OnePortfolio Privacy Policy
Introduction
At OnePortfolio, we are committed to protecting and respecting your privacy. This Privacy Policy outlines how we collect, use, protect, and handle your personal information across our platform at oneportfolio.io and associated services. OnePortfolio operates under Swiss data protection laws and regulations, ensuring the highest standards of data privacy and security.
Information Collection
1. Automated Collection
Type: Technical Data
Source: Web Browser
Includes:
- Internet Protocol (IP) address
- Browser type and version
- Navigation patterns and page interactions
- Access timestamps and duration
- Technical device information
2. Personal Information
Type: User Provided Data
Includes:
- Full name
- Email address
- Professional credentials
Important Note: OnePortfolio does not store any payment information or credit card details. All payment processing is handled securely by our payment processing partner.
3. Portfolio and Usage Data
Type: User Activity Data
Source: Manual Input and Imports
Includes:
- Portfolio performance metrics
- Transaction records
- User preferences and settings
- Analytics data
- Platform interaction metrics
Legal Basis for Processing
We process your personal information in accordance with Swiss data protection laws. Our legal bases for processing include:
1. Contractual Necessity
Purpose: Required for service delivery
Scope: Essential functions
Includes:
- Fulfilling contractual obligations
- Providing requested services
- Processing transactions
2. Legitimate Interests
Purpose: Service improvement
Scope: Platform operations
Includes:
- Platform improvement and development
- Service optimization
- Security and fraud prevention
- Marketing of relevant services
3. Legal Compliance
Purpose: Regulatory adherence
Scope: Legal obligations
Includes:
- Meeting Swiss regulatory requirements
- Fulfilling legal obligations
- Protecting legal rights
4. Consent
Purpose: Optional features
Scope: User-approved activities
Includes:
- Specific purposes with explicit consent
- Optional communications and features
Data Protection and Security
OnePortfolio implements robust security measures to protect your information:
1. Technical Safeguards
Type: Security Infrastructure
Includes:
- Enterprise-grade encryption
- Secure data transmission protocols
- Advanced access controls
2. Organizational Controls
Type: Internal Processes
Includes:
- Regular security audits
- Employee data handling training
- Strict access policies
3. Data Retention
Type: Data Management
Includes:
- Information retained only as necessary
- Regular data review and cleanup processes
- Secure data disposal procedures
4. Payment Security
Type: Financial Data Protection
Includes:
- No storage of payment information
- All payments processed by certified partners
- Complete separation of financial data
Third-Party Disclosure
We may share personal information with:
1. Service Providers
Purpose: Service Delivery
Includes:
- Cloud infrastructure providers
- Payment processors
- Analytics services
- Security vendors
2. Legal Requirements
Purpose: Legal Compliance
Includes:
- Court orders
- Regulatory authorities
- Law enforcement agencies
Your Privacy Rights
You maintain the following rights regarding your personal information:
1. Access Rights
Type: Information Access
Includes:
- Request data copies
- Review stored information
- Receive processing details
2. Control Rights
Type: Data Management
Includes:
- Correct inaccurate data
- Request data deletion
- Restrict processing
- Data portability
3. Communication Preferences
Type: Communication Control
Includes:
- Opt-out options
- Marketing controls
- Communication frequency
International Data Transfers
For users in the European Economic Area (EEA), we ensure that any data transfers to countries outside the EEA are protected by appropriate safeguards, including:
Type: Data Transfer Mechanisms
Includes:
- Standard contractual clauses
- Adequacy decisions
- Binding corporate rules
- Other legally accepted mechanisms
Policy Updates
We reserve the right to update this Privacy Policy periodically. Significant changes will be communicated through:
Communication Channels:
- Platform notifications
- Email communications
- Website announcements
Contact Information
For privacy-related inquiries or concerns, please contact:
Data Protection Officer
Email: privacy@oneportfolio.io