This privacy notice explains how Coeus Advisors Private Limited collects and uses personal data, and describes the rights you have with respect to your personal data. In this notice, "Coeus Advisors", "our", "we" or "us" refers to the organization of Coeus Advisors Private Limited.

Coeus Advisors Pvt. Ltd. may use certain systems/technology on this web site to collect information about/from users of this web site and compile information about how visitors use the web site, including but not limited to, information relating to the frequency of visits, the average length of visits, which pages are viewed during a visit, and the effectiveness of advertising on the web site.

Coeus Advisors Pvt. Ltd. is committed to safeguard the confidentiality and security of information of the users of this web site. We may disclose your information to:

• Businesses that are legally part of the same group of companies within Coeus Advisors, or that become part of that group
• Our brokers, dealers, IT providers, services providers and agents in order to provide and maintain the provision of the service
• Our appointed auditors, accountants, lawyers and other professional advisers (e.g. compliance consultants), to the extent that they require access to the information in order to advise us
• Fraud prevention agencies and other organizations to allow us to undertake the checks set out below (we will supply details of such agencies on request)
• Auditors appointed by the providers of such products or services
• The regulators, the Financial Conduct Authority, or any relevant regulatory authority where they are entitled to require disclosure
• Meet applicable law, the order of a Court or market rules and codes of practice applicable to the circumstances at the time
• Investigate or prevent fraud or activities believed to be illegal or otherwise in breach of applicable law
• Relevant tax, payments and customs authorities, who may pass this on to tax authorities in other jurisdictions (the tax regulations require us to collect information about each investor’s tax residency.)
• Prospective seller or buyer of such business or assets in the event that we sell or buy any business or assets, in which case we will disclose your personal information
• If all of Coeus Advisors’ assets are acquired by a third party, in which case personal information held by it about its clients may be one of the transferred assets.

We will not lend or sell your information to third parties, unless required as above, and/or where we think that they can bestow to build on adding more value and upgrade the quality of services communicated by us to you. We shall take all appropriate steps to ensure that the confidentiality of your information is maintained by imposing strict privileged standards on all the third parties with whom we part this data with.

Disclaimer as to Loss

Although, suitable steps are taken to maintain the security of your information, under no circumstances shall Coeus Advisors be liable to you or any other third parties for any loss or damage (including, without limitation, damage for loss of business or loss of profits) arising directly or indirectly from your use of or inability to use, this site or any of the material contained in it.

Data retention

We will only keep your personal data for as long as necessary to fulfill the purpose(s) it was collected for and as required or permitted by law and where we continue to have a lawful basis for doing so. We retain copies of customer contracts and information used for identification verification checks, financial crime, and anti-money laundering checks for up to certain period after the termination or expiry of our contract with you. We also keep records of electronic communications, minutes of face-to-face meetings, suitability and appropriateness assessments, periodic statements, orders and transactions in financial instruments, and information about your identity for up certain period. If the retention of data is necessary and is required for contractual, legal or regulatory purposes or for our legitimate business interests and marketing purposes, we may need to retain your data for longer, for example if we are defending ourselves in a legal dispute or as required by law or where evidence exists that a future complaint may occur. If the information is no longer necessary, or where we no longer have the lawful basis for processing we may delete or fully anonymise the data.