ALLIA | insurance brokers
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privacy policy

This general privacy notice (hereinafter, “Privacy Notice”) informs you how we collect, use, store, and protect your personal data. The contractual terms applicable between us remain unchanged.

1. Identity and Contact Details of the Controller

AlliA Insurance Brokers (hereinafter “AlliA Insurance Brokers”, “we” or “us”) attaches great importance to your privacy and ensures that your personal data is always treated with due care and confidentiality.

AlliA Insurance Brokers comprises:

  • AlliA Insurance Brokers Suisse SA – Chemin du Pommier 42, 1218 Le Grand-Sacconex – IDE CHE-486.127.949

AlliA Insurance Brokers always acts as the data controller for the personal data that it processes itself or whose processing it outsources to third parties. Even in cooperation with other controllers, AlliA retains its role as controller.

Contact for privacy-related matters:

Data Protection Officer (DPO):

2. Scope of this Privacy Notice

We process personal data in compliance with:

  • The Swiss Federal Act on Data Protection (FADP);

  • The EU General Data Protection Regulation (GDPR), where applicable.

This Privacy Notice applies to all natural persons with whom we interact, including policyholders, insured persons, beneficiaries, third parties, website visitors, business contacts, and prospective employees.

Personal data means any information relating to an identified or identifiable natural person. Processing includes collection, storage, use, transfer, and deletion.

3. Categories of Personal Data

We may process the following categories, depending on your relationship with us:

  • General contact information (name, address, email, phone, etc.)

  • Identification details (ID copy, national register number, date of birth, etc.)

  • Financial details (bank account, transaction records, etc.)

  • Contractual details (insurance agreements, claims, etc.)

  • Online usage data (IP address, browser type, location data)

  • Special category data (health information, if necessary for insurance contracts and with your consent)

  • Data on criminal convictions and offences, where permitted by law.

We collect this data directly from you or indirectly via third parties such as insurers, employers, or public registers.

4. Purposes and Legal Bases for Processing

We process your data for:

  • Operational purposes: Website optimisation, responding to inquiries, recruitment.

  • Business purposes: Contract conclusion, management, and performance; claims handling; client relationship management.

  • Commercial purposes: Marketing (with your consent where required), event registration.

  • Legal obligations: Compliance with anti-money laundering, tax, and insurance regulations.

Legal bases under GDPR/nFADP include:

  • Legal obligation

  • Contract performance

  • Legitimate interests

  • Consent (for special categories, marketing, or where required by law)

5. Data Protection and Security

Access to your data is limited to authorised personnel who require it for their work. We maintain technical and organisational measures to protect against unauthorised access, alteration, or loss.

6. Data Sharing and International Transfers

We may share your data with:

  • Insurance companies and their representatives

  • Reinsurers, claims adjusters, experts, lawyers, intermediaries

  • Service providers (IT, payment processors, postal services)

  • Public authorities when legally required

International transfers:
If we transfer data outside Switzerland or the EEA, we ensure adequate protection, either by:

  • Transferring to countries recognised as having an adequate level of protection; or

  • Using appropriate safeguards (e.g., Standard Contractual Clauses).

7. Your Rights

You may have the following rights under GDPR and/or nFADP:

  • Access to your personal data

  • Rectification of inaccurate data

  • Deletion of your data (subject to legal exceptions)

  • Restriction of processing

  • Data portability (where applicable)

  • Objection to processing, including marketing

  • Withdrawal of consent

How to exercise: Contact us using the details in Section 1, including proof of identity.

8. Supervisory Authorities

You may lodge a complaint with the relevant supervisory authority:

Switzerland – Federal Data Protection and Information Commissioner (FDPIC)
Feldeggweg 1, 3003 Bern, Switzerland
+41 (0)58 462 43 95 | info@edoeb.admin.ch | www.edoeb.admin.ch

9. Retention Period

We retain your data only as long as necessary for the purposes outlined or as required by law. Once no longer needed, data is securely deleted or anonymised.

10. Changes to this Privacy Notice

We may update this Privacy Notice from time to time. The latest version will always be available on our website. Significant changes will be communicated directly where possible.

Last updated: August 2025