Privacy Policy

1. Introduction

The protection of your personal and financial data is of the highest priority for CashGrowthPro. This Privacy Policy comprehensively informs you about what data we collect when providing our financial growth education and wealth-building services, how we use it, and what rights you have regarding your personal information. We strictly adhere to applicable data protection regulations in Switzerland and the EU, particularly in connection with our educational services, financial growth guidance, and comprehensive wealth-building solutions.

2. Collection and Processing of Personal Data

We only collect personal data when you voluntarily provide it to us, for example when enrolling in our educational programs, submitting financial information, using our contact form, or communicating via email. The collected data may include:

  • First and Last Name
  • Email Address
  • Phone Number
  • Business Address
  • Business Registration Numbers (for educational purposes)
  • Financial Information (for creating educational materials and financial planning)

This data is used exclusively for providing our financial growth education and wealth-building services, processing your inquiries, and creating educational materials and financial growth planning documents.

3. Use of Personal Data

The information you provide is used for the following purposes:

  • Creation and management of educational materials and financial growth reports
  • Conducting financial growth education services and financial analyses
  • Ongoing support in financial growth planning matters
  • Billing and payment processing
  • Information about regulatory changes and new services (only with your consent)

We do not share your data with unauthorized third parties unless this is necessary to fulfill our contractual obligations (e.g., to financial authorities when submitting educational reports) or we are legally required to do so.

4. Data Storage and Security

We retain your personal data only for as long as is necessary for the respective purposes or as required by legal retention obligations. Financial growth educational data is typically retained for the duration of legal retention periods for educational documents. To protect your data from unauthorized access, loss, or misuse, we implement comprehensive technical and organizational security measures, including encrypted data transmission and access restrictions on sensitive financial data.

5. Cookies and Tracking Technologies

Our website uses cookies and similar technologies to improve user experience and collect anonymized data about website usage. This information helps us continuously optimize our digital offerings and the presentation of our financial growth education services.

You can control the use of cookies in your browser settings and disable them if necessary. Please note, however, that this may limit certain website functions, such as financial calculators or interactive document management tools.

6. Your Rights

You have the right to:

  • Information about the data stored with us
  • Correction of incorrect or incomplete data
  • Deletion of your data, provided no legal retention obligations exist
  • Restriction of processing under certain conditions
  • Objection to processing of your data based on legitimate interests
  • Data portability, insofar as technically possible

If you wish to exercise any of these rights, please contact us through the provided contact methods at contact@cashgrowthpro.com.

7. GDPR Compliance

CashGrowthPro operates in full compliance with the General Data Protection Regulation (GDPR) of the European Union. This means:

  • We only collect data that is necessary for providing our financial growth education services (data minimization)
  • We process your personal and financial data only with explicit consent or on another lawful basis
  • We implement enhanced security measures to protect sensitive financial and educational data
  • We ensure complete transparency regarding the nature and scope of data processing
  • We actively respect and support your data protection rights, taking into account the special requirements for retaining educationally relevant documents

As a company based in Switzerland that also works with clients from the EU, we comply with both Swiss data protection regulations and the GDPR to ensure a high level of protection for your personal and financial data.

8. Changes to this Privacy Policy

We reserve the right to update this Privacy Policy as needed to adapt to legal or technical developments in financial growth education regulations or data protection legislation. The current version will be published on our website. We recommend that you regularly review this policy to stay informed about the protection of your personal data in connection with our financial growth education services.