Data Protection
General
Based on Article 13 of the Swiss Federal Constitution and the data-protection provisions of the Swiss Confederation (new Federal Act on Data Protection, nFADP) as well as the data-protection policy pursuant to Articles 13, 21 of Regulation (EU) 2016/679 (General Data Protection Regulation, GDPR), every physical person is entitled to protection of their privacy and to protection against misuse of their personal data. Personal data is treated confidentially at Plenum Investments Ltd. (hereinafter referred to as “Plenum”) and is neither sold nor passed on to third parties. This Privacy Policy informs you of our commitment to protect your personal data and of your rights and explains whether and how Plenum collects, uses and discloses personal data when you visit this website. We work in close cooperation with our hosting providers to protect the databases as well as possible from external access, losses, misuse or falsification. This website may contain hyperlinks to other websites that are not operated or controlled by Plenum. Plenum is not responsible for the content of those websites or for their privacy policies. Plenum reserves the right to amend the terms and conditions of this Privacy Policy at any time. The amendments shall take effect immediately when the amended content is posted on this website. By using said website, you agree to access and review the Privacy Policy regularly in order to inform yourself of any amendments of this nature. Your continued use of the website following the posting of modified terms and conditions shall be deemed to be implicit acceptance of the amended Privacy Policy. If you do not agree to the amendments, the sole and exclusive remedy at your disposal is to immediately discontinue using this website. This Privacy Policy was last updated on September 1, 2023.Transmission of data to Plenum and cross-border data flow
Please note that the Internet is generally not considered to be a secure environment and data transmitted via the Internet may be accessible to unauthorized third parties, which may lead to disclosure of this data, modification of the information content or to technical malfunctions. Data transmitted via the Internet may be sent across national borders even if the sender and recipient are located in the same country. It is therefore possible that your data may be forwarded to a country with a lower level of data protection than your country of domicile. Plenum accepts no responsibility or liability whatsoever for the security of your data while they are being transmitted to us via the Internet. We would like to draw your attention to the fact that in cases in which you consider this to be appropriate, you may communicate with us by other means for privacy-related reasons.Cookies
This website uses cookies so as to enable us to tailor the services of Plenum.ch more to your individual needs. Cookies are text files that are stored in your computer’s browser and make it possible to analyse how you use Plenum.ch. The data subject can prevent the placement of cookies by our website at any time by appropriately setting the web browser used and by thus permanently objecting to the placement of cookies. Furthermore, cookies that have already been placed can be deleted at any time via a web browser or other software programs. This is possible in all common web browsers. If the data subject deactivates the placement of cookies in the web browser used, not all the functions of our website may be fully usable. You, as the user, therefore have full control over the use of cookies in any event. The information collected by means of cookies is stored only for a certain period of time. Generally, a distinction is drawn between mandatory cookies and optional cookies.Mandatory cookies
These cookies are necessary for our website to function and cannot be switched off in our systems. As a rule, they are placed only in response to actions that you take and that amount to a service request, such as setting your privacy preferences, logging on or filling out forms. You can set your browser in such a way as to block, or warn you about, these cookies, but then some parts of the website may not work. These cookies do not store any information that allows you to be personally identified. Plenum uses the following three mandatory cookies:- Borlabs cookie: stores the settings of the categories selected by the visitor in the cookie box
- WPML: stores the current language
- WordPress: a test cookie to check whether the user’s browser supports cookies.
Optional cookies
Our cookies banner is set in such a way that optional cookies are disabled by default. Due to informational self-determination, you must actively agree to the use of optional cookies. Should you wish not to accept any cookies, you can control this via the cookies banner or in your web browser. Please note that not all functions of our website may then be fully usable. We use a web analytics tool that gives us an insight into the way in which you use our websites. This data includes, for example, which pages and links you have visited or clicked on, or how much time you spent on a page. We use this data to understand better how users use our website and to ensure that it functions properly. This data is not used for marketing or advertising purposes and is not passed on to third parties either. The following cookie is used:- Google Analytics: a cookie for website analytics, which generates statistical data on how the visitor uses the website.
Google Analytics
This website uses Google Analytics, a web analytics service provided by Google Inc. (“Google”). Google Analytics uses “cookies”, which are text files that are saved on your computer and make it possible to analyse how users use the website. The information generated by the cookie on how you use this website is, as a rule, transferred to a Google server and stored there. IP anonymization is activated on our website. Your complete IP address is thus anonymized in such a way that it is no longer possible to restore the original IP address. The now-abbreviated IP address is transferred to a Google server. Google will use this information to evaluate your use of the website, compile reports on website activity for the website operators and to provide further services relating to usage of the website and the Internet. Google may, if necessary, also transfer this information to third parties when required to do so by law, or when such third parties process this data on Google’s behalf. The IP address transferred by your browser as part of Google Analytics will not be merged with other data by Google. Further information and Google’s applicable privacy policy provisions can be found at https://policies.google.com/privacy. Please note that currently, according to the European Parliament’s Committee on Civil Liberties, Justice and Home Affairs, the USA does not provide any guarantees that your data will be protected with a level of protection comparable to that in the EU (“EU-U.S. Data Privacy Framework”).Vimeo
We integrate videos using the Vimeo platform (Vimeo.com, Inc., 330 West 34th Street, 5th Floor, New York 10001, USA) to make our services more widely accessible and more comprehensible. When accessing the videos, a connection is established between your browser and a Vimeo server. Vimeo collects the IP address, technical information about the device (e.g. browser type, operating system, basic device information) or websites you have visited (e.g. Plenum.ch). The embedded Vimeo video player uses first-party cookies that Vimeo considers necessary for user experience. Vimeo states that it does not use third-party analytics or advertising cookies when the video player appears on a third-party website (Plenum.ch) unless the website visitor is logged into the visitor’s Vimeo account. If you are logged in to a Vimeo user account, you are enabling the provider to assign your surfing behaviour to your profile. If you do not want Vimeo to be able to associate your visit to our website with your user account, please log out of your Vimeo account before using our website. Vimeo’s privacy policy and your rights are available at https://vimeo.com/privacy.Social Media plugins – LinkedIn
A “LinkedIn button” is integrated into our website. The operator of LinkedIn is LinkedIn Ireland Unlimited Company. LinkedIn is a social network that enables users to network with existing business contacts and to make new business contacts. Users or companies can create a profile of themselves; companies can post job offers here. As soon as a website with an integrated LinkedIn button is accessed, the browser used by the user downloads components from LinkedIn. This enables LinkedIn to obtain information about the user, such as sub-pages he/she has visited. This data cannot be assigned to a specific person and users are therefore not identifiable. However, if you are already logged in to LinkedIn when you access the Plenum website, it is technically possible for LinkedIn to assign and store the pages accessed with the LinkedIn button and the data collected in doing so to your LinkedIn account. If you do not want this information to be transmitted to LinkedIn, this transfer can be prevented by logging out of your LinkedIn account before accessing our website. The privacy policy provisions applicable to LinkedIn and your rights can be accessed at https://linkedin.com/legal/privacy-policy .WordPress Plugin – Gravity Forms
The forms on our website are based on the Gravity Forms service. This service is provided by Rocketgenius Inc., Virginia Beach, USA. The data you provide will be used for the purpose of processing your enquiries and will be sent by e-mail to recipients of the website operator (Plenum AG) and to the e-mail address entered, as well as being stored on the WordPress content management system at our web hoster. The data is not passed on to third parties. It is confirmed in the documentation section of the Gravity Forms corporate website that the plugin is GDPR-compliant: https://docs.gravityforms.com/wordpress-gravity-forms-and-gdpr-compliance/. No data is stored or passed on by Rocketgenius, Inc. or the Gravity Forms website. You can find further information about Gravity Forms’ privacy policy here: https://www.gravityforms.com/privacy/.Google reCAPTCHA
Our website uses the Google reCAPTCHA service, which is provided by Google Ireland. The purpose of reCAPTCHA is to verify whether data entered on the website is entered by a human being or an automated program. To do so, reCAPTCHA analyses the website user’s behaviour on the basis of various characteristics.Collection and use of personal data
Plenum collects personal data transparently and in compliance with the principles of proportionality and limitation of use to a specific purpose. The data is only processed to the extent and for as long as is necessary for our tasks and obligations. We are particularly cautious about collecting, storing and processing data relating to our customers, suppliers, contact details, prospects or other interested parties. In principle, only the data necessary for the relationship in question is collected. Due to our business model, our customer relationships are almost exclusively with legal entities. Although when collecting their data, personal contact data may also be collected, this is limited mainly to general basic data and contact data, for example, on:- name, first name
- business address, place of business
- business phone number and
- business e-mail address.
Storage and protection of personal data
Information from customers, suppliers, contact details, prospects or other interested parties will only be stored for the desired purpose and to the extent necessary for this purpose, as explained under “Collection and use of personal data”. As soon as the purpose ceases to apply, all data will, if possible, be deleted in accordance with Plenum’s internal guidelines or after expiry of the statutory retention period. We use all necessary technical and organizational measures to ensure the confidentiality and security of the data and to protect it from theft or unlawful usage or other unauthorized means of access. In the section “Transmission of data to Plenum and cross-border data flow”, we point out that the transmission of data via the Internet or other electronic means involves certain risks, so that we cannot guarantee the security of information transmitted to us in this way.Access to, and disclosure of, personal data
Within Plenum, employees are only given access to data to the extent that this is necessary for the performance of their work duties and for the provision of the service. All employees are trained in the handling and protection of personal data and are obliged to maintain confidentiality. Plenum may pass on data to other units within the company, and if necessary, also abroad. Those units use and protect the data in accordance with the same guidelines and requirements of this Privacy Policy or, as applicable, with the Swiss Federal Act on Data Protection and the GDPR. Plenum may pass on data to external service providers, if necessary also abroad, if this is required to provide the service and if use of the data is guaranteed pursuant to the Swiss Federal Act on Data Protection and the GDPR or an equivalent regulation and if data privacy is ensured. Plenum may pass on data if this is necessary to comply with the applicable laws and regulations, in the event of judicial proceedings, at the request of the competent courts and authorities or on account of other legal obligations.Your rights to your personal data
You have the right at any time to request information about your data that is processed by us. You also have the right to request that your data be deleted if further storage is no longer necessary due to contractual or legal requirements. Please use the address indicated at the end of this Privacy Policy to contact us.Contact details
Plenum Investments Ltd. I Data protection officer I Brandschenkestrasse 41 I CH-8002 Zurich I Phone: +41 43 488 57 50 I E-mail: info@plenum.chLegal disclaimerDE | EN
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General
This website (‘Plenum Website’) is owned by Plenum Investments Ltd (‘Plenum’), a company incorporated in Switzerland. The Plenum Website is for information purposes only. Plenum takes all reasonable care to ensure that the information is correct at the time of publication. Plenum cannot give any explicit or implicit assurance or warranty (including liability towards third parties) regarding the correctness, reliability or completeness. The information disseminated on the Plenum website may be changed at any time and without prior notice. Information once published on the Plenum Website should therefore not be understood to imply that circumstances have not changed since publication or since disclosure to the Authority or that the information is still current since publication. Persons accessing or using information on the Plenum website (for their own purposes or for a third party) agree to be bound by the following terms and conditions. This legal notice may be updated at any time. Plenum therefore recommends that you regularly re-read this disclaimer in order to familiarize yourself with any possible changes. The update date is listed below.
No offer, non-binding
The information and documents made available on the Plenum website are provided by Plenum for personal use and information purposes only. The information and documents may be changed at any time and without prior notice. Plenum makes no warranty (either express or implied) that the information and documents published on the Plenum website are accurate, complete or up to date. In particular, Plenum is not obliged to remove any outdated information from the Plenum website or to expressly mark it as such. The information on the Plenum Website does not constitute decision-making aids for economic, legal, tax or other advisory issues, nor may investment or other decisions be made solely on the basis of this information. Investments in the investment instruments described on the Plenum website should only be made after the relevant prospectus with integrated fund contract as well as the annual or semi-annual report with all basic legal information contained therein have been studied in detail. Advice from a qualified specialist is recommended in all cases. The published information does not constitute a recommendation, an offer, a solicitation to buy/sell investment instruments or to effect transactions or to conclude any legal transaction.
Performance
The value of investment funds can rise and fall at any time. The future performance of investment instruments cannot be derived from the historical performance shown. For this reason, good performance in the past is no guarantee of positive performance in the future. Investments in foreign currencies may also be subject to currency fluctuations and thus entail higher risks. Accordingly, Plenum can neither guarantee nor warrant the preservation (or even the increase) of the value of the invested capital.
Linked websites (links)
There are links on the Plenum website that lead to third-party websites. These links are completely beyond the control of Plenum. Plenum therefore accepts no responsibility whatsoever for the accuracy, completeness and legality of the content of such websites or for any offers and (service) performances contained therein.
Use of the Plenum website
The entire content of the Plenum website is protected by copyright of Plenum or the fund providers of the respective investment funds. You may save or print out a hard copy of individual pages and/or sections of the Plenum website, provided that you do not remove any copyright or other proprietary notices. By saving or otherwise copying data from the Plenum website, the respective terms of use are deemed to have been accepted. All property rights remain with Plenum or with the fund providers of the corresponding investment funds. You may not reproduce (in whole or in part), transmit (by electronic means or otherwise), modify, link into or use for any public or commercial purpose the Plenum website without the prior written permission of Plenum. No part of the Plenum website is designed in such a way as to grant a license or right to use an image, a registered trademark, a logo or software. Downloading or copying this website or parts thereof does not transfer any rights. Plenum or the fund providers making fund information or documents available reserve all rights (in particular copyright and trademark rights) with regard to all elements of the Plenum website and will make full use of all possibilities to enforce these rights.
Material Interests
Plenum and/or its directors, officers and employees may own/have owned interests in the listed investment vehicles or positions with the relevant securities. In addition, such entities or individuals may have/had a relationship with the relevant fund providers/companies, provide/have provided other services to such companies, or serve/have served as a director on their management.
Local legal restrictions
The Plenum website contains information and documents on numerous investment funds and is not intended for persons who are subject to a jurisdiction that prohibits the publication of or access to the Plenum website (on the basis of the nationality of the person concerned, his or her tax domicile or for other reasons). Persons subject to such local restrictions are prohibited from accessing the Plenum Website. Fund information and documents are provided either by Plenum or by the fund provider itself. If the information and documents are made available by Plenum on the Plenum website, Plenum relies on the information provided by the fund providers with regard to the distribution authorizations of the investment instruments. Plenum cannot be held liable for incorrect information regarding the distribution authorization. If the information and documents are made available on the Plenum website by the fund providers themselves, the fund provider is responsible for the correct distribution approvals.
Risk and return profile
This risk indicator is based on historical data; it is therefore not possible to predict future developments. The classification of the fund may change in the future and does not constitute a guarantee. Even a fund classified in Category 1 does not represent a completely risk-free investment.
Investor type
The user of the Plenum website must specify his or her personal investor type when entering for the first time. The information and documents on investment funds that are subsequently made available are aimed exclusively at users who correspond to the respective investor type. An incorrectly selected investor type may result in the disclosure of information and documents of investment funds that are not accessible to the user. The user is obliged to specify the investor type correctly. Plenum cannot be held liable for any damage or inconvenience caused to the user by specifying the wrong investor type.
Limitations of liability
Fund information and documents are published on the Plenum website both by Plenum and by the respective fund providers themselves. Plenum disclaims without limitation all liability for any loss or damage of any kind, including any direct, indirect or consequential damages, which might be incurred through the use of the fund information or documents or access to the Plenum website, or any links to third-party websites. In addition, Plenum disclaims all liability for manipulation of the Internet user’s computer system by unauthorized persons. Plenum expressly draws attention to the risk of viruses and the possibility of targeted hacking attacks. For virus protection, the use of current browser versions and the installation of continuously updated anti-virus software is recommended. E-mails of unknown origin and e-mails with unexpected attachments should not be opened.
Google Analytics
Purpose: Error analysis, statistical evaluation of our website Processing operations: Collection of connection data, data from your web browser and data on the content accessed; execution of analysis software and storage of data on your terminal device, anonymization of the data collected; evaluation of the anonymous data in the form of statistics Storage period: Data on your terminal device for up to two years. Joint controller: Google LLC, Amphitheatre Parkway, Mountain View, CA 94043, USA Legal basis for data processing: voluntary consent, revocable at any time Consequences of non-consent: No direct effect on the function of the website; however, limited possibilities for further development and error analysis Legal basis for data transfer to the USA: Implementing Decision of the EU Commission C/2016/4176 as well as the Privacy Shield certification that has taken place.
The disclaimer of the German version is legally binding.