Retention obligations in consulting and coaching

Unlike in the healthcare sector, the storage of client files in counseling and coaching is not subject to strict legal requirements. Nevertheless, it is important to observe some basic principles in order to comply with legal requirements and ensure the confidentiality of data.

Retention obligations under contract law

Although there is no explicit legal obligation to retain counseling documents, it is advisable to keep client files beyond the duration of the collaboration for legal reasons. A period of 5 to 10 years has proven itself in practice. This precautionary measure protects against possible legal claims at a later date and enables access to relevant information in the event of ambiguities or queries.

Data protection and DSG

The Swiss Data Protection Act (DSG) also applies to the coaching and consulting sector. Personal data must be stored securely and protected against unauthorized access. Once the defined retention period has expired, data must be destroyed in accordance with data protection regulations - for both analog and digital data.

Recommendation for internal regulation

It is advisable to define clear internal processes for the retention and timely deletion of client files. These should be based on the legal recommendations and ensure that both data protection and possible retention obligations are complied with.

Special regulation for invoices

There is a legal obligation to retain invoices and payment receipts for 10 years in accordance with Art. 962 of the Swiss Code of Obligations.

You can find more general information on data protection in our member area.