Privacy policy

1. Data controller

The controller of the personal data collected through this website is Carlos Pereira, CPIM Advisory, Route de Lausanne 17, 1400 Yverdon-les-Bains, Switzerland. Contact: office [at] cpim.ch.

2. Data processed

Data you send me voluntarily: your name, contact details (e-mail, phone, WhatsApp) and the information needed for your request or engagement (tax situation, accounting documents).

If you accept analytics cookies: anonymised browsing data collected by Google Analytics (pages viewed, device type, approximate location).

3. Purposes

To answer your requests, prepare a proposal, carry out the agreed engagement and meet my legal obligations, including record keeping. Your data is never sold or used for advertising.

4. Disclosure to third parties and abroad

Google Analytics is provided by Google Ireland Ltd and Google LLC; some data may be transferred to the United States. Google LLC is certified under the Swiss-U.S. Data Privacy Framework, recognised by the Swiss Federal Council.

If you contact me via WhatsApp, your messages are processed by WhatsApp (Meta). The website is hosted by a web hosting provider. I only share your data with other third parties where the law requires it or with your consent.

5. Retention

I keep your data for as long as needed to handle your request or carry out the engagement. Accounting records are kept for 10 years, as required by the Swiss Code of Obligations (art. 958f CO).

6. Cookies and local storage

Google Analytics is only loaded if you click “Accept”. You can change your mind at any time via the “Manage cookies” link at the bottom of the page.

The website also stores in your browser (local storage) your light/dark mode choice and your cookie decision. This information never leaves your device.

7. Your rights

Under the nFADP, you may request access to your data, its correction or deletion, object to its processing and ask to receive it in a common format. Write to me at office [at] cpim.ch. You may also contact the Federal Data Protection and Information Commissioner (FDPIC).

8. Changes

I may update this policy at any time; the version published on this page applies.