Data Processing Agreements
InvestGlass provides Data Processing Agreements to any customer who may need them. https://na3.docusign.net/Member/PowerFormSigning.aspx?PowerFormId=ca33fb14-5a68-40a4-bc5a-37a33dccd824
The GDPR includes the following rights for individuals:
By using this Site or the Services, you represent and warrant that you are (i) at least eighteen (18) years of age, (ii) otherwise recognized as being able to form legally binding contracts under applicable law, and (iii) are not a person barred from purchasing or receiving the Services found under the laws of Switzerland and the Canton of Geneva or other applicable jurisdiction.
“Client” means a customer of InvestGlass
“Client Data“ means personal data, reports, addresses, and other files, folders or documents in electronic form that a User of the Service stores within the Service.
“Personal Data” means any information relating to an identified or identifiable natural person.
“Public Area” means the area of the Site that can be accessed both by Users and Visitors, without needing to log in.
“Restricted Area” means the area of the Site that can be accessed only by Users, and where access requires logging in.
“Client facing portal” means the area of the Site that can be accessed only by users who have been granted access by another user, usually a Company and where access requires logging in.
“User” means an employee, agent, or representative of a Client, who primarily uses the restricted areas of the Site for the purpose of accessing the Service in such capacity.
“Visitor” means an individual other than a User, who uses the public area, but has no access to the restricted areas of the Site or Service.
IG or a designated service provider collects personal information that you voluntarily provide on this Web sites (including the client facing portal), on third-party websites and applications, and when subscribing to the digital edition of InvestGlass SA Newsletter, which may include your username, name, address, telephone, e-mail address, billing information, etc. For example, IG or a designated service provider collects personal information when you register on this Web site, request certain InvestGlass SA services or products. This information is used to provide you your requested service or product and to communicate with you. This information is also used to send Services notifications. We use any credit card or payment information we acquire from you to fulfil your order. Credit Card or payment information can be transmitted to Paypal and Xero for payment automation if you decide to use this payment method. You can also pay through traditional IBAN payment. Please contact us at email@example.com to be informed about alternative payment methods. Consistent with the choice you make when providing personal information, InvestGlass SA may use your personal information to provide you with information, special offers, and promotions via various means including e-mail. Please note that if you exercise choice in this manner, you will continue to receive communications concerning your account and products and services you requested, and in response to any requests for information by you.
InvestGlass collects the following information:
Please note that if you decide not to provide us with the PII that we request, you will not be able to access or use all of the features of InvestGlass Services and third party data or applications vendors. We are not responsible for the content or privacy and security practices and policies of third-party sites, services, data or applications vendors to which links or access are provided through the Service. We encourage you to learn about third parties’ privacy and security policies before providing them with information.
InvestGlass services use automatically collected information and other information collected on the Service through cookies and similar technologies to: (1) personalize our Service, such as remembering a User’s or Visitor’s information so that the User or Visitor will not have to re-enter it during a visit or on subsequent visits; (2) provide customized advertisements, content, and information; (3) monitor and analyze the effectiveness of Service and third-party marketing activities; (4) monitor aggregate site usage metrics such as total number of visitors and pages viewed; and (5) track your entries, submissions, and status in any promotions or other activities on the Service. You can obtain more information about cookies by visiting http://www.allaboutcookies.org.
Most browsers are set to accept cookies by default. If you prefer, you can usually set your browser to disable cookies, or to alert you when cookies are being sent. Likewise, most mobile devices allow you to disable the ability for geo-location information to be collected from your mobile device. The help function on most browsers and mobile devices contains instructions on how to set your browser to notify you before accepting cookies, disable cookies entirely, or disable the collection of geo-location data. You need to set each browser, on each device you use to surf the Web. Thus, if you use multiple browsers (e.g., Chrome, Safari, Internet Explorer, Firefox, etc.), you should repeat this procedure with each one. Similarly, if you connect to the Web from multiple devices (e.g., work and home), you need to set each browser on each device.
Service providers: INTERCOM Expiration 30 days, Content Helps to identify the visitor and traffic
IG may share your personal and other information with our designated service providers you will use with InvestGlass Services (data vendors, third party solutions). Consistent with the choice you make when providing personal information, IG may also store your personal information with a sponsor or other third party ("Third-Party Provider") that provides internet hosting, cloud services, software, billing service providers, customer support services and software, business analytics. To receive special offers, marketing news, education tutorials or promotions that may be of interest to you please make sure that you opt-in.
Such third parties will be required to maintain the confidentiality of all PII that they process on our behalf and to implement and maintain reasonable security controls to protect the confidentiality, integrity and availability of such PII.
The collection, further use, and/or disclosure of your information by Third-Party Providers or by other third parties is not the responsibility of InvestGlass SA. Rather, such collection, use, and/or disclosure is governed by the third parties’ privacy policies. InvestGlass will obligate any such third-party service provider to notify IG if such provider becomes unable to satisfy such data protection obligations, and IG will take reasonable steps to stop and remediate unauthorized or noncompliant processing by such third-party services provider, upon becoming aware of such processing.
Information that we collect from our users, including PII, is considered to be a business asset. Thus, if we are acquired by a third party as a result of a transaction such as a merger, acquisition or asset sale or if our assets are acquired by a third party in the event we go out of business or enter bankruptcy, some or all of our assets, including your PII, will be disclosed or transferred to a third-party acquirer in connection with the transaction. The disclosure and transfer of any of your PII to such third-party acquirer will be done in compliance with applicable law and regulation, as the case may be, and only as necessary in order to enable IG or the relevant acquirer to continue to perform services to you or your organization.
For any users, InvestGlass lets you connect through the InvestGlassID token system to third party users. Information you recorded can be shared to third party user you authorized. Please do not share your InvestGlassID with unknown third party. InvestGlass SA is not responsible if you fail protecting your InvestGlassID. The content of your personal data and third party publication can be shared to fully benefit from InvestGlass Services. You can use the UNLINK function to cease seeing this content. In most cases content is providing from your advisor – user. Please contact this user if you wish to modify, delete this content.
If you are using mailing, mass mailing with Bulk button provided inside IG services, make sure that you comply with GDPR and make sure to include unsubscribe links or notices within any emails which are required by law. For example, Create a mailto: link. You can even use a mailto: link generator like this one. Your mailto: link will look something like this: mailto:firstname.lastname@example.org?subject=Unsubscribe&body=Unsubscribe
If you have received a Right to be Forgotten request, or if you wish to received the right to be forgotten, please send us an email at email@example.com. If you “delete” a lead, this action will not erase the lead information from the database. If you wish to delete permanently a user/account/lead, please contact us at firstname.lastname@example.org. We will respond to this request within thirty (30) days. We will delete, amend or block access to any personal data that we are storing only if we also receive a written request to do so from the Client who is responsible for such Personal Data, unless we have a legal right to retain such Personal Data. We reserve the right to retain a copy of such data for archiving purposes, or to defend our rights in litigation.
If you or your company wish to have their data completely removed from our systems please email email@example.com.
If you received commercial emails from us, you may unsubscribe at any time by following the instructions contained within the email or by sending an email to following email firstname.lastname@example.org. Please be aware that if you opt-out of receiving commercial email from us it may take up to ten (10) business days to process your request. Additionally, EVEN after you opt-out from receiving commercial messages from us, you will continue to reiceve administrative message from us regarding the service.
We only retain the personal data collected from a user for as long as the user’s account is active or otherwise for a limited period of time as long as we need it to fulfill the purposes for which we have initially collected it, unless otherwise required by law. We will retain and use information as necessary to comply with our legal obligations, resolve disputes, and enforce our agreements as follows:
Any personal information you provide to IG is kept on secure servers in Switzerland managed by STACK Infrastructure and Exoscale SA. IG uses reasonable administrative, technical, personnel, and physical measures (a) to safeguard personal information against loss, theft, unauthorized use, disclosure, or modification; and (b) to ensure the integrity of the personal information. To help us protect your privacy, you should maintain the secrecy of the Username and password.
If you have questions regarding our compliance please reach out to email@example.com and our Chief Cybersecurity Officer, Data Protection Office will gladly answer any questions you may have. You also have the right to lodge a complaint to protection authorities. This provision does not apply to personal data that is part of client data. Then, the management of the client data is subject to the client’s own privacy polity and any request for access, correction or deletion should be made to the client responsible for the uploading and storage of such data into the service.
While IG will make reasonable efforts to accommodate your request, we also reserve the right to impose certain restrictions and requirements on such access requests, if allowed or required by applicable laws.
IG may provide links to third-party websites, including social networking websites. Since we do not control third-party sites and are not responsible for any information you may provide while on such sites, we encourage you to read the privacy policies on those websites before providing any of your information on such sites.
Please contact us with any questions or comments about this polity by email at firstname.lastname@example.org.