Data Security and Privacy

1. Who we are
This website is operated by BZ & Partners, Vaduz, Liechtenstein.
We are committed to protecting your personal data in accordance with the Swiss Data Protection Act (revDSG) and the European General Data Protection Regulation (GDPR), where applicable.

2. What personal data we collect
We collect and process personal data when you:

• Contact us via forms or email
• Download resources or request content
• Participate in diagnostics, AI-based interactions, or case assistants
• Visit our website and consent to cookies (analytics or embedded tools)

This may include:

• Name, email address, job title (if provided)
• IP address, device type, browser information
• Interaction history (page views, downloads, time on page)

We process this data only for specified purposes and store it only as long as necessary.

3. Why we collect this data
We process your data to:

• Provide you with information or services you requested
• Improve our website experience and user insights
• Offer AI-supported content (e.g. chat-based prompts)
• Match you with relevant content or experts
• Comply with legal obligations (where applicable)

4. Cookies and analytics
We use essential cookies to operate the website and optional cookies for analytics and performance, only with your consent.

This includes tools like:

• Google Analytics 4 (IP anonymization active)
• LinkedIn Insight Tag (for campaign analytics)
• Embedded third-party tools (e.g. TradingView, Calendly)

You can manage your cookie preferences via our consent banner.

5. Third-party tools & data processors
We may share anonymized usage data with:

• Hosting providers (e.g. Worldsoft)
• Analytics tools (Google Ireland, LinkedIn Ireland)
• Mailing services (e.g. Mailchimp, Sendinblue)
• GPT-based service providers (e.g. OpenAI), if you use our AI Assistant

All vendors are either based in the EU/Switzerland or offer appropriate safeguards (e.g. Standard Contractual Clauses).

We do not sell or trade your personal data.

6. AI and automation use
We use AI tools to generate and deliver structured responses to finance-related case queries.
No fully automated decision-making takes place. You always remain in control.

If you use our AI Assistant, your inputs may be processed anonymously and only for delivering relevant responses. No data is used for training or profiling.

7. Your rights under GDPR and Swiss DSG
You have the right to:

• Access your personal data
• Correct inaccurate data
• Request deletion or restriction of processing
• Withdraw consent at any time
• Lodge a complaint with a supervisory authority

To exercise your rights, contact us via:

📧 info@dr-zwezich.com

8. Data retention
We retain data only as long as necessary for the stated purposes or applicable legal obligations (e.g. commercial law).

9. Changes to this Privacy Policy
We may update this policy to reflect changes in technology or regulation. The latest version is always available at [dr-zwezich.com/privacy-policy].