Privacy Policy
Privacy Notice – Customers/Clients
This notice applies to you and your personal data because you are a client of CBC Health AG, Bodenhof 4, 6014 Lucerne, Switzerland (CBC Health). This company acts as the controller for the processing of your personal data. This notice explains how the personal data acquired from you or from third parties is used during our contractual relationship.
We may update this notice from time to time and we will notify you here if this happens. This version of the notice was issued on 01/10/2019 and updated on 21/02/2022.
Categories of personal data
We process the following data:
Service | Category of personal data | Example of personal data |
Conclusion of contracts for consultancy services | Personal contact details | Name, surname, permanent residence address, correspondence address, email address, contact telephone number, ID number, academic degree |
Contract details | Content of the contract concluded with our company, including all annexes, scope of the services provided | |
Services and products provided | Products and services, subscription, order history, accommodation, transportation, arrival/departure, etc. | |
Payment details | Bank account number and amount of chargeable services, products, payment date and payment time | |
Correspondence and communication details | Emails, letter correspondence | |
Support for sales and customer service | Personal contact details | Name and surname, address, gender, telephone, email, employment position, payment details |
Contract details | Bank account number and amount of chargeable services, products, payment date and payment time, identification of the payer | |
Correspondence and communication details | Email, letter correspondence | |
Complaints / Cancellations | Name, surname, address, amount of the fee, name of the product or service complained about, date of receipt of the complaint, form of settlement | |
Webinars and remote online trainings | Personal contact details | Name, surname, or Nickname of the user used on Skype or Hangout, email address, form of realisation or access to the webinars/trainings you are interested in |
Contract details | Name of the webinar/training, bank account number and amount of chargeable services, products, payment date and payment time, identification of the payer, date and time the webinar/training was held | |
Correspondence and communication details | Email, letter correspondence | |
Comparison of attributes of the person in question to the group with a similar profile through different scoring | Personal contact details | Email address, date and time of registration |
Contract details | Date and time of service activation | |
Activities | Interest types | |
Archiving of documentation in accordance with special regulations | According to the above columns | According to the above columns for the duration of retention |
Purposes and objectives of data processing
CBC Health will process your data for the following purposes:
Service | Purpose of processing | Description of the purpose of processing | Legal basis |
Customer administration for selected medical treatments | Conclusion of contract with the client | We keep personal records of all our customers and their selected services. Based on the analysis of our records, we make strategic decisions regarding the offers for our customers | The legal basis for this purpose is the contract concluded between our company and you as the data subject |
Handling of disputes and complaints | We may process personal data for the handling of disputes, complaints or legal proceedings, or in the event of suspected violations that we wish to investigate further. | The legal basis for this purpose is a legitimate interest of our company as the data controller. It is in our interest to have all documents secured and available for the resolution of a possible dispute. | |
Taxes and accounting | For the purpose of fulfilling obligations arising from tax law or other regulations related to financial benefits, we are obliged to process certain personal data | The legal basis for this purpose is the fulfilment of legal obligations based on accounting and tax regulations | |
Statistical purposes | Summarised or aggregated personal data can serve as an evaluation object for the internal needs of the data controller | The legal basis for the processing is the legitimate interest and the fulfilment of the legal obligation of the data controller. | |
Compliance with laws | We may need to process your personal data to comply with the law (e.g. to comply with security requests from government bodies or a court order) | The legal basis for this purpose is the fulfilment of legal obligations | |
Archiving | In accordance with special regulations, we are obliged to retain some data from our relationships | The legal basis for this purpose is the fulfilment of legal obligations | |
Webinars and remote online trainings | Registration of participation in the training | We keep personal records of all our customers and their selected services. Based on the analysis of our records, we make strategic decisions regarding the offers for our customers | The legal basis for this purpose is the contract concluded between our company and you as the data subject |
Taxes and accounting | For the purpose of fulfilling obligations arising from tax law or other regulations related to financial benefits, we are obliged to process certain personal data | The legal basis for this purpose is the fulfilment of legal obligations based on accounting and tax regulations | |
Direct marketing | We deal with the development of our customers and with customised offers for them | The legal basis for this purpose is a legitimate interest of our company as the data controller. | |
Statistical purposes | Summarised or aggregated personal data can serve as an evaluation object for the internal needs of the data controller | The legal basis for the processing is the legitimate interest and the fulfillment of the legal obligation of the data controller | |
Compliance with laws | We may need to process your personal data to comply with the law (e.g. to comply with security requests from government bodies or a court order) | The legal basis for this purpose is the fulfilment of legal obligations | |
Archiving | In accordance with special regulations, we are obliged to retain some data from our relationships | The legal basis for this purpose is the fulfilment of legal obligations | |
Invoicing, complaints, information link | Processing of events, invoicing, responses to questions, information on debtor payments (basis for invoicing) |
For the purpose of fulfilling obligations arising from tax law or other regulations related to financial benefits, we are obliged to process certain personal data | The legal basis for this purpose is the fulfilment of legal obligations based on accounting and tax regulations |
Handling of disputes and complaints | We may process personal data for the handling of disputes, complaints or legal proceedings, or in the event of suspected violations that we wish to investigate further. | The legal basis for this purpose is a legitimate interest of our company as the data controller | |
Statistical purposes | Summarised or aggregated personal data can serve as an evaluation object for the internal needs of the data controller | The legal basis for the processing is the legitimate interest and the fulfillment of the legal obligation of the data controller | |
Compliance with laws | We may need to process your personal data to comply with the law (e.g. to comply with security requests from government bodies or a court order) | The legal basis for this purpose is the fulfilment of legal obligations | |
Archiving | In accordance with special regulations, we are obliged to retain some data from our relationships | The legal basis for this purpose is the fulfilment of legal obligations | |
Statistics and marketing | Comparison of attributes of the person in question to the group with a similar profile through different scoring | Registration of participation in the competition | The legal basis for the processing is the consent of the data subject and the performance of the contract, where the data subject is one of the contracting parties |
Handover of the prize – Legal compliance | Notification of the result and transfer of the prize | The legal basis for the processing is the legitimate interest and the fulfillment of the legal obligation of the data controller |
Parties who may have access to your data
The data controller may share your data with third parties in the following circumstances:
- We may share your personal data with third parties who will ensure the realisation of a service you have selected, such as a hotel, transport company, restaurant, etc.
- Only authorised persons will have access to personal data. In such a case, access will only be granted if it is necessary for the above-mentioned purposes and exclusively to persons who are bound by a duty of confidentiality
- If required by law or court order, we may share your personal data with our contractors or customers, tax authorities, social security institutions, law enforcement agencies or other government bodies
Positioning of your personal data
Access to your personal data, insofar as it is in our care, will be granted to staff within the European Union and the European Economic Area.
Storage of personal data
Your personal data will be stored by us for a limited period of time and will be deleted when it is no longer required for processing purposes. In the majority of cases, this means that we only store your data for the duration of your contractual relationship with us. If possible, we will delete the data within this relationship as soon as it is no longer necessary.
In any case, we will delete your personal data at the latest within 30 calendar days after the termination of the contractual relationship (unless local legislation requires longer storage to a defined extent, e.g. special regulations such as accounting law, VAT law, etc.).
We may process your personal data for a longer period of time after the termination of the contractual relationship in the event of an ongoing legal dispute, as well as in the event of your consent for long-term personal data retention.
If you have given your consent for us to inform you about share offers from CBC Health and commercial information from contractual partners through appropriate communication channels, we will process your personal data for this purpose until you withdraw your consent. You will be informed about the possibility of withdrawing your consent in every message you receive. If we process your personal data on the legal basis of legitimate interest, you can object to this processing. We will carefully and individually evaluate your objections and inform you of our decision in this regard.
Purpose of processing | Storage period |
Customer administration | From the 1st of January of the following year in which the contractual relationship is terminated, it will be 4 years |
Handling of disputes and complaints | Three months after the end of the dispute; in the case of tax benefits, the following 10 years |
Taxes and accounting | From the 1st of January of the following year in which the relationship ends, for 10 years |
Direct marketing | Within the period of validity of the contractual relationship or membership |
Compliance with laws | Within 4 years |
Marketing consents | Within the marketing consent period, or until consent is withdrawn |
Statistical purposes | Within 4 years |
Communication/IT Monitoring/Logs | Within 2 years |
Your rights under data protection law
According to the EU General Data Protection Regulation (GDPR), you have certain rights:
Your rights | Meaning |
Right to access |
You may request information about how we process your personal data, including information about:
All of the above information is contained in these principles for the protection of personal data. You can also request a copy of your personal data that we process. However, repeated requests may be subject to a fee. |
Right to correction or amendment | It is important that we have accurate information about you and we ask you to let us know if any of your personal data does not match, for example if you have changed your name or if you have moved residence |
Right to be forgotten or right to erasure | If we process your personal data unlawfully, e.g. if we process your personal data for longer than necessary or without justification, you can request us to delete this data |
Right to restriction of processing | You have the right to restrict the processing of your personal data from the point at which you request a change to your personal data or object to its processing until such time as we are able to resolve the issue or confirm the accuracy of your personal data (or change it in accordance with your instructions). It means that (with the exception of the storage of personal data) we may only process your personal data with your consent if it is necessary in connection with legal claims, for the legal protection of someone else, or if there is a significant public interest in the processing.
You can also request a restriction of the processing of your personal data if the processing is unlawful but you do not want the personal data to be deleted. |
Right to object to the processing | If you believe that we do not have the right to process your personal data, you can object to our processing. In such cases, we can only continue processing if we can demonstrate compelling legitimate grounds that override your interests, rights and freedoms. However, we may process your personal data at any time if it is necessary for the establishment, exercise or defence of our legal claims. |
Right to data portability | You may request that your personal data, which you have provided to us for processing on the basis of your consent or for the purpose of fulfilling a contract, be provided in a structured, commonly used and machine-readable form. You also have the right to request the transfer of this data to other data controllers. |
Right to withdraw consent | In cases where we request your consent for the processing of personal data, you have the right to withdraw this consent for the further use of your personal data at any time |
We will also inform the other parties with whom we have shared your personal data about your request(s).
Contact details
If you have any further questions regarding the processing of your personal data, you can contact us in this regard by sending an email to info@cbchealth.de, or by post to the address: CBC Health AG, Bodenhof 4, 6014 Lucerne, Switzerland
If you are not satisfied with our response, or if you believe that we are processing your data unfairly or unlawfully, you can lodge a complaint with the supervisory authority – in this case the Office for Personal Data Protection.