This privacy notice sets out how Stonehage Fleming Family & Partners Limited (the “Administrator”) on behalf of the Stonehage Fleming Group (“Group”) will process personal data of investors, as a data controller.
Where your details are provided to the Administrator as a consequence of your investment in Stonehage Fleming Family & Partners Limited (“SFFPL”), the Administrator will process your personal data in accordance with the Data Protection (Bailiwick of Guernsey) Law 2017 (where the company is registered) and the Data Protection (Jersey) Law 2018 (where the Administrator is located).
Our Privacy Officer is Paul Le Bihan. His contact details are: email: firstname.lastname@example.org ‐ tel. +44 1534 823 109
We may amend this Privacy Notice from time to time, to reflect any changes in the way that we process your personal data. This Privacy Notice supersedes any previous version of this notice with which you may have been provided or had sight of before the date at the end of this notice, as well as anything to the contrary contained in any agreement with us.
You have the following rights:
The above rights are not absolute, and we may be entitled to refuse requests where exceptions apply. If you have any questions about how we use your personal data, or you wish to exercise any of the rights set out above, please contact our Privacy Officer.
Your personal data may be processed by the Administrator (or any of their affiliates, agents, employees, delegates or sub-contractors) for the following purposes:
The Administrator may collect the following types of personal data about you:
The Administrator may collect your personal data in a number of ways, for example:
In order to facilitate, manage and administer your holdings we may need to transfer your personal information to other Group companies located in Switzerland, Israel, Jersey, Liechtenstein, Luxembourg, Guernsey, Malta, the Isle of Man, the United Kingdom and Canada, which provide an adequate level of protection for your personal data.
We may also need to share your personal data with Group companies located in the United States of America, South Africa, Monaco and Mauritius, which do not provide an adequate level of protection for your personal data. Where we share your data with a Group company in a non-adequate jurisdiction we will meet our obligations under privacy law by using Standard Contractual Clauses, as a safeguard, or will do so with your explicit consent.
The Administrator may also disclose your data to competent authorities (including tax authorities), courts and bodies as required by law, or to banks and other relevant third parties where requested to do so, or to affiliates for internal investigations and reporting.
Please contact our Privacy Officer should you wish to receive details about how your data has been shared.
The Administrator retains your personal data for a period of 10 years after your holdings ends in order to meet our regulatory and legal obligations. This does not impact any other ongoing relationships you may have with other members of the Stonehage Fleming Group.
If you have any questions about how we use your personal data, or you wish to exercise any of the rights set out above, please contact our Privacy Officer using any of the following: ‒
By post - No 2, The Forum, Grenville Street, St Helier, Jersey, JE1 4HH Channel Islands.
By email - email@example.com
By telephone - +44 1534 823 109
Version: 4 October 2023