Privacy policy.

Kasavi Advisory Sàrl
Avenue Jules-Crosnier 2
1206 Geneva, Switzerland
Email: info@kasavi-advisory.com

  1. INTRODUCTION

    Kasavi Advisory Sàrl respects your privacy and is committed to protecting your personal data. This Privacy Policy explains how we collect, use, disclose, and protect personal information in accordance with the Swiss Federal Act on Data Protection (FADP) and, where applicable, the EU General Data Protection Regulation (GDPR).
    Kasavi Advisory is a financial advisory and M&A boutique registered in the Canton of Geneva and supervised by FINMA through its regulatory affiliation.

  2. DATA WE COLLECT
    We collect only the minimum amount of personal data necessary to provide our services and operate our website.

    Website visitors:
    We may collect basic technical information such as IP address, browser type, and time of access. We use only essential cookies required for the website to function. We do not use third-party analytics or advertising tools.

    Contact and clients:
    When you contact us or become a client, we may collect your name, email address, phone number, and any other information you voluntarily provide. All additional personal and financial information is collected in person during onboarding or advisory meetings in compliance with FINMA and AMLA regulations.

  3. PURPOSE OF DATA PROCESSING
    We do not sell, rent, or use your data for marketing purposes. We process personal data only for the following legitimate purposes:

    • To respond to inquiries and provide financial advisory and M&A services

    • To comply with legal and regulatory obligations, including FINMA and AMLA requirements

    • To maintain internal records and ensure security

    • To manage client relationships and administrative processes

  4. LEGAL BASIS FOR PROCESSING
    We process personal data based on one or more of the following legal grounds:

    • To perform a contract or take pre-contractual measures

    • To comply with legal or regulatory obligations

    • To pursue legitimate interests such as service improvement and security

    • With your consent, where applicable

  5. DATA SHARING
    We may share personal data only when necessary and in accordance with legal and confidentiality requirements. Possible recipients include:

    • IT or administrative service providers under confidentiality agreements

    • Legal, tax, or compliance professionals assisting us

    • Regulatory or supervisory authorities, including FINMA, when legally required

    • All third parties process data in accordance with strict confidentiality and security standards.

  6. YOUR RIGHTS
    Under the Swiss Federal Act on Data Protection (FADP), you have the right to:

    • Access your personal data and receive a copy

    • Request correction or deletion of inaccurate or unnecessary data

    • Object to or restrict processing within legal limits

    • Withdraw consent where processing is based on consent

To exercise your rights, contact us at info@kasavi-advisory.com.
We may request proof of identity before processing your request.
If you believe your rights have been violated, you may contact the Federal Data Protection and Information Commissioner (FDPIC) at www.edoeb.admin.ch.