Privacy Policy

Effective Date: June 2025

1. Introduction

X ESS AG (CHE-475.413.173), Rainstrasse 11F, CH-8808 Pfäffikon (SZ), Switzerland (“X ESS”, “we”, “our”) respects your privacy and protects personal data in line with the Swiss Federal Act on Data Protection (DSG) and, where applicable, the EU General Data Protection Regulation (GDPR).

This Privacy Policy explains what data we process, for what purposes, and your rights as a data subject. By using our website, you agree to this Policy.

2. Scope

This Policy applies to personal data collected when visiting www.x-ess.com or when contacting us.

It does not extend to external websites or third-party platforms linked on our site.

X ESS provides financial services exclusively to professional and institutional clients within the meaning of FINSA (FIDLEG).

3. Data We Process

  • Automatically collected: IP address, date/time of access, pages viewed, referrer URL, browser/OS information.
  • Provided by you: name, email, phone, and other information you submit via forms, emails, or during client onboarding.

We process data to ensure website security, improve user experience, handle inquiries, and fulfill contractual and regulatory obligations.

4. Legal Basis

  • Consent (Art. 6 para. 1 lit. a GDPR, if applicable).
  • Legitimate interests (Art. 6 para. 1 lit. f GDPR) such as securing and optimizing the website.
  • Contractual necessity and compliance with Swiss financial-market laws (FIDLEG, AMLA).

5. Cookies & Tracking

We use cookies for essential site functionality, analytics, and (if enabled) social media sharing.

  • Essential cookies: required for the site to function.
  • Analytics cookies: help us understand usage; used only with consent.
  • Social media cookies: activated if you interact with third-party plugins (e.g. LinkedIn).

You can adjust cookie settings via your browser or our consent banner.

6. Data Retention

We retain personal data as long as necessary to fulfill the purposes described in this Policy or to comply with legal obligations.

Website-related data is generally kept for a limited period.

Client and transaction data is stored for as long as required under Swiss commercial and financial-market regulations.

Data is deleted or anonymized once it is no longer needed.

7. Data Security & Transfers

We apply appropriate technical and organizational measures to protect personal data.

Data may be transferred outside Switzerland (e.g. hosting or fund administration) only where adequate protection is ensured, such as via EU adequacy decisions or standard contractual clauses.

8. Third-Party Disclosure

We share data only where necessary:

  • with service providers bound by confidentiality,
  • with regulators or authorities if legally required,
  • internally with staff on a need-to-know basis.

We never sell or rent your personal data.

9. Your Rights

Individuals have rights under applicable data protection laws, including the right to request access, correction, or deletion of their personal data. Such requests may be directed to:

X ESS AG, Rainstrasse 11F, 8808 Pfäffikon SZ, Switzerland

10. Minors

Our website and services are not directed at individuals under 18.

11. Changes

We may update this Policy from time to time. The current version is always available on our website.