GR Investment GmbH: Policy & Confidentiality Statement

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1. Introduction

GR Investment GmbH (“we”, “us”, “our”) takes the privacy and confidentiality of client and partner data very seriously. This Policy & Confidentiality Statement outlines how we collect, use, protect, and share personal and sensitive information in the course of our financial services and advice.

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2. Company Overview

Name: GR Investment GmbH
Legal Form: Gesellschaft mit beschränkter Haftung (GmbH) 

Headquarters: Rebenstrasse 7, 6312 Steinhausen, Switzerland 
 

3. Scope & Applicability

This policy applies to all data processed in connection with our services, including prospective, current, or former clients, partners, and service providers.

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4. Information We Collect

• Personal Data: Name, contact details, identification documents, financial background, tax and investment history, risk tolerance.

• Operational Data: Communications (calls, emails), transaction histories, consultation notes.

• Sensitive Financial Information: Account numbers, investment balances, portfolio details.

 

5. Purpose of Processing

We process personal data for:

• Delivering our advisory and investment services.

• Managing and protecting client assets.

• Meeting legal, tax, and regulatory requirements.

• Internal risk assessments and compliance checks.

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6. Legal Basis

Under Swiss law (e.g., Federal Act on Data Protection, FADP) and applicable regulations, we rely on:

• Your consent, and/or

• Contractual necessity, and/or

• Our legitimate interest in providing secure, efficient, and compliant services.

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7. Confidentiality & Data Protection Measures

We uphold strict confidentiality protocols:

• Access restricted to authorized personnel.

• Confidentiality obligations in employee and contractor agreements.

• Secure storage (physical and digital) and encrypted data transmissions.

• Regular staff training and security audits.

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8. Data Sharing & Third Parties

We may share client data with:

• Trusted service providers (e.g., custodians, legal advisors) under binding confidentiality agreements;

• Authorities or regulators when required by law;

• Other parties only with explicit client consent.

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9. Client Rights

Clients may:

• Access their personal data.

• Request corrections or deletions.

• Withdraw consent or object to processing.

• Lodge complaints with Swiss data protection authorities.

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10. Retention Policy

We retain data as long as necessary:

• Throughout the service relationship and for a period thereafter per legal and regulatory retention requirements.

• Once not required, data will be securely deleted or anonymized.

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11. Policy Updates

We reserve the right to update this policy. Clients will be informed of significant changes through appropriate communication channels.

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12. Contact Information

For any queries, exercise of rights, or concerns regarding this policy:
Email: info@gr-investment-gmbh.com 
Address: Rebenstrasse 7, 6312 Steinhausen, Switzerland

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