Integritetspolicy
Oaklins International Inc.
Privacy notice
We are Oaklins International Inc., a company registered in Delaware, United States, which operates under a trademark license from Oaklins Swiss Verein. (“we”, “our”, “us”). We consist of member firms operating around the world under the collective Oaklins trade name. Our member firms are separately constituted and regulated (where applicable) investment banking and/or financial advisory firms that provide M&A, corporate finance, debt advisory, growth equity and ECM services in accordance with the relevant laws of the jurisdictions in which they operate.
This website, https://www.oaklins.com/, is operated by us on behalf of our member firms.
A data controller is the organisation or person responsible for deciding how personal information is collected and stored and how it is used. We are the data controller of the personal information we collect, hold and use about you, as explained in this notice. If you choose to interact with a local member firm (including by visiting a member firm’s website), that member firm will also be a data controller of your personal information. Please see the relevant member firm’s privacy notice for information about how your information is processed.
If you have any questions about this privacy notice or issues arising from it, you should contact us by emailing privacy@oaklins.com.
We take the privacy and security of personal information seriously. This privacy notice is designed to inform you about how we collect personal information about you when you use our websites and how we use that personal information. You should read this privacy notice carefully so that you understand how we use your personal information.
We may update this notice from time to time. This version was last updated on 26 February 2025.
1. Details of personal information that we collect and hold about you
Personal information is any information from which a living individual can be identified.
We collect personal information about you, including:
| General Category | Types of Personal Information |
|---|---|
| Identity information | This is information relating to your identity such as your name. |
| Contact information | This is information relating to your contact details such as email address, physical address, telephone numbers. |
| Device information | This is information relating to the browser or device you use to access our website, such as your IP address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access our websites. We typically collect this information through the use of cookies and similar technologies. For more information, please see our cookie policy. |
| Marketing information | This is information relating to your marketing and communications preferences |
| Communications information | Any other personal information you provide to us directly in the course of communicating with us. |
Sensitive Personal Information
Under data protection legislation, certain personal information is considered more ‘sensitive’ (e.g., information relating to race, religion, political affiliation and health). This is also known as ‘special category data’. We do not collect any sensitive personal information about you.
2. When is your personal information collected?
We collect and retain personal information about you that you have given us in different contexts, for example:
- Direct interactions such as where you create an account with us, use our website, subscribe to our newsletter and/or correspond with us by post, phone, email or otherwise.
- Publicly available sources. We may collect your personal information from publicly available sources such as your organisation’s website or social media sites such as LinkedIn.
- Third parties’ services we receive personal information from analytics providers such as Google Analytics.
3. Why we need your information and the legal bases we rely on
We will only use your personal information where this is consistent with our obligations under data protection law. Usually, we will use your personal information in the following circumstances:
- Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests. For example, we have a legitimate interest in providing our services to you;
- Where it is necessary for the performance of a contract with you;
- Where it is necessary to comply with a legal obligation that applies to us (for example, reporting to the relevant tax authorities).
We use your personal information for the following purposes:
| Purpose | Type of data | Lawful basis for processing including legitimate interests |
|---|---|---|
| To provide you with our services | Account information, Contact information, Financial information | Necessary to perform a contract with you |
| To provide you with a response when you use our contact function on our website | Identity information and Contact information | Our legitimate interests in promoting and developing our business |
| To use data analytics to improve our website | Device information | Consent |
| To provide you with information relating to our services and other information that we think you might be interested in as well as ways to contribute – you can unsubscribe to emails using the link in the email | Identity information and Contact information, Marketing information. | For our legitimate interests and, where necessary, on the basis of your consent |
| To communicate with you and handle concerns and queries | Identity information, Contact information and Communications information | Our legitimate interests in providing good customer service and complying with our legal obligations |
| Generally to protect our legal rights and comply with laws | All of the above | Our legitimate interests and to comply with laws |
In some circumstances, we may ask for your consent to use your personal information for a specific purpose. In particular, we will seek your consent to send you any email marketing, newsletters or other communications about topics and events which we think might interest you.
You may unsubscribe from our email communications by following the instructions in any email that we send you, or you can withdraw your consent and request us to remove your personal information at any time by emailing us at privacy@oaklins.com.
We do not carry out any automated decision-making using personal information which produces legal effects or otherwise significantly affects individuals.
4. Retaining your personal information
We will not keep personal information for longer than necessary, and the appropriate retention period will vary according to the intended purpose for which we collected the personal information.
The criteria we use to determine the retention period of personal information are: (i) the relevant statutory retention period; (ii) our contractual and/or business relationships with you; (iii) (potential) disputes; and (iv) any guidelines issued by relevant regulators. After expiration of the relevant period, the information is routinely deleted, as long as it is no longer necessary for the fulfilment of a contract, or to protect or defend our position or that of a third party. If you have any questions about our retention periods, please contact us at privacy@oaklins.com.
5. How we share your personal information
We may share your personal information with third parties, including the following:
- with Oaklins member firms;
- with contractors, suppliers, or other third parties that provide services on our behalf (such as website host providers);
- as part of a sale, merger or acquisition, or other transfer of all or part of our assets including as part of a bankruptcy proceeding;
- pursuant to a court order, or other legal process or as otherwise required or requested by law, regulation, or government authorities, or to protect our rights or the rights or safety of third parties;
- with our professional advisors, lawyers, accountants and auditors; or
- with other third parties, on the basis of your consent.
6. Direct marketing
Where you have provided consent, we will contact you by e-mail to keep you updated on products and features that you may be interested in.
You can opt-out from receiving our marketing communications or update your contact preferences at any time by emailing privacy@oaklins.com.
7. International data transfers
We may transfer your personal information to other member firms operating under the Oaklins trade name around the world. We will take steps to ensure that your personal information is protected in accordance with appropriate safeguards, especially where the recipient country is not considered to be adequate under UK or EU law. In particular, we will rely on the appropriate safeguards under data protection legislation, such as the European Commission’s standard contractual clauses (controller to controller transfers), to protect your personal information.
8. How we keep your personal information safe
To protect your privacy we will make sure your personal information is kept securely and disclosed only to relevant organisations or representatives who need to access it to perform their roles. We use appropriate organisational, technical and administrative measures to protect personal information within our organisation. If you have reason to believe that your interaction with us is no longer secure, please immediately notify us in accordance with the “Contact us” section below.
9. Your rights
You have rights relating to your personal information under data protection law. These include the right:
- to request access to the personal information we hold about you;
- to request that we rectify or erase your personal information;
- to request that we restrict the processing of your personal information;
- to object to our processing of your personal information in certain circumstances;
- to ask us to port personal information about you that you have provided to us to you or to a third party; and
- to withdraw consent to processing your personal information, where we previously obtained your consent.
These rights may be limited, for example if answering your request would reveal personal information about another person or if you ask us to delete information which we are required by law to keep. To exercise any of these rights, or to make a complaint to us, you can get in touch using the details set out in the “Contact us” section below.
You can also complain to the relevant supervisory authority if you are unhappy with how we have used your data. For the UK regulator, please find the relevant contact details at https://www.ico.org.uk
A list of the EU data protection authorities and their contact details are here.
10. Cookies
Our websites use cookies to enhance your experience while using those sites. Cookies are small text files that are placed on your computer by websites that you visit. They are widely used to make websites work, or work more efficiently, as well as to provide information to the owners of the site. For further details about our use of cookies, please visit our cookie policy.
11. Updates to this Notice
We may update this notice to reflect changes in the way we use personal information. When we update our privacy notice, we will take appropriate measures to inform you, which will be consistent with the significance of the changes we make. You can see when this privacy notice was last updated by checking the date entered at the start of this notice.
12. Contact us
If you have any questions or concerns about this privacy notice or the way in which we handle your personal information, please email privacy@oaklins.com.