Privacy Policy

Bendan AG Family Office

Last updated: [March, 2025]

1. Introduction

Protecting your privacy is not just our obligation—it is part of the trust you place in Bendan AG Family Office (“Bendan AG,” “we,” “us,” “our”).
This Privacy Policy explains how we collect, use, and safeguard personal information provided to us in the course of our business activities.

By engaging with Bendan AG, you agree to the practices described in this Policy.

2. Scope of This Policy

This Policy applies to personal information collected through:

Direct communications (email, phone, meetings)
Our website [www.bendanag.com]
Documentation and onboarding processes
Events or consultations hosted or organized by Bendan AG

It covers information related to clients, prospective clients, suppliers, and visitors to our site.

3. What Information We Collect

We may collect the following types of personal information:

Full name, title, and contact details
Identification and documentation for compliance purposes
Financial and investment information
Information about family structures for succession planning
Communication records, notes, and preferences

We collect data you provide directly or information obtained through authorized partners acting on your behalf.

4. How We Use Your Information

We use personal information to:

Deliver and manage the services agreed upon
Fulfill legal, regulatory, and compliance obligations
Administer relationships, billing, and internal records
Enhance our service offering and client experience
Communicate relevant updates about services or regulatory changes (only when appropriate)

We do not sell, lease, or distribute your personal data to third parties for marketing purposes.

5. Sharing of Personal Information

We may share information under strict confidentiality:

With professional advisors (legal, tax, investment) engaged to serve your needs
With regulatory bodies if legally required
Internally, within Bendan AG, for administrative efficiency

In all instances, access is limited to what is strictly necessary, and partners must adhere to our privacy standards.

6. How We Protect Your Information

Your data security is a priority.

We have implemented technical and organizational measures, including:

Secure servers and encrypted communications
Access controls based on operational necessity
Regular monitoring for unauthorized access or threats
Staff training and confidentiality agreements

We continuously evaluate our security protocols to match evolving threats and technologies.

7. Data Retention

Personal data is retained only for as long as necessary:

To deliver our services
To comply with legal obligations
To resolve disputes or protect our interests

When no longer needed, data is securely deleted or anonymized according to industry best practices.

8. Your Rights

You have rights regarding your personal data, including:

Access – Request information we hold about you
Rectification – Request corrections if information is inaccurate
Erasure – Request deletion under certain circumstances
Restriction – Request limitation of processing activities
Objection – Object to data use in certain scenarios

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

We aim to respond within 30 days where applicable.

9. International Transfers

Where personal information is transferred outside Switzerland or the European Economic Area (EEA), we ensure appropriate safeguards are in place to maintain equivalent levels of protection.

This includes using standard contractual clauses or verified frameworks where necessary.

10. Changes to This Policy

We may occasionally update this Privacy Policy to reflect changes in legal requirements, business practices, or technology.
The most current version will always be available on our website.

We encourage regular review to stay informed of how we protect your information.

11. Contacting Us

If you have questions, concerns, or requests relating to this Policy or your personal information, please reach out to:

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