The following data protection matrix shows, broken down by data categories - which categories of personal data Liberty shares with which recipients and for which purposes within the framework of Coop Finance+ based on your consent:
| Data category | Data recipients | Processing purpose |
|---|---|---|
| Contact and contract data, namely address, email address, telephone number, nationality, social security number (AHV), language of correspondence, language of documentation, US Persons status, contract status (e.g. canceled). | - Liberty Pension Ltd, Schwyz - Coop Genossenschaft, Basel, and other companies of the Coop Group (hereafter "Coop") |
- Conclusion, performance and processing of the pension provision contract; - Provision of products and services selected by you in the scope of Coop Finance+; - Synchronization and rectification of the personal data disclosed by you to us or other service providers on Coop Finance+ or which we have received from third parties; - Marketing purposes, especially to create and deliver targeted ads to you via electronic communication channels or by post. |
| Contact and contract data, namely address, email address, telephone number, nationality, social security number (AHV), language of correspondence, language of documentation, US Persons status, contract status (e.g. canceled). | - Other service providers within the scope of Coop Finance+, in particular Glarner Kantonalbank, Glarus, Vanguard Asset Management Ltd, London UK, and future additional service providers | - Provision of products and services selected by you in the scope of Coop Finance+; - Synchronization and rectification of the personal data disclosed by you to us or other service providers on Coop Finance+. |
| Data on your risk profile, namely employment status, age, investment period, expenses, salary/income, assets, risk tolerance. | - Liberty Pension Ltd, Schwyz - Coop |
- Conclusion, performance and processing of the pension provision contract; - Provision of products and services selected by you in the scope of Coop Finance+; - Marketing purposes, in particular to create and deliver targeted advertiing to you via electronic communication channels or by post. |
| Data on your personal circumstances, namely date of birth, marital status, date of marriage, number of children, information for processing benefit claims (e.g. information on disability, health, retirement, death, encouragement of home ownership). | - Liberty Pension Ltd, Schwyz - Coop |
- Conclusion, performance and processing of the pension provision contract; - Provision of products and services selected by you in the scope of Coop Finance+; - Marketing purposes, in particular to create and deliver targeted advertising to you via electronic communication channels or by post. |
| Identification data, namely copy of your passport or ID document. | - Liberty Pension Ltd, Schwyz - Coop |
- Conclusion, performance and processing of the pension provision contract; - Provision of products and services selected by you in the scope of Coop Finance+. |
| Product data, namely information about the products and services you have selected within the framework of Coop Finance+. | - Liberty Pension Ltd, Schwyz - Coop |
- Conclusion, performance and processing of the pension provision contract; - Provision of products and services selected by you in the scope of Coop Finance+; - Marketing purposes, in particular to create and deliver targeted advertising to you via electronic communica-tion channels or by post. |
| Financial data, namely amount contributed, retirement savings capital or pension assets, pension fund affiliation, account balance, capital withdrawals. | - Liberty Pension Ltd, Schwyz - Coop |
- Conclusion, performance and processing of the pension provision contract; - Provision of products and services selected by you in the scope of Coop Finance+; - Marketing purposes, in particular to create and deliver targeted advertising to you via electronic communica-tion channels or by post. |
| Various data categories: Contact and contract data, Data on your risk profile, Product data and Financial data as described above. | - Glarner Kantonalbank | - Conclusion, performance and processing of the pension provision contract, namely performing sample checks for the control of regulatory requirements; - Provision of products and services selected by you in the scope of Coop Finance+. |
All further particulars regarding the processing of your personal data by Liberty within the framework of Coop Finance+ are set forth in the Privacy Policy of Liberty Foundation for 3a Retirement Savings and Liberty Foundation for Vested Pension Benefits within the scope of Coop Finance+.
