How we collect, use, and protect your personal information

Privacy Policy

At a Glance

At EQU, we take your privacy seriously. Here's what you should know:

• What We Collect: Identity, contact, financial, and website usage data
• How It's Used: To deliver services, maintain compliance, and communicate with you
• Who Sees It: Trusted service providers, regulators (if required), and your authorized advisers

Your Rights:

✔ Access and correct your data

✔ Request deletion or usage restrictions

✔ Transfer your data

✔ Object to processing

✔ Withdraw consent at any time

Full Privacy Policy

EQU Asset Management ("we," "our," or "us") is committed to protecting your privacy and handling your data responsibly. This policy explains how we collect, use, and safeguard your information when interacting with our services or website.

1. Who We Are

   We act as the data controller for the personal information collected through our website and services. Our practices follow applicable laws, including GDPR, the China PIPL, and the Data Privacy Bill 2012.

2. What We Collect and Why

   We may collect:

   • Identity Data: Name, date of birth, nationality, ID documents
   • Contact Data: Address, phone number, email
   • Financial Data: Income details, investment preferences, account activity
   • Technical Data: IP address, device/browser type
   • Usage Data: Pages visited, time spent, interactions

   We use this data to:

   • Deliver the services you request
   • Conduct identity checks and risk assessments
   • Communicate important updates
   • Fulfill legal or regulatory obligations
   • Improve website performance and client support

3. Your Rights

   Depending on your jurisdiction, you may:

   • Access your personal data
   • Correct or complete inaccurate data
   • Request deletion or restrict how we process your data
   • Transfer your data to another provider
   • Object to certain types of processing
   • Withdraw consent, where applicable

   To exercise these rights, contact clientservices@equam.com. We may request proof of identity.

4. Data Sharing

   We only share data with the following:

   • Service providers essential to operations
   • Regulatory or legal authorities, when required
   • Authorized legal or tax advisers (with your consent)
   • IT/cloud providers under strict security protocols
   • Data transfers outside your region are safeguarded with legal mechanisms such as Standard Contractual Clauses or their equivalents.

5. Data Security & Retention

   We use industry-standard protections to safeguard your data. Personal data is retained only as long as necessary for business, legal, or regulatory purposes.

6. Cookies and Tracking

   Our site may use cookies and similar tools. For more, see our [Cookie Policy]. You may manage cookie settings through your browser.

7. Links to External Sites

   We are not responsible for the privacy practices of third-party websites linked to our site.

8. Updates to This Policy

   We may update this policy periodically, and any significant changes will be posted on our website.

9. Contact

   Please email us at clientservices@equam.com with any privacy questions or concerns.