Privacy Policy
In the course of its business, Convergence SA may collect and process personal data about its customers.
Type of data
This information and data is collected either directly from them or from authorised representatives, or indirectly from publicly available sources (Bloomberg, World-Check, etc.).
The type of personal data includes the following information:
- information relating to a person’s civil status and family situation (surname, first name, date and place of birth, marital status),
- financial information (assets, property, professional income, profits and investments, debts, tax),
- tax information (tax domicile, TIN number), professional information (curriculum vitae, professional activity and experience, website),
- information relating to means of communication (telephone numbers, e-mail address, postal address),
- and any other information relating to the interactions and needs of the profession.
Data collected from third parties is processed in the same way as data collected from the individuals themselves..
Purpose and use of data
The use is exclusively dedicated to the professional needs of Convergence SA and is part of the services contracted with its customers.
Convergence SA does not profile the personal data of its clients.
Data sharing
Convergence SA may share personal data with the third parties listed below and undertakes to complete the list if other recipients are added.
Swiss or foreign financial institutions, insurance companies, IT providers,
Auditors, national or international regulatory authorities, courts where required by applicable law or regulation.
Storage period
Personal data is kept by Convergence SA for the duration of the contractual relationship and is extinguished when the commitments are broken. The retention period is 10 years. At the end of this period, Convergence SA may destroy the documentation relating to a historical contractual relationship.
Access to personal data
All customers have the right to access their own data and to receive a copy. They may also ask for their data to be rectified if it is inaccurate.
They may also request that their data be deleted if processing is no longer necessary or if the legal deadline has been reached.
Data security
Convergence SA has put in place all the appropriate organisational measures to protect the security of its customers’ personal data against any type of intrusion.
