Last Updated: 15 March 2025
Privacy Policy
1. Introduction
Welcome to AltreanGroup's Privacy Policy. This policy explains how we collect, use, disclose, and safeguard your information when you visit our website, use our investment platform, or engage with our services.
AltreanGroup Investment Management Inc. ("AltreanGroup", "we", "our", or "us") is committed to protecting your personal data and respecting your privacy.
Please read this Privacy Policy carefully. If you do not agree with the terms of this Privacy Policy, please do not access our website or use our services.
2. Information We Collect
We collect several types of information from and about users of our website and services, including:
Personal Data
Personal data, or personal information, means any information about an individual from which that person can be identified. We collect the following categories of personal data:
- Identity Information: Full name, date of birth, gender, nationality, passport/ID details, National Insurance number, photographs
- Contact Information: Email address, telephone number, postal address
- Financial Information: Bank account details, income information, source of wealth, tax status, transaction data
- Investment Information: Investment goals, risk tolerance, investment history, investment preferences
- Technical Information: IP address, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform, device information
- Usage Information: Information about how you use our website, products, and services
Special Categories of Personal Data
In limited circumstances, we may collect special categories of personal data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, political opinions, trade union membership, information about your health, and genetic and biometric data) for anti-money laundering purposes or to provide appropriate investment advice.
Lawful Basis for Processing Special Categories of Personal Data
We only process special categories of personal data where we have a lawful basis to do so, such as your explicit consent, compliance with legal obligations, or to protect your vital interests.
3. How We Use Your Information
We use the information we collect about you for the following purposes:
| Purpose |
Legal Basis |
| To create and manage your account |
Performance of a contract with you |
| To provide investment services and process transactions |
Performance of a contract with you |
| To personalize your experience and improve our website and services |
Legitimate interests |
| To communicate with you about your account, services, and provide customer support |
Performance of a contract with you |
| To send marketing communications |
Consent (which you can withdraw at any time) |
| To analyze usage patterns and conduct research to improve our services |
Legitimate interests |
| To prevent fraud and protect the security of our platforms |
Legitimate interests |
4. Information Sharing
We may share your personal information with the following categories of recipients:
- Service Providers: Third parties who provide services on our behalf, such as payment processing, IT services, analytics, and customer support
- Financial Institutions: Banks, custodians, and other financial institutions involved in processing your transactions
- Professional Advisors: Lawyers, accountants, auditors, and insurers who provide legal, accounting, and insurance services
- Regulators and Authorities: Government bodies, regulators, law enforcement agencies, courts, and other authorities when required by law or regulation
- Business Partners: Carefully selected partners with whom we may jointly offer products or services
- Corporate Transactions: Third parties in connection with a sale, merger, acquisition, or other corporate transaction involving our business
We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.
5. Cookies
We use cookies and similar tracking technologies to collect information about your browsing activities over time and across different websites. Cookies are small text files stored on your device that help us provide and improve our services.
We use the following types of cookies:
- Essential Cookies: Required for the operation of our website and services
- Analytical/Performance Cookies: Allow us to recognize and count visitors and analyze website traffic
- Functionality Cookies: Enable enhanced functionality and personalization
- Targeting Cookies: Record your visit to our website, pages visited, and links followed
You can control cookies through your browser settings and other tools. However, disabling certain cookies may limit your ability to use some features of our website.
6. Data Security
We have implemented appropriate technical and organizational security measures designed to protect your personal data against accidental loss, unauthorized access, alteration, disclosure, or destruction.
Our security measures include:
- Encryption of sensitive data in transit and at rest
- Secure user authentication procedures
- Regular security assessments and penetration testing
- Restricted access to personal information
- Continuous monitoring for potential vulnerabilities and attacks
- Regular staff training on data protection and security
Despite our best efforts, no method of transmission over the Internet or electronic storage is 100% secure. While we strive to use commercially acceptable means to protect your personal data, we cannot guarantee its absolute security.
7. Your Rights
Under Swiss data protection laws, you have the following rights regarding your personal data:
- Right to Access: You have the right to request a copy of the personal data we hold about you.
- Right to Rectification: You have the right to request that we correct any inaccurate or incomplete personal data.
- Right to Erasure: You have the right to request that we delete your personal data in certain circumstances.
- Right to Restrict Processing: You have the right to request that we restrict the processing of your personal data in certain circumstances.
- Right to Data Portability: You have the right to request a copy of your personal data in a structured, machine-readable format and to have it transferred to another organization.
- Right to Object: You have the right to object to the processing of your personal data in certain circumstances, including processing for direct marketing.
- Rights Related to Automated Decision-Making: You have the right not to be subject to a decision based solely on automated processing that produces legal effects concerning you.
To exercise any of these rights, please contact us using the details provided in the "Contact Information" section. We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data. This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it.
You will not have to pay a fee to access your personal data or to exercise any of your other rights. However, we may charge a reasonable fee if your request is clearly unfounded, repetitive, or excessive. Alternatively, we may refuse to comply with your request in these circumstances.
8. Data Retention
We will only retain your personal data for as long as necessary to fulfill the purposes we collected it for, including for the purposes of satisfying any legal, regulatory, tax, accounting, or reporting requirements.
To determine the appropriate retention period for personal data, we consider:
- The amount, nature, and sensitivity of the personal data
- The potential risk of harm from unauthorized use or disclosure
- The purposes for which we process your personal data
- Whether we can achieve those purposes through other means
- The applicable legal, regulatory, tax, accounting, or other requirements
For anti-money laundering purposes, we are required to retain certain information for at least five years after the end of our business relationship. For tax and accounting purposes, we may need to retain certain information for up to 7 years.
In some circumstances, we may anonymize your personal data (so that it can no longer be associated with you) for research or statistical purposes, in which case we may use this information indefinitely without further notice to you.
10. Changes to Our Privacy Policy
We may update our Privacy Policy from time to time. We will notify you of any changes by posting the new Privacy Policy on this page and updating the "Last Updated" date at the top of this Privacy Policy.
We will also notify you by email or through a notice on our website homepage when we make material changes to how we treat your personal data. You are advised to review this Privacy Policy periodically for any changes.
Changes to the Privacy Policy are effective when they are posted on this page. Your continued use of our website or services following the posting of changes constitutes your acceptance of such changes.
11. Contact Information
If you have any questions about this Privacy Policy or our data practices, please contact us at: