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Data Privacy Policy

Purpose of this Policy

At Alfred, we prioritize your privacy. This is why we adhere to applicable data protection laws, including the EU General Data Protection Regulation (GDPR) and Switzerland’s Federal Act on Data Protection (FADP). This Privacy Policy details the kinds of personal data we collect from you or third parties, how we use, disclose, protect, and process this information, and with whom we share it in the context of our services and our website, (the “Website”). It also outlines your rights regarding your personal data.

Data Controller
Alfred is operated by Alfred Advisory AG ("Alfred," "us," or "we"), serving as the contact and data controller for processing your Personal Data on this Website. Should you have any inquiries about this Privacy Policy, reach us at, call +41 44 499 0050, or write to Alfred Advisory AG, Bahnhofplatz 1, 8001 Zürich, Switzerland.


Collected Data
We collect and process Personal Data provided by you during communications (e.g., name, contact details, language preference, job title, business affiliations) and data about your representatives or agents. This information may be supplemented with data from public sources like company websites or online media for identity verification or enhanced communication.

For job applicants, we process data including name, job title, contact information, and CV/Resume details (age, gender, education, professional experience) provided by you.

Purposes of Processing Your Data
We collect Personal Data to:

  • Deliver and improve our Services.

  • Verify identities.

  • Develop and market our Services.

  • Respond to your requests related to our Services or Website.

  • Comply with legal requirements and enforce our agreements.

  • Protect our rights and safety, and those of others.

  • Conduct recruiting.

  • Perform user analysis and insights (with consent, where legally required). This includes using log files, cookies, and other technologies as detailed in our Cookie Policy.


Legal Basis for Processing
We process your Personal Data based on:

  • Contractual obligations: Fulfilling engagements and processing payments.

  • Legitimate interests: Administering our relationship with you, improving communications and services, and delivering contracted work.

  • Legal obligations: Complying with legal requirements (e.g., anti-money laundering, fraud prevention).

  • Consent: Processing based on your explicit consent.

Process of Collection
Personal Data is collected directly through our Website, electronic communications, service usage, and interactions on our Website, and indirectly from public sources, client engagements, and public registers.

Data Security
We implement technical and organizational measures to protect Personal Data. However, due to the inherent nature of the Internet, absolute security cannot be guaranteed.

Data Sharing
Your Personal Data may be shared with insurers, regulators, professional advisers, government authorities, third-party service providers, and parties involved in your matters, following the relevant legal basis. We ensure these third parties process Personal Data in compliance with legal and regulatory obligations.

Data Storage and Transfer

Personal Data may be transferred and processed within and outside Switzerland and the EU/EEA, including the United States. We ensure adequate data protection for international transfers, though there may be risks in certain third countries.

Data Retention

Personal Data is retained as necessary for its intended purposes, and then deleted unless statutory retention obligations apply. This includes:

  • Website visitor data: Up to two years from the last interaction.

  • Client services: At least 10 years from the last interaction or as required by regulatory obligations.

  • Recruiting: Through the recruitment process and up to 6 months for unsuccessful applicants.


Data Owner Rights
You have rights to access, rectify, erase, restrict processing, data portability, object to processing, and withdraw consent regarding your Personal Data. Please contact us to exercise these rights.

Direct Marketing Communications
We may send newsletters and notifications via email or other channels, with your consent. These may contain tracking techniques for usage analysis. You can unsubscribe at any time.

Updates to this Privacy Policy

We may periodically update this Privacy Policy. Significant changes will be communicated via email and posted on our Website.

January 2024

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