Version 2021 - Valid from December 1, 2020
In this privacy statement, we, the Institute for Swiss and International Tax Law and our subsidiary Seminars ISIS AG (hereinafter ISIS, we or us), explain how we collect and process personal data. This is not an exhaustive description; if necessary, general terms and conditions, conditions of participation and similar documents regulate specific matters.
Personal data is understood to be all information that relates to an identified or identifiable person.
1. person responsible / data protection officer
Responsible for the data processing activities we carry out here is Institute for Swiss and International Tax Law, Office, Seestrasse 344, 8038 Zurich, unless otherwise stated in the individual case. If you have any data protection concerns, you can inform us of them at the following contact address: firstname.lastname@example.org .
2. collection and processing of personal data
We primarily process personal data that we receive from our members, patrons, speakers, customers and other business partners in the course of our business relationship with them and other persons involved, or that we collect from their users when operating our websites, apps and other applications.
To the extent permitted, we also take certain data from publicly accessible sources (e.g. debt collection registers, land registers, commercial registers, press, Internet) or receive such data from authorities and other third parties (such as credit agencies, address dealers). In addition to the data about you that you give us directly, the categories of personal data that we receive about you from third parties include, in particular, information from public registers, information that we learn in connection with official and legal proceedings, information in connection with your professional functions and activities (so that we can, e.g. (e.g. so that we can conclude and process transactions with your employer with your help), information about you in correspondence and meetings with third parties, creditworthiness information (insofar as we process transactions with you personally), information about you that people close to you (family, advisors, legal representatives, etc.) give us so that we can conclude or process contracts with you or involving you (e.g. references, your address for deliveries, full addresses, etc.). References, your address for deliveries, powers of attorney, information on compliance with legal requirements such as anti-money laundering and export restrictions, information from banks, insurance companies, sales and other contractual partners of ours on the use or provision of services by you (e.g. payments made, purchases made), information from the media and Internet about you (where this is appropriate in the specific case, e.g. in the context of a job application, press releases, etc.).e.g. in the context of an application, press review, marketing/sales, etc.), your addresses and, if applicable, interests and other sociodemographic data (for marketing), data in connection with the use of the website (e.g. IP address, MAC address of the smartphone or computer, information about your device and settings, cookies, date and time of visit, pages and content accessed, functions used, referring website, location information).
3. purposes of data processing and legal basis
We use the personal data we collect primarily to conclude and process our contracts with our customers and business partners, in particular in the context of the training and further education of our customers and the purchase of products and services from our suppliers and subcontractors, as well as to comply with our legal obligations at home and abroad. If you work for such a customer or business partner, your personal data may of course also be affected in this capacity.
In addition, we also process personal data about you and other individuals, as permitted and as we deem appropriate, for the following purposes in which we (and sometimes third parties) have a legitimate interest consistent with the purpose:
- Offer and further develop our offers, services and websites, apps and other platforms on which we are present;
- Communicating with third parties and handling their inquiries (e.g., job applications, media inquiries);
- Examination and optimization of procedures for needs analysis for the purpose of direct customer contact as well as collection of personal data from publicly available sources for the purpose of customer acquisition;
- Advertising and marketing (including the organization of events), insofar as you have not objected to the use of your data (if we send you advertising as an existing customer, you can object to this at any time - we will then put you on a blacklist to prevent further advertising mailings);
- Market and opinion research, media monitoring;
- Assertion of legal claims and defense in connection with legal disputes and official proceedings;
- Prevention and investigation of crime and other misconduct (e.g., conducting internal investigations, data analysis to combat fraud);
- Warranties of our operations, especially IT, our websites, apps, and other platforms;
- Video surveillance to maintain house rules and other measures for IT, building and facility security and protection of our employees and other persons and assets belonging to or entrusted to us (such as access controls, visitor lists, network and mail scanners, telephone recordings);
- Purchase and sale of business units, companies or parts of companies and other transactions under company law and the related transfer of personal data as well as measures for business management and, to the extent necessary, for compliance with legal and regulatory obligations as well as internal regulations of ISIS.
Insofar as you have given us consent to process your personal data for certain purposes (for example, when you register to receive newsletters), we process your personal data within the scope of and based on this consent, insofar as we have no other legal basis and we require such a basis. Consent given can be revoked at any time, but this has no effect on data processing that has already taken place.
4. cookies / tracking and other technologies related to the use of our website
We typically use "cookies" and similar technologies on our websites and apps to identify your browser or device. A cookie is a small file that is sent to your computer or automatically stored on your computer or mobile device by the web browser you use when you visit our website or install an app. If you visit this website again or use our app, we can recognize you this way, even if we do not know who you are. In addition to cookies that are only used during a session and deleted after your website visit ("session cookies"), cookies can also be used to store user settings and other information for a certain period of time (e.g. two years) ("permanent cookies"). However, you can set your browser to reject cookies, store them for one session only, or otherwise delete them early. Most browsers are preset to accept cookies. We use persistent cookies so that they remember user preferences (e.g., language, autologin), so that we can better understand how you use our offerings and content, and so that we can show you offers and advertisements tailored to you (which may also happen on other companies' websites; however, they will not learn from us who you are, if we even know, because they will only see that their website has the same user who was on a particular page with us). Some of the cookies are set by us, and some are set by contractors with whom we work. If you block cookies, certain functionalities (such as language selection, shopping cart, ordering processes) may no longer work.
You can change your consent to cookie use below:
We also include visible and invisible image elements in some of our newsletters and other marketing emails, where permitted, that allow us to determine if and when you have opened the email by retrieving them from our servers so that we can measure and better understand how you use our offers and tailor them to you here as well. You can block this in your email program; most are preset to do so.
By using our websites, apps and agreeing to receive newsletters and other marketing emails, you consent to the use of these techniques. If you do not want this, you must set your browser or email programs accordingly, or uninstall the app if this cannot be adjusted via the settings.
We sometimes use Google Analytics or similar services on our websites. This is a service provided by third parties that may be located in any country in the world (in the case of Google Analytics, it is Google LLC in the USA, www.google.com), with which we can measure and evaluate the use of the website (not on a personal basis). Permanent cookies set by the service provider are also used for this purpose. The service provider does not receive any personal data from us (and does not keep any IP addresses), but can track your use of the website, combine this information with data from other websites that you have visited and which are also tracked by the service provider, and use these findings for its own purposes (e.g. controlling advertising). If you have registered with the service provider yourself, the service provider also knows you. The processing of your personal data by the service provider then takes place under the responsibility of the service provider in accordance with its data protection provisions. The service provider only informs us how our respective website is used (no information about you personally).
We also use so-called plug-ins from social networks such as Facebook, Twitter, YouTube, LinkedIn, Google+, XING or Instagram on our websites. This is apparent to you in each case (typically via corresponding icons). We have configured these elements so that they are disabled by default. If you activate them (by clicking on them), the operators of the respective social networks can register that you are on our website and where you are located and can use this information for their purposes. The processing of your personal data is then the responsibility of this operator according to its data protection regulations. We do not receive any information about you from him.
5. data transfer and data transmission abroad
Within the scope of our business activities and the purposes set out in section 3, we also disclose data to third parties, insofar as this is permitted and appears to us to be appropriate, either because they process it for us or because they want to use it for their own purposes. This concerns in particular the following entities:
- Service providers of us (within ISIS as well as externally, such as banks, insurance companies), including order processors (such as IT providers);
- Dealers, suppliers, subcontractors and other business partners;
- domestic and foreign authorities, official agencies or courts;
- Public, including website visitors and social media;
- Competitors, industry organizations, associations, organizations and other bodies;
- Acquirers or parties interested in acquiring divisions, companies or other parts of ISIS;
- other parties in potential or actual legal proceedings;
- any other subsidiaries of ISIS.
These recipients are partly domestic, but may be somewhere abroad. In particular, you must expect the transfer of your data to those countries in Europe and the USA where the service providers we use are located (such as Microsoft). If we transfer data to a country that does not have adequate data protection laws, we will ensure this as required by law by using appropriate contracts (namely on the basis of the so-called standard contractual clauses of the European Commission, which are available at the following links; Commission Decision of February 5, 2010, Commission Decision of December 27, 2004 and Commission Decision of June 15, 2001) or so-called Binding Clauses. June 2001) or so-called Binding Corporate Rules for an adequate level of protection or rely on the legal exceptions of consent, contract performance, the establishment, exercise or enforcement of legal claims, overriding public interests, published personal data or because it is necessary to protect the integrity of the data subjects. You may obtain a copy of the aforementioned contractual warranties at any time from the contact address listed in Section 1, to the extent not available at the link above. However, we reserve the right to black out copies for reasons of data protection or confidentiality or to supply only excerpts.
6. duration of the retention of personal data
We process and store your personal data as long as it is necessary for the fulfillment of our contractual and legal obligations or otherwise the purposes pursued with the processing, i.e., for example, for the duration of the entire business relationship (from the initiation, processing to the termination of a contract) and beyond that in accordance with the statutory retention and documentation obligations. In this context, it is possible that personal data will be retained for the time during which claims can be asserted against us and insofar as we are otherwise legally obligated to do so or legitimate business interests require this (e.g. for evidence and documentation purposes). As soon as your personal data is no longer required for the above-mentioned purposes, it will be deleted or anonymized as a matter of principle and as far as possible. For operational data (e.g. system logs, logs), shorter retention periods of twelve months or less apply in principle.
7. data security
We take appropriate technical and organizational security measures to protect your personal data from unauthorized access and misuse, such as issuing instructions, training, IT and network security solutions, access controls and restrictions, encryption of data carriers and transmissions, pseudonymization, controls.
8. obligation to provide personal data
In the context of our business relationship, you must provide those personal data that are necessary for the establishment and implementation of a business relationship and the fulfillment of the associated contractual obligations (you usually do not have a legal obligation to provide us with data). Without this data, we will generally not be able to enter into or perform a contract with you (or the entity or person you represent). Also, the Website cannot be used if certain traffic-securing information (such as IP address) is not disclosed.
9. rights of the data subject
Within the scope of the data protection law applicable to you and insofar as provided therein, you have the right to information, correction, deletion, the right to restrict data processing and otherwise to object to our data processing, as well as to the release of certain personal data for the purpose of transfer to another entity (so-called data portability). Please note, however, that we reserve the right to enforce the restrictions provided for by law, for example if we are obliged to retain or process certain data, if we have an overriding interest in doing so (insofar as we are entitled to rely on this) or if we need the data to assert claims. If you incur costs, we will inform you in advance. We have already informed you about the possibility of revoking your consent in section 3. Please note that the exercise of these rights may conflict with contractual agreements and may have consequences such as the premature termination of the contract or cost consequences. We will inform you in advance if this is not already contractually regulated.
The exercise of such rights usually requires that you clearly prove your identity (e.g. by means of a copy of your ID card, where your identity is otherwise not clear or cannot be verified). To exercise your rights, you can contact us at the address given in section 1.
In addition, every data subject has the right to enforce his or her claims in court or to file a complaint with the competent data protection authority (Federal Data Protection and Information Commissioner, www.edoeb.admin.ch).
Even if we try to process e-mails in a timely manner, their reception may be disrupted for technical or operational reasons. The Institute for Swiss and International Tax Law (ISIS) does not guarantee timely processing of e-mails. E-mails sent to us do not constitute compliance with deadlines and time limits. If you want to be sure that your e-mails have actually been received by us, you should request confirmation from the recipient. Please note that due to technical circumstances, communication by e-mail is neither secure nor confidential.
If you have any questions regarding the processing of your personal data, or if you wish to modify or delete it, please write to us at the following address:
Data Protection Officer
Institute for Swiss and International Tax Law