Privacy Policy

At Boccard, we seek to maintain the highest standards of prudent business practice. Your financial privacy is an important part of these activities. We have been able to build lasting relationships of trust with our clients because we have always robustly safeguarded their privacy. Our Privacy Policy outlines the steps we take to protect your personal information. Preserving your trust and confidence reflects our dedication to maintaining long-term client relationships.

Sharing Our Privacy Policy

We believe that maintaining the privacy of your personal and financial information is an essential piece of the service that we provide. This Privacy Policy explains how Boccard handles your personal financial information, and the procedures that we follow to ensure your privacy.

Types of Personal Information Collected

We collect information about you to help serve your financial needs, provide customer service, and fulfill various legal and regulatory requirements. The type of information that we collect from you will vary based upon the product or service that we provide, and may include:

  • Information included on applications, questionnaires, new account forms and other related forms such as your name, address, personal identification or passport numbers (or copies of these documents), assets and income;

  • Information about your transactions with us such as investments, purchases, sales, account balances, and bank account information;

  • Information contained in your personal correspondences with us, by email, telephone, or any other means;

  • Information provided or captured on our website; including any information captured on our website through the use of “cookies”.

Use of Information

First and foremost, Boccard does not sell lists of client information, and does not disclose client information to marketing companies or agencies under any circumstances.

However, we may share non-public personal information with our affiliates in the course of processing transactions or managing accounts on your behalf, including custodians, fund administrators, transfer agents, execution traders and broker-dealers. Each one of these affiliates is bound by strict Non-Disclosure Agreements (NDAs), and are not authorized to disclose any part of this information to any third party. We do not work with affiliates who refuse to sign NDAs, and we are prepared to take legal action to enforce NDAs if required. Moreover, these affiliates are legally bound only to use your information to perform the services for which they were hired. Any other use of your information is strictly prohibited.

This policy applies to both current and former clients.

Measures to Protect Data Confidentiality

In order to further protect you, Boccard maintains strict internal security measures. We restrict access to your personal and account information to those employees who need to know that information to service your account. We also maintain physical, electronic and procedural safeguards that comply with industry standards to guard our non-public personal information.
In order to prevent breaches of confidentiality, we communicate with clients only via the telephone number and/or electronic address placed on file with us. Where online accounts are in use, we utilize encryption technology – such as Transport Layer Security – to prevent unauthorized access. Before accessing your accounts online, you are required to provide verification of who you are and a password/PIN and a verification code generated by MobilePass. We request your help in this process by keeping your identification information and password/PIN private and restricting access to your personal computer.

Companies Providing this Notice:

  • BOCCARD ASSET MANAGEMENT LIMITED

  • BOCCARD PROCUREMENTS LIMITED

  • BOCCARD HOLDINGS LIMITED

  • EDELWEISS CAPITAL GROUP LIMITED

  • EDELWEISS INVESTMENTS LLC

  • EDELWEISS US LLC

  • EDELWEISS MENA LIMITED

  • EDELWEISS FOUNDATION, INC.

  • EDELWEISS REVOCABLE TRUST

Copyright 2022, Boccard Asset Management Limited. Incorporated in the British Virgin Islands.

Expiration: 31/12/2026 Approval Date: 01/09/2023 Review Code: KS3665333

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Boccard Financial Advisor for a copy.

The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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Copyright 2024, Boccard Asset Management Limited.

Investment advisory services and brokerage services are distinct and separate. Each service differs in material ways and is governed by different laws, regulations and internal policies. It is important that you understand the ways in which we conduct business, and that you carefully read the agreements and disclosures that we provide to you about the products or services we offer. For more information, please ask your Relationship Manager for a copy.The products, services, information and/or materials contained within these web pages may not be available for residents of certain jurisdictions. Please consult the sales restrictions relating to the products or services in question for further information.

The contents of this web page are proprietary. Copying, editing, modifying, distributing, sharing, linking or any other use (whether for commercial purposes or otherwise) of this material, other than personal viewing, without prior written permission from Boccard is strictly prohibited.

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