Privacy Policy

In this Privacy Policy, we, JURIS TREUHAND AG (hereinafter referred to as Juris), describe how we collect and process personal data. This privacy policy is not an exhaustive description; other privacy policies may regulate specific matters. For the purposes of this Privacy Policy, personal data means any information relating to an identified or identifiable person.

1. Responsible body and contact

Juris is responsible for the data processing described here, unless otherwise stated in individual cases. Inquiries regarding data protection may be sent to us by letter or email with a copy of the user’s ID or passport for identification purposes: Juris Treuhand AG, Industriestrasse 47, P.O. Box 7461, 6302 Zug, Tel. +41 41 726 42 43, info@juris.ch.

2. Collection and processing of personal data

We process personal data in the following categories of processing in particular:

Customer data for which we provide or have provided services.
Personal data that we receive or have received indirectly from our customers during the provision of services.
When visiting our website.
When using a newsletter.
When participating in an event organised by us.
In general for communication between the client and Juris.
During a personal visit on site or externally at the customer’s premises.
In the case of other contractual relationships, e.g., as a supplier, service provider, or consultant.
During the job application process. • If we are obligated to do so for legal or regulatory reasons.
To fulfil our due diligence obligations or other legitimate interests, e.g., to avoid conflicts of interest, money laundering, or other risks, ensure data accuracy, check creditworthiness, ensure security or assert our rights.

More detailed information is provided in Section 5.

3. Categories of personal data

Which personal data we process depends on the customer relationship and the purpose of the processing. In addition to your contact details, we also process other information about you or about people who have a relationship with you. Under certain circumstances, this information may also be particularly sensitive personal data.

We collect the following categories of personal data, depending on the purpose of processing:

Contact information (e.g., last name, first name, address, telephone number, email)
Customer information (e.g., date of birth, nationality, marital status, profession, title, job title,
passport / ID number, social insurance number (AHV))
Risk assessment data (e.g., credit rating information, commercial register data)
Financial information (e.g., data on bank details)
Customer data, depending on the order (e.g., tax information, articles of association, minutes,
projects, contracts, employee data (e.g., salary, social insurances), accounting data, beneficial
owners, ownership structure)
Website data (e.g., IP address, unique device identifier (UDI), browser information, website
usage (analysis and use of plugins, etc.)
Job application data (e.g., CV, references)
Marketing information (e.g., newsletter registration)
Security and network data (e.g., visitor lists, access controls, network and mail scanners,
telephone call lists).

Insofar as this is permitted, we also obtain certain data from publicly accessible sources (e.g., debt collection registers, land registers, commercial registers, press, internet) or receive such data from our customers and their employees, from authorities, (arbitration) courts and other third parties. In addition to the data that you directly provide to us, the categories of personal data that we receive about you from third parties particularly include information from public registers, information that we learn in connection with official and court proceedings, information in connection with your professional functions and activities (so that we are able, for example, to conclude and process transactions with your employer with your help), information about you in correspondence and meetings with third parties, creditworthiness information, information about you that people from your environment (family, advisors, legal representatives, etc.) provide to us so that we may conclude or process contracts with you or with your involvement (e.g. 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 utilisation or provision of services by you (e.g. payments made, purchases made), information from the media and the internet about you (insofar as this is appropriate in the specific case, e.g. in the context of a job application, 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 the visit, web pages and content accessed, functions used, referring website, location data).

4. Data processing purposes and legal bases

4.1 Provision of services

We primarily process the personal data that we receive from business partners and other persons involved in our customer relationships and other contractual relationships with them.

The personal data of our customers includes the following information in particular:

Contact information (e.g., last name, first name, address, telephone number, email, other contact information).
Personal information (e.g., date of birth, nationality, marital status, profession, title, job title, passport / ID number, social insurance number (AHV), family circumstances, etc.).
Risk assessment data (e.g., credit rating information, commercial register data, sanctions lists, specialised databases, data from the internet).
Financial information (e.g., data on bank details, investments, or shareholdings).
Customer data, depending on the order, e.g., tax information, articles of association, minutes, employee data (e.g., salary, social insurances), accounting data, etc.
Particularly sensitive personal data: This personal data may also include particularly sensitive personal data, such as data relating to health, religious beliefs, or social assistance measures, particularly insofar as we provide services in the payroll processing or accounting areas.

We process this personal data for the purposes described on the grounds of the following legal bases:

Conclusion or execution of a contract with the data subject or in favour of the data subject, including contract initiation and any enforcement (e.g., consulting, fiduciary services).
Fulfilment of a legal obligation (e.g., if we are obligated to disclose information).
Safeguarding of legitimate interests (e.g., for administrative purposes, to improve our quality, ensure safety, manage risk, enforce our rights, defend ourselves against claims, or check for possible conflicts of interest).
Consent (e.g., to send you marketing information).

4.2 Indirect data processing from service provision

When we provide services for our customers, we may also process personal data that we have not collected directly from the data subjects or personal data of third parties. These third parties are typically employees, contact persons, family members, or persons who have a relationship with the customers or data subjects for other reasons. We require this personal data in order to fulfil contracts with our customers. We receive this personal data from our customers or from third parties commissioned by our customers. Third parties whose information we process for this purpose are informed by our customers that we are processing their data. Our customers may refer to this privacy policy for this purpose.

The personal data of persons who have a relationship with our customers includes the following information in particular:

Contact information (e.g., last name, first name, address, telephone number, email, other contact information, marketing data).
Personal information (e.g., date of birth, nationality, marital status, profession, title, job title, passport/ID number, social insurance number (AHV), family circumstances, etc.).
Financial information (e.g., data on bank details, investments, or shareholdings).
Customer data, depending on the order, e.g., tax information, articles of association, minutes, employee data (e.g., salary, social insurances), accounting data.
Particularly sensitive personal data: This personal data may also include particularly sensitive personal data, such as data relating to health, religious beliefs, or social assistance measures, particularly insofar as we provide services in the payroll processing or accounting areas.

We process this personal data for the purposes described on the grounds of the following legal bases:

Conclusion or performance of a contract with the data subject or in favour of the data subject (e.g., when we fulfil our contractual obligations).
Fulfilment of a legal obligation (e.g., if we are obligated to disclose information).
Safeguarding of legitimate interests, in particular our interest in providing our customers with an optimal service.

4.3 Use of our website

No personal data need be disclosed to use our website. However, the server collects a range of user information with each visit that is temporarily stored in the server’s log files.

No assignment to a specific person takes place when using this general information. The collection of this information or data is technically necessary to display our website and ensure its stability and security. This information is also collected to improve the website and analyse its use.

This includes the following information in particular:

Contact information (e.g., last name, first name, address, telephone number, email).
Further information that you send us via the website.
Technical information automatically transmitted to us or our service providers, information on user behaviour or website settings (e.g., IP address, unique device identifier (UDI), device type, browser, number of clicks on the site, opening the newsletter, clicks on links, etc.).

We process this personal data for the purposes described on the grounds of the following legal bases:

Safeguarding of legitimate interests (e.g., for administrative purposes, to improve our quality, analyse data, or publicise our services),
Consent (e.g., to the use of cookies or the newsletter).

4.4 Newsletter use

Once we offer a newsletter and you subscribe to it, we will use your email address and other contact details to send you the newsletter. You may then subscribe to our newsletter by providing your consent. Your full name and email address, which we store after your registration, are mandatory for sending the newsletter. The legal basis for the processing of your data in connection with our newsletter is your consent to receive the newsletter. You may revoke your consent at any time and unsubscribe from the newsletter.

4.5 Participation in events

If you participate in an event organised by us, we collect personal data to organise and run the event and, if necessary, to send you additional information afterward. We also use your information to inform you of other events. You may be photographed or filmed by us at these events and we may publish this image material internally or externally.

This includes the following information in particular:

Contact information (e.g., last name, first name, address, telephone number, email).
Personal information (e.g., profession, function, title, employing company, eating habits).
Pictures or videos.
Payment information (e.g., bank details).

We process this personal data for the purposes described on the grounds of the following legal bases:

Fulfilment of a contractual obligation with the data subject or in favour of the data subject, including contract initiation and any enforcement (enabling participation in the event).
Safeguarding of legitimate interests (e.g., holding events, distributing information regarding our event, providing services, efficient organisation).
Consent (e.g., to send you marketing information or create image material).

4.6 Direct communication and visits

When you contact us (e.g., by telephone or email) or we contact you, we process the personal data required for this. We also process this personal data when you visit us. In this case, you may need to provide your contact details before your visit or at the reception. We store this data for a certain period of time to protect our infrastructure and our information.

We use the «Zoom», «TeamViewer», or «Microsoft Teams» services to conduct telephone conferences, online meetings, video conferences, and/or webinars («online meetings»).

We process the following information in particular:

Contact information (e.g., last name, first name, address, telephone number, email).
Edge data for communication (e.g., IP address, duration of communication, communication channel).
Recordings of conversations, e.g., during video conferences.
Other information that the user uploads, provides, or creates while using the video conferencing service, as well as metadata used for the maintenance of the service provided. Additional information on the processing of personal data by «Zoom», «TeamViewer», or «Microsoft Teams» is available within their respective privacy policy.
Personal information (e.g., profession, function, title, employing company).
Time and reason for the visit.

We process this personal data for the purposes described on the grounds of the following legal bases:

Fulfilment of a contractual obligation with the data subject or in favour of the data subject, including contract initiation and any enforcement (provision of a service).
Safeguarding of legitimate interests (e.g., security, traceability, processing, and administration of customer relationships).

4.7 Job applications

You may submit your application for a position with us by post or via the email address provided on our website. The application documents and all personal data disclosed to us will be treated in strict confidence, will not be disclosed to third parties, and will only be processed for the purpose of processing your application for employment with us. Without your consent to the contrary, your application dossier will either be returned to you or deleted/destroyed after the application process has been completed, unless it is subject to a statutory retention obligation. The legal basis for the processing of your data is your consent, the fulfilment of the contract with you, and our legitimate interests.

We process the following information in particular:

Contact information (e.g., last name, first name, address, telephone number, email).
Personal information (e.g., profession, function, title, employing company).
Application documents (e.g., letter of motivation, certificates, diplomas, CV).
Evaluative information (e.g., personnel consultant evaluations, reference information, assessments).

We process this personal data for the purposes described on the grounds of the following legal bases:

Safeguarding of legitimate interests (e.g., hiring new employees).
Consent on your part.

4.8 Suppliers, service providers, other contractual partners

If we conclude a contract with you in order for you to provide a service for us, we process personal data about you or your employees. We need this data to communicate with you and utilise your services. We may also process this personal data to ensure that we do not enter into any unwanted risks, e.g., with regard to money laundering or sanctions.

We process the following information in particular:

Contact information (e.g., last name, first name, address, telephone number, email).
Personal information (e.g., profession, function, title, employing company).
Financial information (e.g., data on bank details).

We process this personal data for the purposes described on the grounds of the following legal bases:

Conclusion or execution of a contract with the data subject or in favour of the data subject, including contract initiation and any enforcement.
Protection of legitimate interests (e.g., avoidance of conflicts of interest, protection of the company, enforcement of legal claims).

5. Tracking technologies

We use cookies on our website. These are small files that your browser automatically creates and that are stored on your end device (laptop, tablet, smartphone, etc.) when you visit our website.

Information is stored in the cookie that respectively results in connection with the specific end device used. However, this does not mean that we obtain direct knowledge of your identity. The use of cookies serves the purpose of a more pleasant use of our website for you. For example, we use session cookies to recognise that you have already visited individual pages of our website. These are automatically deleted after you leave our site.

In addition, we also use temporary cookies to optimise user-friendliness that are stored on your end device for a specified period of time. If you visit our site again to use our services, it is automatically recognised that you have already visited us and which entries and settings you have carried out so that it is not necessary for you to enter them again. Alongside this, we use cookies to statistically record the use of our website and evaluate it for the purpose of optimising our offerings for you. These cookies enable us to automatically recognise that you have already visited our website when you visit it again. These cookies are automatically deleted after a defined period of time.

The data processed by cookies is required for the purposes stated above. Most browsers accept cookies automatically. However, you may configure your browser so that no cookies are stored on your computer or a message always appears before a new cookie is created. However, completely deactivating cookies may mean that you cannot use all the functions of our website.

6. Web and newsletter analysis

We use the following web analysis tools and re-targeting technologies to obtain information about the use of our website, to improve our internet offering, and to be able to address you with advertising on thirdparty websites or on social media: Google Analytics.

These tools are provided by third-party providers. As a general rule, the information collected for this purpose about the use of a website is transmitted to the server of the third-party provider through the use of cookies or similar technologies. Depending on the third-party provider, these servers may be located abroad.

The data is typically transmitted by shortening the IP addresses, which prevents the identification of individual end devices. This information is only transmitted by third-party providers on the basis of legal regulations or as part of commissioned data processing.

6.1. Google Analytics

We use Google Analytics on our websites, the web analysis service of Google LLC, Mountain View, California, USA, responsible for Europe is Google Limited Ireland («Google»). To deactivate Google Analytics, Google provides a browser plug-in at https://tools.google.com/dlpage/gaoptout?hl=de. Google Analytics uses cookies. These are small text files that make it possible to store specific userrelated information on the user’s end device. These enable Google to analyse the use of our website. The information collected by the cookies about the use of our pages (including your IP address) is typically transferred to a Google server in the USA and stored there. We would like to point out here that on this website, Google Analytics has been extended by the code «gat._anonymizeIp();» in order to ensure anonymised collection of IP addresses (what is known as IP masking). If anonymisation is active, Google shortens IP addresses within member states of the European Union or in other contracting states of the Agreement on the European Economic Area, which is why no conclusions may be drawn about your identity. Only in exceptional cases will the full IP address be transmitted to a Google server in the USA and truncated there. Google may associate your IP address with other Google data. For data transfers to the USA, Google has undertaken to sign and comply with the EU standard contractual clauses.

6.2. Google Maps

On our website, we use Google Maps (API) from Google Inc (1600 Amphitheatre Parkway, Mountain View, CA 94043, USA; responsible for Europe is Google Limited Ireland, («Google»). Google Maps is a web service for displaying interactive (land) maps in order to visualise geographical information. By using this service, you are shown our location and it is easier for you to find us. Information about your use of our website (such as your IP address) is transmitted to Google servers in the USA and stored there as soon as you access the subpages in which the Google Maps map is integrated. This takes place regardless of whether Google provides a user account through which you are logged in or whether no user account exists. If you are logged in to Google, your data will be assigned directly to your account. If you do not wish your data to be associated with your Google profile, you must log out before activating the button. Google stores your data (even for users who are not logged in) as usage profiles and analyses them.

For data transfers to the USA, Google has undertaken to sign and comply with the EU standard contractual clauses.

6.3 Social Media Plugins

Social media plugins («plugins») from third-party providers are used on our website. The plugins can be recognised by the logo of the respective social network. We offer you the opportunity to interact with the social networks and other users via these plugins. We use the following plugins on our website: LinkedIn, Infoniqa (Sage Schweiz AG), Abacus Business Software, bexio, and Dr. Tax Software. When you access our website, your browser establishes a direct connection to the third-party provider’s servers. The content of the plugin (e.g., YouTube videos) is transmitted directly to your browser by the respective third-party provider and integrated into the page.

The transfer of data for the display of content takes place regardless of whether you have an account with the third-party provider and are logged in there. If you are logged in with the third-party provider, your data collected by us will also be assigned directly to your existing account with the third-party provider. If you activate the plugins, the information will also be published on the social network and displayed to your contacts there. The purpose and scope of the data collection and the further processing and use of the data by the third-party providers, as well as your rights in this regard, and setting options for protecting your privacy are available within the third-party providers’ respective privacy policy. The third-party provider stores the data collected about you as usage profiles and uses these for the purposes of advertising, market research, and/or customising its website. Such an evaluation is also particularly carried out for users who are not logged in to display needs-based advertising and inform other social network users about your activities on our website. If you wish to prevent the third-party providers from assigning the data collected via our website to your personal profile in the respective social network, you must log out of the respective social network before visiting our website. You may also completely prevent the plugins from loading with specialised addons for your browser, such as «Ghostery» (https://www.ghostery.com/) or «NoScript» (http://noscript.net/).

7. Data transfer and data transmission

We only transfer your data to third parties if this is necessary for the provision of our services, if these third parties provide a service for us, if we are legally or officially obligated to do so, or if we have an overriding interest in transferring the personal data. We will also transfer personal data to third parties if you have given your consent or requested us to do so.

Not all personal data is transmitted in encrypted form as a standard. Unless explicitly agreed otherwise with the customer, accounting data, payroll administration data, payslips, and salary statements are transmitted unencrypted.

The following categories of recipients may receive personal data from us:

Branches, subsidiaries, or sister companies.
Service providers (e.g., IT service providers, hosting providers, suppliers, consultants, lawyers, insurance companies).
Third parties within the scope of our legal or contractual obligations, authorities, state institutions, courts.

We conclude contracts with service providers who process personal data on our behalf that obligate them to ensure data protection. The majority of our service providers are located in Switzerland or in the EU/EEA. Certain personal data may also be transferred to the USA (e.g., Google Analytics data) or, in exceptional cases, to other countries worldwide. If it is necessary to transfer data to other countries that do not have an adequate level of data protection, this is done on the basis of the EU standard contractual clauses (e.g., in the case of Google) or other suitable instruments.)

8. Duration of storage of personal data

We process and store your personal data for as long as is necessary for the fulfilment of our contractual and legal obligations or is otherwise necessary for the purposes pursued with the processing, i.e., for the duration of the entire business relationship (from the initiation, to handling, and through to the termination of a contract) and beyond that in accordance with the statutory retention and documentation obligations. It is possible that personal data may be stored for the period in which claims may be asserted against our company (i.e., in particular during the statutory limitation period) and insofar as we are otherwise legally obligated to do so or legitimate business interests require this (e.g., for evidence and documentation purposes). Once your personal data is no longer required for the above-stated purposes, it will be deleted or anonymised as much as is possible. Shorter retention periods of twelve months or less generally apply to operational data (e.g., system protocols, logs).

9. Data security

We take the appropriate technical and organisational security precautions to protect your personal data from unauthorised access and misuse such as issuing instructions, training, IT and network security solutions, access controls and restrictions, encryption of data carriers and transmissions, pseudonymisation, and controls.

10. Obligation to provide personal data

As part of our business relationship, you must provide the personal data that is necessary for the establishment and execution of a business relationship and the fulfilment of the associated contractual obligations (you are not generally legally obligated to provide us with data). We will not be able to enter into or fulfil a contract with you (or the entity or person you represent) without this data. Likewise, the website cannot be used if certain information to secure data traffic (such as IP address) is not disclosed.

11. Your rights

You have the following rights in connection with our processing of personal data:

The right to information about your personal data stored by us, the purpose of processing, the origin and recipients or categories of recipients to whom personal data is transferred
The right to rectification if your data is incorrect or incomplete
The right to restrict the processing of your personal data
The right to request the erasure of processed personal data
The right to data portability
The right to object to data processing or to withdraw consent to the processing of personal data at any time without providing reasons
The right to lodge a complaint with the responsible supervisory authority, if provided for by law

To assert these rights, please contact the address provided in Section 1.

Please note, however, that we reserve the right to assert the restrictions provided for by law. For example, if we are obligated to store or process certain data, have an overriding interest in doing so (insofar as we are entitled to invoke this), or require it for the assertion of claims. We will inform you in advance if you incur costs.

12. Changes to the Privacy Policy

We expressly reserve the right to change this privacy policy at any time.
Last change: August 2023