Privacy
This privacy notice explains how personal data is processed when you visit this website or contact Alessandro Camatari Ricci for insurance, financial or tax consulting in Switzerland.
Controller
Alessandro Camatari Ricci
c/o Foscaldi Consulting
Pünten 4, 8602 Wangen-Brüttisellen, Switzerland
Email: [email protected]
Phone / WhatsApp: +41 76 626 87 59
Untied insurance intermediary registered with FINMA: F01451373
Data processed
Data voluntarily sent by email, phone, WhatsApp, Calendly or other contact channels may be processed: name, contact details, content of the request, documents sent and information needed to prepare or provide consulting services.
Virtual assistant
The virtual assistant on the website provides general orientation only, based on the public content of the website. It should not be used to send health data, tax data, insurance documents, confidential documents or other sensitive personal information. For personal cases, email, WhatsApp or an appointment are more appropriate.
When visiting the website, technical data required for operation and security may also be processed, such as IP address, access date and time, pages visited, browser, operating system and server log data.
Purposes
- responding to contact requests;
- preparing appointments and consultations;
- reviewing policies, offers, tax documents or personal situations when voluntarily submitted;
- handling communication and legal or administrative obligations;
- improving website security, stability and functionality.
Applicable law
Processing is carried out under the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR).
Disclosure to third parties
Data may be disclosed to insurance companies, financial institutions, professional partners or authorities where necessary for the request, the consultation, legal obligations or with your consent. Technical providers such as hosting, email, Calendly, WhatsApp/Meta, Google Reviews or similar services may also be used.
External services used
| Service | Purpose | Data that may be processed |
|---|---|---|
| Calendly | Appointment booking | Name, email, phone number, consultation reason and information entered in the booking form |
| WhatsApp / Meta | Direct communication | Phone number, messages, attachments or documents voluntarily sent |
| Google Reviews / Google Business | Display and verification of reviews | Data processed by Google when the external link is opened |
| Hosting, email and technical services | Website operation and communication management | Technical logs, IP address, contact details and communication content |
International transfers
Some technical providers may process data in Switzerland, the EEA, the United States or other countries. Where necessary, processing is based on contractual safeguards, technical and organisational measures or other bases recognised by applicable law.
Retention
Data is retained only as long as necessary for the stated purposes, unless longer statutory retention duties apply, for example for business, tax or accounting documentation.
Your rights
You may request information, correction, deletion, restriction or objection to processing within the limits of applicable law. Requests can be sent to [email protected].
Security
Reasonable measures are taken to protect data against unauthorised access, loss or misuse. No internet transmission can be guaranteed as completely secure.
Last updated: 31.05.2026