Data protection declaration
Confidence is important, especially when it comes to your data. For this reason, we consider it our duty to collect only the data that is absolutely necessary and to manage the data with due care and protect it from misuse.
The expeerius group (expeerius ag & expeerius gmbh) strictly adheres to the data protection regulations when collecting and processing your data.
Hereinafter you will find information on the processing of your data and the rights to which you are entitled
Name and contact details of the person responsible
expeerius ag
Landstrasse 158
LI-9494 Schaan
+423 237 40 40
expeerius gmbh
Lorzendamm 8
CH-6340 Baar
+41 41 521 03 00
If you have any questions about our data processing or if you are of the opinion that the processing of your personal data by the expeerius group violates data protection regulations, please contact the expeerius group's data protection officer. He can be contacted at the above address, for the attention of Dr Marcel Kieber, or at or .
This data protection declaration applies (A.) to the expeerius group website (www.expeerius.li; www.expeerius.ch, www.expeerius.com) and to the personal data collected via this website and (B.) to general data processing within the expeerius group.
For websites of other providers to which reference is made, e.g. via links, the data protection notices and declarations there apply.
A. Data processing on our website
Categories of personal data collected
With every visit to our website, our system automatically collects data and information from the computer system of the accessing computer. The following data is collected:
- Full IP address of the requesting computer;
- Date and time of access;
- Internet pages from which the user's system accesses our website;
- Name of the requested file;
- Access status (file transferred, file not found, etc.);
- Web browser and operating system used;
- Device used (laptop, tablet, smartphone, etc.);
- Amount of data transferred.
If you subscribe to the expeerius group newsletter, we also collect your:
- E-mail address;
- Title, first name, surname, address;
You will find the relevant information on the data collected in the online forms and transmitted to the expeerius group in section ‘B. General data processing by the expeerius group’
Processing purposes
The processing of personal data on our website is limited to the data required to provide a functional website and user-friendly content and services.
In particular, we therefore collect personal data on our website
- for internal administrative purposes (e.g. ensuring the stability and operational security of the system)
- for web analysis;
- for sending our newsletter.
For the purposes of processing data transmitted to the expeerius group via online forms, please read the provisions in section ‘B. General data processing by the expeerius group.
Legal basis
The processing of personal data in connection with our website is based on Art. 6 para. 1 GDPR:
- Your consent, i.e. if you provide us with your data voluntarily (letter a);
- For the purpose of fulfilling legal obligations (point (c));
- our legitimate interest, e.g. to ensure the stability and operational security of the system (point f).
The legal basis for the processing of data transmitted to the expeerius group via online forms can be found in section B. General data processing by the expeerius group.
Storage duration
We store the personal data collected each time our website is accessed and files are transferred for a maximum period of one year. The data is stored for reasons of data security - in particular to defend against attempted attacks on our web server - and to ensure the stability and operational security of our system.
Your personal data in connection with the sending of our newsletter will be deleted immediately as soon as you unsubscribe from the expeerius group newsletter.
Web analysis
We analyse the use of our website with the web analysis tool ‘Google Analytics’, a web analysis service of Google Inc, 1600 Amphitheatre Parkway, Mountain View, CA 94043 USA (Google Privacy Policy). This is used exclusively to optimise the website in terms of user-friendliness and to provide useful information about our services. This data is not merged with other personal data sources or passed on to third parties.
No personal analyses are carried out. The analyses are based on anonymised data sets.
In addition to the aforementioned data, the web analysis tool also uses so-called ‘cookies’ (see below).
Cookies
We use cookies on our website to make our website more user-friendly. Cookies are small files that your browser automatically creates and that are stored on your end device (laptop, tablet, smartphone, etc.) when you visit our website. The cookies remain stored until you delete them. This allows us to recognise your browser the next time you visit.
If you do not want this, you can set up your browser so that it informs you about the setting of cookies and you allow them in individual cases. However, we would like to point out that deactivating cookies will mean that you will not be able to use all the functions of our website.
Online-Forms (e.g. Contact Form)
The following online forms are available on our website:
- Contact form.
The data transmitted to us via the online form is processed solely for the purpose of handling the request contained therein. This data is therefore used solely for the purpose stated in the online form; it is neither analysed in any other way nor linked to other data.
The data entered in online forms is transmitted in encrypted form (HTTPS).
For details on data processing by the expeerius group in the context of enquiries and the corresponding deletion periods, please refer to the following section B. General data processing by the expeerius group.
Newsletter
When you register for our newsletter, we will immediately send an e-mail containing a hyperlink to the e-mail address you have provided. By clicking on this link, you confirm your newsletter registration (double opt-in procedure). If this registration confirmation is not received within 48 hours, we will delete the e-mail address from our temporary list and registration will not have taken place.
If you confirm your newsletter registration, you consent to the storage of your e-mail address, including the date of registration. We only use your personal data for the administration and sending of the newsletter you have requested. Each newsletter also contains a note on how you can unsubscribe from the newsletter.
Our newsletter does not contain any obvious or hidden counters, third-party advertising or links to external sites that are not directly related to the content of our newsletter.
Data download
We do not request any personal information from you so that you can download files from our website.
Google Web Fonts
This site may use so-called web fonts provided by Google for the standardised display of fonts. The Google fonts are installed locally. There is no connection to Google servers.
Social Plugins
All integrated social plugins work using the 2- click method; this means that the recording of your surfing behaviour by a plugin only starts when you activate the corresponding plugin by clicking on it. If you are logged into your social media platform account at the same time as visiting our website, for example, the page visit can be assigned to your user account after activating the plugin (first click).
B. General data processing of the expeerius group
Categories of personal data collected
The expeerius group collects the following data:
- Title, first name, surname
- address/address
- e-mail address
- telephone number (landline and/or mobile phone)
- date of birth
- bank details
- Tax identification number (TIN)
- Information on the overall financial circumstances
- Information on the economic background of the assets
- Information on personal behaviour/interests/hobbies etc.
- Information on related parties
- Details of service providers (tax advisors, lawyers, etc.) and retain full control over their assets.
Processing purposes
This data is collected to the extent necessary
- to be able to identify you as our customer/client/client
- to conclude an order contract, mandate contract or service contract
- for the preparation of tax returns and representation before tax authorities
- for the establishment and administration of associations and/or trusteeships
- for correspondence with you
- for invoicing
- for the dispatch of advertising material/newsletters etc.
Legal basis
Your data will be processed on the basis of Art. 6 para. 1 let. a - c GDPR.
Storage duration
After collection, your data will be stored by the expeerius group for as long as necessary
- in compliance with the statutory retention periods pursuant to Art. 1059 para. 1 PGR, Art. 142 para. 1 PGR, Art. 251a PGR, Art. 326c para. 5 PGR, Art. 329a PGR, Art. 552 § 26 PGR, Art. 728 para. 2 PGR, Art. 923 para. 1 PGR, Art. 17 para. 1 SteG, Art. 57 para. 2 and 3 MWSTG, Art. 20 SPG, Art. 31 para. 1 let. u no. 8 SPG, Art. 7 para. 15 AEOI Act, Art. 9 para. 9 AEOI Act, Art. 4 para. 5 FATCA Act is required for 10 years
- is necessary for the fulfilment of the above-mentioned purposes of the expeerius group
C. Data security
Website
Within the website visit, we use the widespread SSL method in conjunction with the highest level of encryption supported by your browser. You can recognise whether an individual page of our website is transmitted in encrypted form by the closed display of the key or lock symbol in the address bar of your browser.
General data processing
In addition, we generally apply suitable technical and organisational security measures when processing data in order to protect your data against accidental or intentional manipulation, partial or complete loss, destruction or unauthorised access by third parties. Our security measures correspond to the current state of the art.
D. Your rights
Rights of affected persons
According to the EU General Data Protection Regulation, you have the following rights:
- to obtain information about the personal data processed or the categories of personal data processed, the purposes of processing, the categories of recipients to whom your data has been or will be disclosed, the intention to transfer data to a third country or an international organisation, including suitable guarantees, the planned storage period, the existence of a right to rectification, erasure, restriction of processing or objection, the existence of a right to lodge a complaint, the origin of your data if it was not collected by us, and the existence of automated decision-making including profiling and, if applicable, meaningful information on its details
- to request the rectification, completion or erasure of your personal data that is incorrect or not processed in accordance with the law
- require us to restrict the processing of your personal data
- in certain circumstances, to object to the processing of your personal data or to withdraw the consent previously given for the processing
- to receive your personal data that you have provided to us in a structured, commonly used and machine-readable format or to request that it be transmitted to another controller
- to lodge a complaint with the competent data protection supervisory authority.
Right to withdraw consent
If you have consented to the processing by the expeerius group by means of a corresponding declaration, you can revoke your consent at any time for the future. This does not affect the lawfulness of the data processing carried out on the basis of the consent until the revocation.
If you would like to exercise your rights, please inform us by e-mail to or or contact us at the address provided.