Data Protection

PrivacyPolicy

Learn how we protect your personal information with the highest standards of security and transparency

FINMA Licensed Advisor

Last updated

26 November 2025

1

Introduction

Mathias Sudres, FINMA-registered independent insurance and pension advisor (registration number F01519559), is committed to protecting your privacy and personal data. This privacy policy explains how we collect, use, store, and protect your information when you use our website or services.

2

Data Controller

Contact Information

Mathias Sudres

📍 c/o Calliopée Business Center

Rue de Chantepoulet 10

1201 Genève, Switzerland

Contact Details

Email: mail@mathias-sudres.ch

Phone: +41 76 584 8464

FINMA Registration:
3

Information We Collect

Personal Information

We collect personal information that you voluntarily provide to us:

  • Full name
  • Email address
  • Phone number
  • Financial information
  • Employment information

Technical Data

We automatically collect certain technical information:

  • IP address
  • Browser type and version
  • Operating system
  • Pages visited
  • Cookies and similar technologies
4

How We Use Your Information

We use your personal information to:

Provide insurance and pension planning advice
Respond to your inquiries and questions
Schedule and conduct consultations
Prepare personalized proposals
Maintain client records
Improve our services
Comply with legal obligations
Prevent fraud and ensure security
6

Data Sharing

We never sell your personal data.

We may share your information with:

  • Insurance companies and financial institutions (with your consent)
  • Third-party service providers (web hosting, communication services)
  • Regulatory authorities (FINMA) if required by law
  • Professional legal and accounting advisors
7

Data Security

We implement appropriate security measures to protect your personal data:

SSL/TLS encryption for data transmissions
Restricted access to personal data
Secure and regular backups
Staff training on data protection
Regular monitoring and updating of security systems
8

Data Retention

We retain your personal data:

For the duration of our business relationship
In accordance with FINMA regulatory requirements (typically 10 years)
As long as necessary for legal obligations
Until you withdraw your consent (where applicable)
9

Your Rights

Under Swiss data protection law, you have the right to:

Access your personal data
Rectify inaccurate data
Delete your data (under certain conditions)
Restrict processing of your data
Data portability
Object to processing
Withdraw consent
Lodge a complaint with FDPIC
10

Cookies and Tracking Technologies

Our website uses cookies and similar technologies to:

Improve website functionality
Analyze website usage
Personalize your experience
Remember your preferences

You can control cookies through your browser settings.

11

International Transfers

Your personal data is primarily processed in Switzerland. If we transfer data to other countries, we ensure appropriate safeguards are in place in accordance with Swiss data protection law.

12

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from minors without appropriate parental consent.

13

Changes to This Policy

We may update this privacy policy from time to time. We will notify you of any significant changes by posting the new policy on our website and updating the "last updated" date.

14

Contact Us

If you have any questions about this privacy policy or the processing of your personal data, please contact us:

Mathias Sudres

mail@mathias-sudres.ch

+41 76 584 8464

Address

📍 c/o Calliopée Business Center

Rue de Chantepoulet 10

1201 Geneva, Switzerland

Regulatory Information

FINMA Registration

Supervisory Authority

Swiss Financial Market Supervisory Authority (FINMA)

Data Protection

Federal Data Protection and Information Commissioner (FDPIC)

Mathias SudresMathias Sudres

FINMA-registered independent insurance and pension advisor specializing in Swiss retirement planning and comprehensive insurance solutions.

FINMA Registration:

Legal

© 2025 Mathias Sudres. FINMA-registered independent insurance and pension advisor. All rights reserved.