Privacy Policy
1. Data Controller
This privacy policy explains how Loza Finance Sàrl collects and processes personal data in the context of its fiduciary activities and the use of its website.
Loza Finance Sàrl
Route de la Gare 7A
1070 Puidoux, Switzerland
Email: info@lozafinance.ch
Phone: 021 728 70 00
2. Personal Data Collected
We may collect and process personal data that you voluntarily provide to us, in particular when you contact us by email, phone or contact form.
This data may include:
- first and last name
- email address
- phone number
- company name
- postal address
- content of your enquiry
- documents or information provided in the context of a fiduciary mandate
In the course of providing our services, we may also process accounting, tax, payroll, financial or administrative data required for the performance of our mandates.
3. Purposes of Processing
Personal data is processed only to the extent necessary for the following purposes:
- responding to your contact enquiries
- preparing, managing and performing our fiduciary mandates
- maintaining the client relationship
- fulfilling our legal, accounting, tax or administrative obligations
- ensuring the security and proper functioning of our website
- improving our services and communications
4. Data Relating to Website Use
When you visit our website, certain technical data may be collected automatically by the server, including:
- IP address
- date and time of the visit
- browser used
- operating system
- pages visited
- website from which you arrived
This data is used to ensure the security, stability and improvement of the website.
5. Cookies
Our website may use cookies or similar technologies to ensure its proper functioning, improve the user experience and measure website traffic.
You may configure your browser to block or delete cookies. However, certain website features may be limited if cookies are disabled.
6. Analytics Tools
Our website may use audience analytics tools, such as Google Analytics, in order to better understand how the website is used and to improve its content.
When such tools are used, certain data relating to your browsing may be transmitted to the relevant provider and processed in accordance with its own privacy policy.
If you do not use Google Analytics or a similar tool, this section may be removed.
7. Google Maps
Our website may integrate a Google Maps map to indicate the location of Loza Finance Sàrl.
When you visit a page containing a Google Maps map, certain technical data, including your IP address, may be transmitted to Google. The processing of this data is carried out in accordance with Google’s privacy rules.
If no Google Maps map is integrated into the website, this section may be removed.
8. Disclosure of Data to Third Parties
We only disclose personal data to third parties where this is necessary, authorised or required by law.
Recipients may include:
- IT service providers
- website hosting provider
- banks, insurance companies or administrative bodies
- tax, social security or judicial authorities
- external advisors, where necessary for the performance of a mandate
When we engage external service providers, we ensure that they process personal data in accordance with applicable legal requirements.
9. International Data Transfers
Personal data is primarily processed in Switzerland or within the European Economic Area.
Should data need to be transferred to a country that does not provide an adequate level of protection, we would ensure that appropriate safeguards as provided by applicable law are put in place.
10. Retention Period
We retain personal data for as long as necessary to fulfil the purposes for which it was collected, to comply with our legal or contractual obligations, or to protect our legitimate interests.
Data is subsequently deleted or anonymised when its retention is no longer necessary.
11. Data Security
We implement appropriate technical and organisational measures to protect personal data against unauthorised access, loss, alteration, disclosure or misuse.
12. Your Rights
In accordance with applicable law, you may in particular request:
- access to your personal data
- rectification of inaccurate data
- deletion of your data, where permitted by law
- restriction of or objection to processing
- information about the processing of your data
To exercise your rights, please contact us at: info@lozafinance.ch
13. Supervisory Authority
Where applicable, you may contact the Federal Data Protection and Information Commissioner (FDPIC), the Swiss authority responsible for data protection matters.
14. Amendments to the Privacy Policy
Loza Finance Sàrl may amend this privacy policy at any time. The version published on the website shall prevail.
Last updated: June 2026
