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Privacy Policy

Last Updated: August 2024

1. Who We Are 

Core (Trustee) Service SA is a Swiss-regulated, independent, privately owned company specializing in bespoke trustee services for private clients (referred to as 'Core (Trustee) Service SA' or 'we'). We focus on providing tailored solutions with particular expertise in Europe, Latin America, and the Middle East. Our team frequently travels across these regions and is privileged to offer services from Switzerland to key families in these areas.

Our trustee team is based in Geneva and Zurich, with offices across Switzerland to ensure the highest level of service. We maintain a dedicated, highly trained staff with unparalleled knowledge and experience. Our team is committed to meeting client expectations and understands the importance of service level responsibilities. We offer services in Arabic, French, English, German, Italian, and Spanish.

2. General Information

Protecting your personal information is a priority for us. This privacy policy outlines the types of personal data we collect, the purposes for which we process it, how we store it, and your rights concerning this data.

Personal data (hereafter "personal data") is processed by Core (Trustee) Service SA in accordance with applicable data protection laws and with appropriate security measures to prevent unauthorized access. This policy informs you about the personal data we collect and process in the context of our services, the purposes of its use, potential recipients, and your rights related to this information.

Personal information includes any data related to an identified or identifiable person, such as name, first name, address, email, date of birth, or phone number.

3. Data Controller and Contact Information

Core (Trustee) Service SA, located at 1208 Rue Pédro-Meylan, Geneva, is the data controller responsible for personal information processing.

For any questions regarding this privacy policy or the processing of your personal data, please contact us via email at info@coreservice.ch.

4. Principles of Data Processing

We process all personal information collected through our website in compliance with current data protection laws. Data is collected and processed with care and within the limits specified by this policy. If necessary, we may use your personal information for purposes other than those mentioned, after informing you and, if required, obtaining your consent.

We collect and process personal information transparently, respecting principles of proportionality and purpose. Information is retained only for as long as necessary to fulfill our legal and contractual obligations.

5. Purpose of Collecting and Managing Personal Information

Personal information is collected and processed to ensure the continuity, security, and reliability of our services and activities. This includes:

  • Managing contractual relationships with clients, partners, suppliers, etc.

  • Communication and contact management for service delivery.

  • Operating the website.

  • Managing our financial data processing system and authenticating registered users.

  • Ensuring security and compliance with legal obligations.

  • Sending invitations and organizing events and webinars.

  • Marketing activities and sending newsletters.

  • Collecting and analyzing statistical data.

  • Complying with legal and regulatory obligations.

  • Fulfilling our duty of care.


We process personal data in various situations, including when you are a client, visit our website, participate in our events, or have a contractual relationship with us.

6. What Personal Data Do We Process?

6.1. Contact and General Basic Data: Name, first name, email address, gender, address, phone number, title, date of birth, nationality, passport or ID number, profession, employer information, social security number.

6.2. Mandate Management Data: For businesses: legal form, share capital, year of incorporation, external audit body, revenue, workforce information, financial data, risk assessment data, payment-related information.

6.3. When Using Our Services: Contact details, personal information, risk management data, financial information, mandate data.

6.4. Information from Third Parties: Personal data of employees, contact persons, family members, or other relationships with our clients.

6.5. When Visiting Our Website or Receiving Newsletters: IP address, UDI, device type, page actions, newsletter openings, link clicks.

6.6. When Participating in Group Events: Contact details, personal information, photos or videos, payment information.

7. Recipients of Your Personal Data  

We may share your personal data with:

  • Other companies in the Group.

  • Service providers processing data on our behalf (subcontractors).

  • Clients, partners, suppliers, insurers, and other business partners.

  • Buyers or parties interested in acquiring business units.

  • Courts, arbitration bodies, regulatory authorities, lawyers, and other parties involved in potential or actual legal proceedings.


Our partners and subcontractors are carefully selected and must ensure appropriate technical and organizational measures. They may only process personal data according to the directives set by this policy and contractual agreements.

8. International Data Transfers

We may transfer your personal data to recipients outside Switzerland and the EEA, provided that the destination country has an adequate level of protection or appropriate safeguards are in place.

9. Data Retention Period 

Your personal data is retained for as long as necessary to fulfill the purposes for which it was collected, to comply with legal or regulatory obligations, or to protect our legal rights.

10. Your Rights  

You have the right to:

  • Access your personal data and obtain information about its processing.

  • Request correction of inaccurate or incomplete data.

  • Request deletion of your personal data under certain circumstances.

  • Object to the processing of your personal data for legitimate reasons.

  • Request restriction of the processing of your personal data.

  • Withdraw your consent at any time, where processing is based on consent.

  • Request data portability.


To exercise your rights, please contact us at info@coreservice.ch.

11. Data Security  

We implement appropriate technical and organizational security measures to protect your personal data against unauthorized access, disclosure, alteration, or destruction. Our security measures are regularly reviewed and updated in line with technological advances.

12. Changes to the Privacy Policy  

We reserve the right to modify this privacy policy at any time. The current version is available on our website. We will notify you of any substantial changes via email or other appropriate means.

For any questions or requests regarding this privacy policy, please contact us at info@coreservice.ch.

Core (Trustee) Service SA  
Rue Pédro-Meylan 1  
1208 Geneva  
+41 22 707 73 80  
info@coreservice.ch

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