PRIVACY NOTICE

 
FACTS WHAT DOES swisspartners Advisors Ltd. DO WITH YOUR PERSONAL INFORMATION?
Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.
What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Social Security number and assets
  • investment experience and wire transfer instructions
  • account balances and credit history

When you are no longer our customer, we continue to share your information as described in this notice.
How?

All financial companies need to share investors' personal information to run their everyday business. In the section below, we list the reasons financial companies can share their investors' personal information; the reasons swisspartners Advisors Ltd. chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information

For our everyday business purposes —
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

For our marketing purposes —
to offer our products and services to you

For joint marketing with other financial companies

For our affiliates' everyday business purposes —
information about your transactions and experiences

For our affiliates' everyday business purposes —
information about your creditworthiness

For nonaffiliates to market to you
Questions?

Call 888-772-5830  or contact us using our contact form.
Who we are

Who is providing this notice?

swisspartners Advisors Ltd.
What we do

How does swisspartners Advisors Ltd. protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does swisspartners Advisors Ltd. collect my personal information?

We collect your personal information, for example, when you

  • open an account or provide account information
  • make deposits or withdrawals from your account
  • give us your contact information or make a wire transfer

We also collect your personal information from others, such as credit bureaus, affiliates, or other companies.

Why can't I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates' everyday business purposes information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.
Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • swisspartners Investment Network AG is an affiliate of swisspartners Advisors Ltd.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • swisspartners Advisors Ltd. does not share with nonaffiliates so they can market to you.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • swisspartners Advisors Ltd. does not jointly market.
Other important information

For California online investors:
To request access to your personal information you can contact us using our contact
information (see "Questions?" on this page) or using our online contact form.
We endeavor to ensure that the personal information we hold is accurate and up-to-date.
To assist us, we recommend that you advise us if there are any errors in your personal information
and promptly update us with any changes to your personal information.