1. GM Warburg Commercial values and protects client privacy and has drafted this policy in order to set out how we ensure that personally identifying information is secured and handled and to provide information about the rules and regulations that govern our practices in this regard. Personally identifying information or “personal data” refers to information about you that we hold which could be used to determine your identity. This personal data could include your name, your physical address, your email address, your telephone number, various members of your family, your employer, your salary, your assets, your liabilities and your social security information (where applicable).

  2. Any personal data that GM Warburg Commercial collects from you will only be utilized for the purposes of providing you with investment and wealth management services, the execution of due diligence relating to the provision of those services and the compilation of statistics for our internal purposes.

  3. GM Warburg Commercial adheres strictly to the GDPR (General Data Protection Regulation 2016/679) and its guidance as it pertains to the collection, maintenance and use of personal data. The company will ensure that the purpose of data control and processing will always be to enable it to conduct and improve its business which is advising on investment management services to its clients.

  4. GM Warburg Commercial will retain your personal data for as long as is necessary to fulfill the activities, duties or purposes for which it was collected. The company is committed to preserving the integrity and security of clients’ personal data and to this end, we have installed appropriate technological security systems that ensure your personal data cannot be accessed, duplicated, amended, distributed or stolen by unauthorized parties. Only GM Warburg Commercial personnel with a specific need to access personal data – such as in the provision of services – are authorized to do so. All such personnel sign a standard non-disclosure agreement incorporated into their employment contract. All such personnel also receive additional training on how to handle and preserve the integrity and security of clients’ personal data.

  5. Under the provisions of the GDPR, you have the right to:

    • Check if GM Warburg Commercial holds personal data about you and obtain access to such personal data
    • Instruct GM Warburg Commercial to correct any inaccuracies in said personal data
    • Instruct GM Warburg Commercial to delete said personal data should it no longer be necessary to hold it
    • Limit processing of your personal data where appropriate

    In the event that you ask GM Warburg Commercial to refrain from processing your personal data, you should be aware that this may impact upon GM Warburg Commercial’s ability to continue serving you as a client.