Data protection declarations

1. Da­ta pro­tec­tion de­cla­ra­ti­ons for em­ployees or con­trac­tors of the re­pre­sen­ted funds or of affi­lia­ted com­pa­nies

The Swiss Re­pre­sen­ta­ti­ve may pro­cess per­so­nal da­ta of em­ployees or con­trac­tors of the fund or of affi­lia­ted com­pa­nies (such as dis­tri­bu­tors, in­vest­ment ma­na­gers etc.) to ful­fil its ob­li­ga­ti­on as Swiss re­pre­sen­ta­ti­ve pur­suant to Art 123 and 124 CI­SA and to pro­vi­de them with in­for­ma­ti­on on the re­gu­la­to­ry en­vi­ron­ment or other to­pics of in­te­rest. Such per­so­nal da­ta are na­me, func­tion, tit­le, ad­dress, te­le­pho­ne num­ber, email ad­dress. The Cli­ent must en­su­re that the em­ployees or the con­trac­tors ha­ve be­en in­for­med about the pro­ces­sing. The in­for­ma­ti­on can al­so be found on the web­site of the Swiss Re­pre­sen­ta­ti­ve.

The Swiss Re­pre­sen­ta­ti­ve is aut­ho­ri­zed to en­ga­ge usu­al com­mo­di­ty sub-pro­ces­sors such as ac­coun­tants, IT pro­vi­ders, hosting and tele­com­mu­ni­ca­ti­on ser­vice pro­vi­ders. The Swiss Re­pre­sen­ta­ti­ve may on­ly en­ga­ge sub-pro­ces­sors other than com­mo­di­ty sub-pro­ces­sor if it in­forms the Cli­ent the­re­of and if the Cli­ent does not ob­ject the­re­to wi­t­hin 20 days. All da­ta is pro­ces­sed in Swit­z­er­land, ex­cept when the Swiss Re­pre­sen­ta­ti­ve com­mu­ni­ca­tes with the Cli­ent and the Cli­ent is ab­road.

The Swiss Re­pre­sen­ta­ti­ve is the con­trol­ler of the da­ta and can be con­tac­ted for all da­ta pro­ces­sing mat­ters by mail at the ad­dress men­tio­ned above or by email at [in­fo@fifs.ch].


2. Da­ta pro­tec­tion de­cla­ra­ti­ons for trai­ning par­ti­ci­pants

FIRST IN­DE­PEN­DENT FUND SER­VICES LTD (FIFS) pro­ces­ses per­so­nal da­ta of par­ti­ci­pants to pro­vi­de the trai­ning and to con­firm to the aut­ho­ri­ties upon their re­quest that the trai­ning has be­en ful­fil­led. Such per­so­nal da­ta are na­me, func­tion, tit­le, ad­dress, te­le­pho­ne num­ber, email ad­dress. FIFS will on­ly trans­fer such per­so­nal da­ta to the Swiss aut­ho­ri­ties upon their re­quest and to its usu­al com­mo­di­ty sub-pro­ces­sors such as ac­coun­tants, IT pro­vi­ders, hosting and tele­com­mu­ni­ca­ti­on ser­vice pro­vi­ders. All per­so­nal da­ta is pro­ces­sed in Swit­z­er­land, ex­cept when FIFS com­mu­ni­ca­tes with the par­ti­ci­pant and the par­ti­ci­pant is ab­road. FIFS is the con­trol­ler of the da­ta and can be con­tac­ted for all da­ta pro­ces­sing mat­ters by mail at the ad­dress men­tio­ned above or by email at [in­fo@fifs.ch].



Zu­rich, Sep­tem­ber 2023