Privacy Policy

Last updated: March 2026

1. Data controller

The data controller for data collected through this website is:
Montaigne Trust Ltd
26 boulevard Georges-Favon, 1204 Geneva, Switzerland
CHE-482.145.948

2. Data collected

We collect personal data that you voluntarily provide through the contact forms on our website:

  • First and last name
  • Email address
  • Phone number
  • Country of residence
  • Preferred language
  • Information relating to your enquiry (service requested, objective, estimated wealth, message)

3. Purpose of processing

The data collected is used exclusively to:

  • Respond to your contact or assessment request
  • Follow up on your enquiry
  • Improve our services and the website user experience

4. Legal basis

Processing is based on your explicit consent, given at the time of form submission.

5. Recipients of data

Data is shared with:

  • The Montaigne Trust Ltd team for the processing of your request
  • Our technical subcontractors (hosting, transactional email delivery) in compliance with applicable regulations

No data is sold, rented or shared for commercial purposes with third parties.

6. Retention period

Data is retained for the period necessary to process your request and for a maximum of 3 years from the last contact, unless a longer period is required by law.

7. Your rights

In accordance with applicable legislation, you have the following rights:

  • Right of access to your personal data
  • Right to rectification of inaccurate data
  • Right to erasure of your data
  • Right to restriction of processing
  • Right to data portability
  • Right to object to processing

To exercise these rights, please contact us via the contact form on our website.

8. Cookies

This website uses cookies that are strictly necessary for the operation of the site and analytical cookies (Google Analytics) to measure audience. You may configure your browser to refuse cookies.

9. Security

We implement appropriate technical and organisational measures to protect your data against unauthorised access, modification, disclosure or destruction.

10. Modifications

This privacy policy may be updated. The date of the last modification is indicated at the top of this page.