Privacy notice
Capital Assessment
Who we are
Montbards Ltd (England and Wales, company 14287912), St James's Square, London SW1Y 4JS, advises owners of specialist assets. The Capital Assessment is operated by Montbards Ltd, the controller of the personal data you provide through this Capital Assessment.
What we collect
Your answers to the Capital Assessment questions, your name and email address, and, if you choose to give them, your company or family office, telephone number and how you heard of the Capital Assessment.
Why we use it
To prepare your report from your answers, to identify internally which Montbards services may be relevant to you, and for a Partner to contact you one to one about your results. We do not use your details for marketing campaigns.
Lawful basis [Counsel to confirm]
We prepare your report because you ask us to when you submit the Capital Assessment. Follow-up contact by a Partner, and our internal use of your answers to identify which services may be relevant, rely on our legitimate interests in responding to people who have completed the assessment. You can object to this at any time by emailing enquiries@montbards.com, and we will stop contacting you.
Who receives it
Montbards and the service providers who process data on our behalf, including Microsoft Dynamics, which we use to record and manage enquiries. We do not sell your data.
How long we keep it
24 months from submission, unless a relationship with Montbards begins, in which case it is retained in line with that relationship.
Your rights
Under UK GDPR you have the right to access, correct or erase your personal data, to restrict or object to its processing, to data portability, and to withdraw consent. You may also complain to the Information Commissioner's Office (ico.org.uk).
Cookies
The Capital Assessment uses only strictly necessary cookies or storage. It uses no third party analytics or tracking.
Contact
privacy@montbards.com