Legal

Privacy Policy

This Privacy Policy explains how Cedar Fundhaven collects, uses, discloses, and safeguards information in connection with our website and services. This is a general template provided for informational purposes and should be reviewed and adapted to reflect your actual data practices and applicable law before publication.

Last updated: [Insert Date]

1. Introduction

Cedar Fundhaven ("we", "us", or "our") is committed to protecting the privacy of visitors to our website and users of our services. This Privacy Policy describes the types of information we may collect from you or that you may provide when you visit our website or engage with our services, and our practices for collecting, using, maintaining, protecting, and disclosing that information.

Please read this Privacy Policy carefully. By accessing or using our website or services, you agree to the terms of this Privacy Policy. If you do not agree with the terms of this Privacy Policy, please do not access or use our website or services.

2. Information We Collect

We may collect several types of information from and about users of our website and services, including:

  • Contact and Identification Information: such as your name, business name, email address, telephone number, and job title, when you submit an enquiry, request access, or otherwise communicate with us.
  • Business and Financial Information: information you choose to provide in connection with assessing or using our treasury and capital deployment services, such as organisational size, treasury objectives, or indicative transaction parameters.
  • Technical and Usage Information: such as your IP address, browser type, device identifiers, operating system, referring URLs, pages viewed, and the dates and times of your visits, collected automatically as you navigate our website.
  • Cookies and Similar Technologies: information collected through cookies, pixel tags, and similar tracking technologies, as described further below.

3. How We Collect Information

We collect information in the following ways:

  • Directly from you: when you complete a form on our website, request access to our services, correspond with us by email or telephone, or otherwise interact with us.
  • Automatically: as you navigate through our website, using cookies, server logs, and other tracking technologies.
  • From third parties: where permitted, we may receive information about you from service providers, business partners, or publicly available sources, which we may combine with information we collect directly.

4. How We Use Your Information

We may use information that we collect about you or that you provide to us for the following purposes:

  • To provide, operate, and maintain our website and services;
  • To respond to your enquiries, requests for access, and other communications;
  • To assess suitability for, and onboard you to, our treasury and capital deployment services, where applicable;
  • To improve our website, services, and the overall user experience;
  • To communicate with you about updates, features, or changes to our services;
  • To comply with applicable legal, regulatory, and contractual obligations;
  • To detect, investigate, and prevent fraudulent or unauthorised activity and to protect the security of our systems.

5. Legal Basis for Processing

Where applicable data protection law requires a legal basis for processing personal data, we rely on one or more of the following bases: performance of a contract with you or steps taken at your request prior to entering a contract; compliance with a legal obligation; our legitimate interests in operating and improving our business, provided those interests are not overridden by your interests or fundamental rights; and, where required, your consent.

6. Disclosure of Your Information

We may disclose aggregated or de-identified information about our users without restriction. We may disclose personal information that we collect, or that you provide, as described in this Privacy Policy:

  • To our subsidiaries, affiliates, and service providers who perform functions on our behalf, such as hosting, analytics, and customer communication tools;
  • To professional advisers, including lawyers, auditors, and insurers, where necessary in connection with the services they provide to us;
  • To a buyer or successor in the event of a merger, acquisition, reorganisation, or sale of some or all of our assets;
  • To comply with any court order, law, or legal process, including responding to any government or regulatory request;
  • To enforce or apply our Terms of Service and other agreements;
  • If we believe disclosure is necessary to protect the rights, property, or safety of Cedar Fundhaven, our clients, or others.

We do not sell your personal information to third parties.

7. Cookies and Tracking Technologies

Our website may use cookies and similar tracking technologies to distinguish you from other users, to remember your preferences, and to understand how visitors use our website. You can set your browser to refuse all or some browser cookies, or to alert you when websites set or access cookies. If you disable or refuse cookies, some parts of our website may become inaccessible or may not function properly.

8. Data Retention

We retain personal information for as long as necessary to fulfil the purposes for which it was collected, including for the purposes of satisfying any legal, regulatory, accounting, or reporting requirements. The criteria used to determine our retention periods include the length of time we have an ongoing relationship with you, whether there is a legal obligation to which we are subject, and whether retention is advisable in light of our legal position.

9. Data Security

We have implemented measures designed to secure your personal information from accidental loss and from unauthorised access, use, alteration, or disclosure. However, the transmission of information via the internet is not completely secure, and we cannot guarantee the absolute security of information transmitted to our website or services.

10. International Data Transfers

Your information, including personal information, may be transferred to, stored, and processed in countries other than the one in which you reside. Where such transfers occur, we seek to ensure that appropriate safeguards are in place to protect your information in accordance with this Privacy Policy and applicable law.

11. Your Rights

Depending on your jurisdiction, you may have certain rights in relation to your personal information, which may include the right to:

  • Request access to the personal information we hold about you;
  • Request correction of inaccurate or incomplete personal information;
  • Request erasure of your personal information in certain circumstances;
  • Object to or request restriction of certain processing of your personal information;
  • Request a copy of your personal information in a portable format;
  • Withdraw consent, where processing is based on consent, without affecting the lawfulness of processing before withdrawal;
  • Lodge a complaint with a supervisory or data protection authority.

To exercise any of these rights, please contact us using the details provided on our website. We may need to verify your identity before responding to your request.

12. Children's Privacy

Our website and services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from children. If we become aware that we have collected personal information from a child without verification of parental consent, we will take steps to remove that information.

13. Third-Party Links

Our website may contain links to third-party websites and services that are not operated by us. We are not responsible for the privacy practices or content of such third parties. We encourage you to review the privacy policies of any third-party sites you visit.

14. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect changes in our practices or for other operational, legal, or regulatory reasons. We will indicate at the top of this page the date this Privacy Policy was last revised. We encourage you to review this Privacy Policy periodically to stay informed about how we are protecting your information.

15. Contact Us

If you have any questions, concerns, or requests regarding this Privacy Policy or our data practices, please contact us using the contact details provided in the footer of this website.

This Privacy Policy is a general template and does not constitute legal advice. Cedar Fundhaven recommends obtaining independent legal review to ensure this policy accurately reflects actual data practices and complies with all applicable laws and regulations prior to publication or reliance.