WealthBridge

Privacy Policy

1. Introduction

WealthBridge (“we,” “our,” or “us”) is committed to protecting your privacy and personal data. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use ou

We comply with applicable data protection laws including the General Data Protection Regulation (GDPR, California Consumer Privacy Act (CCPA), and Swiss Federal Act on Data Protection (FADP)

2. Information We Collect

2.1 Personal Informatio

• Full name, date or birth, and nationality

  • Contact information (address, email, phone number)
  • Financial information (income, assets, account numbers
  • Employment and professional information
  • Tay identification numhers and recideney status

2.2 Technical information

• IP address and device identifiers

• Browser type and version

  • Operating system and platforn
  • Login data and access time
  • Pages visited and interactions with our service:

2.3 Transaction Information

• Account transaction history

3.How We Use vour ntormation

We use your intormation tor the tollowing purposes.

  • Service Provision: To provide banking services, process transactions, and manage your account:
  • Legal Compliance: To comply with anti-money laundering (AML), know your customer (KYC), and other regulatory requirements
  • Security: To detect and prevent fraud, unauthorized access, and other illegal activities

• Marketing: With vour consent. to inform vou about products and services that mav interest vou

4. Legal Basis for Processing

We process your personal data based on

Contract Performanc

Processina necessary to provide bankina services under our agreement with vo

Legal Obligation:

rocessing required by banking reculations and law

egitimate interes

cessina for fraud nrevention and business imnroveme

rocessina for marketing and cntional services based on vour consen’

5. Information Sharina and Disclosure

We may share your information with

  • Service Providers: Third-party vendors who assist in providing our services (under strict confidentiality agreements)
  • Financial Networks: Payment processors, clearing houses, and correspondent banks for transaction processing
  • Professional Advisors: Auditors, lawyers, and consultants bound by professional confidentiality
  • Group Companies: Other entities within the WealthBridge group for operational purpose
  • Business Transfers: In case of meraer, acquisition, or asset sale (with appropriate safequards

6. International Data Transfers

As an international bank, we may transfer your data to countries outside vour iurisdiction, We ensure appropriate safeguards throuch

  • Standard Contractual Clauses approved by regulatory authorities
  • Adequacy decisions recognizing equivalent data protection standards
  • Binding Corporate Rules within our group
  • Your explicit consent where required

7. Data Security

We implement comprehensive security measures including

Organizational Measures

8. Data Retention

We retain vour personal data for as long as necessary tol

• Provide services and maintain your account

  • Comply with legal retention requirements (typically 10 vears for financial records
  • Resolve disputes and enforce agreements
  • Meet reaulator audit and examination requirements

Afterthe rotontion norind un carlol delate ar anonymize vour date

9. Your Rights

Denending on vour location. you may have the following riahts.

  • Right to access your personal data
  • Right to erasure (“right to be forgotten”)
  • kignuto data portability
  • Right to know what information is collected
  • Right to opt-out of sale of personal information

To exercise vour rights, contact our Data Protection Officer at nrivarv@wealthbridgealliances com or call +41 22 123 4561

10. Children’s Privacv

from aices are not directed to inteduals under 18 years of ago. We do not knowingly collect personal information from minors without parental consent. you believe we have colcted nformation

11. Changes to This Policy

We mav undate this Privacy Policy neriodically We will notify voof material changes throunour website email oraccount notifications The “Last undated” date at the ton indicates the most recen

12 Contant information

Data Protection Officer

mail info/@wealthhridapalliancac.com

13. Supervisory Authority

You have the right to lodae a complaint with vour local data protection supervisory authority if vou believe we have violated vour privacy richts, In Switzerland, this is the Federal Data Protection and