Information We Collect

Fidoria may collect a range of information that is necessary to provide, administer and improve our legal counsel, regulatory compliance and contract documentation related services for real estate agents. This may include identifiers and contact details, professional and business information, records of interactions and communications, and account or billing metadata. We also may collect information that you provide when requesting materials, attending events, or engaging with our materials, and limited technical information when you visit our website.

1. Contact and identity details: names, business email addresses, telephone identifiers and organisation affiliation provided directly by individuals or their representatives.
2. Professional information: agency role, licence or registration identifiers, and documentation relevant to regulatory or contractual matters where provided.
3. Interaction records: communications, meeting notes, and records of service or support requests that assist in fulfilling engagements.
4. Technical data: IP addresses, device and browser type, and basic usage data collected through cookies and similar technologies as described below.

How We Use Information

We use collected information to administer our services, to communicate about requests and appointments, to maintain records that reflect regulatory and contractual discussions, and to manage billing and administrative requirements where relevant. Information may also be used to evaluate and improve operational processes, to respond to enquiries, and to provide materials or notices related to regulatory updates that may affect practice for real estate agents.

1. To manage client relationships, fulfil requests, and respond to communications.
2. To perform administrative tasks, including invoicing and recordkeeping when applicable.
3. To maintain internal records for compliance, risk assessment and audit readiness consistent with applicable law.
4. To operate, maintain and improve the website, features and related communications channels.

Legal Basis for Processing

Where Swiss law or cantonal obligations apply, we rely on lawful bases appropriate to the purpose of processing. These bases may include performance of a contract or pre-contractual measures, compliance with legal obligations applicable to professional practice and recordkeeping, legitimate interests of the company to manage services and operations, and, where relevant, the individual’s consent for specific marketing or communication activities.

1. Performance of contractual obligations or steps prior to entering a contract.
2. Compliance with legal and regulatory obligations applicable to our activities in Switzerland.
3. Our legitimate interests in operating, administering and improving services, balanced against individual rights and expectations.
4. Consent, where we request it for specific communications or optional features and where such consent has been freely given.

Data Sharing & Disclosure

Fidoria may share information with third parties only when necessary to provide the requested service, to meet legal or regulatory requirements, or to work with service providers who perform functions on our behalf. We limit disclosures to the minimum required for the intended purpose and seek to work with partners that are subject to appropriate confidentiality obligations and contractual terms that reflect the nature of the data processed.

1. Third-party providers engaged for operational purposes such as hosting, mailing or administrative support, acting under contractual instructions.
2. Regulatory bodies or authorities where disclosure is required by law, regulation or a lawful request from a competent authority.
3. Other parties where an individual has provided explicit consent to share specific information.

Cookies & Tracking Technologies

Our website uses cookies and similar tracking technologies to collect technical data needed to operate the site, to measure usage and performance, and to provide a consistent browsing experience. These technologies may collect identifiers such as IP address and basic device information; they do not collect substantive case content or detailed sensitive information absent voluntary submission. Users can manage cookie preferences through their browser settings or provided controls where available.

1. Essential cookies required for site operation and to maintain user sessions.
2. Analytical cookies used to understand site usage and to improve interface and content.
3. Optional cookies for preferences and site performance, used only with appropriate consent where applicable.

Data Retention

We retain personal information for the period necessary to fulfil the purposes set out in this policy, to meet contractual and legal obligations applicable in Switzerland, and to allow for the exercise of rights or the defence of legal claims. Retention periods vary according to the nature of the information and the legal or regulatory retention requirements; when data is no longer required it will be deleted or anonymised in line with our internal retention practices.

Your Rights

Where applicable under Swiss law and other relevant laws, individuals have rights to request access to personal information, to request rectification of inaccurate information, to object to certain processing on legitimate grounds, and to request deletion or restriction of processing in defined circumstances. Requests will be handled in accordance with applicable legal processes and may require verification of identity and consideration of statutory retention obligations.

1. Right of access to personal information held about you and to receive a copy of that information where appropriate.
2. Right to request correction of inaccurate or incomplete information.
3. Right to object to processing based on legitimate interests, subject to lawful grounds for continuing processing.
4. Right to request deletion or restriction where legal grounds permit, recognising certain legal obligations may require retention.

Security Measures

Fidoria applies administrative, organisational and technical measures appropriate to protecting personal information against unauthorised access, disclosure, alteration or loss, taking into account the nature of the data and the risks involved in processing activities. Access to information is limited to authorised personnel with a need to know, and third-party providers are required to meet confidentiality and handling standards through contractual arrangements.

International Data Transfers

1. Information may, in limited circumstances, be transferred to recipients outside Switzerland where necessary for the provision of services or where our service providers operate. Such transfers will be governed by appropriate contractual safeguards and assessment of the receiving jurisdiction’s legal framework.

Changes to Policy

1. We may update this Privacy Policy to reflect changes in our practices, legal requirements or service offerings. Material changes will be posted on our website with the date of last revision and, where appropriate, notified to contacts by email or other reasonable means.

Contact Information

1. Email: events@fidoriax.com
2. Phone: +41 44 227 70 00
3. Business number: CHE-215.974.491
4. Address: Lindenhof, 8001 Zürich, Switzerland