Privacy Policy

1. Privacy Principles

At DealDocuUp, we understand the importance of protecting your personal and property information and treat the protection of your data with the highest priority. This Privacy Policy informs you about the nature, scope, and purpose of the collection and use of personal data in connection with our real estate transaction services and property deal management for individuals and businesses.

Our privacy practices fully comply with Swiss data protection laws, including the Federal Data Protection Act (FADP), as well as the European General Data Protection Regulation (GDPR), where applicable. As a professional real estate transaction service provider, we place particular emphasis on compliance with these regulations and the protection of sensitive property and transaction information of our clients.

2. Data Collection and Processing

In our real estate transaction company, we collect and process personal data exclusively for specific purposes related to the provision of our transaction services, property documentation, and deal management services, client care, and fulfillment of our contractual obligations. This includes:

2.1. Property data you provide to us:

Contact and personal information such as name, address, phone number, email address, and property identification data
Information about your property situation, transaction needs, and real estate goals
Transaction communication such as email correspondence, property consultations, and advisory discussions
Property documents and transaction information required for the provision of our services

2.2. Automatically collected system data:

Access data when visiting our website such as IP address, browser type, and operating system
Date and time of access as well as pages visited
Information about your interaction with our digital platforms and service applications

2.3. Cookies and tracking technologies: On our website, we use only technically necessary cookies and transaction-relevant tracking technologies. Optionally, you can consent to the use of analytical cookies that help us improve our transaction services. You can adjust your cookie settings at any time.

3. Purposes of Data Processing

We process your personal and property data for the following purposes:

Transaction services and planning – To provide high-quality transaction services, property documentation, and real estate support
Transaction processing – To ensure efficient and professional handling of your property matters
Transaction communication – For efficient correspondence with you, authorities, and relevant service providers
Service management – For billing our services, project management, and administrative purposes
Client care – To ensure optimal service quality and client-oriented transaction relationships

4. Legal Basis for Processing

The processing of your data is based on the following legal grounds:

Fulfillment of transaction service contracts and implementation of pre-contractual measures (Art. 6 para. 1 lit. b GDPR)
Compliance with legal obligations, particularly professional regulations for real estate services (Art. 6 para. 1 lit. c GDPR)
Protection of our legitimate interests such as quality assurance or service optimization (Art. 6 para. 1 lit. f GDPR)
Your explicit consent, for example for extended service offerings or newsletters (Art. 6 para. 1 lit. a GDPR)

5. Data Sharing with Third Parties

Your transaction data will only be shared with third parties in the following necessary cases:

Authorities and offices – When legally required or necessary for official transaction processing
External real estate experts – Such as lawyers, notaries, or other experts when required for comprehensive transaction solutions
IT service providers – Who work under strict data protection conditions and ensure the secure operation of our transaction systems
Transaction correspondence – For proper handling of your transaction communication and document management

As a professional real estate transaction service provider, we are subject to strict confidentiality obligations and treat your transaction information with the utmost discretion and professionalism.

6. Data Security and Protection Measures

We implement comprehensive technical and organizational measures to protect your transaction data. This includes access restrictions, encryption according to the latest standards, regular security audits, and training of our employees in data protection and transaction confidentiality matters.

For sensitive transaction information and property data, additional security measures are implemented, including physical security of office premises and digital backup systems. However, completely secure data transmission over the internet cannot be guaranteed, which is why we also offer secure alternative communication channels for particularly sensitive transaction information.

7. Data Retention and Deletion

We store your transaction data only as long as necessary for the provision of our transaction services and in accordance with legal retention periods:

Transaction documents and client files are retained in accordance with real estate and commercial regulations (typically 10 years).
Communication data is retained for the duration of the transaction relationship and possibly beyond according to legal requirements.
Transaction correspondence and property information are retained in accordance with legal requirements for transaction documents.
Project documentation and service records are retained for appropriate periods to ensure service quality.

After the expiration of legal retention periods, your data will be securely and irrevocably deleted or anonymized, with special care taken for the destruction of physical documents.

8. Your Rights as a Transaction Client

As a data subject or transaction client, you have the following rights:

Information about the personal data stored about you or your company
Correction of incorrect or incomplete transaction data
Deletion of your data, subject to legal retention periods or legitimate transaction interests
Restriction of processing under certain transaction conditions
Data portability in a structured, commonly used, and machine-readable format
Objection to processing based on your particular transaction situation

Please direct requests to exercise your rights to privacy@dealdocuup.com or use our transaction contact form.

9. International Data Transfer

As a real estate transaction service provider with international transaction clients, we are also subject to the European General Data Protection Regulation (GDPR) in certain cases. In this context, we observe the following specific principles:

Transaction data minimization – We collect only the transaction-related data that is absolutely necessary for our transaction services.
International transaction data transfer – When transferring transaction-related data to countries outside the EU/EEA, we ensure that appropriate safeguards according to Art. 44 ff. GDPR are maintained.
Transaction impact assessment – For processing operations that could pose special risks to transaction rights, we conduct a data protection impact assessment in advance.
Transaction accountability – We document our data protection measures and can demonstrate our compliance with the regulations.

As an EU transaction client, you also have the right to lodge a complaint with a European data protection supervisory authority if you believe that the processing of your transaction-related data violates the GDPR.

10. Updating the Privacy Policy

This Privacy Policy is regularly reviewed and updated when legal or factual changes in our transaction services require it. The current version is always available on our transaction website. We will inform you of significant changes through appropriate transaction communication channels.

Continued use of our transaction services after an update is considered consent to the amended Privacy Policy.

As a professional real estate transaction service provider, the trustworthy and legally compliant processing of your transaction data is particularly important to us, as we work with sensitive transaction information and property data. We are available to you at any time for questions.