Privacy Policy
General Notice.
In accordance with Art. 13 of the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR), we inform you below about the collection, processing and use of personal data when you visit our website and use our services. We treat your data confidentially and in line with legal requirements and this Privacy Policy.
We work with trusted hosting partners who take appropriate technical and organizational security measures to protect data against loss, misuse and alteration. Please note that data transmission over the internet (e.g. communication by email) can have security gaps and complete protection from third-party access cannot be guaranteed.
Finaro Treuhand GmbH
Europa-Strasse 15, 8152 Opfikon, Switzerland
Phone: +41 44 330 00 50
Email: info@finaro.ch
We process personal data you provide to us (e.g. via contact forms, newsletter sign-ups) and data that is automatically collected when using the site (e.g. server logs, cookies). We use this data to operate and optimize our website, answer enquiries, provide agreed services, prepare offers, fulfill legal duties and maintain security (legitimate interests/performance of a contract/legal obligations).
Our hosting provider may automatically collect and store information that your browser transmits to us, such as IP address, date/time, browser type/version, operating system, referrer URL and requested pages. This data is used for security, error analysis and to ensure stable operation and is deleted or anonymized after a reasonable period.
We use cookies and similar technologies to make our site user-friendly, secure and efficient (e.g. session cookies, preferences). You can configure your browser to block cookies or to ask for consent. Disabling cookies may limit certain functions of the website.
If you contact us via form, email or phone, we process your details (e.g. name, email, phone, subject, message) to handle and document your enquiry and any follow-up questions. Depending on the topic, the legal basis is performance of a contract/pre-contractual measures, legitimate interests or legal obligations.
Broker mandates are granted online via Finaro’s customer portal at portal.finaro.ch.
If you request a quote via our quote request form, we process the data you provide. This includes in particular your contact details, information about you or your company, about existing insurance policies and about your fiduciary needs, as well as uploaded documents. We use this data to review your request, obtain offers and contact you. For insurance quotes, we pass the necessary information on to the insurance companies we approach. If no mandate and no contract is concluded, we delete your data no later than six months after receipt of the request.
If you subscribe to our newsletter, we process your email address and the language of your sign-up in order to send you the newsletter. Subscribing works by double opt-in: you receive a confirmation email, and your subscription only becomes valid once you click the link in it. Until then it is recorded as pending, afterwards as confirmed. We store this information in a protected database, and once you have confirmed, Finaro receives an internal notification with your email address. To prevent abuse we also use a hash of your IP address. We do not use tracking pixels and do not measure opens or clicks. The legal basis is your consent. You can unsubscribe at any time: you may withdraw your consent at any time with effect for the future by contacting Finaro.
We may use carefully selected third-party services for hosting, analytics, security, fonts, media delivery or forms (e.g. spam protection). These providers process data on our behalf or as independent controllers, usually within Switzerland or the EU/EEA; if processing occurs in other countries, suitable safeguards (e.g. standard contractual clauses) are applied.
We store personal data only as long as necessary to fulfill the stated purposes or as required by law (e.g. retention duties). Afterwards, data is deleted or anonymized in line with our retention schedules.
You have the right to information, rectification, deletion, restriction, data portability and to object to processing within the framework of applicable law. Where processing is based on consent, you can withdraw consent at any time. To exercise your rights, please contact us at info@finaro.ch. You also have the right to lodge a complaint with the competent supervisory authority.
We use SSL/TLS encryption to protect data transmitted between your browser and our servers. You can recognize an encrypted connection by the padlock icon and “https://” in the browser address bar.
We may update this Privacy Policy from time to time to reflect legal, technical or business developments. The current version published on this page applies.
Last updated: October 2026