Privacy Notice
Rev. 24.03.2026
FACTS
WHAT DOES KAISER PARTNER FINANCIAL 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. The types of personal information we collect and share depend on the product or service you have with us. This information can include:
What?
▪ ▪ ▪
How?
Information we receive from you on applications or other forms (E.g. social security number, information regarding your family and income). Information about your transactions with us, our affiliates, or others Account/asset balances
All financial companies need to share customers’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their customers’ personal information; the reasons Kaiser Partner Financial Advisors Ltd. chooses to share; and whether you can limit this sharing.
Reasons we can share your personal information
Does Kaiser Partner Financial Advisors Ltd. share?
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 our affiliates to market to you For nonaffiliates to market to you
Kaiser Partner Financial Advisors Ltd., Freigutstrasse 16, 8002 Zürich, Switzerland, Tel. +41 44 752 51 52
Can you limit this sharing?
Yes
No
Yes
No
No
We don’t share
Yes
No
No
We don’t share
No
We don’t share
No
We don’t share
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