Who we are
Our website address is: https://jm-a.ch, part of CaCFMueller GmbH.
Introduction
We are committed to protecting your personal data. This policy explains how we collect, use, and safeguard your information when you engage with our services or visit our website.
What Data We Collect
We may collect and process the following types of personal data:
- Notes from meetings, calls, or correspondence
- Contact details (name, email, phone number)
- Business and professional background
- Company information relevant to advisory engagements
- Financial or strategic data shared during project work
How We Collect Your Data
We may receive your data from:
- Direct communication with you or your company
- Referrals from professional contacts
- Public sources such as company websites or LinkedIn
- Documents or materials shared during engagements
How We Use Your Data
We use your data to:
- Deliver advisory services
- Communicate with you about current or future engagements
- Understand your business context and objectives
- Fulfill contractual obligations
- Improve our services and website
We only process sensitive data with your explicit consent.
Legal Basis for Processing
We rely on the following legal bases:
- Legitimate interest — to deliver our services and maintain professional relationships
- Contractual necessity — when processing is required to fulfill our agreements
- Consent — for sensitive data or optional communications
Data Retention
We retain personal and business data only as long as necessary for the purposes outlined above or to meet legal obligations. When no longer needed, your data is securely deleted.
Data Sharing
We may share your data with:
- Trusted service providers who support our operations, with your consent and back to back non disclosure agreement as needed
- Legal or financial partners involved in a transaction, with your consent and with back to back non disclosure agreement as needed
We do not sell or trade your personal information.
Data Security
We take appropriate technical and organizational measures to protect your data, including:
- Secure access controls
- Encrypted digital storage
- Regular backups
- Confidential handling of physical records
Your rights
You have the right to:
- Access your data
- Correct inaccurate or incomplete data
- Request deletion of your data
- Restrict or object to processing
- Transfer your data to another provider
- Withdraw consent at any time
- Lodge a complaint with your national data authority
We aim to respond to requests within one month.
Cookies
We use cookies to improve your experience on our website. These help us understand how visitors interact with our content. You can manage cookie preferences via your browser settings. For more details, see our Cookie Policy.
Contact us
If you have questions about this policy or how we handle your data, please contact: JMA at CaCFMueller GmbH, info@jmadvisory.ch.
