By accessing the website www.privatevalueam.com , you expressly declare that you have read, understood and accepted the following terms and legal information related to the Website, its pages and all the material enclosed.
The Website, all its pages and all the material contained therein are not intended for individuals in jurisdictions in which – by reason of nationality, individual entity , residence or for other reasons – access, consultation, availability or publication is restricted or prohibited. These Legal Restrictions apply particularly to UK and USA citizens and people resident in the UK and in the US. Individuals subject to such restrictions or prohibitions must not access the website.
No information, opinions or anything else contained in the Website constitute (nor should be interpreted as) an invitation or an offer or a recommendation to buy or sell any securities or financial instruments or any advice or financial services or transactions of any kind.
No Guarantee Of Accuracy Of Information
Private Value makes all reasonable efforts to obtain reliable information, however Private Value does not guarantee in any way the accuracy, completeness and veracity of the information and opinions contained in the Website. Moreover the information can be changed at any time without notice. These are therefore information only and do not constitute investment, legal, tax advice nor advice for any other purposes. People who access the Website in any case there may be relied upon to make any investment or other decisions. Before any decision relating to investments, we invite you to consult your advisor.
The information and opinions contained in this Website is provided without any warranty, either expressed or implied. Private Value does not assume any responsibility and makes no guarantee about the functionality of your Website. Private Value does not guarantee that the Website will not suffer interruptions, or that it will be error-free, or that errors will be corrected or that the Website or the servers that make it available to the public are exempt from viruses or other potentially harmful components.
Under no circumstances – including negligence – Private Value can be considered legally responsible nor liable for damages of any kind, direct or indirect, arising from or in connection with the access, use, performance of, browsing or linking to and from other Websites.
At Private Value we are committed to the privacy of every person. We recognise that our clients, employees and people we work with, entrust important non-public personal data (as defined in the General Data Protect Regulation – GDPR, regulation 2016/679 of the European Parliament and Council of the 27 April 2016), to us, and we take seriously our responsibility to protect and safeguard this data. Our long-standing privacy policies and practices covering non-public personal data (herein also referred to as personal data or personal information) are described below.
Private Value is a group of entities constituted and operating internationally and providing financial, legal, tax, personal and business advisory and management.
Your non-public personal information is controlled by the group entity Private Value Asset Management SA, a company duly incorporated under the laws of Switzerland, having registration number CHE-113.258.206. Your information is accessible to all group entities and processed by any one or more of such group entities depending on the services requested by you. All the entities of the Private Value group follow and adhere to appropriate safeguards in line with EU law for the processing of non-public personal data.
The non-public personal data that we collect and the processing of such information will vary on the basis of the purpose and scope of the particular use or engagement.
This information is processed to improve website use, for our internal purposes including the administration of our website, market research, data analytics and compliance with our legal obligations, policies and procedures.
Private Value frequently shares updates on legal developments and solutions that might affect you or your business through various means including mail, email and social media. If you consent to receive such updates, we will collect your name contact details and keep a record of the information we have sent you as well as any interactions related to such information sent to you. If you do not provide such information, we will not be able to provide you with updates.
The information so collected is used and processed to:
Our websites provide for functions that allow users to request information about our services. The information collected through the request for information function on our websites is the following:
You can also contact us through email, phone, or social media to request information. We will, therefore, be collecting any information you provide to us or available on the relative media used. We will also collect any correspondence in furtherance of the request. This information is necessary for us to be able to respond to your request. General and preliminary information will be provided to you without the requirement of any other additional personal information. An identification document and other personal information will be requested in order to comply with anti-money laundering rules and to be able to provide you detailed and specific information to your request. If you are not able or unwilling to provide us such information, we will not be able to provide any additional information.
Any personal information that you provide to us through these processes will be used and processed to:
When a client is being provided a service, we collect information as required by statutory obligations, principally information required by anti-money laundering rules and regulations, and information required to be able to provide the services. If you are not able or unwilling to provide us such information, we may not be able to provide the service/s.
The information collected varies depending on the service/s being provided. By way of example, for succession planning, we will typically collect all relevant data, including information about our client’s personal assets, goals and preferences. Any personal information so collected will be used:
In line with the principle of data minimization and data economy, we only collect personal data and processes it on the following legal basis:
We may disclose personal information legally in the following scenarios:
The free exchange of personal data between Member States is a fundamental aspect of the EU’s basic principles. This principle is also reflected in the GDPR, which excludes the restriction or prohibition of the free movement of personal data within the EU or EEA. GDPR therefore allows for the transfer between EU/EEA companies.
The personal non-public data we collect from you may be collected stored or processed by or transferred between group entities, including our entities established outside the EU/EEA. To date, the European Commission has not determined the non-EU countries we are established in to have an adequate level of protection of personal data within the terms of article 45 of the GDPR.
In the absence of an Adequacy Decision, the GDPR provides that a transfer can take place through the provision of appropriate safeguards and on condition that enforceable rights and effective legal remedies are available for individuals. Such appropriate safeguards include contractual arrangements with the recipient of the personal data, using, the standard contractual clauses approved by the European Commission.
For this purpose, contractual arrangements based on contractual provisions as approved by the European Commission are in place to ensure effective legal remedies to you in relation to the processing of personal non-public data by our group entities outside the EU/EEA.
We retain the personal information that we collect from you only for as long as required for statutory, business, tax or legitimate interest purposes. Your information is retained in electronic or paper format or both. When it is no longer required, it will be deleted or destroyed.
Should you wish to obtain information on the specific retention period of any personal information we hold on you, please contact us on the below contact details.
Your principal rights under data protection law are:
For any requests in furtherance to the above, please contact us, using the below contact details. We shall endeavor to reply at the very earliest and deal with your request by not later than 30 days from receipt by us of your request.
Our contact details are the following:
This information notice does not constitute legal or professional advice.
By continuing your engagement with us you agree to our Terms of service as we will continue to collect and process your data.
Should you opt not to agree, please send a written request to our contact details.
Jonathan De Giovanni
Director and Compliance Officer
Private Value Asset Management Ltd (Malta, Europe)