Confidentiality policy

Last updated: November 21, 2025

1. Preamble

This privacy policy describes how Planifique SARL, site manager best-third-pillar.ch, collects, uses, protects and shares the personal data of its users, in accordance with General Data Protection Regulation (GDPR) And at the Swiss Federal Data Protection Act (LPD).

2. Responsible for the treatment

PLANIFIQUE SARL
Address: Chemin du Pavillon 2, 1218 Geneva
Contact: support@meilleur-troisieme-pilier.ch
IDE/VAT NUMBER: CHE-460.620.616

3. Data collected

We collect the following data, only via form or voluntary navigation:

• Identification data : first name, last name, email address, telephone number
  
  
• Simulation data : age, professional status, income, personal situation
  
  
• Technical data : IP address, device type, operating system, pages visited
  
  
• Behavioral data : via cookies for marketing and statistical purposes (Meta, Google)
  
  

4. Purposes of the collection

Data is used to:
✅ Allow the custom simulation Of the 3rd pillar
✅ Plan a free information appointment with an expert
✅ Answer your questions via our forms
✅ Conduct personalized marketing campaigns (Meta ads, Google, emailing)
✅ Improve our site and our services (behavioral analysis)

5. Legal basis for processing

The data is processed on the following bases:

• Your explicit consent (form or cookie)
  
  
• THEexecution of a free service requested (simulation, appointment booking)
  
  
• Our legitimate interest to improve our site and our communication
  
  

6. Data recipients

Your data can only be shared with:

• Of authorized partners or advisors to contact you again after your simulation
  
  
• Of technical service providers (e.g. Webflow, Meta, Google, Calendly)
  
  
• No resale of your data is carried out.
  
  

7. Shelf life

• Contact data and simulation: 3 years maximum after the last contact
  
  
• Marketing cookies: 13 months maximum
  
  
• In the event of a request for deletion, the data is deleted within 30 days.
  
  

8. Your rights (RGPD + LPD)

You have the following rights:
🟢 Right to access your data
🟢 Right to rectify or delete
🟢 Right to object or withdraw consent
🟢 Right to limitation or portability (if applicable)

To exercise your rights, contact us at support@meilleur-troisieme-pilier.ch.

9. Data security

We use secure protocols (HTTPS, encryption, limited access) to guarantee the confidentiality of your data. Our service providers are also subject to strict data protection obligations.

10. Cookies and tracking technologies

The site uses cookies to:

• Measuring the audience (Google Analytics)
  
  
• Personalize advertising (Meta Pixel, Google Ads)
  
  
• Improving the user experience
  
  

You can manage your cookie preferences at any time via the banner provided for this purpose at the bottom of the page.

11. Data transfer outside Switzerland/EU

Some data may be transferred to service providers based outside Switzerland/EU (e.g.: USA via Meta, Google). In this case, we ensure that they offer an equivalent level of protection (e.g. standard contractual clauses).

12. Changes to this policy

This policy may be amended at any time to comply with legal or technical developments.
Last revision: 21/11/2025

13. Contact

For any questions about this policy or the use of your data:
📩 support@meilleur-troisieme-pilier.ch 📍 Chemin du Pavillon 2, 1218 Geneva

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