Privacy Policy

1. Controller

The controller responsible for the processing of personal data is:

BAMAT Swiss Marketing Ltd.
Hirsernstr. 26
CH-6052 Hergiswil am See
Switzerland

Email: info@bamat.com

For data protection inquiries, you may contact:
Jason Schenk (Data Protection Officer)
Email: j.schenk@bamat.com

2. Scope and Applicability

This Privacy Policy applies to all users of the website www.bamat.com and related services.

BAMAT Swiss Marketing Ltd. operates internationally and processes personal data in accordance with:

  • Swiss Federal Act on Data Protection (revDSG)
  • EU General Data Protection Regulation (GDPR), where applicable

3. Nature of Data Processed

We process personal data that you provide directly or that is collected through your interaction with our website.

3.1 Contact and Identification Data

  • Name
  • Email address
  • Telephone number
  • Company affiliation

3.2 Investor-Related Information

  • Investment interests
  • Investment volume ranges
  • Strategic preferences

3.3 Technical Data

  • IP address (anonymized where applicable)
  • Browser type and version
  • Device information
  • Access timestamps

3.4 Communication Data

  • Correspondence via forms or email
  • Interaction with newsletters (open and click behavior)

4. Purpose of Processing

We process personal data for the following purposes:

  • Providing access to off-market investment opportunities
  • Investor qualification and categorization
  • Communication regarding transactions and advisory services
  • Execution of NDA processes and controlled information sharing
  • Management of investor relationships
  • Sending newsletters and deal flow information (where consent is given)
  • Improving website functionality and performance

5. Legal Basis for Processing

Processing is based on:

  • Consent (Art. 6(1)(a) GDPR) – for newsletters and optional services
  • Contractual necessity (Art. 6(1)(b) GDPR) – for pre-contractual and transactional processes
  • Legitimate interest (Art. 6(1)(f) GDPR) – particularly for:
    • investor qualification
    • protection of confidential deal structures
    • business communication

6. Handling of Sensitive Financial Information

Given the nature of our services, we may process information relating to:

  • investment capacity
  • asset allocation
  • financial interests

Such data is handled with heightened confidentiality and is strictly limited to internal use within BAMAT and authorized personnel.

7. Data Sharing and Confidentiality

Personal data is not sold or commercially distributed.

Data may be disclosed only under strictly controlled conditions:

  • internally within BAMAT
  • to employees bound by confidentiality obligations
  • in exceptional cases to transaction counterparties (e.g. sellers), only under NDA and where necessary for a specific transaction

No general data sharing with third parties occurs.

8. Hosting and Infrastructure

Our website is hosted by:

Metanet AG (Switzerland)
Server location: Switzerland

Data is processed within a secure infrastructure environment.

9. Use of Third-Party Services

9.1 Analytics and Tracking

We use:

  • Google Analytics (GA4)
  • Google Tag Manager
  • Google Search Console

IP anonymization is enabled where applicable.

These tools help us analyze website usage and improve performance.

9.2 Email and Communication Systems

We use:

  • MailerLite (email marketing and newsletters)
  • internal email systems (e.g. Microsoft Office / Google infrastructure)

This may involve data processing in third countries (e.g. United States).

Where applicable, appropriate safeguards are implemented (e.g. Standard Contractual Clauses).

9.3 Embedded Content

Our website may include:

  • YouTube or Vimeo videos
  • Google Maps

These services may collect data independently.

9.4 Social Media Links

We link to:

  • LinkedIn
  • Facebook
  • Instagram
  • X (Twitter)

No automatic data transfer occurs unless you actively access these platforms.

10. Cookies and Tracking Technologies

Our website uses cookies and similar technologies.

At present:

  • No dedicated cookie consent tool is implemented
  • Users may control or restrict cookies via browser settings

We recommend reviewing your browser configuration for privacy control.

11. Contact Forms and Investor Qualification

When submitting a contact request:

  • data is used for internal evaluation and categorization
  • entries are reviewed manually
  • data is stored in a CRM system

This enables a controlled and professional handling of off-market transactions.

12. Newsletter and Deal Flow Communication

If you subscribe:

  • we use a double opt-in procedure
  • interaction data (opens, clicks) is tracked

You may unsubscribe at any time.

13. Data Retention

Personal data is stored:

  • as long as necessary for the intended purpose
  • or until you request deletion

In the context of investor relationships, data may be retained to maintain continuity unless withdrawal is requested.

14. International Data Transfers

Due to the use of international service providers, data may be transferred to countries outside Switzerland and the EU.

Such transfers are safeguarded through:

  • contractual agreements
  • recognized legal mechanisms (e.g. Standard Contractual Clauses)

15. Data Security

We implement appropriate technical and organizational measures to protect data, including:

  • access control
  • encryption where applicable
  • restricted internal access
  • confidentiality obligations

16. Your Rights

You have the following rights:

  • access to your personal data
  • rectification of inaccurate data
  • deletion of your data
  • restriction of processing
  • objection to processing
  • data portability (where applicable)

Requests can be sent to:
info@bamat.com

17. Changes to this Policy

We may update this Privacy Policy from time to time.

The latest version will always be available on our website.