Data Privacy Notice
Privacy Principles
Valinfort approaches the handling of personal data with the same standards of discretion, responsibility, and long-term perspective that underpin its broader advisory practice.
Personal data includes any information relating to an identified or identifiable individual. The purpose of this privacy notice is to provide an overview of how such information may be collected and processed when visiting our website or otherwise interacting with us.
Prepared in accordance with applicable Swiss data protection law and, where relevant, taking into consideration applicable European data protection requirements, this notice further outlines the purposes for which personal data may be processed, the applicable legal basis, retention periods, and the rights available to data subjects.
Responsible for the processing of personal data through this website is:
Valinfort Real Estate AG
Höh-Rohnenweg 29
8832 Wilen bei Wollerau
T: +41 44 789 80 00
[email protected]
1. What personal data do we collect?
Valinfort may collect personal data of a general nature, including your name, company affiliation, address, email address, telephone number, and any information voluntarily provided through correspondence or enquiries.
Where relevant in the context of our advisory, investment, or transactional activities, additional information may be processed to the extent necessary for the evaluation, establishment, or execution of a business relationship.
Depending on the nature of the relationship or interaction, this may also include financial information, online identifiers, correspondence records, or other information required for regulatory, contractual, or compliance-related purposes.
In addition, certain technical information is collected automatically when visiting our website. This may include browser type and version, operating system, referrer URL, IP address, date and time of access, and other technical information transmitted by your browser. Such information is processed primarily to ensure the stability, security, and functionality of the website and for internal system administration purposes.
2. When do we collect personal data?
Personal data is generally collected when you voluntarily provide information to us, including through direct correspondence, contact requests, email communication, or other interactions with Valinfort.
Certain technical data is furthermore collected automatically upon access to our website through our IT systems. This primarily concerns technical and usage-related information necessary for the operation, security, and optimisation of the website.
3. For what purposes do we process personal data?
Valinfort processes personal data solely to the extent required for legitimate business purposes and in accordance with applicable law. Personal data is processed only to the extent reasonably necessary for the respective purpose.
Personal data may in particular be processed for the following purposes:
to respond to enquiries and maintain communication;
to establish, manage, or execute contractual or business relationships;
to provide advisory, investment, or related services;
to ensure the secure and reliable operation of the website;
to analyse and improve the functionality and user experience of the website;
to comply with legal, regulatory, or internal compliance obligations; and
establish, exercise, or defend legal rights and claims.
Use of the contact form
If you contact us via the contact form available on our website, the information provided – including your contact details – will be processed solely for the purpose of handling your enquiry and any related follow-up communication.
Such information will not be disclosed to third parties unless required for the fulfilment of the respective purpose, required by law, or expressly consented to by you.
The data submitted through the contact form will be retained only for as long as necessary for the relevant purpose or as required by applicable legal retention obligations.
Candidate applications
If you submit information to Valinfort in connection with a job application or potential employment opportunity, the personal data provided may be processed solely for the purpose of evaluating and administering the respective application process and any related communication.
Application-related information will be treated confidentially and retained only for as long as necessary for the relevant recruitment process, applicable legal obligations, or documentation and evidentiary purposes.
Property searches and acquisition profiles
Where individuals or counterparties provide information relating to acquisition criteria, search profiles, investment preferences, or similar requirements, such information may be processed for the purpose of identifying and communicating potentially relevant opportunities, transactions, or related services.
Personal data provided in this context will be used solely for the relevant business purpose and retained only for as long as reasonably necessary for the ongoing relationship, legitimate business purposes, or applicable legal obligations.
4. On what legal basis do we process personal data?
Depending on the individual circumstances, the processing of personal data may be based on:
the necessity to establish, perform, or manage a contractual or business relationship;
Valinfort’s legitimate interests, provided that such interests are not overridden by the interests or fundamental rights and freedoms of the data subject; or
your consent, where consent is required under applicable law.
Any consent provided may be withdrawn at any time with effect for the future. The lawfulness of any processing carried out prior to such withdrawal remains unaffected.
5. To whom may personal data be disclosed?
Valinfort treats personal data confidentially and does not disclose personal data to unrelated third parties unless:
disclosure is required by law or regulatory obligation;
disclosure is necessary for the establishment or execution of a contractual or business relationship; or
the data subject has expressly consented to such disclosure.
In certain cases, external service providers may support the operation of our website, IT infrastructure, communication systems, or administrative processes. Such providers may process personal data solely on behalf of and under the instructions of Valinfort and only to the extent necessary for the provision of their services.
Where personal data is transferred abroad, Valinfort seeks to ensure an appropriate level of data protection in accordance with applicable Swiss data protection requirements.
Where required under applicable law, appropriate contractual, technical, or organisational safeguards – including recognised standard contractual clauses – are implemented to ensure an adequate level of data protection.
6. How long do we retain personal data?
Personal data is retained only for as long as necessary to fulfil the purposes for which it was collected, to comply with legal or regulatory obligations, or to safeguard legitimate business interests, including documentation, evidentiary, or legal purposes.
Once personal data is no longer required for these purposes, it will be deleted or anonymised in accordance with applicable legal and regulatory requirements.
7. How do we protect personal data?
Valinfort implements appropriate technical and organisational measures to protect personal data against unauthorised access, loss, misuse, alteration, or disclosure.
Please note, however, that the transmission of information via the internet or email may involve security risks and cannot be guaranteed to be completely secure. For particularly confidential information, we recommend using secure means of communication where appropriate.
For security purposes and to protect the transmission of data, this website uses SSL/TLS encryption. An encrypted connection can generally be identified by the change in the browser address line from “http://” to “https://” and by the lock symbol displayed in the browser.
8. What rights do you have?
Subject to applicable law, you may have the following rights in relation to your personal data:
the right to request access to the personal data processed by us;
the right to request the correction of inaccurate or incomplete personal data;
the right to request the deletion or restriction of processing of personal data;
the right to object to certain processing activities;
the right to withdraw consent at any time where processing is based on consent; and
the right to receive personal data in a portable format where applicable.
Please note that statutory or regulatory obligations may require Valinfort to retain certain information for a defined period of time.
Requests relating to personal data may be submitted in writing or by email to the contact details indicated in this privacy notice. Valinfort may request appropriate proof of identity before processing such requests.
Where personal data is processed for communication or informational purposes, you may object to such use at any time with effect for the future.
Data subjects may furthermore have the right to lodge a complaint with the competent supervisory authority, including the Swiss Federal Data Protection and Information Commissioner (FDPIC), where applicable.
9. Newsletters and communications
If Valinfort offers newsletters, market updates, publications, or other communications, subscription may require the provision of an email address and confirmation that the recipient consents to receiving such communications.
Any personal data provided in this context will be used exclusively for the distribution and administration of the respective communications and will not be disclosed to unrelated third parties.
Consent may be withdrawn at any time with effect for the future, including through the unsubscribe function contained in the relevant communication or by contacting us directly.
Personal data processed for communication purposes will be retained only for as long as the subscription remains active or as otherwise required by law.
10. Use of cookies
This website may use cookies and similar technologies to ensure the proper functioning, security, and user-friendliness of the website, as well as to analyse usage and improve the online experience.
Cookies are small text files stored on a user’s device through the browser. Certain cookies are technically necessary for the operation of the website, while others help us better understand how the website is used.
Most browsers allow users to manage, restrict, or disable cookies through the browser settings. Please note, however, that restricting or disabling cookies may affect certain functionalities or the user experience of the website.
11. Use of social media features
This website may contain links to or integrations with third-party platforms and services, including LinkedIn.
If you access such services through our website, personal data – including technical information such as your IP address or browser information – may be transmitted directly to the respective provider. Where you are simultaneously logged into a corresponding user account, the provider may associate your visit to our website with your profile.
Please note that Valinfort has no influence over the scope, nature, or further processing of data by such third-party providers. Further information regarding the processing of personal data by LinkedIn can be found in the respective provider’s privacy policy.
12. Use of analytics and third-party services
To ensure the functionality, security, and continuous improvement of our website, Valinfort may use analytics, hosting, security, communication, and related third-party services.
Such services may process technical and usage-related information, including in particular IP addresses, browser information, device identifiers, website interactions, and access times. Depending on the provider and configuration, such processing may also involve the use of cookies or similar technologies.
Where applicable, personal data may be processed on servers located outside Switzerland or the European Economic Area. In such cases, Valinfort seeks to ensure that an appropriate level of data protection is maintained in accordance with applicable legal requirements.
The third-party services used on this website may include in particular:
analytics and performance measurement tools;
website security and spam protection services;
mapping and location services;
embedded fonts and technical content delivery services; and
communication or social media integrations.
Further information regarding the processing of personal data by such providers can be found in the respective privacy policies of the relevant third parties.
13. Cookies and consent management
Where required by applicable law, non-essential cookies and similar technologies are used only with your consent.
You may manage or withdraw your consent preferences at any time through the respective browser settings or available consent management tools on the website.
Please note that disabling certain technologies may affect the availability or functionality of individual parts of the website.
14. External services and embedded content
This website may integrate services or content provided by external third parties, including mapping services, fonts, media content, or other technical resources.
The use of such services may result in information being transmitted to the respective provider, including technical data such as your IP address and browser-related information. Valinfort has no control over the processing of data by such third-party providers once the connection has been established.
Further information regarding the handling of personal data by external providers is available in the respective privacy notices of those providers.
15. Amendments to this privacy notice
Valinfort reserves the right to amend or update this privacy notice at any time in order to reflect changes in legal, regulatory, technical, or operational requirements.
The version published on this website at the time of access shall apply.
Last updated: June 2026
© Valinfort Real Estate AG. All rights reserved.
