessive or irrelevant collection of data. If you believe that we have collected excessive information, we encourage you to contact us to raise any concerns.

  • Access to personal data:

    You have a right of access to personal data held by us as a data controller. This right may be exercised by emailing us. We aim to respond to any requests for information promptly and, in any event, within the legally required time limit.

  • Amendment of personal data:

    To update personal data submitted to us, you may email us or, where appropriate, contact us via the relevant website registration page or by amending the personal details held on relevant applications with which you registered.

    When Taidos retains personally identifiable information, Taidos assumes responsibility for keeping an accurate record of the information once the data subject has submitted and verified the data. Taidos does not assume responsibility for verifying the ongoing accuracy of the content of personal data. When feasible in practice, if Taidos is informed that any personal data collected are no longer accurate, Taidos shall make appropriate corrections based on the updated information provided by the data subject.

    When requested and legally permitted, Taidos shall delete identifying information from current operational systems.

  • Withdrawal of consent:

    Where we process personal data based on consent alone, individuals have a right to withdraw consent at any time. To withdraw consent to our processing of your personal data please email us or, to stop receiving an email from a Taidos marketing list, please click on the ‘unsubscribe’ link in the email you received from us.

  • Erasure / deletion of personal data:

    You have the right to request that Taidos deletes your personal data if there is no legal or regulatory requirement for Taidos to keep your data (such as retention obligations). To request the deletion of your personal data, please send an email ideally together with an identification document and the reasons why you wish us to delete the data.

  • Right to lodge a complaint with a supervisory authority:

    You have the right of appeal to a data protection supervisory authority if you believe that the processing of your personal data violates applicable data protection law.

    For Switzerland this is Federal Data Protection and Information Commissioner (FDPIC), Feldeggweg 1, 3003 Bern, Tel.: +41 58 462 43 95 FDPIC / EDOEB.

  • Other data subject rights:

    As well as the rights referred to above, individuals may have other rights in relation to the personal data we hold, such as the right to restrict or object to our processing of personal data and the right to data portability. If you wish to exercise these rights, please send us an email.

Security

Information Security is a high priority for Taidos. Taidos is accountable to their people, clients, suppliers and other stakeholders to protect information that is entrusted to them.

Modifications to this Privacy Statement

Taidos reserves the right to modify or amend this Privacy Statement at any time by publishing an updated version here. The current version of the statement shall be accessible on this website. This Privacy Statement was last updated on 1 January 2024.