1. What is this privacy policy about?
Data protection is a matter of trust and your trust is important to us. Although we have not changed the way we handle our personal data, due to the entry into force of the revised Data Protection Act on 1 September 2023, we are publishing a data protection statement on our website not only for our website visitors but also for our customers.
It is important to us that you are fully informed about the processing of your personal data. It is important to us that you understand
- what personal data we process about you;
- the purpose for which we use your personal data;
- who has access to your personal data
- how long we will retain your personal data;
- what happens to your personal data after the end of our business relationship or after the statutory retention period.
This privacy policy applies to all our services and activities, unless we provide you with separate privacy policies.
2. Who is responsible for processing your data?
A specific company is responsible under data protection law for the processing of data in accordance with this data protection declaration. This means that this company determines how the data is processed, for what purpose it is processed and which principles apply. The following company is responsible for data processing in accordance with this data protection declaration:
Treuhand Valesia AG
Bahnhofstrasse 17
3930 Visp
You can contact us as follows for enquiries relating to data protection law:
E-mail: info@valesia.ch
Telephone: +41 27 946 30 21
3. What is "personal data" and what does "processing" mean?
Personal data" refers to data relating to an identified or identifiable person, i.e. data that allows conclusions to be drawn about that person's identity.
"Personal data requiring special protection" are categories of personal data that are particularly sensitive, which is why their processing may be subject to special requirements. Personal data requiring special protection include, for example, data revealing religion or political opinions, health data and data on criminal or administrative sanctions and social assistance.
In section 5 you will find details of the data we process within the framework of this data protection declaration.
Processing" means any handling of personal data, in particular obtaining, storing, using, disclosing and deleting.
4. Who is affected by our data processing?
Our data processing may affect the following persons in particular:
- Persons who make use of a service from us;
- Third parties (such as family members in the case of tax returns, suppliers of clients in the case of financial accounting, etc.) who are legally connected to the persons who use a service from us;
- contact persons of our business partners.
5. What data do we process about you and for what purpose?
The data we process about you depends on your relationship with us. Depending on the occasion and purpose, we process different data from different sources. We primarily collect this data directly from you, e.g. when you place an order with us for our services or when you communicate with us.
We process personal data exclusively for the purpose of fulfilling contracts and in doing so we comply with the legal requirements.
We primarily process the categories of data described below, although this list is not exhaustive. If data changes over time (e.g. in the event of a change of address or other mutation), we may retain the previous status in addition to the current status.
Master data
We define master data as the basic data that we require in addition to the contractual data (name, address, e-mail address, telephone number) for the processing of our contractual and other business relationships or, if applicable, for marketing and advertising purposes (invitation to events, newsletter, etc.).
In the case of customers and other contractual partners who are companies, we process data on our contact persons, e.g. name and address, details of titles, function in the company, qualifications and, where applicable, details of superiors and employees.
Tax data
We prepare tax returns for private individuals, sole proprietorships and legal entities.
We receive the information required for this exclusively from you.
Financial accounting data
Our services also include financial accounting. For this purpose, we process data on your debtors and creditors, any employees and executive bodies.
We receive the information we need for this from you, your suppliers and service providers, etc.
Payroll accounting data
We also carry out payroll accounting for our clients. For this purpose, we process data about the employees, which may also include data that provide information about social security procedures or contain any administrative sanctions or social assistance measures.
We receive the information for processing the payroll accounting of your employees exclusively from you and the competent authorities.
Other data
We also collect data from you in other situations which we cannot describe exhaustively in this data protection declaration.
For example, data is collected in connection with official or legal proceedings (e.g. requests for files from tax authorities).
The data that we process in accordance with this data protection statement relates not only to our clients, but also in part to third parties (payroll accounting, tax returns of married couples and persons with children, etc.). If you transmit data about third parties to us, we assume that you are authorised to do so and that this data is correct and that you have informed the relevant persons about it. By transmitting data via third parties, you confirm this.
6. Who is informed about your data?
Our employees have access to your personal data, act according to instructions and are obliged to maintain confidentiality and secrecy when handling your personal data.
Furthermore, the following institutions may gain knowledge of your data:
Authorities
Where necessary for the fulfilment of an order, data will be passed on to the authorities.
Service providers
We mainly work with service providers in Switzerland in order to be able to provide our services. These services include, for example, IT services and marketing services.
We provide service providers with the data required for their services and ensure through our contractual agreements and suitable instructions that data protection is also observed by the service providers during the entire processing time.
7. Will your data be disclosed abroad?
As explained in section 6, not only we process your personal data, but also our service providers, which are generally located in Switzerland.
Due to the use of the latest technologies (e.g. cloud solutions), it cannot be ruled out that your data may be transferred abroad - even outside the EU or the EEA.
The countries in question may not have laws that protect your personal data to the same extent as in Switzerland or in the EU or EEA (e.g. USA).
8. How long will your data be stored?
The legal obligation to retain our data is generally ten years. In certain legally prescribed cases, this may be longer (e.g. tax documents, documents in connection with real estate).
9. What rights do you have?
In connection with our data processing, you have the right:
- To request information as to whether and which data we are processing from you;
- to demand corrections if data is incorrect;
- to object to the processing of your data and to request the restriction or deletion of your data if we are not obliged or authorised to continue processing it;
- request that certain personal data be provided in a commonly used electronic format or transferred to another data controller;
- revoke your consent, insofar as our processing is based on your consent.
Please note that certain conditions must be met in order to exercise these rights and that exceptions or restrictions may apply (e.g. to protect third parties or business secrets). We will inform you accordingly if necessary.
If you wish to exercise any rights against us, please contact us in writing (see point 2). 10.
10. Can this data protection declaration be changed?
This data protection declaration can be amended at any time. We would inform you in the same way as this privacy policy was brought to your attention. The version published on this website is the current version.