CARTERET GROUP PRIVACY POLICY

This policy describes the type of data we may collect, how it will be stored and how it may be used. The aim in obtaining the data is to ensure that we provide the best possible service. The data we collect will originate primarily from use of this website (“Site”), however, it may also include data collected from any enquiries you place.

Who are we?

The Carteret Group contains Carteret Capital, Carteret Analytics and Granta Corporate.

Carteret Capital is a corporate finance firm operating under Carteret Capital Limited (company number 09810618).

Carteret Analytics provides quantitative and commercial analytics operating under Carteret Analytics Limited (company number 12099565).

Granta Corporate is the Group’s debt brokerage arm operating under Granta Corporate Limited (company number 12102227).

Carteret Capital Limited is the data controller responsible for your personal information processed via the Site.

What data do we collect?

The types of data that we collect include: name, age, email address, telephone numbers and any other basic information that you may input into the site when visiting or enquiring. When visiting our site we may also collect data on your IP address.

If you are representing a company then we may collect data including: name of the company, area of expertise, details about the shareholders/ directors of that company and company contact details.

We do not aim to collect any sensitive information unless that information is required for legal purposes.

How do we collect data?

The personal data we collect regarding you comes primarily from information that you submit to us or that is otherwise captured during the course of your relationship with us. This will
include when you visit our site via browser cookies and through any enquiries you make. This will also include any data that can be collected through correspondence with our Company.

How do we use your data?

We use your data to facilitate and manage your relationship with the Carteret Group. This may include sharing information internally between the companies within the group and the necessary individuals within those companies.

We may also use this data to contact you in connection with an ongoing engagement or to provide you with applicable information of the products and services offered by the Carteret Group.

Your data may also be used to facilitate internal business operations including: improving and tailoring the services we provide, assessing and managing risk and fulfilling all legal and regulatory requirements.

How long do we retain your data?

For visitors to the Site, we will retain relevant personal information for at least three years from the date of our last interaction with you and in compliance with our obligations under the EU General Data Protection Regulation or similar legislation around the world, or for longer if we are required to do so according to our regulatory obligations or professional indemnity obligations.

For Service provision to any client, we will retain relevant personal information for at least six years from the date of our last interaction with that client and in compliance with our obligations under the EU General Data Protection Regulation or similar legislation around the world, or for longer as we are required to do so according to our regulatory obligations or professional indemnity obligations.

Security of your information

We are committed to keeping the personal information provided to us secure and we have implemented appropriate information security policies to do so.

All of our partners, employees, consultants, workers and data processors who have access to, and are associated with the processing of personal information, are obliged to respect the confidentiality of such personal information.

Your rights regarding the data

We acknowledge that you have rights in connection with the data we have collected. These rights include: right to access, right to rectification, right to erasure (if entitled), right to restrict processing (if entitled), right to object to our data collection methods, right to withdraw consent (if we required consent) and your right to lodge a complaint with the relevant supervisory authority.

Please note that these rights may be limited where we have an overriding interest or legal obligation to continue to process the data.

Enquiries

If you have any questions about our Company’s Privacy Policy, the data we hold on you or if you would like to exercise one of your rights, please do not hesitate to contact us.

Email: info@carteret.group