Privacy Policy
1. Data Controller
The entity responsible for the processing of personal data in connection with this website and our services is:
Obrist Helps Insurance Solutions GmbHTödistrasse 64, 8810 Horgen, SwitzerlandEmail: info@obrist-helps.ch
If, in an individual case, a different entity is responsible for the processing, we will inform you separately.
2. Scope and Legal Basis
The processing of your personal data — that is, any data which by reasonable means allows your identification — is necessary to perform our contractual obligations towards you, to provide our services, to protect our legitimate interests and to comply with the legal and regulatory obligations to which we are subject.
By using this website you consent to the collection, storage, use, disclosure and other processing of your personal data as described in this Privacy Policy. Please read this Privacy Policy carefully before making any decisions.
3. Nature, Scope and Purpose of Data Processing
We process personal data required to provide our activities and services efficiently, securely and in a manner appropriate to our clients. The purposes include in particular:
- Performance of contracts, client management and provision of our services
- Processing of payments and contract administration
- Communication with clients, prospects and business partners
- Compliance with statutory and regulatory obligations
- Marketing, analysis and improvement of our services
3.1 Categories of Data
We process the following categories of personal data:
- Identification and contact data (e.g. name, address, phone number, email)
- Health data (e.g. claims under certain insurance contracts)
- Contract and benefit data (e.g. insurance contracts, quotes, premium payments)
- Financial and payment data (e.g. banking details, invoices)
- Technical and usage data (e.g. IP addresses, log files, cookies, access times)
3.2 Sources of Data
We receive personal data directly from data subjects or from third parties such as insurance companies, banks and financial service providers, public registers, and processors (e.g. hosting providers, payment service providers).
4. Forms and Email Communications
This website provides a form through which you can submit your email address — and, optionally, additional information such as your name — to be notified about the launch of GAIN and to receive related communications.
If you submit information through such a form, we process the data you provide for the following purposes:
- Notifying you when the GAIN website goes live
- Sending you occasional, relevant communications about GAIN's services where you have indicated interest
- Responding to enquiries you raise via the form or by email
Legal basis: your consent, given by actively submitting the form.
Retention: We retain the submitted data until you withdraw your consent or until two years after the GAIN website launch, whichever comes earlier. If the relationship develops into a mandate, longer statutory retention obligations apply (see section 6).
Withdrawal: You may withdraw your consent at any time by sending a message to info@obrist-helps.ch. Withdrawal does not affect the lawfulness of processing carried out before withdrawal.
5. Disclosure to Third Parties
We disclose personal data only where this is required to perform a contract and you have given your consent, where a statutory obligation exists, or where we have a legitimate interest.
Third parties to whom data may be disclosed include:
- IT service providers (e.g. hosting providers)
- Payment service providers
- Insurance companies and intermediaries
- Authorities and supervisory bodies
Where a transfer takes place outside Switzerland or the European Economic Area, we ensure that an adequate level of data protection is in place.
6. Retention Periods
We retain personal data only as long as is necessary for the respective purpose or as required by statutory retention obligations:
- Contract-related data: at least ten years
- Communication data: two years after the matter is closed
- Lead and marketing data: until consent is withdrawn
7. Your Rights
Data subjects have the following rights in respect of their personal data:
- Information about the data we hold concerning you
- Rectification of inaccurate data
- Erasure ("right to be forgotten")
- Objection to certain processing activities
- Data portability
For requests, please contact: info@obrist-helps.ch
8. Data Security
We employ technical and organisational measures to protect personal data against loss, misuse and unauthorised access. These include TLS (SSL) encryption, access controls, and regular security reviews.
9. Changes to This Privacy Policy
We reserve the right to amend this Privacy Policy. The version published on this website applies at any given time.
For general questions regarding this website, the data we hold about you, or the use of this data, please contact:
Obrist Helps Insurance Solutions GmbHTödistrasse 648810 Horgen
Last updated: May 2026