This Privacy Policy is effective as of May 24, 2026 and governs all interactions with PRIMAS VENTURES, including digital, telephonic, and in-person engagements.
PRIMAS VENTURES treats all client information as a confidential asset and a core component of your legacy architecture. Personal, financial, and strategic data shared with us is collected solely for the purpose of assessing suitability, designing investment mandates, and delivering ongoing stewardship.
We do not sell, rent, or commercially trade client data with third parties. Disclosures are limited to regulated financial institutions, professional advisors, and service providers engaged directly in the execution of your mandate, and only when bound by equivalent confidentiality and compliance standards.
Access to client information within PRIMAS VENTURES is strictly role-based and restricted to personnel whose responsibilities necessitate such access. All records are stored using reasonable technical, administrative, and physical safeguards designed to protect against unauthorised use, disclosure, alteration, or destruction.
Clients may request a summary of the data we hold, corrections to inaccurate information, or clarification on how their data is used in connection with specific services. Certain regulatory and contractual obligations may require retention of records beyond the termination of a mandate, but such records will remain subject to this Privacy Policy.
By engaging PRIMAS VENTURES, you acknowledge and consent to our data stewardship practices as described herein. Any material updates to this Privacy Policy will be communicated through appropriate channels, and continued engagement will signify acceptance of those revisions.