Privacy Policy

  1. General Information

    1. Privacy Notice

      In this privacy policy, we would like to explain to you the main aspects of our processing of the personal data that is collected, using small text files (cookies), when you access the website, social-media profiles, mobile apps, or other applications (hereinafter collectively referred to as the “Kaiser Partner Digital Services”).

      This privacy policy is subject to amendment at any time without prior notice. Amendments become effective upon publication.

    2. Information about the Data Protection Officer (Contact Person)

      We have outsourced the role of Data Protection Officer. He or she may be reached as follows:

      By mail:
      Kaiser Partner Financial Advisors AG
      Data Protection Officer
      Glärnichstrasse 18
      8002 Zurich
      Switzerland

      By e-mail:
      risk@kaiserpartner.com

      Should you have any questions regarding data protection, please do not hesitate to contact the Data Protection Officer.

  2. Personal Data

    Personal data means any information relating directly or indirectly to an identified person or information that can be used to identify such a person (e.g. name, address, telephone number, or date of birth).

    1. Use and Disclosure

      We will use the data collected and any analytical reports generated therefrom specifically for the purposes of:

      • Technical management and making enhancements to the Kaiser Partner Digital Serivces
      • Client and user administration
      • Providing information about us and our products and services
      • Marketing
      • Any other purposes specified

      The data collected will only be disclosed to a third party if

      • a legal obligation to do so exists;
      • this is necessary for maintaining business relations or carrying out business; or
      • you have expressly consented to such disclosure.
    2. Protection of Personal Data

      Appropriate technical and organizational measures are implemented to protect your data against loss, unauthorized access, or abuse.

      Notwithstanding the measures that we have taken to protect your data, you should be aware that the privacy and confidentiality of your data may not be fully protected during processing using universally accessible media. Where a computer, cell phone, or other device is used to transfer information online, personal information may, owing to the inherent design of the Internet, inadvertently be transferred through other countries, even if the sender and recipient are located in the same country. We would like to draw your attention to the fact that universally accessible media, such as the Kaiser Partner Digital Services, may not be fully protected or confidential even if appropriate technical and organizational measures have been implemented. In addition, we cannot exclude the possibility that third parties may also gain access to such data and infer, on this basis, that a business relationship exists between you and Kaiser Partner.

      Moreover, we recommend that particularly sensitive information and data, including, but not limited to, personal data and account data, should only be sent through secure communication channels. If you enter and/or transfer personal or business information through the Kaiser Partner Digital Services, you acknowledge that you are doing so voluntarily, are fully aware of the associated risks, and are willing to accept that the information will not be secure. We disclaim all liability for any direct or indirect loss or damage that may be suffered due to the use of the Kaiser Partner Digital Services.

  3. Your Rights

    1. Right to Receive Information

      You have the right to request, in writing and free of charge, information about the personal data processed in respect of your person. Please send your written request for information to the Data Protection Officer (address as above), together with proof of your identity.

      Following the receipt of your request, you will be provided with the information within the 30-day time limit prescribed by law. You will be notified if it is not possible to provide the information within this time limit. At the same time, we will inform you as to when you are likely to receive the information.

      The provision of information may be restricted, refused, or deferred due to legal requirements or the overriding interests of a third party.

      You may combine your request for information with a request for the rectification or erasure of your data.

    2. Right to Rectification or Erasure

      If data has been processed incorrectly or unlawfully, you have the right to submit a written request for its rectification or erasure free of charge. Please send your written request for rectification or erasure to the Data Protection Officer (address as above), together with proof of your identity and a legitimate ground for your request.

      Your request for rectification or erasure will be processed within a reasonable period of time from its receipt. You will be notified accordingly when processing is complete.

      Under certain circumstances, rectification or erasure may be prevented by law. Where this is the case, the data concerned will not be rectified or erased. It will, however, be further processed to the extent permitted by law or contract.

    3. Right to Object

      You have the right to object, in writing and free of charge, to the processing of all or some of the data relating to your person. Please send your written objection to the Data Protection Officer (address as above), together with proof of your identity.

      Under certain circumstances, the objection may be prevented by law. Where this is the case, we will, to the extent permitted by law or contract, continue processing the data concerned.

  4. Storage

    As a rule, data is stored in the same place as the systems that are used for processing it and for as long as the law requires.

Perspectives

 

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