Privacy Policy

Identity and contact details provided at onboarding, including documents required for identity verification.

Financial information such as source of funds, trading experience and account activity.

Technical data including IP address, device identifiers and platform usage logs.

To open and administer your account, execute your orders and maintain accurate records.

To meet legal obligations, including anti-money-laundering, tax reporting and regulatory record-keeping.

To secure our systems, detect abuse and improve the platform.

We share data with custodian banks, liquidity venues, payment providers, auditors and regulators where necessary.

Where data leaves Switzerland or the EEA, we rely on recognised transfer mechanisms and contractual safeguards.

Account and transaction records are retained for ten years after the relationship ends, as required by Swiss law.

Marketing preferences are retained until you withdraw consent.

You may request access, correction, deletion or restriction of your personal data, subject to our legal retention duties.

Requests can be sent to privacy@helvetiamarkets.ch and are answered within 30 days.