Privacy PolicyLast Updated: September 25, 2026
At C N Goodall ("we," "our," or "us"), we are committed to protecting the privacy and security of your personal and financial data. This Privacy Policy outlines how we collect, use, disclose, and safeguard your information when you visit our website ([www.cngoodall.com] (https://www.cngoodall.com)), use our lead forms, or engage our financial advisory services.In compliance with the Swiss Federal Act on Data Protection (nFADP) and international data privacy standards, we ensure transparency in how we handle your sensitive financial information, including pension, savings and vested benefits data.
1. Information we collect.
When you interact with our website, fill out a lead form, or book a consultation, we may collect the following types of personal data:
Contact Details: Full name, email address, phone number, and residential location/country of residence.
Financial & Pension Information: Details regarding your current financial situation, employment history, Swiss 2nd pillar (pension fund) status, vested benefits accounts, and long-term financial objectives.
Technical Data: IP address, browser type, device information, and website usage data collected via cookies and analytics tools.
2. How we use your information.
We process your personal data strictly for legitimate business and legal purposes, including:
Providing Financial Advice: To evaluate your pension, investment, and vested benefits situation and offer tailored recommendations.
Managing Enquiries & Bookings: To schedule initial consultations, respond to your questions, and coordinate advisory meetings.
Google Ads & Lead Generation: To process lead form submissions securely and measure the performance of our marketing campaigns. Legal & Regulatory Compliance: To meet obligations mandated by Swiss financial regulations and the nFADP.
3. Legal Basis for Processing (nFADP)Under the nFADP, we process your data based on:
Your Consent: When you voluntarily submit a lead form or book a consultation.
Contractual Necessity: When processing is required to deliver financial advisory services you have requested.
Legal Obligations: When we are required by law to retain or disclose financial records.
4. Data Security & Storage.
We implement robust technical and organizational security measures—such as encryption, secure CRM platforms (e.g., HubSpot/Zoho), and restricted access controls—to protect your personal and financial data from unauthorized access, loss, or alteration. Financial details like pension figures are handled with the highest level of confidentiality.
5. Sharing and Disclosure of Data.
We do not sell, trade, or rent your personal data to third parties. We may share your information only with:
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Trusted Service Providers & CRM Platforms: IT infrastructure vendors and secure CRM/marketing platforms (such as HubSpot) that assist us in managing client inquiries, lead forms, and communications under strict data processing and confidentiality agreements.
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Regulatory Authorities: When legally required to do so by Swiss law or governing financial bodies.
6. Your Rights Under the nFADPAs a data subject, you have the right to:
Access: Request a copy of the personal data we hold about you.
Rectification: Request correction of inaccurate or incomplete data.
Deletion: Request the erasure of your personal data, subject to legal retention obligations.
Withdraw Consent: Revoke your consent to data processing at any time (note that this may impact our ability to provide financial services).
7. Cookies Policy.
Our website uses cookies to enhance user experience, analyze traffic, and optimize our advertising campaigns. You can adjust your browser settings to refuse cookies, though some website features may not function properly as a result.
8. Contact Us.
If you have any questions about this Privacy Policy, wish to exercise your data rights, or have concerns about how your data is handled, please contact us at:
Company Name: C N Goodall
Email: admin@cngoodall.com
Website: https://www.cngoodall.com