Personal data

Privacy policy

How Veltica collects, uses and protects your personal data, in accordance with the Swiss FADP and the GDPR.

This translation is provided for information only; the French version is authoritative.

1. Data controller

Veltica Finance SA, Rue Caroline 2, 1003 Lausanne, is the controller of the personal data collected via this website and in the course of its services.

2. Data collected

We collect the following data:

  • Identification data: surname, first name, postal address, email, telephone.
  • Tax and accounting data: income, expenses, supporting documents, strictly within the scope of the services subscribed to.
  • Browsing data: IP address, pages visited, browser type, for statistical purposes.

3. Purposes of processing

Your data is used for:

  • Performing the services subscribed to (tax returns, accounting, advice).
  • Managing the client relationship (quotes, invoicing, support).
  • Sending marketing information, only with your consent.
  • Complying with our legal obligations (AMLA, FTA, etc.).

4. Legal basis

Processing is based on the performance of the contract, your consent and our legal obligations.

5. Recipients

Your data is never sold. It may be disclosed to:

  • The Swiss tax authorities (FTA, cantonal tax administrations) in connection with tax returns.
  • Our technical subcontractors (hosting provider, SaaS tools), who are bound by confidentiality clauses.
  • The judicial authorities in the event of a legal request.

6. Retention period

Your data is kept for the duration of the contractual relationship and then for 10 years after it ends (Swiss statutory accounting obligation).

7. Your rights

In accordance with the FADP and the GDPR, you have the right to access, rectify, erase, restrict and port your data. To exercise these rights, write to us at contact@veltica.ch.

8. Cookies

The website uses technical cookies (session, preferences) and, subject to your consent, analytics cookies. You can manage your preferences at any time via the cookie banner.

9. Security

We implement technical and organisational measures (encryption, access control, backups) to protect your data against loss, alteration or unauthorised access.

10. Contact

For any questions about the protection of your data, please contact us at contact@veltica.ch.

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