Effective Date: 25.11.2024

Bourgeon Ventures Ltd is committed to protecting the privacy and integrity of all personal data it processes. We are registered with the ICO and operate in accordance with the UK General Data Protection Regulation and the Data Protection Act 2018, ensuring that all data is handled lawfully, fairly and transparently.

As part of our operations, Bourgeon Ventures acts as a data controller, determining how and why personal data is processed in connection with our business activities, including capital advisory, transaction facilitation, commodities, real estate and strategic asset engagements.

We collect and process personal data that is necessary to operate our business effectively. This may include identity and contact information such as names, professional titles, company affiliations, email addresses, and telephone numbers. Where transactions progress, we may also collect more detailed information, including corporate documentation, KYC/KYB materials, and information required to assess financial capability or transaction suitability. In addition, technical data such as IP addresses and website usage information may be collected through standard website analytics tools.

The processing of personal data is carried out on clearly defined legal bases. In most cases, processing is necessary for our legitimate business interests, including evaluating opportunities, facilitating introductions and maintaining professional relationships. Where engagement progresses, processing may be necessary for the performance of a contract. In certain circumstances, we are legally required to process data to comply with anti-money laundering, counter-terrorist financing, and regulatory obligations. Where required, we will rely on consent, particularly in relation to marketing communications.

Personal data is used strictly for defined purposes. These include assessing and qualifying business opportunities, conducting due diligence, facilitating introductions between counterparties, maintaining internal records and communicating with relevant stakeholders. We do not process personal data for unrelated purposes.

In the course of executing transactions, it may be necessary to share data with carefully vetted third parties. These may include institutional investors, lenders, buyers, sellers, legal advisers, compliance professionals and other verified counterparties. All data sharing is conducted with appropriate safeguards and only where necessary for legitimate business purposes or regulatory compliance.

Bourgeon Ventures operates internationally, and certain transactions may involve cross-border data transfers. In such cases, appropriate safeguards are implemented to ensure that personal data remains protected in line with UK data protection standards.

We retain personal data only for as long as necessary to fulfil the purpose for which it was collected, including satisfying legal, regulatory and reporting requirements. Once data is no longer required, it is securely deleted or anonymised.

Individuals whose data we process have rights under UK GDPR, including the right to access their data, request correction of inaccurate information, request erasure where applicable, restrict processing, object to certain types of processing, and request data portability. These rights are subject to certain legal limitations, particularly where data is required for compliance purposes.

We implement robust technical and organisational measures to protect data. These include controlled access to systems, secure storage environments, internal policies governing data handling and role-based access restrictions to ensure that only authorised personnel can access sensitive information.

All data protection enquiries, including the exercise of individual rights, should be directed to:
info@bourgeonventures.com

By engaging with Bourgeon Ventures, you acknowledge the importance of a transparent, ethical culture and agree to uphold the principles of this GDPR & Data Protection Policy.