Privacy Policy

Introduction

TrustLine Financial ("we," "our," or "us") is committed to protecting your privacy and personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website trustlineu.com or use our financial advisory services.

We are the data controller for the personal data we process about you. Our registered office is located at Badenerstrasse, 8004 Zürich, Switzerland.

Information We Collect

Personal Information

We may collect the following types of personal information:

• Contact information (name, email address, phone number, postal address)
• Company information (business name, position, industry)
• Financial information (income, assets, investment objectives, risk tolerance)
• Identification documents (passport, driver's license, utility bills)
• Communication records (emails, phone calls, meeting notes)
• Website usage data (IP address, browser type, pages visited, time spent)

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to enhance your experience on our website:

• Essential cookies for website functionality
• Analytics cookies to understand website usage
• Marketing cookies for personalized content
• Preference cookies to remember your settings

How We Use Your Information

We process your personal data for the following purposes:

• Providing financial advisory services and investment management
• Conducting client onboarding and due diligence procedures
• Communicating with you about our services and your account
• Complying with legal and regulatory requirements
• Preventing fraud and ensuring security
• Improving our website and services
• Marketing our services (with your consent)
• Analyzing market trends and client preferences

Legal Basis for Processing

Under GDPR, we process your personal data based on the following legal grounds:

• Contract: To perform our contractual obligations and provide services
• Legal obligation: To comply with regulatory requirements and anti-money laundering laws
• Legitimate interests: To improve our services, prevent fraud, and conduct business operations
• Consent: For marketing communications and non-essential cookies

Information Sharing and Disclosure

We may share your personal information with:

• Service providers and professional advisors (lawyers, accountants, IT support)
• Regulatory authorities and law enforcement agencies
• Investment platforms and custodians
• Third-party financial institutions for transaction processing
• Our business partners for joint services (with your consent)

We do not sell, rent, or trade your personal information to third parties for their marketing purposes.

International Data Transfers

Your personal data may be transferred to and processed in countries outside the European Economic Area (EEA). When we transfer data internationally, we ensure appropriate safeguards are in place:

• European Commission adequacy decisions
• Standard contractual clauses
• Binding corporate rules
• Certification schemes and codes of conduct

Data Security

We implement appropriate technical and organizational measures to protect your personal data:

• 256-bit SSL encryption for data transmission
• Multi-factor authentication systems
• Regular security audits and penetration testing
• Employee training on data protection
• Access controls and monitoring systems
• Secure data centers with physical access controls

Data Retention

We retain your personal data only for as long as necessary to fulfill the purposes outlined in this policy:

• Client records: 10 years after relationship ends (regulatory requirement)
• Marketing data: Until you withdraw consent or 3 years of inactivity
• Website analytics: 26 months from collection
• Communication records: 7 years for business correspondence
• Financial transaction data: As required by applicable laws

Your Rights Under GDPR

As a data subject, you have the following rights:

• Right of access: Request copies of your personal data
• Right to rectification: Request correction of inaccurate data
• Right to erasure: Request deletion of your personal data
• Right to restrict processing: Request limitation of data processing
• Right to data portability: Request transfer of data in a structured format
• Right to object: Object to processing based on legitimate interests
• Right to withdraw consent: Withdraw consent for processing at any time

To exercise these rights, contact us at support@trustlineu.com.

Cookies Policy

Our website uses cookies to improve functionality and user experience:

Types of Cookies We Use

• Strictly necessary cookies: Essential for website operation
• Performance cookies: Help us understand how visitors use our site
• Functional cookies: Remember your preferences and settings
• Marketing cookies: Deliver personalized advertisements

You can manage cookie preferences through your browser settings or our cookie consent tool.

Third-Party Services

Our website may contain links to third-party websites or services. We are not responsible for the privacy practices of these external sites. We encourage you to review their privacy policies before providing personal information.

Children's Privacy

Our services are not intended for individuals under 18 years of age. We do not knowingly collect personal information from children. If we become aware that we have collected data from a child, we will delete it promptly.

Changes to This Privacy Policy

We may update this Privacy Policy periodically to reflect changes in our practices or applicable laws. We will notify you of material changes by:

• Posting updates on our website
• Sending email notifications to registered users
• Providing notice during your next service interaction

Continued use of our services after changes indicates acceptance of the updated policy.

Contact Information

For questions about this Privacy Policy or to exercise your rights, contact us:

Supervisory Authority

You have the right to lodge a complaint with your local data protection supervisory authority if you believe we have not complied with applicable data protection laws.

For Switzerland: Federal Data Protection and Information Commissioner (FDPIC)

For EU residents: Your national data protection authority