This document is a template provided for illustration. It must be reviewed and completed by qualified legal counsel, with your registered entity details and jurisdiction, before it is published.
This Privacy Policy explains how Fiduciary Credit collects, uses and protects personal information when you use our website and enquire about our energy and equity mandates. It applies to visitors, prospective clients and clients.
Information we collect
- Details you provide directly, such as your name, email, phone number and the enquiry you submit.
- Information needed to assess and administer a mandate, where you become a client.
- Technical data your browser sends automatically, such as IP address, device and usage information.
How we use your information
- To respond to enquiries and arrange discovery calls.
- To provide, administer and report on investment mandates.
- To meet legal, regulatory and anti money laundering obligations.
- To improve our website and, where you have consented, to send market notes.
Legal basis
We process personal data where it is necessary to perform a contract, to comply with a legal obligation, for our legitimate business interests, or on the basis of your consent.
Sharing
We do not sell your data. We share it only with service providers, custodians, brokers and professional advisers who help us deliver our services, and with regulators or authorities where the law requires it.
Cookies
Our website uses essential cookies to function and, where enabled, analytics cookies to understand usage. You can control cookies through your browser settings.
Data retention
We keep personal data only for as long as necessary for the purposes above and to satisfy legal and regulatory record keeping requirements, after which it is securely deleted.
Your rights
Subject to applicable law, you may request access to, correction of, or deletion of your personal data, object to certain processing, or withdraw consent. To exercise these rights, contact us using the details below.
Security
We use appropriate technical and organisational measures to protect personal data against loss, misuse and unauthorised access. No method of transmission is completely secure, so we cannot guarantee absolute security.
Changes
We may update this policy from time to time. The date of the latest revision will be shown here, and material changes will be communicated where appropriate.
Contact
Questions about this policy can be sent to support@fiduciarycredit.com.