Data protection is a matter of trust and your trust is important to us. Although we have not changed the way we handle our personal data, due to the entry into force of the revised Data Protection Act on 1 September 2023, we are publishing a data protection statement on our website not only for our website visitors but also for our customers.
It is important to us that you are fully informed about the processing of your personal data. It is important to us that you understand
A specific company is responsible under data protection law for the processing of data in accordance with this data protection declaration. This means that this company determines how the data is processed, for what purpose it is processed and which principles apply. The following company is responsible for data processing in accordance with this data protection declaration:
Treuhand Valesia AG
You can contact us as follows for enquiries relating to data protection law:
Telephone: +41 27 946 30 21
Personal data" refers to data relating to an identified or identifiable person, i.e. data that allows conclusions to be drawn about that person's identity.
"Personal data requiring special protection" are categories of personal data that are particularly sensitive, which is why their processing may be subject to special requirements. Personal data requiring special protection include, for example, data revealing religion or political opinions, health data and data on criminal or administrative sanctions and social assistance.
In section 5 you will find details of the data we process within the framework of this data protection declaration.
Processing" means any handling of personal data, in particular obtaining, storing, using, disclosing and deleting.
Our data processing may affect the following persons in particular:
The data we process about you depends on your relationship with us. Depending on the occasion and purpose, we process different data from different sources. We primarily collect this data directly from you, e.g. when you place an order with us for our services or when you communicate with us.
We process personal data exclusively for the purpose of fulfilling contracts and in doing so we comply with the legal requirements.
We primarily process the categories of data described below, although this list is not exhaustive. If data changes over time (e.g. in the event of a change of address or other mutation), we may retain the previous status in addition to the current status.
We define master data as the basic data that we require in addition to the contractual data (name, address, e-mail address, telephone number) for the processing of our contractual and other business relationships or, if applicable, for marketing and advertising purposes (invitation to events, newsletter, etc.).
In the case of customers and other contractual partners who are companies, we process data on our contact persons, e.g. name and address, details of titles, function in the company, qualifications and, where applicable, details of superiors and employees.
We prepare tax returns for private individuals, sole proprietorships and legal entities.
We receive the information required for this exclusively from you.
Our services also include financial accounting. For this purpose, we process data on your debtors and creditors, any employees and executive bodies.
We receive the information we need for this from you, your suppliers and service providers, etc.
We also carry out payroll accounting for our clients. For this purpose, we process data about the employees, which may also include data that provide information about social security procedures or contain any administrative sanctions or social assistance measures.
We receive the information for processing the payroll accounting of your employees exclusively from you and the competent authorities.
We also collect data from you in other situations which we cannot describe exhaustively in this data protection declaration.
For example, data is collected in connection with official or legal proceedings (e.g. requests for files from tax authorities).
The data that we process in accordance with this data protection statement relates not only to our clients, but also in part to third parties (payroll accounting, tax returns of married couples and persons with children, etc.). If you transmit data about third parties to us, we assume that you are authorised to do so and that this data is correct and that you have informed the relevant persons about it. By transmitting data via third parties, you confirm this.
Our employees have access to your personal data, act according to instructions and are obliged to maintain confidentiality and secrecy when handling your personal data.
Furthermore, the following institutions may gain knowledge of your data:
Where necessary for the fulfilment of an order, data will be passed on to the authorities.
We mainly work with service providers in Switzerland in order to be able to provide our services. These services include, for example, IT services and marketing services.
We provide service providers with the data required for their services and ensure through our contractual agreements and suitable instructions that data protection is also observed by the service providers during the entire processing time.
As explained in section 6, not only we process your personal data, but also our service providers, which are generally located in Switzerland.
Due to the use of the latest technologies (e.g. cloud solutions), it cannot be ruled out that your data may be transferred abroad - even outside the EU or the EEA.
The countries in question may not have laws that protect your personal data to the same extent as in Switzerland or in the EU or EEA (e.g. USA).
The legal obligation to retain our data is generally ten years. In certain legally prescribed cases, this may be longer (e.g. tax documents, documents in connection with real estate).
In connection with our data processing, you have the right:
Please note that certain conditions must be met in order to exercise these rights and that exceptions or restrictions may apply (e.g. to protect third parties or business secrets). We will inform you accordingly if necessary.
If you wish to exercise any rights against us, please contact us in writing (see point 2). 10.