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Swissuniontrust

Data Privacy Statement for Candidates

Company: SwissUnion Trust
Last Updated: February 22, 2018


1. Introduction

SwissUnion Trust (“we,” “our,” or “us”) provides this Data Privacy Statement because you are applying to work with us as an employee, contractor, consultant, or temporary staff member.

This notice explains how we collect, use, store, and protect personal information obtained during our recruitment and hiring processes. Please read this statement carefully to understand how your personal data will be handled.

By submitting an application or participating in our recruitment process, you acknowledge and agree to the practices described in this notice.


2. About SwissUnion Trust

SwissUnion Trust acts as the data controller for personal data collected from job applicants and prospective workers during recruitment activities.

If you have questions about this notice or wish to exercise your privacy rights, you may contact us through official communication channels provided on our website or recruitment communications.


3. Personal Data We Collect

3.1 Information You Provide Directly

You may provide personal information when:

  • Completing application forms

  • Submitting your CV or résumé

  • Attending interviews

  • Communicating via email, phone, or recruitment platforms

This information may include:

  • Full name

  • Home address

  • Email address and telephone number

  • Date of birth

  • Nationality and work eligibility

  • Employment history

  • Educational qualifications and certifications

  • Professional experience and skills

  • Languages spoken

  • References provided by you

  • Information contained in your CV or cover letter


3.2 Information Collected During Recruitment

We may collect:

  • Interview notes and assessments

  • Test or aptitude assessment results

  • Background verification information (where legally permitted)

  • Identity verification documents

  • Photographs or recorded interview sessions (where applicable)

  • Information necessary to prepare employment agreements


3.3 Sensitive Personal Data

Where permitted by law and necessary for recruitment purposes, we may process limited sensitive data such as:

  • Health or disability information (for workplace accommodation)

  • Diversity or equal opportunity information voluntarily provided

  • Identity verification data required for compliance checks

Such information is processed only where legally required or with your consent.


4. Information from Third Parties

We may receive personal data from:

  • Recruitment agencies or referral sources

  • Professional referees you nominate

  • Background screening providers where permitted by law

  • Publicly available professional platforms

  • Educational or employment verification services


5. Criminal Background Information

Where required by law or necessary for regulated roles, SwissUnion Trust may conduct background screening checks that include criminal record verification.

This processing is carried out only when necessary to:

  • Meet legal or regulatory obligations

  • Prevent fraud or misconduct

  • Protect company assets and personnel

  • Establish or defend legal claims


6. How We Use Your Personal Data

We process your personal data for the following purposes:

Recruitment and Evaluation

  • Assess qualifications and suitability for roles

  • Review applications and conduct interviews

  • Communicate with you during recruitment

Legal and Compliance Obligations

  • Verify identity and eligibility to work

  • Meet regulatory or employment law requirements

  • Maintain recruitment records where legally required

Recruitment Process Improvement

  • Analyze hiring practices

  • Improve recruitment fairness and efficiency

  • Train hiring personnel and maintain quality standards

Safety and Security

  • Protect company personnel and infrastructure

  • Detect fraudulent or misleading applications

Future Opportunities

With your consent or where permitted by law, we may retain your information to consider you for future roles.


7. Lawful Basis for Processing

Depending on applicable laws, we process personal data based on:

  • Legitimate interests in operating an effective recruitment process

  • Compliance with legal obligations

  • Steps necessary prior to entering into an employment contract

  • Your consent where required


8. Automated Assessments

SwissUnion Trust may use automated tools during recruitment, including:

  • Online assessments evaluating role suitability

  • CV screening tools to assist recruiters in reviewing applications

These tools help manage application volumes efficiently. Final hiring decisions are not based solely on automated processing, and applicants may request human review where applicable.


9. Sharing Your Personal Data

We may share applicant data with:

  • Internal departments involved in recruitment decisions

  • Professional advisors such as legal or audit consultants

  • Background verification and recruitment service providers

  • Regulatory or government authorities where required by law

We do not sell applicant personal data to third parties.


10. Data Security

We take reasonable technical and organizational measures to protect your personal data, including:

  • Secure storage systems

  • Restricted access controls

  • Encryption and authentication safeguards

  • Monitoring against unauthorized access

While we strive to protect your data, transmission over the internet cannot be guaranteed completely secure.


11. Data Retention

We retain applicant data only for as long as necessary to:

  • Complete recruitment processes

  • Meet legal or regulatory requirements

  • Resolve disputes or enforce agreements

After this period, data may be securely deleted or anonymized where permitted by law.


12. International Data Transfers

As an international financial services organization, SwissUnion Trust may process personal data in different jurisdictions.

Where data is transferred internationally, appropriate safeguards are applied to ensure lawful and secure handling consistent with applicable data protection laws.


13. Your Rights

Subject to applicable law, you may have the right to:

  • Access personal data we hold about you

  • Request correction of inaccurate data

  • Request deletion in certain circumstances

  • Restrict or object to processing

  • Withdraw consent where applicable

  • Request review of automated decisions

Requests may require identity verification before processing.


14. Complaints

If you believe your personal data has been handled improperly, you may submit a complaint through official SwissUnion Trust communication channels or contact your local data protection authority where applicable.


15. Changes to This Statement

SwissUnion Trust may update this Data Privacy Statement periodically to reflect legal, operational, or regulatory changes. The latest version will always be available through official company channels.


© SwissUnion Trust 2018. All Rights Reserved.

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FOR DEPOSIT & CUSTODY SERVICES:
The value of assets held in custody is subject to market fluctuations and is not guaranteed. Interest rates, where applicable, are variable and determined by the specific mandate, currency, and prevailing market conditions. SwissUnionTrust AG does not guarantee any minimum return on cash balances. Fees, commissions, and taxes may apply. Full terms and conditions are available in your Client Agreement and the General Terms of Business.


²FOR INVESTMENT SERVICES:
Capital at risk.

SwissUnionTrust AG provides advisory and discretionary portfolio management services. It does not provide independent investment research or unsolicited personal recommendations unless explicitly agreed under a separate advisory mandate. You, as the client, remain responsible for making your own informed investment decisions, seeking independent professional advice where appropriate.

The value of investments and the income derived from them can go down as well as up. You may not recoup the value of your original investment and may lose the entirety of your invested capital. Past performance is not a reliable indicator of future results. Forecasts are not a reliable indicator of future performance. Currency exchange rate fluctuations may adversely affect the value of investments denominated in a currency different from your base currency.

Transaction fees, custody charges, and third-party costs apply in accordance with your selected mandate and the applicable fee schedule. Full details are available in our Tariff of Services and the Investment Management Agreement.

Further information regarding our investment services, including our conflicts of interest policy and best execution arrangements, is available upon request or via your Relationship Manager.

SwissUnionTrust AG (Company No. CHE-XXX.XXX.XXX) is a Swiss bank and securities firm authorised and regulated by the Swiss Financial Market Supervisory Authority (FINMA). The registered address of SwissUnionTrust AG is Platz 1, 8001 Zurich, Switzerland.


³FOR ALTERNATIVE INVESTMENTS & COMMODITIES:
Capital at risk.

Alternative investments, including private equity, hedge funds, real assets, and physical commodities, carry significant risks. These may include lack of liquidity, absence of regulated market infrastructure, higher volatility, and complex tax or legal structures. Such investments may not be suitable for all clients.

Services relating to physical commodities and certain alternative asset classes may be provided through affiliated or third-party specialist entities. Depending on the structure of the product or service, it may not be regulated by FINMA and may not benefit from depositor protection or Swiss bank insolvency privilege. Such positions are not covered by the Swiss Deposit Protection Scheme.

SwissUnionTrust AG (No. CHE-XXX.XXX.XXX) is authorised by FINMA to conduct banking, securities dealing, and asset management activities. Insurance-based investment products are arranged through SwissUnionTrust AG or its designated affiliates, where applicable.

If you would like further clarification regarding the specific legal entity providing your services, or if you have any other questions, please contact your dedicated Relationship Manager or reach out to us via the secure messaging center in SwissUnionTrust Direct.


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Enhanced
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Priority
For comprehensive stewardship — access exclusive investment opportunities, priority services, and holistic generational planning.

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For significant global wealth — enjoy bespoke structuring, a dedicated family office team, global concierge services, and full discretionary management.

Ultimate
For defining exceptional — receive ultimate discretion, institutional-level access, sovereign-grade security protocols, and a fully customised suite of services.


© SwissUnionTrust AG 2026

To understand the specific entity and regulatory framework governing your relationship, please refer to your Client Agreement and the applicable General Terms of Business. For any questions, please contact your Relationship Manager.

SwissUnionTrust AG is registered in Switzerland (Company No. CHE-XXX.XXX.XXX) and is authorised and regulated by the Swiss Financial Market Supervisory Authority (FINMA) as a bank and securities firm.

The registered address of SwissUnionTrust AG is Platz 1, 8001 Zurich, Switzerland. You may review our full terms, policies, and regulatory disclosures at www.swissuniontrust.ch/legal or request them directly from your Relationship Manager.

International Services:
Global Asset Transfers | Multi-Currency Wealth Accounts | Cross-Border Estate Planning | Trust & Foundation Structuring | Philanthropic Advisory | Succession Planning

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