WEBSITE TERMS OF USE

Legal Terms and Conditions of Use

Last updated: 3 June 2026

These Terms of Use govern your access to and use of the website of CFA Society Switzerland (“Society”, “we”, “our”) at cfasocietyswitzerland.org and any related sub-pages or digital services (collectively, the “website”). The Society is a non-profit professional association registered in Switzerland under the Trade Registry of the Canton of Zurich.

By accessing or using the website, you agree to be bound by these Terms of Use. If you do not agree, please do not use the website. We may update these terms from time to time — the current version is always available on this page with the date of last update. Continued use of the website after an update constitutes acceptance of the revised terms.

 

The content of this website — including text, graphics, logos, images, data, and software — is protected under Swiss copyright law (Urheberrechtsgesetz, URG, SR 231.1) and other applicable intellectual property laws. All rights are reserved by the Society or its licensors unless expressly stated otherwise.

You may view and download a single copy of website content for your own personal, non-commercial use only, provided you retain all copyright and proprietary notices. You may not:

• Reproduce, distribute, publish, or publicly display website content for commercial or public purposes
• Modify, adapt, or create derivative works from website content without prior written consent
• Use the Society’s name, logo, or the CFA Institute logo or trademark for any purpose without a written agreement
• Remove or alter any copyright, trademark, or other proprietary notices

Any use of website content beyond these permitted uses requires prior written authorisation from the Society at info@cfasocietyswitzerland.org.

 

You may create a plain text hyperlink to the homepage of this website without prior permission, provided the link does not imply endorsement, affiliation, or sponsorship by the Society, and does not frame or embed the website within another site.

The website may contain links to third-party websites (including CFA Institute, event venues, partner organisations, and external resources). These links are provided for convenience only. The Society does not endorse, control, or accept responsibility for the content or privacy practices of any linked third-party website. We encourage you to read the terms of use and privacy notices of any external site you visit.

 

The Society collects and processes personal data in connection with your use of this website, including registration for events, membership enquiries, newsletter subscriptions, and chatbot interactions. All personal data is processed in accordance with the Swiss Federal Act on Data Protection (FADP, SR 235.1). For questions about how we handle your personal data, please contact us at info@cfasocietyswitzerland.org.

3.1  Event registration and sponsor data sharing

When you register for a Society event, you will be asked during the registration process whether you consent to your name and employer/job title being shared with the named event sponsor(s) for the purpose of attendee list distribution. This consent is optional and is collected by means of an unticked checkbox. You may withdraw your consent at any time before the attendee list is distributed by contacting info@cfasocietyswitzerland.org.

What we share and with whom •  We share: your name and employer/job title only. •  We do not share: your email address, phone number, or any other contact details with sponsors. •  Sponsors receive the attendee list before the event. If you cancel your registration after consenting, your name may already have been shared. •  Sponsor names are listed on the event registration page. If you object to a specific sponsor receiving your data, please contact us before completing your registration.

3.2  Cookies

This website uses the following cookies:

Cookie(s)	Type	Purpose
csrftoken, sessionid	Strictly necessary	Required for website security (CSRF protection) and session management. The website cannot function without these cookies. No consent required.
_ga, _gid, _ga_EZ*, _ga_LY*	Analytics (Google Analytics)	Collect anonymised information about how visitors use this website, including pages visited and time spent. Set by Google Analytics (GA4).

 

By using this website you acknowledge that the analytics cookies listed above may be set on your device. You may disable analytics cookies at any time through your browser settings (typically under Privacy or Site Settings) without affecting your ability to use the website. We are working to implement a cookie consent mechanism and will update this section accordingly.

3.3  Website chatbot

This website includes an AI-powered virtual assistant (chatbot) that can answer general questions about membership, events, and the CFA programme. The chatbot will identify itself as an automated system at the start of every conversation. Please do not submit sensitive personal data (such as your membership ID, payment details, or health information) through the chatbot. For complex or account-specific queries, please contact us directly at info@cfasocietyswitzerland.org.

 

The Society makes reasonable efforts to ensure that the information on this website is accurate and up to date. However, we make no representations or warranties — express or implied — regarding the accuracy, completeness, reliability, or fitness for a particular purpose of any content on this website.

To the extent permitted by Swiss law, the Society excludes liability for any loss or damage arising from your use of, or inability to use, this website or any content on it, including loss arising from technical errors, interruptions, or inaccuracies in the content. This exclusion does not apply to liability for intentional acts or gross negligence (grobe Fahrlässigkeit) under Swiss law, which cannot be excluded by contract.

Content on this website, including information about the CFA programme, financial markets, and professional practice, is provided for general information purposes only. It does not constitute financial, legal, investment, or professional advice. You should not rely on it as a substitute for advice from a qualified professional.

 

By using this website you agree not to:

• Use the website in any way that violates applicable Swiss or international law
• Submit false, misleading, or defamatory information through any form or communication tool on the website
• Attempt to gain unauthorised access to any part of the website, its servers, or any database connected to it
• Introduce viruses, malware, or other harmful code
• Use automated tools to scrape, extract, or systematically download website content without prior written authorisation
• Impersonate the Society, its staff, or any other person

The Society reserves the right to restrict or terminate your access to the website if you breach these terms.

 

If you believe that content on this website infringes your copyright or other intellectual property rights under Swiss law (URG, SR 231.1), please notify us in writing at:

CFA Society Switzerland Witikonerstrasse 3, 8032 Zürich, Switzerland Email: info@cfasocietyswitzerland.org Phone: +41 44 382 42 44

 

Your notice should include: your name and contact details; a description of the work you claim has been infringed; the location of the allegedly infringing material on our website; and a statement that you have a good-faith belief that the use is not authorised by the rights holder, its agent, or by law.

 

The Society reserves the right to modify, suspend, or discontinue any part of this website at any time without notice. We are not liable to you or any third party for any such modification, suspension, or discontinuation.

 

These Terms of Use are governed by and construed in accordance with the substantive laws of Switzerland, excluding conflict of laws rules. Any dispute arising from or in connection with your use of this website shall be subject to the exclusive jurisdiction of the courts of the Canton of Zurich, Switzerland.

If any provision of these Terms of Use is found to be invalid or unenforceable by a court of competent jurisdiction, that provision shall be modified to the minimum extent necessary to make it valid and enforceable, and the remaining provisions shall continue in full force and effect.

 

For questions about these Terms of Use, please contact:

CFA Society Switzerland Witikonerstrasse 3, 8032 Zürich, Switzerland Email: info@cfasocietyswitzerland.org Phone: +41 44 382 42 44