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Privacy Policy

1. Data Controller

c/o ExpertFid & Audit AG, Zurich Branch
Strehlgasse 2, 8001 Zurich, Switzerland
Phone: +41 76 779 0449
Email: office@evo-partners.ch
Managing Director: Marc-Antoine Segui
Commercial Register Zurich: CHE-209.030.698
Share capital: CHF 20,000

This privacy policy applies to all services of EVO Partners GmbH and to the website www.evo-partners.ch.

2. General Principles of Data Processing

We process personal data exclusively within the framework of the Swiss Federal Act on Data Protection (revFADP). Data is stored only for as long as necessary for the respective purpose.

3. Collection and Processing of Personal Data

We collect in particular the following data:

  • Last name, first name
  • Address
  • Phone number
  • Email address
  • Date of birth
  • Health or income information (if required for insurance applications)
  • Information about existing insurance policies
  • Messages, enquiries or documents you submit to us

Collection methods:

  • Contact forms on our website
  • Phone, SMS, WhatsApp, email
  • Advisory meetings

4. Purposes of Data Processing

We process your data in particular for the following purposes:

  • Preparation of insurance comparisons
  • Advisory on insurance products
  • Contact via phone, email, SMS, WhatsApp or other messaging services
  • Appointment scheduling and follow-ups
  • Submission of insurance applications to partner companies
  • Assistance with premium subsidies
  • Optimisation of our website and marketing activities
  • Fulfilment of legal obligations

We do not sell your data to third parties.

5. Disclosure of Data to Third Parties

Personal data is only disclosed where necessary for the provision of our services, in particular to:

  • Insurance companies
  • Authorities (e.g. for premium subsidies)
  • External service providers (e.g. IT/hosting providers)

All partners are obliged to protect your data in accordance with data protection law.

6. Use of Cookies, Tracking and Marketing Technologies

Our website uses cookies and similar technologies to:

  • Analyse the use of the website
  • Ensure functionality
  • Enable marketing and retargeting
  • Improve user experience

Tools used:

  • Google Analytics: analysis of user behaviour with IP anonymisation.
  • Meta/Facebook Pixel: measurement of the effectiveness of advertising campaigns.
  • Cookies: technically necessary as well as analytics and marketing cookies.

7. Data Security

We protect personal data through appropriate technical and organisational measures against loss, unauthorised access, misuse and manipulation.

8. Retention Period

We store personal data only for as long as necessary. As a rule, the retention period is 10 years, in accordance with insurance regulations and retention obligations.

9. Your Rights

You have the following rights at any time:

  • Right of access to stored data
  • Right to rectification of inaccurate data
  • Right to erasure, unless there is a legal reason to the contrary
  • Right to restriction of processing
  • Right to data portability
  • Right to object to processing

Submit requests to: office@evo-partners.ch

10. International Data Transfers

Transfers to countries outside Switzerland may occur where external service providers are located there or where an adequate level of data protection exists.

11. Changes to the Privacy Policy

EVO Partners may amend this privacy policy at any time. The current version published on this website shall apply.

12. Contact

EVO Partners GmbH
Email: office@evo-partners.ch