Ventira

The content of this website is maintained with the greatest possible care. Nevertheless, no liability is assumed for the content. The contents of www.ventira.ch are protected by copyright and may not be copied, distributed or changed for commercial purposes without explicit permission. VENTIRA is not responsible for the content of linked pages.

Please read the following terms and conditions carefully before proceeding. Persons who access the website www.ventira.ch agree to the following terms and conditions.

This data protection declaration clarifies the type, scope and purpose of the processing of personal data (hereinafter referred to as „data“) within our online offer and the associated websites, functions and contents as well as external online presences (hereinafter jointly referred to as „online offer“). With regard to the terms used, such as „personal “data or their „processing“, we refer you to the definitions in Art. 4 of the General Data Protection Basic Regulation (GDPR).

General information

By accessing VENTIRA’S website, including, but not limited to, social media profiles, mobile apps or other applications (hereinafter referred to as “publicly available electronic applications”), you agree to all the terms set out herein. These sites and the services described therein are not available to or directed towards any person located in any jurisdiction where such services are not permitted under local law or where VENTIRA is not registered or licensed to do business.

No offer

The information contained on VENTIRA’s publicly available electronic applications is for informational purposes only and does not constitute any form of promotion, offer, recommendation or solicitation to purchase or sell any investment instruments or securities, effect any transaction or enter into any other legal act. The investment instruments and services described herein may not be suitable for you or may be unavailable.

No Advice; no client relationship

VENTIRA does not provide investment advice, or any legal, tax, financial or other advice through its publicly available electronic applications. You may not rely on the information on these applications, including any documents downloaded from the sites visited, as investment advice. You should not base any investment decision on the information or opinions expressed on the publicly available electronic applications. The materials available are not tailored to particular investment objectives, financial situation or particular needs of any specific person. You should consult with an expert in the appropriate field before deciding to take any specific action. Nothing on the publicly available electronic applications shall create a client relationship with you and VENTIRA. You may become a client of VENTIRA only upon entering into a signed, written agreement between you and VENTIRA.

Electronic communication

The sites may permit electronic communication with VENTIRA. However, this communication is insecure, and you may not place orders or instructions with VENTIRA using publicly available electronic applications.

Relevant legal basis

In accordance with Art. 13 GDPR, we inform you of the legal basis of our data processing. If the legal basis is not mentioned in the data protection declaration, the following applies: The legal basis for obtaining consent is Art. 6 para. 1 lit. a and Art. 7 GDPR, the legal basis for processing to fulfil our services and carry out contractual measures as well as answer inquiries is Art. 6 para. 1 lit. b GDPR, the legal basis for processing to fulfil our legal obligations is Art. 6 para. 1 lit. c GDPR, and the legal basis for processing to safeguard our legitimate interests is Art. 6 para. 1 lit. f GDPR. In the event that vital interests of the data subject or another natural person make processing of personal data necessary, Art. 6 para. 1 lit. d GDPR serves as the legal basis.

Changes and updates to the data protection

We ask you to inform yourself regularly about the contents of our data protection declaration. We will adapt the data protection declaration as soon as the changes to the data processing carried out by us make this necessary. We will inform you as soon as the changes require your cooperation (e.g. consent) or other individual notification.

Data

Among other things, the following data is stored when you visit our website:

name of the requested website
date and time of retrieval
notification of successful retrieval
transferred data volume
browser type and version
operating system
referrer URL (the previously visited page)
IP address provider
We only use this data for statistical evaluations for the purpose of operating the website.

Collection of access data and log files

On the basis of our legitimate interests within the meaning of Art. 6 Para. 1 lit. f., we collect GDPR data on each access to the server on which this service is located (so-called server log files). The access data includes the name of the website accessed, file, date and time of access, amount of data transferred, notification of successful access, browser type and version, the user’s operating system, referrer URL (the previously visited page), IP address and the requesting provider.

Log file information is stored for a maximum of seven days for security reasons (e.g. to clarify abuse or fraud) and then deleted. Data of which the further storage is necessary for evidence purposes, is excluded from deletion until the respective incident has been finally clarified.

Integration of third-party services and content

Within the scope of our online offer, we act on the basis of our legitimate interests (i.e. interest in the analysis, optimization and economic operation of our online offer within the meaning of Art. 6 Para. 1 lit. f. GDPR) content or service offers from third parties in order to integrate their content and services, such as images or fonts (hereinafter uniformly referred to as „content“). This always assumes that the third-party providers of this content perceive the IP address of the user, since they would not be able to send the content to their browser without the IP address. Therefore, the IP address is required for the presentation of this content. We make every effort to use only those contents whose respective providers only use the IP address to deliver the contents. Third party providers may also use so-called pixel tags (invisible graphics, also known as „web beacons“) for statistical or marketing purposes. Pixel tags“ can be used to evaluate information such as visitor traffic on the pages of this website. The pseudonymous information may also be stored in cookies on the user’s device and may contain, among other things, technical information about the browser and operating system, referring web pages, visit times and other information about the use of our online offering. They may as well be linked to such information from other sources.

The following presentation gives an overview of third party providers and their contents, along with links to their data protection declarations, which contain further information on the processing of data and, in some cases already mentioned here, possible objections (so-called opt-out):

External fonts from Google, LLC, (Google Fonts). The integration of Google Fonts takes place through a server connection at Google (usually in the USA). Privacy policy, Opt-Out.

Maps of the service Google Maps of the third party provider Google LLC, 1600 Amphitheatre Parkway, Mountain View, CA 94043, USA. Privacy policy, Opt-Out.

External code of the JavaScript framework „jQuery“, provided by the third-party provider jQuery Foundation.

Cookies

Cookies are small files that allow us to store specific information related to the device on the user’s access device (PC, smartphone, etc.). On the one hand, they serve the user-friendliness of websites and thus the users (e.g. storage of login data), on the other hand they serve to collect statistical data on the use of the website and to be able to analyze it in order to improve the offer. Users can influence the use of cookies. Most browsers have an option to restrict or completely prevent the storage of cookies. However, it should be noted that the use and in particular the comfort of use are restricted without cookies.

You can manage many online ad cookies from companies via the US website or the EU website.

Your questions about data protection and disclaimer

If you have any questions regarding this data protection declaration or the use of your data, please contact us.

Special privacy notice for US clients

FACTS	What does VENTIRA Private Wealth Management Ltd. do with your personal information?
Why?	Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?	The types of personal information we collect and share depend on the product or service you have with us. This information can include: • Social Security number and wire transfer instructions • Account balances and asset • Transaction history and payment historyWhen you are no longer our customer, we continue to share your information as described in this notice.
How?	All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons VENTIRA chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information	Does VENTIRA share?	Can you limit this sharing?
For our everyday business purposes— such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus	Yes	No
For our marketing purposes— to offer our products and services to you	No	We don’t share
For joint marketing with other financial companies	No	We don’t share
For our affiliates’ everyday business purposes— information about your transactions and experiences	No	We don’t share
For our affiliates’ everyday business purposes— information about your creditworthiness	No	We don’t share
For our affiliates to market to you	No	We don’t share
For nonaffiliates to market to you	No	We don’t share

To limit our sharing

• Call +41 (0) 41 748 22 90 or
• Email us at contact@ventira.ch

If you are a new customer, we can begin sharing your information 30 days from the date we sent this notice. When you are no longer our customer, we continue to share your information as described in this notice. However, you can contact us at any time to limit our sharing.

Questions?

Call +41 (0) 41 748 22 90 or Email us at contact@ventira.ch

Who we are
Who is providing this notice?	VENTIRA Private Wealth Management Ltd.

What we do
How does VENTIRA protect my personal information?	To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.
How does VENTIRA collect my personal information?	We collect your personal information, for example, when you • Provide account information • Enter into an investment advisory contract or seek advice about your investments • Direct us to buy securities or direct us to sell your securities We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.
Why can’t I limit all sharing?	Federal law gives you the right to limit only • Sharing for affiliates’ everyday business purposes information about your creditworthiness • Affiliates from using your information to market to you • Sharing for nonaffiliates to market to you State laws and individual companies may give you additional rights to limit sharing.

Definitions
Affiliates	Companies related by common ownership or control. They can be financial and nonfinancial companies. • —
Nonaffiliates	Companies not related by common ownership or control. They can be financial and nonfinancial companies. • VENTIRA does not share with non-affiliates so they can market to you
Joint marketing	A formal agreement between nonaffiliated financial companies that together market financial products or services to you. • VENTIRA doesn’t jointly market

Other important information

Generally speaking, we do not share any information with Third Parties (Swiss Banking Secrecy Rule). Exceptions are versus the SEC in an audit/review (regulated in a separate form) or to respond to legal matters approved by a Swiss Court.

Important social media and website disclosures

General

Please read these Terms and Conditions of Use (“Terms and Conditions”) carefully.

This Terms of Use applies to VENTIRA’s website and social media presence on social media sites including but not limited to Twitter and LinkedIn (referred to as publicly available electronic applications and/or individually and collectively, the “Site”), which are all third-party sites not affiliated with VENTIRA and do not necessarily represent the views of VENTIRA or its affiliates. Please note that VENTIRA is not responsible for the service provided by each platform, and you should review the Terms of Service and Privacy Policy for each.

Content and other information contained on VENTIRA’s social media sites that is provided by VENTIRA is for informational purposes only, represents the current, good-faith views of VENTIRA and is subject to change without notice. VENTIRA’s social media posts are not, and should not be considered, investment advice, an offer to sell, solicitation to buy or recommendation to invest in any particular security, strategy or investment product. Material contained on the Site should not be considered legal, tax, investment, financial or other professional advice. In preparing the information contained on this Site, VENTIRA has not taken into account the investment needs, objectives of any particular investor. You are advised not to rely on any information contained on this website in the process of making an informed the decision. Decisions based on information contained within this Site are your sole responsibility, and before making any decision on the basis of that information, you should consider, with or without the assistance of a securities adviser or other adviser, whether the information is appropriate in light of your particular investment needs, objectives and financial circumstances.

Certain products and services may not be available in all jurisdictions or to all client types and references to any product or service does not constitute an offer of a product or service or imply that such product or service is available within a specific jurisdiction.

You should note that the materials on the Site are provided “as is” without any express or implied warranties. VENTIRA does not warrant that the functions contained in the materials will be uninterrupted or error-free, that defects will be corrected, or that the Site or the servers that make it available are free from viruses or other harmful components. VENTIRA does not warrant or represent that the materials on the Site are correct, accurate, or reliable. You (and not VENTIRA) assume the entire cost of all necessary servicing, repair, or correction of your property or operations as a result of using the Site.

Due to the highly regulated nature of our industry and as a matter of policy, VENTIRA may not reply to user comments. You are not authorized to post on or transmit to or from the Site any unlawful, threatening, libelous, defamatory, obscene, scandalous, inflammatory, pornographic, or profane material, or any other content that could give rise to any civil or criminal liability under the law. Further, we reserve the right to review and remove any comments or content and the right to block comments or commenters for any reason.

For your own security and protection, please do not include personal or account information in Posts, Comments, Shares or other messages directed to VENTIRA. VENTIRA in no way endorses or takes responsibility for any content, advertising, products, advice, opinions, recommendations or other materials posted by followers or other third parties on the Site. Any comments or opinions posted by another user should be attributed to that user and not VENTIRA.

Content may include estimates, outlooks, projections and other “forward looking statements.” Due to a variety of factors, actual events may differ significantly from those presented.

Hyperlinks to Other Websites

We may occasionally provide “hyperlinks,” also known just as “links,” to other companies’ websites. We provide these links when we think there are other websites that may interest or educate you. This is done as a convenience to you and should not be construed as an endorsement of any website, company, product or service by VENTIRA. Your following links from or to third party websites is at your sole risk. While we make every attempt to provide links only to those websites we think are worthwhile and accurate, we cannot be responsible for the content or accuracy of the information presented on those websites and we specifically disclaim any liability for any loss or damages which you may incur, directly or indirectly, as a result of your use of them. We reserve the right to terminate a link to a third party website at any time.

Copyrights and Trademarks

The Site’s content is protected by U.S. and worldwide copyright and trademark laws and treaty provisions. By using the Site, we do not grant you any rights to copy, reproduce, distribute, modify, post, frame-in, sell or license any of the content contained herein, except that you may print a copy of the information contained herein for your personal use only. You may not reproduce or distribute the text or graphics to others or copy all or substantially all of the content to your own hard drive or server. You also may not create a link from a third party website to the Site without the prior written permission of VENTIRA.

Any use of VENTIRAs copyrights and trademarks by third parties must be preceded by written permission from VENTIRA and must be used in the form and with the registered service mark designation as indicated.

Forward-Looking Statements

Statements made on the Site that look forward in time are forward-looking statements. You can identify these forward-looking statements by the use of words such as “outlook,” “believe,” “expect,” “potential,” “continue,” “may,” “should,” “seek,” “approximately,” “predict,” “intend,” “will,” “plan,” “estimate,” “anticipate” or the negative version of these words or other comparable words. Forward-looking statements are subject to various risks and uncertainties. Such risks and uncertainties include, without limitation, the adverse effect from a decline in the securities markets or, a general downturn in the economy, competition from other companies, changes in government policy or regulation, inability of VENTIRA to attract or retain key employees, inability of VENTIRA to implement its operating strategy, inability of VENTIRA to manage rapid expansion and unforeseen costs and other effects related to legal proceedings or investigations of governmental and self-regulatory organizations. The views on this website were prepared based upon the information available at the time such views were written. Changed or additional information could cause such views to change.

Due to a variety of factors, actual events may differ significantly from those presented. Investing entails risks, including possible loss of principal. Investments in hedge funds and private equity are speculative and involve a higher degree of risk than more traditional investments. Investments in hedge funds and private equity are intended for sophisticated investors only. Diversification does not guarantee profit or protect against loss in declining markets. Indexes are unmanaged and are not available for direct investment. Past performance is no guarantee of future results.

Third Party Social Media Sites and Content

VENTIRA may follow, like, comment, share content, or otherwise reference a third party social media site and their posted or linked content, including those of another LinkedIn user. Such activity does not imply any endorsement, approval, investigation, verification or monitoring by VENTIRA of any such third party social media site or their posted or linked content. VENTIRA does not accept any responsibility to update any referenced third-party content and VENTIRA makes no representation or warranty as to the accuracy, completeness or reliability of any information on such third-party sites or their posted or linked content. VENTIRA may reference comments regarding VENTIRA’s investment management products and services from an independent social media site, including another LinkedIn user, in accordance with applicable law. VENTIRA makes no representations or warranties regarding the completeness or accuracy of comments regarding VENTIRAs investment management products and services from any independent social media site. VENTIRA does not have the ability to affect which public commentary is included or how the public commentary is presented on such independent social media site and shall endeavor to verify that such independent social media site does not restrict the ability to make comments regarding VENTIRA’s investment management products and services and allows for the viewing of all public commentary and updating of new commentary on a real-time basis. Any comments contained on an independent social media site are not necessarily typical of the experiences of any VENTIRA client and should not be viewed as representative of any particular client’s experience. It should not be assumed that any existing or prospective client will have a similar investment experience as any previous or existing client. The content and comments on any independent social media site may vary from those posted on another independent social media site and VENTIRA does not accept any responsibility to reference all independent social media sites containing comments regarding VENTIRA’s investment management products and services.

Miscellaneous Provisions

LinkedIn is a public site. VENTIRA is in no way affiliated with LinkedIn and has no responsibility for its operations and services or for other LinkedIn service sites. VENTIRA is not responsible for LinkedIn’s terms of use or privacy or security policies, or any other third party sites that may be linked to by a LinkedIn site. By using the Site, you accept at your own risk that the online communications medium may not perform as intended despite the efforts of VENTIRA, your internet service provider, and you.

VENTIRA and its affiliates disclaim, to the fullest extent permitted by law, all express and implied warranties of merchantability, fitness for a particular purpose, and non-infringement. If you live in a state that does not allow disclaimers of implied warranties, our disclaimer may not apply to you.

Your Acceptance of these Terms

Your use of the Site constitutes your acceptance of the terms contained herein. You may reject these terms by leaving the Site at any time.

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" WEALTH PLANNING "