In order for us to provide you with investment services and to administer your investments we will collect and process personal data about you. We will also collect your personal data where you request information about our services.
We may also need to collect personal data relating to others when providing you with our products and administering your investments. In most circumstances, you will provide us with this information. Where you disclose the personal data of others, you must ensure you are entitled to do so.
You may provide us with personal data when signing up to our services, through application forms, when completing contact forms, when you contact us via the telephone, when writing to us directly or we complete forms in conjunction with you.
We will share your personal data within our firm and with business partners. This is normal practice within our industry where it is necessary to share information to manage and administer your investments and administer our business.
We also share personal data with authorised third parties. This is necessary where we are required to do so by law, where we need to administer our business and to manage your investments.
We will collect your personal data when you visit our website, where we will collect your unique online electronic identifier; this is commonly known as an IP address.
We will also collect electronic personal data when you first visit our website where we will place a small text file that is commonly known as a cookie on your computer. Cookies are used to identify visitors and to simplify accessibility, and to monitor visitor behaviour when viewing website content, navigating our website and when using features.
We may record your communications with us when contacting our customer care, complaints and other customer focused functions.
Where we collect data directly from you, we are considered to be the controller of that data i.e. we are the data controller. Where we use third parties to process your data, these parties are known as processors of your personal data. Where there are other parties involved in managing your investment, if they referred you onto us, we will be a joint data controller of your personal data.
A data ‘controller’ means the individual or organisation which, alone or jointly with others, determines the purposes and means of the processing of personal data.
A data ‘processor’ means the individual or organisation which processes personal data on behalf of the controller.
As a provider of investment services, we will process the following categories of data:
• Personal data such as an individual’s name, address, date of birth, gender and contact details
• Special categories of personal data such as data relating to medical health to help identify vulnerable individuals or where you or others inform us of a medical condition
• Data relating to criminal convictions and offences such as details on fraud
If you object to the collection, sharing and use of your personal data we may be unable to provide you with our products and services.
For the purposes of meeting the Data Protection Act territorial scope requirements, the Mauritius is identified as the named territory where the processing of personal data takes place.
If you require more information on our activities or further details on how we collect personal data and with whom we share data with, please contact us by emailing email@example.com.