Privacy Policy

Last updated: May 15, 2025

Introduction

At Safe Retire Plans, we take your privacy seriously. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website or use our services. Please read this privacy policy carefully. If you do not agree with the terms of this privacy policy, please do not access the site.

Information We Collect

We collect information that you provide directly to us, including:

  • Personal identification information (Name, email address, phone number, etc.)
  • Financial information necessary for insurance consultations
  • Health information relevant to insurance coverage
  • Communication preferences

Cookies and Tracking Technologies

We use cookies and similar tracking technologies to track activity on our website and hold certain information. Cookies are files with a small amount of data which may include an anonymous unique identifier. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent.

GDPR Compliance

As a company operating in Switzerland and serving European customers, we comply with the General Data Protection Regulation (GDPR). This means we:

  • Process your data lawfully, fairly, and transparently
  • Collect data only for specified, explicit, and legitimate purposes
  • Process only the data necessary for our purposes
  • Keep your data accurate and up to date
  • Store your data only as long as necessary
  • Process your data securely and protect it against unauthorized access

Your Rights

Under GDPR, you have the following rights:

  • Right to access your personal data
  • Right to rectification of inaccurate data
  • Right to erasure ("right to be forgotten")
  • Right to restrict processing
  • Right to data portability
  • Right to object to processing
  • Right to withdraw consent

Data Security

We implement appropriate technical and organizational security measures to protect your personal data against unauthorized access, alteration, disclosure, or destruction. These measures include:

  • Encryption of sensitive data
  • Regular security assessments
  • Access controls and authentication procedures
  • Secure data storage and transmission

Data Sharing

We may share your information with:

  • Insurance providers for policy processing
  • Service providers who assist in our operations
  • Legal authorities when required by law

Contact Us

If you have any questions about this Privacy Policy, please contact us at:

  • Email: info@saferetireplan.com
  • Phone: +41 31 982 46 28
  • Address: Wankdorffeldstrasse 102, 3014 Bern, Switzerland