General Data Protection Regulation (GDPR) Policy
Sagitta Investments, the private holding and investment company of Clausen family, is committed to protecting the privacy of its clients, partners, and website visitors. We take the protection of personal data very seriously and are committed to complying with the General Data Protection Regulation (GDPR) as it applies to our operations and the processing of personal data.
This policy applies to the processing of personal data by Sagitta Investments in connection with its website, investments, and other activities.
Personal data: Any information relating to an identified or identifiable natural person.
Processing: Any operation or set of operations performed on personal data, whether or not by automated means, such as collection, storage, use, alteration, dissemination, erasure, or destruction.
Controller: A natural or legal person, public authority, agency, or other body that determines the purposes and means of processing personal data.
Data subject: A natural person whose personal data is being processed.
Lawful basis for processing
Sagitta Investments processes personal data on the following lawful bases:
Consent: Where the data subject has given clear consent for Sagitta Investments to process their personal data for a specific purpose.
Contractual obligations: Where processing is necessary for the performance of a contract to which the data subject is a party or in order to take steps at the request of the data subject prior to entering into a contract.
Legal obligations: Where processing is necessary for compliance with a legal obligation to which Sagitta Investments is subject.
Legitimate interests: Where processing is necessary for the purposes of the legitimate interests pursued by Sagitta Investments or by a third party, except where such interests are overridden by the interests or fundamental rights and freedoms of the data subject.
Data protection principles
Sagitta Investments processes personal data in accordance with the following data protection principles:
Processing is lawful, fair, and transparent.
Processing is limited to the purposes for which it was collected.
Processing is done with the minimum amount of data necessary.
Processing is accurate and kept up-to-date.
Processing is not kept for longer than necessary.
Processing is secured by appropriate technical and organizational measures.
Personal data collected and processed
Sagitta Investments collects and processes the following categories of personal data:
Contact information, such as name, email address, and telephone number, provided by clients, partners, or website visitors in connection with investments, inquiries, or other activities.
Information about investment preferences, risk tolerance, and other related information provided by clients in connection with investments.
Purposes of processing
Sagitta Investments processes personal data for the following purposes:
To provide investment services and manage investment portfolios.
To respond to inquiries and provide information about our services.
To improve our website and optimize the user experience.
To comply with legal and regulatory requirements.
Disclosure of personal data
Sagitta Investments may disclose personal data to third parties in the following circumstances:
To service providers, such as accounting, legal, and IT service providers, who assist us in providing investment services and running our operations.
To regulatory or governmental bodies, as required by law or regulation.
To other third parties, with the data subject’s consent or as required by law