Ensuring Legal Clarity and Compliance for Fidro.ch

Fidro.ch believes that financial planning is life planning. With a commitment to independence and neutrality, Fidro ensures that client needs always come first. To strengthen its legal compliance framework, Fidro partnered with Innopulse Consulting team to establish well-defined Terms of Use, Data Privacy Policies, and Cookie Information for both its website (fidro.ch) and mobile app (Myfidro.ch).

By ensuring full transparency and strict compliance with Swiss and EU regulations, we provided Fidro with a legally sound foundation that protects both the company and its clients.

The Challenges 

When Fidro approached us, they faced several legal and compliance challenges, including: 

Ensuring legal clarity and compliance: Fidro required well-defined Terms of Use for the myfidro.ch mobile app and fidro.ch website to improve transparency and regulatory adherence.  

Customized Legal Documents for Business Protection: Fidro needed legally sound agreements and policies to safeguard its business and client interactions. 

Legal Compliance Solutions: Fidro required robust Data Privacy, Terms of Use, and Cookie Information for both its Website and Mobile App to align with legal requirements in Switzerland and the European Union (EU). 

Strict Compliance with Functionalities: The legal pages needed to be developed strictly based on the content, fields, and functionalities of the mobile app, ensuring that every legal requirement was properly addressed. 

Our Solutions 

Phase 1. Terms of Use for Fidro.ch Website & Myfidro.ch Mobile App 

We created detailed Terms of Use that define user rights, responsibilities, and legal obligations. These documents: 

Ensure full compliance with Swiss and EU laws governing financial services. 

Clearly define the scope of services, user permissions, and company liability limitations. 

Address data security measures and client confidentiality policies. 

Phase 2. Data Privacy Policies & GDPR Compliance 

Fidro required robust data privacy policies that adhere to both Swiss Data Protection Laws and EU GDPR regulations. We developed: 

A transparent data collection and processing policy to inform users about how their personal data is stored, used, and protected. 

User consent mechanisms to ensure compliance with GDPR and Swiss data privacy requirements. 

Clear guidelines on data retention, security protocols, and user rights regarding personal data. 

Phase 3. Cookie Information & Compliance 

To ensure transparency in website tracking and cookie usage, we developed Cookie Information policies for Fidro’s website and mobile app, covering: 

Types of cookies used (essential, functional, analytics, etc.). 

User consent requirements in accordance with GDPR and Swiss law. 

Clear opt-in and opt-out mechanisms for enhanced user control over data tracking**. 

Phase 3. Customized Legal Documents for Business Protection 

To safeguard Fidro’s business and ensure contractual clarity, we provided: 

Customized agreements aligned with Fidro’s financial services. 

User and client disclaimers outlining rights, obligations, and liability limits. 

Legal documentation strictly based on the mobile app’s functionalities, ensuring that the legal framework matches the exact operations of Myfidro.ch. 

The Results 

Our collaboration with Fidro resulted in significant improvements in legal security and transparency, including: 

Improved Legal Clarity: Fidro now has well-structured and transparent Terms of Use, ensuring that all client interactions are legally sound. 

Full Compliance with Swiss & EU Regulations: The new legal framework ensures that Fidro meets all data protection, privacy, and liability regulations. 

Stronger Business Protection: The implementation of customized legal agreements and disclaimers safeguards Fidro from legal risks and liabilities. 

Improved Client Trust & Transparency: With clear Terms of Use, Data Privacy Policies, and Cookie Information, Fidro offers clients a secure and legally compliant financial platform. 

“Partnering with this team was a pivotal moment for Fidro. Their expertise in web development, digital strategy, and legal compliance transformed how we connect with clients. The website, pricing calculator, and legal solutions have streamlined our operations and significantly increased inquiries. We couldn’t be happier with the results!” — Team Fidro

By implementing customized legal compliance solutions, Fidro has strengthened its legal foundation, regulatory adherence, and client transparency. This case study highlights the importance of strong legal frameworks in the financial sector, ensuring both business protection and client confidence. 

If your company requires legally compliant Terms of Use, Data Privacy Policies, or customized legal documents, contact us today to discuss how we can support your business.