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Legal & Regulatory Guidance

PRIVACY POLICY

Scope of Policy

Hilm Partners is committed to safeguarding your personal information with the utmost integrity. This policy describes how we protect your privacy and comply with applicable data protection laws, including the GDPR, PIPL, and POPIA.


Global Compliance Framework

Hilm Partners maintains a comprehensive global data protection framework. We align our practices with the highest international privacy standards, ensuring consistent and rigorous compliance across all jurisdictions.


Managing Personal Information

Hilm Partners is responsible for the secure and compliant management of your personal data. We collect information through direct interactions, regulatory compliance reviews, and digital communications to fulfill our services and legal obligations.


Collection and Use of Personal Data

We collect personal information necessary to deliver tailored investment and advisory services, including identification, financial details, and data required for regulatory compliance such as “Know Your Client” procedures. For corporate clients, we gather relevant business contact information and professional profiles to assess and fulfill service needs.


Legal Purpose of Data Processing

We process personal data to provide our investment management and advisory services, fulfill contractual and legal obligations, and support legitimate business activities. This includes financial planning, client onboarding, and regulatory compliance.


Data Sharing and Disclosure

We may share your personal data with trusted service providers and legal authorities as necessary to comply with anti-money laundering regulations and other legal obligations. This may include third-party identity verification. All partners are bound by strict confidentiality and data protection agreements, in accordance with applicable law.


Your Data Privacy Rights

You have rights regarding your personal data, which may include the ability to access, correct, delete, or object to its processing. Applicable laws may also provide rights to data portability and to challenge automated decisions.

We are committed to facilitating the exercise of your rights in accordance with local regulations.


Data Retention

We retain personal data for as long as necessary to provide our services and to comply with legal and regulatory obligations. The standard retention period is six years after the termination of a client relationship, unless a longer period is required by law.


External Links and Cookies

Hilm Partners maintains a comprehensive global data protection framework. We align our practices with the highest international privacy standards, ensuring consistent and rigorous compliance across all jurisdictions.


Compliance with International Regulations

Hilm Partners is committed to upholding the highest standards of data protection. Our practices are designed to comply with all applicable international privacy regulations, safeguarding the rights and privacy of our clients in every jurisdiction we serve.


Contact Us

For questions about our privacy practices or to exercise your data protection rights, please contact us at privacy.policy@hilmpartners.com.

This Privacy Policy outlines our commitment to protecting your personal data with transparency and compliance across all jurisdictions we serve.