Privacy Policy &
Data Protection

1. Data Controller

IM Consulting Services SA
Rue de la Cité 1, 1204 Geneva, Switzerland
UID CHE-254.458.022

Contact: gp@im-consultingservices.ch

2. Data Collected & Purpose

We collect personal data only when you voluntarily provide it through the contact form on our website. The data collected includes:

• Full name and professional function
• Company name
• Professional email address
• Investment strategy and AUM (optional)
• Fund domicile (optional)
• Message content

This data is collected solely for the purpose of responding to your enquiry and providing requested information. It is not used for any other purpose without your explicit consent.

3. Legal Basis for Processing

Processing is based on:

• Legitimate interest — responding to professional enquiries from asset managers and institutional investors
• Explicit consent — given when you submit the contact form
• Contractual necessity — where data is required to fulfil a distribution mandate or business relationship

4. Data Sharing & Third Parties

Your personal data is never sold, rented or shared with third parties for commercial purposes.

Contact form submissions are processed via FormSubmit (formsubmit.co), a form processing service. No other third-party services have access to your data.

Data may be disclosed if required by Swiss law or a binding legal order from a competent authority.

5. Data Retention

Personal data is retained only for as long as necessary to fulfil the purpose for which it was collected:

• Contact enquiries: up to 3 years from last interaction
• Business relationship data: up to 10 years as required by Swiss commercial law

Data is securely deleted once retention periods expire.

6. Cookies & Analytics

7. Your Rights

Under the nLPD (and GDPR where applicable), you have the following rights:

• Right of access — request a copy of the personal data we hold about you
• Right to rectification — request correction of inaccurate data
• Right to erasure — request deletion of your personal data
• Right to restriction — request that we limit processing of your data
• Right to object — object to processing based on legitimate interest
• Right to data portability — receive your data in a structured, machine-readable format

To exercise any of these rights, please contact: gp@im-consultingservices.ch

8. Supervisory Authority

If you believe your data protection rights have been violated, you may lodge a complaint with:

Federal Data Protection and Information Commissioner (FDPIC)
Feldeggweg 1, 3003 Bern, Switzerland
www.edoeb.admin.ch

9. Updates to this Policy

This privacy policy may be updated periodically. The current version is always available at this URL. Last updated: May 2026.