DATA PROTECTION INFORMATION

1. We process personal data (i.e. data that allow the direct or indirect identification of natural persons) that we independently collect or receive from you or from third parties in the context of the mandate that has been conferred to us. Fiduciaria Lago Sagl, with registered office in Riva San Vitale and its offices in Via Lavizzari 4, 6850 Mendrisio, is responsible for the processing of personal data in accordance with this declaration.
2. Some personal data is provided to us by you or by third parties involved in the course of telephone or e-mail contacts with which you request our services. This may be the name, contact details or information about the role of the person within the company or organisation on whose behalf you (or the respective contact persons) work or on whose behalf we are contacted. In the course of the execution of the mandate, we also process personal data that we collect in various correspondence with customers or third parties (in particular counterparties, authorities, their respective employees or other contact persons). This may be names, contact details, dates of birth, information about shareholdings or ownership, employment relationships, income (such as pay slips or tax returns), family situation or health status. In addition, we collect certain personal data ourselves from public registers (such as the commercial register) or websites.
3. Il trattamento da parte nostra delle tipologie di dati personali sopra descritte è finalizzato in primo luogo alla prestazione, alla documentazione e alla fatturazione delle nostre prestazioni.
4. We also process the contact details of the customer, his collaborators or other persons (using any means of communication such as email, social media, post or telephone), in order to provide information or new services offered by our Trustee that may be of interest to them.
5. To achieve these objectives, it may be necessary to transmit personal data to different categories of recipients: external service providers, customers, counterparties and their legal representatives, business partners with whom we may need to coordinate services, as well as authorities and courts.
6. We process personal data within our sphere of responsibility in Switzerland and the EU/EEA. We may also transmit this data to recipients (in particular customers, counterparties or authorities) who also process personal data in other countries, even if these countries do not guarantee a level of protection comparable to Swiss law. In the latter case, we will only do so on the basis of consent or standard contractual clauses. The same applies if the transmission is essential for the performance of a contract or for the enforcement of commercial or legal claims.
7. We retain personal data for as long as necessary to carry out the mandate; but we will retain it for the entire retention period required by law, or as long as there is an overriding public or private interest. We take appropriate and proportionate measures to protect personal data against loss, unauthorized modification or unlawful access by third parties. If you provide us with personal data via third parties (such as your employees or other contact persons), it is your responsibility to inform them comprehensively about the data processing carried out by our Trustee and other external service providers (this may be via a data protection declaration intended for your employees).
8. We draw your attention to the fact that we use external IT service providers or cloud service providers with servers in Switzerland to execute the mandate. In these cases, we use certain IT services or means of communication that may pose data security risks (e.g. e-mail and video conferences). If you wish us to take special security measures, please let us know.
9. If the relationship with our customers involves the exchange of documents (files), in order to minimize the actors that could process the transfer (for example email managers on both sides), we offer the option of using our platform for the secure exchange of documents. This solution provides for the deletion of the transferred documents once they are delivered, thus eliminating intermediate copies in the transmission path.
10. All of these aforementioned purposes are based on a legitimate interest in processing your personal data. Some processing is also necessary to fulfill our contractual obligations to you. The same applies to legal obligations to which we are subject, such as the obligation to retain documents.
11. The persons concerned have in particular the right to obtain information about the personal data stored about them, to know their purpose, to rectify them, to delete them, to limit their processing, to object to their processing and to contact a supervisory authority. The same persons also have a right to data transmission or data portability. Please note, however, that these rights are subject to conditions and exceptions. To the extent that the law allows or requires it, certain requests can be refused. Therefore, we may or may have to retain personal data or otherwise continue to process them for legal reasons, despite a request for deletion or restriction of data processing.
12. This declaration does not require the formal consent of the client, its employees or other contact persons. This declaration only constitutes information on the nature, scope and purpose of the data processed by Fiduciaria Lago Sagl. The latter reserves the right to unilaterally change the content of this declaration at any time and without prior notice. We therefore recommend that you regularly consult the data protection declaration of Fiduciaria Lago Sagl, which can be consulted on our website www.fidulago.ch
13. If you, your employees or other contact persons have any questions or wish to assert your data protection rights or those of the persons concerned, you can contact us at info@fidulago.ch o scriverci al seguente indirizzo: Fiduciaria Lago Sagl, via Lavizzari 4, 6850 Mendrisio.