Privacy Policy

The data controller responsible for the processing of your personal data is: Dacha Management Sàrl Sentier de Collonge 4 1820 Territet Switzerland Email: contact@dacha-management.com Commercial Registry: CH-241.4.011.047-5

We process your personal data in compliance with: • Swiss Federal Act on Data Protection (nFADP/nLPD) • Swiss Data Protection Ordinance (DPO) • Where applicable, the EU General Data Protection Regulation (GDPR) Our data processing is based on your consent, contractual necessity, legal obligations, and our legitimate interests in providing financial services.

We may collect and process the following categories of personal data:

• •Identity Data: Name, date of birth, nationality, ID/passport information
• •Contact Data: Address, email, phone number
• •Financial Data: Bank details, investment portfolio, financial history, tax information
• •Transaction Data: Details of services you have used
• •Technical Data: IP address, browser type, device information
• •Usage Data: Information about how you use our website and services
• •Marketing Data: Your preferences for receiving communications

4. How We Use Your Personal Data

We use your personal data for the following purposes:

• •Providing wealth management and financial advisory services
• •Compliance with legal obligations (KYC, AML, tax reporting)
• •Risk assessment and due diligence
• •Contract management and client relationship
• •Communication regarding our services
• •Improvement of our services and website
• •Prevention of fraud and financial crime

5. Data Sharing and Disclosure

As an independent investment advisory firm specializing in investment consulting, we may share your personal data with: • Service Providers: IT services, payment processors, professional advisors • Tax Authorities: For compliance with tax reporting obligations • Legal Obligations: Courts, law enforcement when legally required • Business Partners: Only with your explicit consent We ensure all third parties respect the security of your data and treat it in accordance with Swiss law. We do not sell your personal data to third parties. Note: Dacha Management Sàrl operates as an independent investment advisory company and is not regulated by FINMA (Swiss Financial Market Supervisory Authority). We provide advisory services and investment consulting.

6. International Data Transfers

Your personal data is primarily stored and processed in Switzerland. If we transfer data outside Switzerland, we ensure adequate protection through: • EU adequacy decisions • Standard Contractual Clauses (SCCs) • Other appropriate safeguards as required by Swiss law

We implement appropriate technical and organizational measures to protect your personal data against: • Unauthorized access • Loss or destruction • Accidental alteration • Unauthorized disclosure Our security measures include encryption, access controls, secure data storage, and regular security assessments.

8. Data Retention

We retain your personal data only as long as necessary for: • Fulfilling the purposes for which it was collected • Complying with legal, regulatory, and contractual obligations • Swiss law typically requires financial records to be kept for 10 years After the retention period, we securely delete or anonymize your personal data.

10. Cookies and Tracking

Our website uses essential cookies for functionality. We do not use tracking or marketing cookies without your explicit consent. You can control cookies through your browser settings.

11. Automated Decision-Making

We may use automated processing for risk assessment and compliance screening. You have the right to request human intervention in these decisions.

If you believe your data protection rights have been violated, you have the right to lodge a complaint with: Federal Data Protection and Information Commissioner (FDPIC) Feldeggweg 1 3003 Bern Switzerland Website: www.edoeb.admin.ch

13. Changes to This Policy

We may update this privacy policy from time to time. The latest version will always be available on our website with the date of last update.