CACEIS Investor Services Bank S.A. and its branches, affiliates and subsidiaries (“IS Group” or “IS Group entities”) respect strict privacy management protocols. We remain committed to proactively managing and protecting information on behalf of our clients, employees and shareholders at all times.
All our businesses and affiliates, their employees and service suppliers are governed by strict standards and privacy policies. Each of our global offices has a designated Compliance Officer that ensures local privacy and data protection legislative requirements are met.
To ensure our commitment to client privacy, we adhere to comprehensive Privacy Policies that govern the behaviour of our employees and suppliers with regard to the accuracy, confidentiality and security of all client information. Our information handling protocols have been designed to meet or exceed internationally recognised industry standards such as Privacy Guidelines defined by the Organisation for Economic Co-operation and Development (OECD).
We keep your financial information confidential and will not disclose information to parties outside our group of companies without your prior consent, unless required or permitted by law. We will also comply, at all times, with obligations imposed by any laws or regulation applicable to us including local banking secrecy rules.
In addition, we respect the confidentiality of clients' personal, business and financial information including: data that identifies or relates to a client, whether the client is an individual or a company, and all non-public information delivered to or retained by us relating to our clients and our clients' clients and employees.
We observe the privacy laws and guidelines issued by jurisdictions in which our offices operate. Any information in foreign jurisdictions will be governed by privacy and data protection laws, if any, of the foreign jurisdiction.
Our systems are protected by high security standards and updated regularly to comply with established best practices and regulatory requirements. As our technology and distribution channels evolve, it is of tremendous importance to us that there is continued respect for privacy management protocols relating to the safeguarding and protection of client information. This is an important part of our commitment to ensuring you continue to benefit from broader market coverage while at the same time enjoying a superior client service experience.
If you have privacy related questions or concerns, please contact: IS-DPO@caceis.com.