Privacy

Important information regarding privacy

The privacy of your personal information is very important to us.  Other than as expressly set out below, we confirm that your personal information will not be disclosed, transferred or sold to any third party for any purpose.

If you are based in the UK, the data controller of any personal information you supply is Close Asset Management Limited (CAM). If you are based outside of the UK then the data controller of any personal information you supply is Close Bank Guernsey Limited, (CBG).

Personal information provided by you in response to this website may be retained by us for the purposes of organising your attendance at seminars, marketing by us, and/or providing you with further information relating to our services. This information may be disclosed to our affiliates, associates or closely linked persons (howsoever defined by law or regulation), their directors, officers, employees and agents as well as any government entity or third party, for the purpose(s) outlined above or as a matter of law. To assist with processing data may be transferred out of the European Economic Area. If you do not wish us to use such information for any other purpose, please write to the Compliance Director, Close Asset Management Limited, 10 Crown Place, London, EC2A 4FT in the UK or the Compliance Director, Close Bank Guernsey Limited, PO Box 116, Trafalgar Court, Admiral Park, St Peter Port, Guernsey, GY1 3EZ, if you are outside of the UK.

Similarly, you have the right to receive information about the personal data maintained about you for which we reserve the right to charge a fee. Should you believe such personal data is not correct, please write to the Data Protection Officer, Close Asset Management Limited, 10 Crown Place, London, EC2A 4FT in the UK or The Director – Product Development, Close Asset Management group, PO Box 116, Trafalgar Court, Admiral Park, St Peter Port, Guernsey, GY1 3EZ, if you are outside of the UK.

Please note that Close Asset Management Limited shall take all reasonable precautions within our control to ensure that the information you provide online is kept confidential to Close Asset Management Limited during transmission, but you hereby acknowledge that the transmission of such information on the Internet is open to risk. Accordingly, no liability is accepted for any such information that falls into third party hands in such a way that is beyond the reasonable control of Close Asset Management Limited.

Telephone calls made to any member of the Close Asset Management group may be recorded and recordings may be used for training purposes or to meet our Regulatory requirements. Any data provided during the call will be used and held in accordance with the relevant data protection requirements.

Data provided by non-UK residents will be hosted and held outside of the UK unless agreed otherwise with you.