Privacy disclaimer for marketing activities in Switzerland

This communication is issued by UBS Switzerland AG and/or its subsidiaries and/or affiliates (“UBS,” “we”). The following contains the privacy disclaimer for marketing activities of UBS Switzerland AG in Switzerland.

To carry out our marketing activities, we collect and process information about natural and legal persons, including information about prospective, current, and former clients (“you”).

The types of Personal Data we collect

For marketing activities in Switzerland, we may collect and process (to the extent permitted by applicable law) the following personal information (“Personal Data”):

  • personal details such as your name, identification number, date of birth, phone number, address and domicile, electronic address, and family details such as the name of your spouse, partner or children;
  • where relevant, professional information about you, such as your job title and work experience;
  • where relevant, information about your education, such as whether you are graduating from university;
  • where relevant for the purpose, personal interests such as which sustainability topics you would like to be informed about;
  • your knowledge of and experience in investment matters;
  • details of our interactions with you and the products and services you use, including electronic interactions across various channels such as e-mails and mobile applications;
  • any records of phone calls between you and UBS, specifically phone log information such as your phone number, calling-party number, receiving-party number, forwarding numbers, time and date of calls and messages, duration of calls, routing information, and types of calls;
  • identifiers we assign to you, such as your client, business relation, contract, partner or account number, KeyClub membership number (our customer loyalty program) including identifiers for accounting purposes;
  • when you access UBS websites or some of our applications, your activity in our products and services, data transmitted by your browser or device you are using are automatically recorded by our server, including date and time of the access, name of the accessed file as well as the transmitted data volume and the performance of the access, your device, your web browser, browser language and requesting domain, and IP address (additional data will only be recorded via our website if their disclosure is made voluntarily, e.g., in the course of a registration or request); and
  • in some cases (where permitted by law), special categories of Personal Data, such as your biometric information, political opinions or affiliations, health information, racial or ethnic origin, religious or philosophical beliefs, and, to the extent legally possible, information relating to criminal convictions or offences.

We may collect details of your interaction with e-mails that we send to you for client relationship management and/or business development purposes (such as whether you open e-mails and what content you are interested in), to evaluate whether and how we may offer products, services and events that may be of interest to you.

We may use cookies, tracking technologies and other means (e.g., web beacons, pixels, GIFs, tags, unique identifiers) to collect and process the above information from different channels and devices you use, including devices that you use to interact with us to access UBS websites, UBS platforms, products, services, and applications for mobile devices. For our use of cookies and other tracking technologies in relation to UBS websites please also refer to the UBS Website and Cookie Notice.

If you are providing Personal Data about individuals other than yourself, please ensure that they agree to you providing their information to UBS and that they are aware of the purposes for which we will use their information.

For which purposes we use your data

We collect and process your Personal Data for engaging in prospecting and business development and/or protecting and enhancing the UBS brand (the "Purpose"), such as

  • prospecting activities, e.g., generating leads for our business;
  • providing you with relevant and individualized information on services and products, e.g., in form of newsletters you subscribe to, on websites you visit and/or by answering requests submitted by you;
  • tailoring products and services to your needs, e.g., by collecting feedback on specific product features;
  • organizing events (physical and virtual) for which you can register and in which you can participate;
  • organizing raffles and competitions in which you can participate;
  • running the KeyClub, our customer loyalty program in Switzerland;
  • measuring your satisfaction with products and services of UBS, e.g., through client surveys;
  • maintaining and developing our brand.

We may share your information with others

Your Personal Data may be shared with and processed by UBS Group companies, third parties or service providers globally to carry out the purpose.

We only transfer your Personal Data abroad to countries which are considered to provide an adequate level of data protection, or in the absence of such legislation that guarantees adequate protection, based on appropriate safeguards (e.g., standard contractual clauses approved by the European Commission and recognized by the competent Data Protection Authority) or another statutory exemption provided by local applicable law.

If data is transferred abroad, it may no longer be protected by your local laws (e.g., banking secrecy, financial privacy, other client confidentiality provisions and data protection laws may not necessarily provide an equivalent or comparable level of protection, when compared to the rights provided under laws that apply to your relationship with UBS) and may fall under foreign regulations that allow the data to be passed to relevant local authorities or other third parties.

How long we keep your Personal Data

We will retain your Personal Data for different periods of time depending on the purpose:

  • In case of subscription services, such as a newsletter, we keep your Personal Data for the respective service until you cancel your subscription.
  • In case of raffles and competitions, we retain your Personal Data for twelve months if you enter the draw. If you win a prize, we retain your Personal Data for ten years, due to Swiss tax regulations.
  • In connection with the organization, execution, and post-processing of events, we retain your Personal Data for twelve months.
  • For all other activities, we retain your Personal Data for as long as necessary to fulfil the respective purpose.

Further information

For more information about how UBS processes your data, including how we protect your data, your rights in respect of your data and contact details of the Data Protection Officer, please refer to our Data Privacy Notice for Switzerland as well as to our Privacy Statement.