facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast blog external search brokercheck brokercheck

PRIVACY POLICY


Facts
What does Capital Privé Suisse S.A. (“CPS” or “CPS Wealth Management”) 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 or Tax I.D #
  • Income
  • Assets
  • Name and Address
  • Email Address
  • Phone Numbers
  • Transaction history/Investment activity
  • Account Numbers

How?
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 CPS chooses to share; and whether you can limit this sharing. 

Reasons we can share your personal information


Does CPS?
Can you limit this sharing?
For our everyday business purposes - such as to process your transactions, maintain your accounts(s) or respond to court orders and legal investigations.
Yes
No
For our marketing purposes - to offer our products and services to you.
No
We don't share
For joint marketing with other financial companies.
No
We don't share
For our affiliates' everyday business purposes - information about your transactions and experiences.
No
We don't share
For our affiliates' everyday business purposes – information about your creditworthiness.
No
We don't share

                                                                                             

What we do

How does CPS 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 CPS collect my personal information?
We collect your personal information, for example, when you: 

  • Enter into an investment advisory contract
  • Seek financial advice
  • Make deposits and withdrawals from your account
  • Tell us about your investment or retirement portfolio
  • Give us your employment history
  • We also collect your personal information from your custodians which you have authorized us to receive
    information from.

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 non-affiliates to market to you

Capital Privé Suisse S.A. only shares information in order to process your transactions, maintain your account(s) or respond to court orders and legal investigations. State laws and individual companies may give you additional rights to limit sharing. 

If you have questions about our privacy policy, you can contact us at +1-425-954-5980, jstobie@cpswealth.com or amregal@cpswealth.com.