Privacy Policy
At Sourcea Advisory, we are committed to protecting your privacy and ensuring your personal information is handled responsibly.
By using our website www.sourceaadvisory.com or interacting with us, whether or not you engage with our services, you consent to the data practices described in this policy.
This Privacy Policy explains how we collect, use and protect your personal data in the following ways.
1. Information We Collect
We only collect personal data when you directly engage with us through communication, signing up for a service, or requesting a mission. This data is not collected just by browsing the website.
This may include:
Name and address I Email address I Phone number I Copy of ID (KYC) I Others, necessary for requested services.
2. How We Use Your Personal Data
We use your personal data solely to provide and manage the mission or service you have requested. This may involve:
- Delivering the bespoke property service you’ve requested.
- Maintaining direct communication to ensure a seamless experience.
- Offering dedicated support to address any needs throughout the process.
- Complying with relevant legal obligations and regulations.
3. How We Protect Your Personal Data
We take your privacy seriously and implement appropriate security measures to protect your personal data. However, no method of transmission over the internet or electronic storage is 100% secure, so we cannot guarantee absolute security. We are committed to maintaining the security of your personal data through both technical and organizational measures.
4. Sharing Your Personal Data
We do not share your personal data with third parties except in the following cases:
- Service Providers: To help fulfill services. These third parties are obligated to protect your data and only use it to fulfill the specific service you have requested.
- Legal Compliance: If required by law or to protect our legal rights, we may disclose your personal data to comply with legal obligations or respond to legal requests.
5. Retention of Personal Data
We retain your personal data only as long as necessary to fulfill the purposes outlined in this Privacy Policy. This includes the duration of the mission or service you requested, as well as to comply with legal obligations. Once your data is no longer needed, we will securely delete or anonymize it.
6. Your Rights
You have the right to:
- Request access to your personal data
- Request correction or deletion of your data
- Object to the processing of your data for certain purposes
- Request a copy of your personal data
To exercise these rights, please contact us at info@sourceaadvisory.com. We will respond to your request within the legal timeframe.
7. Cookies and Tracking Technologies
We use cookies and similar technologies on our website www.sourceaadvisory.com (the “Site”) to improve your experience and analyze usage.
By continuing to use our Site or clicking “Accept”, you consent to the use of cookies as described in this policy.
For cookies that are not strictly necessary for the website to function (such as Analytics and Marketing Cookies), we ensure that you explicitly give your consent through an opt-in mechanism before any non-essential cookies are placed on your device.
What are Cookies
Cookies are small text files stored on your device when you visit a website. They help us improve the performance of our Site, analyze usage and offer a more personalized user experience.
Types of Cookies We Use
- Essential Cookies: Necessary for the basic functioning of the Site
- Analytics Cookies: Help us analyze how users interact with the Site, enabling us to improve performance.
- Functional Cookies: Allow us to remember your preferences
- Marketing Cookies: Track your activity across websites to provide targeted advertising.
Managing Cookies
You can manage your cookie preferences through your browser settings or by adjusting the cookie settings on the website. You can block or delete cookies, but this may affect certain features of the Site. For more information on how to manage cookies, please visit www.aboutcookies.org.
Third-Party Cookies
We may use third-party services (e.g., Google Analytics) that set cookies to help us analyze website traffic. These third parties may collect and use your data as described in their privacy policies.
8. International Data Transfers
If you are located outside Switzerland, your personal data may be transferred to and processed in Switzerland or other countries where we or our service providers operate. We take appropriate measures to ensure your data is protected in accordance with applicable data protection laws, including the Swiss Federal Data Protection Act (FADP) and the General Data Protection Regulation (GDPR), where applicable.
9. Updates to This Privacy Policy
We may update this Privacy Policy from time to time. Any changes will be posted on this page with an updated “Last Updated” date.
Last Updated: June 17th 2025
10. Contact Us
For any questions or concerns regarding this Privacy Policy or your personal data, please contact us at:
Email: info@sourceaadvisory.com
Phone: +41 79 8899580