Data Protection Declaration

Bendan AG Family Office

Last updated: [January,2025]

1. Introduction

At Bendan AG Family Office (“Bendan AG,” “we,” “us,” “our”), the privacy and protection of our clients’ personal data is fundamental to our mission. We are committed to managing your personal information with the utmost care, discretion, and in full compliance with applicable data protection laws.

This Data Protection Declaration explains how we collect, use, protect, and store personal data. It also outlines your rights in relation to the information we hold.

2. What Personal Data We Collect

We may collect and process the following categories of personal data:

Identification information (such as name, date of birth, nationality)
Contact details (address, email, telephone numbers)
Financial information (bank details, investment data, asset structures)
Professional and personal background information
Family information for succession and planning purposes
Communication records (emails, meeting notes, correspondence)

We collect this information directly from you, your representatives, or public sources where necessary to deliver our services.

3. How We Use Your Data

We process personal data for the following purposes:

To provide family office services, including portfolio management, succession planning, and philanthropic advisory
To fulfill our contractual obligations to you
To comply with legal, regulatory, and compliance requirements
To improve our services and client experience
To protect our legitimate business interests in operating effectively and securely

We will never use your personal data for unsolicited marketing purposes, nor will we share your information with third parties for commercial gain.

4. How We Protect Your Data

Safeguarding your personal data is a priority.

We implement industry-standard security measures, including:

Restricted access to client data based on role and necessity
Secure storage solutions with encryption protocols
Continuous monitoring of our IT systems for unauthorized access
Confidentiality obligations for all employees and service providers

All physical and digital records are maintained in secure environments designed to prevent unauthorized access, loss, or misuse.

5. Sharing of Data

Your personal information may only be shared in limited circumstances:

With trusted legal, tax, or investment professionals where necessary to deliver coordinated services (always under confidentiality agreements)
With regulatory or governmental bodies, if required by law
Within Bendan AG internal structure for administrative purposes

In all cases, we ensure that such sharing complies fully with applicable data protection laws and preserves the confidentiality you expect.

6. Your Rights

You have the following rights regarding your personal data:

Access – You may request a copy of the personal data we hold about you.
Correction – You may ask us to rectify any inaccurate or incomplete information.
Erasure – Under certain circumstances, you may request deletion of your personal data.
Restriction – You may request that we limit processing in specific situations.
Objection – You may object to the processing of your data, particularly for direct communications (where applicable).

To exercise your rights, please contact us at:
office@bendanag.com

We respond to all legitimate requests promptly and in accordance with applicable laws.

7. Data Retention

We retain your personal data only as long as necessary to fulfill the purposes for which it was collected, to comply with legal and regulatory obligations, or to protect Bendan AG’s legitimate interests.

When data is no longer needed, it is securely deleted or anonymized.

8. Updates to This Declaration

We may update this Data Protection Declaration from time to time to reflect changes in laws, technology, or our business practices. The latest version will always be available on our website.

We encourage you to review this page periodically.

9. Contact Information

For any questions, concerns, or requests regarding your personal data and this Declaration, please contact:

Bendan AG Family Office
Bellariastrasse 36c
8038 Zürich, Switzerland
Email: office@bendanag.com

Protecting your privacy isn’t just a legal obligation for us—it’s a core part of the trust you place in Bendan AG. And we are committed to honoring it at every step.