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Privacy Policy

Private Source respects your privacy and is committed to protecting the personal information you provide to us.
This Privacy Policy explains how Private Source (“Private Source”, “we”, “us” or “our”) collects, uses, stores and protects personal data when you visit our website, contact us, submit investment criteria or otherwise interact with us.

1. Data Controller
The controller responsible for the processing of personal data is:
Private Source
Geneva, Switzerland
Email: contact@privatesource.ch

2. Information We Collect
We may collect personal information that you voluntarily provide to us, including:

  • Name and contact details

  • Company, family office or organisation

  • Professional title

  • Email address and telephone number

  • Investor type and professional information

  • Investment preferences and criteria

  • Preferred asset classes and geographies

  • Indicative investment size

  • Information contained in communications with us

We may also automatically collect limited technical information when you use our website, such as IP address, browser type, device information, pages visited and cookie or analytics data.

3. How We Use Your Information
We may process personal data to:

  • Respond to enquiries and communications

  • Understand your investment criteria and preferences

  • Identify potentially relevant investment opportunities

  • Facilitate appropriate introductions

  • Maintain professional and investor relationships

  • Provide market insights, publications or communications where appropriate

  • Operate, secure and improve our website

  • Comply with applicable legal and regulatory requirements

Submitting investment criteria does not create an advisory, fiduciary or contractual investment relationship with Private Source.

4. Legal Basis for Processing
Where applicable, we process personal data on the basis of your consent, our legitimate business interests, the performance or preparation of a contractual relationship, or compliance with legal obligations.
Where the European Union General Data Protection Regulation (“GDPR”) applies, processing will be carried out in accordance with the applicable legal bases provided under the GDPR.

5. Sharing of Personal Information
Private Source does not sell personal data.
We may share personal information with trusted service providers, professional advisers or other parties where necessary to operate our business or comply with legal obligations.
Investment criteria or contact information will not be shared with potential transaction counterparties solely because they have been submitted through the website. Where an introduction or disclosure is appropriate, this will be handled in accordance with the circumstances of the relevant opportunity and applicable confidentiality requirements.

6. International Data Transfers
As Private Source operates within an international investment environment, personal information may in certain circumstances be processed or transferred outside Switzerland.
Where required, appropriate safeguards will be implemented in accordance with applicable data protection legislation.

7. Data Retention
We retain personal information only for as long as reasonably necessary for the purposes for which it was collected, including maintaining professional relationships and satisfying applicable legal, regulatory, accounting or compliance requirements.
Information that is no longer required will be deleted or anonymised where appropriate.

8. Data Security
Private Source takes reasonable organisational and technical measures designed to protect personal information against unauthorised access, loss, misuse, alteration or disclosure.
However, no electronic transmission or storage system can be guaranteed to be completely secure.

9. Your Rights
Subject to applicable law, you may have the right to:

  • Request access to personal information held about you

  • Request correction of inaccurate information

  • Request deletion of personal information

  • Object to or restrict certain processing

  • Withdraw consent where processing is based on consent

  • Request portability of certain personal information

Requests regarding your personal information may be submitted to contact@privatesource.ch.
Depending on the applicable legislation, you may also have the right to lodge a complaint with the relevant data protection authority.

10. Cookies and Analytics
Our website may use cookies and similar technologies necessary for website functionality, security, analytics and, where applicable, user preferences.
Where consent is required by applicable law, non-essential cookies will only be used after the appropriate consent has been obtained.
Further information may be provided through our cookie settings or Cookie Policy.

11. Third-Party Websites
Our website may contain links to third-party websites. Private Source is not responsible for the privacy practices, security or content of external websites.
We encourage users to review the privacy policies of any third-party websites they visit.

12. Marketing Communications
Where permitted by applicable law, Private Source may send relevant market insights, publications or business communications to professional contacts.
You may unsubscribe from marketing communications at any time by using the unsubscribe mechanism provided or by contacting us.

13. Changes to This Privacy Policy
We may update this Privacy Policy from time to time to reflect changes in our activities, website or applicable legal requirements.
The current version will be published on this website together with the date of the latest update.

14. Contact
For questions regarding this Privacy Policy or the processing of your personal information, please contact:
Private Source
Geneva, Switzerland
Email: contact@privatesource.ch

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