Privacy Policy
Effective Date: 17 March 2026 | Last Updated: 17 March 2026
Agent&Capital ("we," "us," or "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website agentandcapital.com and use our advisory services.
1. Information We Collect
We collect information that identifies, relates to, or could reasonably be linked to you ("Personal Data").
Information You Provide: Name, email address, phone number, company name, job title, and any financial or investment information provided during enquiries or onboarding.
Automatically Collected Information: IP address, browser type, operating system, referring URLs, and information about your usage of our website via cookies and tracking technologies.
2. Legal Basis for Processing (for EU/UK Users)
Under the GDPR, we process your data based on the following legal grounds:
Performance of a Contract: To provide the services you have requested.
Legal Obligation: To comply with financial regulations, AML/KYC laws, and tax requirements.
Legitimate Interests: To improve our website, prevent fraud, and conduct business-to-business marketing.
Consent: Where you have explicitly agreed to receive marketing communications.
3. How We Use Your Information
We use the collected information to:
- Facilitate capital raising and investment advisory services.
- Communicate with you regarding mandates, updates, and enquiries.
- Comply with legal and regulatory obligations.
- Analyse website traffic to improve user experience.
- Protect against fraudulent or illegal activity.
4. Disclosure of Your Information
We do not sell your personal data. We may share information with:
Service Providers: Third-party vendors who assist with hosting, data analysis, or legal compliance.
Financial Partners: Potential investors or fund managers, only as necessary for the execution of a mandate.
Legal Authorities: When required by law, subpoena, or to protect the rights and safety of our firm and clients.
Business Transfers: In the event of a merger, acquisition, or sale of assets.
5. International Data Transfers
Agent&Capital operates globally. Your information may be transferred to and maintained on servers located in the United States or other countries. For users in the EEA/UK, we ensure that transfers outside these regions are protected by Standard Contractual Clauses (SCCs) or other recognised legal safeguards.
6. Your Rights
Depending on your location (e.g., California, EU, UK, Canada), you may have the following rights:
Access/Portability: The right to request copies of your data.
Correction: The right to request that we fix inaccurate information.
Deletion ("Right to be Forgotten"): The right to request that we erase your data, subject to legal retention requirements.
Opt-Out of Sale/Sharing: While we do not "sell" data for money, you may opt-out of certain types of data sharing for targeted advertising.
Nondiscrimination: We will not discriminate against you for exercising your privacy rights.
To exercise these rights, please contact us via our enquiry form.
7. Data Retention
We retain your personal data only as long as necessary for the purposes outlined in this policy, or as required by financial and regulatory record-keeping laws (often 5–7 years for investment-related data).
8. Cookies and Tracking
We use cookies to enhance your experience. You can set your browser to refuse cookies, but some parts of the site may not function properly. We do not currently respond to "Do Not Track" signals, but we honour "Global Privacy Control" (GPC) signals where required by law.
9. Security
We implement industry-standard technical and organisational security measures to protect your data. However, no method of transmission over the internet is 100% secure, and we cannot guarantee absolute security.
10. Changes to This Policy
We may update this Privacy Policy from time to time. We will notify you of any changes by posting the new policy on this page and updating the "Last Updated" date.
11. Contact Us
If you have questions about this Privacy Policy or our data practices, please use our contact form to get in touch. We aim to respond to all privacy-related enquiries within 30 days.