Who we are
At Atlantic Investments, we are committed to protecting the privacy and confidentiality of our clients’ personal and financial information. We understand the importance of safeguarding sensitive data in today’s digital age. This Privacy Policy outlines how we collect, use, disclose, and protect personal information in accordance with applicable privacy laws and regulations. By entrusting us with your information, you agree to the terms outlined in this Privacy Policy.
Collection of Personal Information
We may collect personal information from clients and prospective clients in order to provide our services effectively. The types of personal information we collect may include but are not limited to:
Contact information (such as name, address, phone number, and email address)
Financial information (such as assets, income, and investment history)
Identification information (such as Social Security number or national identification number)
Employment information (such as occupation and employer)
Transactional information (such as account activity and investment transactions)
We collect personal information directly from individuals, as well as from other sources with their consent or as permitted by law. We ensure that the information collected is relevant and necessary for the provision of our services.
Use of Personal Information:
We use personal information for the following purposes:
Providing investment management and advisory services
Administering client accounts and processing transactions
Conducting due diligence and risk assessments
Communicating with clients regarding their investments and related matters
Complying with legal and regulatory requirements
Conducting research and analysis to improve our services
Marketing our products and services, with the option to opt-out
We only use personal information for the purposes for which it was collected or as otherwise authorized by law. We do not sell or rent personal information to third parties for marketing purposes.
Disclosure of Personal Information
We may disclose personal information in the following circumstances:
To our employees, affiliates, and service providers who require the information to perform their duties and provide services to clients
The regulatory authorities, law enforcement agencies, or other third parties as required or permitted by law
In the event of a merger, acquisition, or sale of assets, where personal information may be transferred as part of the transaction
With the client’s consent or at the client’s direction
We take appropriate measures to ensure that third parties with whom we share personal information maintain the same level of privacy and data protection standards as Atlantic Investments.
Data Security and Retention:
We take the security of personal information seriously and employ industry-standard measures to protect against unauthorized access, loss, theft, or misuse. These measures include physical, technical, and administrative safeguards, as well as regular monitoring and testing of our systems.
We retain personal information for as long as necessary to fulfill the purposes for which it was collected, or as required by law. When personal information is no longer required, we take steps to securely delete or anonymize it.
Access and Accuracy:
We strive to maintain accurate and up-to-date personal information. Clients have the right to access their personal information held by Atlantic Investments and to request corrections if necessary. Requests for access or correction should be made in writing to our designated privacy officer, and we will respond promptly and in accordance with applicable laws.
Consent and Choices
By providing personal information to Atlantic Investments, you consent to the collection, use, and disclosure of that information as outlined in this Privacy Policy. You have the right to withdraw your consent at any time, subject to legal and contractual restrictions. However, withdrawing consent may affect our ability to provide certain services.
You have the option to unsubscribe from marketing communications and update your communication preferences at any time by contacting us or using the unsubscribe link provided in our communications.
International Transfers
Personal information may be transferred to, stored, and processed in countries outside your jurisdiction. We take steps to ensure that transfers of personal information comply with applicable data protection laws and that adequate safeguards are in place to protect the information.
Changes to this Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our practices or legal requirements. We encourage you to review this policy periodically to stay informed about how we collect, use, and protect personal information.