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PRIVACY POLICY

Last updated: September 3, 2026

AdvisorOne Academy places particular importance on protecting your privacy and personal data.

This Privacy Policy explains what personal data we collect, why we use it, with whom it may be shared, how long it is retained and what your rights are.

It applies in particular to the use of the AdvisorOne Academy website, our forms, questionnaires, training courses, events, appointments, communications, newsletters and various educational programmes.

Our processing of personal data is carried out in accordance with the Swiss Federal Act on Data Protection (FADP) and, where applicable, the European Union General Data Protection Regulation (GDPR).

1. Data Controller

The data controller is:

AdvisorOne Academy SARue Kléberg 14 1201 Geneva Switzerland

UID: CHE-352.354.122 
Email: contact@advisoroneacademy.com 
Phone: +41 79 700 22 52

For any questions regarding your personal data or to exercise your rights, you can contact us at the above address.

2. What data can we collect?

Depending on how you use our services, we may collect different categories of personal data.

Identification data. This may include your first and last name, email address, telephone number, date of birth where necessary, country or place of residence, company or professional activity.

Account-related data. When you create an account or access a training course, we may process login information, access history, courses in which you are enrolled, your progress through the content, responses to quizzes or assessments, documents downloaded and participation in the activities offered. We do not store your password in a form that allows AdvisorOne Academy to read it in plain text.

Purchase-related data. When you purchase a training course, support programme, event or other service, we may process information relating to the products or services ordered, the amount, transaction date, payment status and information required for invoicing. Bank or payment card information may be processed directly by our payment service providers. AdvisorOne Academy does not, in principle, have access to your full payment card number.

Data provided during our support programmes. In connection with our training courses, questionnaires, appointments or support programmes, you may choose to provide us with information relating in particular to your financial situation, financial organisation, objectives, financial knowledge, habits, relationship with money, projects, professional or family situation, and your level of financial confidence and autonomy. Some of this information may be particularly personal or confidential. We ask you to provide only the information necessary for the support you are seeking.

Data collected through forms. When you complete, in particular, a contact form, registration form, questionnaire, quiz, appointment request, download request or newsletter subscription, we collect the information you choose to provide to us.

Technical data. When you visit our website, certain information may be collected automatically, including your IP address, device type, browser, operating system, pages viewed, date and time of connection, source of the visit, interactions with the website and data relating to cookies and similar technologies.Technical data.When you visit our site, certain information may be collected automatically: IP address; device type; browser; operating system; pages viewed; date and time of connection; source of the visit; interactions with the site; data related to cookies and similar technologies.

3. Why do we use your data?

We may use your personal data for the following purposes.

Providing our training courses and services: creating and managing your account; providing access to purchased or complimentary content; managing your registrations; tracking your progress; organising appointments, events and group sessions; responding to your requests; and providing the documents and resources included in our offers.

Personalising your educational journey: better understanding your level of knowledge; identifying your educational needs; directing you towards the most relevant programme; adapting certain content or interactions; and measuring your progress.

Managing our commercial relationship: establishing and managing orders; processing payments; issuing invoices; responding to administrative requests; providing follow-up after registration; and managing any refund requests or complaints.

Communicating with you: providing information relating to your registration; access to your training courses; reminders relating to an event or session; important information relating to your account; and responses to your requests.

Newsletter and marketing communications. When you subscribe to our newsletter or where applicable regulations otherwise permit us to do so, we may send you educational content, articles, news, information about AdvisorOne Academy programmes, invitations to events, offers and information about new products or services. You may unsubscribe at any time using the link provided in our communications or by contacting us directly.

Improving our services: improving our website and training courses; understanding how our content is used; measuring satisfaction; developing new educational tools; and identifying errors or technical issues.

Complying with our legal obligations. Certain data may also be processed in order to comply with our accounting, tax, contractual, regulatory or judicial obligations.

4. Legal bases

Where the GDPR applies, our processing activities are based, depending on the circumstances, on:

  • The performance of a contract, for example, to manage your registration, your payment, or your access to a training.
  • Your consent, for example, for certain marketing communications, certain cookies, or certain uses of testimonials, photos, or videos.
  • Our legitimate interests, particularly to ensure the operation and security of our services, improve our offerings, or monitor our activities.
  • A legal obligation, particularly for our accounting, tax, or regulatory obligations.

Where processing is based on your consent, you may withdraw that consent at any time with effect for the future.

5. Quizzes, questionnaires, and educational profile

AdvisorOne Academy may offer various quizzes, questionnaires and self-assessment tools designed, in particular, to identify your level of knowledge, your profile or the stage of the programme that may be most appropriate for you. Your responses may be combined to generate personalised guidance or results.

These tools are intended for educational and informational purposes. They do not constitute an investment decision, credit assessment, insurance decision, individualised financial recommendation or a decision that automatically produces legal effects concerning you.

Unless otherwise stated, AdvisorOne Academy does not make individual decisions producing significant legal effects based solely on automated processing.

6. Data Relating to Minors

Some AdvisorOne Academy programs may be accessible to young people. When a minor's participation requires the consent of their legal representative, AdvisorOne Academy may request: the contact details of the parent or legal representative; confirmation of their consent; the information necessary for the participant's registration.

We ensure to limit the data collected from minors to what is strictly necessary and to adapt the information provided to them according to their age and level of understanding.

7. Who can your data be shared with?

AdvisorOne Academy does not sell your personal data.

However, we may share certain data with service providers when necessary for the operation of our services. This may include providers ensuring: hosting and operation of the site; the e-learning platform; customer relationship management; email sending; appointment scheduling; online payment; video conferencing; website traffic analysis; IT security; accounting; technical support.

Our digital environment notably uses Odoo for certain functionalities related to the site, user management, registrations, CRM, e-commerce, and online training. Other providers may be used depending on the features activated on the site.

As far as possible, these providers only access the data for the purposes necessary for the provision of their services. We may also be required to share data when the law mandates it or when necessary for the establishment, exercise, or defense of legal rights.

8. Data Transfers Abroad

Some technology providers may process or host data outside of Switzerland. These processes may take place in: Switzerland; the European Union or the European Economic Area; and, depending on the providers used, in other countries such as the United States.

When personal data is transferred to a country that does not have a level of protection recognized as adequate, we ensure, when required, to use appropriate safeguards, such as standard contractual clauses recognized by the competent authorities, or any other safeguard provided by applicable regulations.

9. Cookies and similar technologies

Our site uses cookies and similar technologies. A cookie is a small file stored on your device while you browse.

Necessary cookies.Some cookies are essential for the functioning of the site. They can, in particular, allow: maintaining an active session; logging into your account; remembering certain preferences; securing the site; enabling the functioning of the cart or payment.

Measurement and analysis cookies.Subject to applicable settings and consents, we may use tools to understand: the number of visitors; the pages viewed; how visitors use the site; the origin of visits; the performance of certain campaigns.

Marketing cookies.If such tools are enabled, some cookies may be used to measure or personalize our advertising communications.

When your consent is required, the relevant cookies are only activated after your choice. You can change your preferences at any time via the cookie management tool available on the site or through your browser settings.

10. Newsletter

When you sign up for our newsletter, we primarily use your email address to send you our news, educational content, and commercial information. You can withdraw your consent and unsubscribe at any time. Unsubscribing does not affect communications necessary for the execution of a contract or training you are enrolled in.

11. Testimonials, photos, and videos

As part of our events, training, or communications, we may wish to use: testimonials; photographs; videos; reviews; excerpts from interviews. When your identification or the use of your image requires your consent, we seek your permission before using them. You can contact us if you wish to withdraw your consent when applicable regulations allow you to do so.

12. Data Retention Period

We retain data only as long as necessary to achieve the purposes for which it was collected, subject to our legal obligations. For your information:

  • Contact requests:retained for the time necessary to process your request and then, if necessary, for a reasonable period to ensure follow-up.
  • Accounts and training:retained for the time necessary to provide your access and support, and then for the time necessary to manage the contractual relationship and our legal obligations.
  • Accounting data and invoices:certain information must be retained for 10 years in accordance with applicable Swiss legal obligations.
  • Newsletter:your contact details are retained until you unsubscribe or until we determine that they are no longer necessary.
  • Cookies:the duration varies depending on the nature of the cookie and the relevant provider.

Upon expiration of the applicable retention periods, data is deleted, anonymized, or archived when a legal obligation requires its retention.

13. Data Security

AdvisorOne Academy implements reasonable technical and organizational measures to protect personal data against, in particular: unauthorized access; loss; destruction; alteration; disclosure; misuse.

Access to information is limited to those who need it in the course of their duties or in providing the relevant services. However, any transmission of information over the Internet carries certain risks, and no method of storage or transmission can guarantee absolute security.

14. Your Rights

Under applicable regulations and subject to certain conditions or exceptions, you may request: whether we process data concerning you; access to your personal data; correction of inaccurate data; deletion of certain data; limitation of certain processing; provision of certain data in a commonly used electronic format; objection to certain processing; withdrawal of previously given consent.

To exercise any of these rights, you can contact us at: contact@advisoroneacademy.com. To protect your data, we may need to request information to verify your identity before responding to your request.

15. Complaint to an Authority

If you believe that the processing of your personal data is not in compliance with applicable regulations, you can contact us so that we can review your request. In Switzerland, you can also contact the Federal Data Protection and Transparency Officer (PFPDT). If the GDPR applies to your situation, you can also contact the competent data protection authority in your country of residence.

16. Links to External Sites

Our site may contain links to sites or services operated by third parties, including social networks, partners, or providers. AdvisorOne Academy is not responsible for the privacy practices of these external sites. We recommend that you review their own privacy policy before providing them with personal information.

17. Changes to this Policy

AdvisorOne Academy may modify this Privacy Policy when necessary, particularly due to: changes in our services; the addition of new tools; changes in our providers; legal or regulatory developments. The applicable version is the one published on our site. The date of the last update is indicated at the top of this document.

18. Language

This Privacy Policy may be available in multiple languages. In the event of a discrepancy between the different language versions, the French version prevails.

19. Contact Us

For any questions regarding this Privacy Policy or the processing of your data: contact@advisoroneacademy.com.