Information about Private Wealth Square

Private Wealth Square S.à r.l

R.C.S Luxembourg B 274310

Registered office: 6, place Winston Churchill, L-1340 Luxembourg, Luxembourg

Telephone number: +352 26 10 47 30

Contact: contact@pw-square.com

VAT Number: LU34594603

Authorisation: B 10149499/0

Disclaimer

The content of this website is set for information purpose only and may be changed, improved or updated without prior notice. Private Wealth Square is not responsible for errors or omissions in the content of this website or for damages arising from the use or performance of this website under any circumstances. Private Wealth Square cannot guarantee the full accuracy, reliability, currency or integrity of the information contained on this website, or the websites and webpages which links are provided. Your use of our website is at your own risk.

Intellectual Property

This website and its content are protected by intellectual property rights which belong to Private Wealth Square. Any reproduction or representation, in whole or in part, of any content of this website, without the express written consent of Private Wealth Square is strictly prohibited. All rights reserved.

Data Privacy Policy

Preliminary considerations

This data privacy policy (the “Data Privacy Policy” or “Policy) intends to provide you with a clear and comprehensive information, as per the requirements set out in the articles 13 and 14 of the Regulation (EU) 2016/679 of the European Parliament and of the Council of 27 April 2016 on the protection of natural persons with regard to the processing of personal data and on the free movement of such data (the “GDPR”).

Wherever this Policy refers to “you” or “your”, this means you, as individual being the “data subject” under GDPR, or any person connected to you namely any authorised person, anyone who deals with us for you (including but not limited to attorneys, external asset managers, trustees, representatives, recruitment agencies) and other associated people (including but not limited to partners, directors, beneficial owners of companies).

1. Who we are

Private Wealth Square S.à r.l., acting as data controller (hereinafter “Private Wealth Square”, “we”, “us”, or “our”) collects data to operate effectively and provide you with the best level of services. Therefore, at Private Wealth Square we are highly committed to safeguarding your privacy. We have developed this data privacy policy that covers how we may collect, process, share, protect and retain your personal data and your rights regarding it.

2. What data do we collect about you?

To provide its services, Private Wealth Square needs to collect and process personal data about you. The personal data we collect depends on the context of your interactions with Private Wealth Square and the choices you make including the services which are provided to you.

Note that you can choose what personal data you allow us to collect. When you are asked to provide personal data, you may decline. If you choose not to provide data necessary to provide the service, we may not be able to provide the service.

3. What categories of data we collect and process?

The personal data we collect, and process can include the following, but is not limited to:

• Identification data: we collect data about you such as your first and last name, email address, postal address, phone number, and other similar contact data, date and place of birth, gender, country, and preferred language;

• Electronic identification data: we use Cookies to collect data on how you use our website and view our marketing emails. More information is available when visiting our [Cookies policy];

• Business contact data: we collect data about you such as job function, job title, department, organisation name, size and location, and whether or not you are acting on behalf of a client;

• Financial data: we collect your financial data, such as banking details, if needed to take/make payments or fulfil contractual obligations or associated purposes;

• Contractual data: any information provided by the data subject allowing to Private Wealth Square to perform its contractual duties;

• Employment and recruitment data: In the context of an application for employment at Private Wealth Square, we collect data such as your name, your address, your phone number, your email address, experience, education, job skills and other information contained on your curriculum vitae and/or your cover letter or email.

Further to the categories of data mentioned above, Private Wealth Square guarantees that, except to the limited extent that may be necessary for the performance of its contractual duties toward the client, we neither request nor collect special categories of data (i.e., personal information specifying criminal offences/convictions, medical or health conditions, biometric or genetic data, racial or ethnic origin, political opinions, religious or philosophical beliefs, trade union membership or information specifying the sex life of the data subject).

4. How do we collect your data?

This Data Privacy Policy applies to personal data, which is data that Private Wealth Square collects from you and other third parties that specifically identifies you as an individual. Private Wealth Square may collect your personal data in various manners, such as:

• Personal data that we collect when you consent to the use of different categories of cookies by visiting our website. For more information, please refer to our [Cookies Policy]. However, regardless of which cookies you have consented to use, all data transmitted are anonymised;

•  Personal data that we collect when you do business with Private Wealth Square or when you interact with us: we may collect and process your data when you conduct business with us. “Personal data” means information relating to an identified or identifiable natural person that Private Wealth Square receives on behalf of the individual or data subject himself/herself/itself. Examples of categories of such personal data can be found in the previous section;

• Personal data we obtain from other sources: we also may periodically obtain both personal and non-personal information about you from Private Wealth Square’s business partners or other third-party sources where they are legally authorised to share such information with us, and add it to the information we already hold about you, such as, but not limited to:

– Updated business address information;
– Identification data;
– Financial information;
– Contractual information.

5. What are the purposes for the collection and processing of your data?

We use or may use your personal data based on the following purposes (or as otherwise described at the point of collection) associated with a lawful basis under the GDPR as further detailed below:

• To provide you with the service you have requested. This processing is necessary for the performance of a contract with the data subject;

• To provide you with information, access to resources or other services that you have requested from us on behalf of your organisation. This processing is necessary for the performance of a contract with the data subject;

• To send you client service-related communications (marketing). This processing is necessary for the purposes of the legitimate interests pursued by the controller;

• To deal with communications that you send to Private Wealth Square and responding to your queries, requests and complaints. This processing is necessary for (i) the performance of a contract to which the data subject is party or (ii) in order to take steps at the request of the data subject prior to entering into a contract and (iii) to comply with a legal obligation;

• To fulfil our legal obligations namely in respect to AML/KYC. This processing is necessary to comply with a legal obligation;

• To promote our events via pictures and videos disclosed on our social medias. This processing is necessary for the purposes of the legitimate interests pursued by the controller or by a third party;

• To manage the infrastructure and business operations of Private Wealth Square and to comply with internal policies and procedures.
This processing is necessary for the purposes of the legitimate interests pursued by the controller or by a third party;

• To comply with any applicable rules, laws and regulations, codes of practice or guidelines or to assist in law enforcement and investigations by relevant authorities. This processing is necessary for compliance with a legal obligation;

• To process and address your application for employment at Private Wealth Square. In such context, we use such personal data solely for recruitment purpose, for consideration of your candidacy for employment, to communicate with you and to generate related correspondence, including offer letters and employment contracts. Such personal data may also be used, subject to applicable laws, to conduct necessary background checks for compliance and other employment related purposes (including the assessment of your profile in view of the conclusion of a potential employment contract, to the extent permitted by applicable laws and regulations);