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Client Confidentiality & Governance

Privacy Policy & Data Security

Meridian & Voss operates under strict Swiss Federal Act on Data Protection (FADP) and General Data Protection Regulation (GDPR) standards. We treat sovereign, institutional, and private family asset data with absolute confidentiality.

EFFECTIVE DATE: 1 JANUARY 2026
JURISDICTION: GENEVA, SWITZERLAND
REF: MV-GOV-PRIV-2026

1. The Principle of Discretion

As a private property advisory house, client discretion is the foundation of our practice. We do not sell, license, monetize, or publicly disclose any personal identifying information, financial liquidity data, or private transaction records.

Off-market representations and buyer searches are protected under legally binding non-disclosure agreements (NDAs) prior to receiving any property dossier or structural documentation.

2. Data We Collect & Scope

We collect information strictly necessary to fulfill private real estate acquisition and disposal mandates, anti-money laundering compliance (AML), and know-your-customer (KYC) statutory duties:

  • Identity verification credentials (passports, corporate registry documents, beneficial ownership structures).
  • Target portfolio criteria, geographical preference parameters, and acquisition horizons.
  • Direct communications sent through our encrypted enquiry channels or partner correspondence.

3. Data Retention & Cryptographic Storage

Client records and financial diligence files are encrypted using AES-256 standard protocols at rest and TLS 1.3 in transit. Files pertaining to completed transactions are archived in sovereign Swiss data centers under strict multi-factor physical and cryptographic access control.

4. Your Statutory Rights

Under Swiss data privacy law and GDPR, clients retain the absolute right to request an extract of held data, request rectification, or instruct the complete permanent purging of non-statutory records upon contract completion.

For data access requests, contact our Data Governance Officer at: privacy@meridian-voss.com.