Privacy Policy

This page contains the information gathering and use policies adopted by GWM (“GWM”, "we", "us", "our") in connection with this website. References to GWM shall include GWM AG (Baarerstrasse 55, CH-6300 Zug, Switzerland). GWM AG (Company number: CHE-109.617.383) is authorised by FINMA and regulated by the SO of AOOS in Switzerland.

Privacy laws have changed to give individuals more protection and rights in terms of how their personal information is collected and used.

It is one of our fundamental responsibilities as an investment and wealth management business to ensure that we protect the information provided to us by our clients, prospective clients and our website visitors.

WHAT TYPE OF INFORMATION DO WE COLLECT?

GWM may collect and store personally identifiable information about persons who visit this site and voluntarily submit information in contacting GWM. GWM may also collect and store aggregate or anonymous information about user contact with and use of the site. Information obtained in connection with the site may be intermingled with and used by us in conjunction with information obtained through sources other than the site, including both offline and online sources.

HOW DO WE COLLECT INFORMATION?

We collect your personal information in a number of ways:

this begins with any interactions we have before you become a client. Such examples include when you communicate with us over the phone, by letter, via email or the website, gwmlondon.com or gwmag.ch;
from information you provide to us when you interact with us before becoming a client, for example when you contact us about our services;
when you ask us to provide services to you and subsequently provide us with the necessary information;
from third parties, for example when we carry out our routine checks on you before we can accept you as a client;
where you provide us with personal data relating to others (e.g. your family members), we understand that you either have their consent or are entitled to provide this information to us for subsequent use; and
in the other ways you interact with us during your time with us, for some of the reasons set out below.

WHY DO WE COLLECT THIS INFORMATION FROM YOU?

We collect and use your personal data to provide our services and to ensure we meet our regulatory requirements. Your data may also be used for marketing purposes, so that we can inform you about our products and services.

HOW WE KEEP YOUR INFORMATION SECURE?

We are committed to ensuring the confidentiality of the personal information that we hold about you and regularly review our security controls and related policies and procedures to ensure that your personal information remains secure.

When we contract with third parties we require them to have appropriate security, privacy and confidentiality measures in place to ensure that personal information is kept secure.

If we work with third parties in countries outside the EU we ensure that the European Commission has confirmed that such countries provide an adequate level of protection for personal information or that the third party has adequate safeguards in place and agrees to give your information the same level of protection as we would.

COMMUNICATIONS

GWM may use your postal address, email address and telephone number to contact you about our services for as long as you are a client, or a potential client, of this company.

If you are a direct client of GWM we may also use your postal and email address for the purposes of sending direct marketing information to you on other products and services we offer. You may ask us to stop sending such direct marketing information to you at any time.

We will only pass on your personal details to third parties when we are required to by law, or for the purposes of opening accounts in your name as part of the operation of our service.

Cookies collect anonymous information about how visitors use websites by placing text files on your computer.

We do not automatically capture or store any personal information on this website. We use Google Analytics, a web analytics service, to help analyse how visitors use our website. This anonymous information includes the number of visitors, where visitors come to the site from and the pages they have visited.

You can enable your browser to notify you each time a website tries to set a cookie. For more information about cookies (including how to turn them off) please visit www.allaboutcookies.org

IF YOU CHOOSE NOT TO GIVE PERSONAL INFORMATION?

You can choose not to give us personal information. In this section we explain the effects this may have.

We may need to collect personal information by law, or to enter into or fulfil a contract we have with you.

If you choose not to give us this personal information, it may delay or prevent us from fulfilling our contract with you, or doing what we must do by law. It may also mean that we cannot run your accounts or policies. It could mean that we cancel a product or service you have with us.

We sometimes ask for information that is useful, but not required by law or a contract. We will make this clear when we ask for it. You do not have to give us these extra details and it won't affect the products or services you have with us.

We may need to make changes to our privacy notice in line with regulatory requirements; so please check our website for updates from time to time. If there are significant changes such as where your personal data will be processed; we will contact you to let you know.

This version of our privacy notice was last updated on 20th March 2024.

QUESTIONS AND YOUR CONTACT INFORMATION

If you have any questions or concerns about GWM’s handling of your personal data, or about this privacy policy, please contact us at info@gwmag.ch.

We are usually able to resolve privacy questions or concerns promptly and effectively. If you are not satisfied with the response you receive, you may escalate concerns to the applicable privacy regulator in your jurisdiction. Upon request, we will provide you with the contact information for that regulator.

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