Perwyn

Website Privacy Notice and Cookies Policy

Perwyn values your privacy on this website and the importance of protecting your Personal Data.

This notice sets out how Perwyn collects and uses your Personal Data in relation to website visitors, supplier employees, and other individuals who may provide us with their Personal Data, such as when submitting a CV or other data.

In addition, this notice covers situations where:

  • we are looking at acquiring a company and may utilise publicly available data about the company, its directors and ownership; and
  • or where you are a beneficial owner for which we have a regulatory obligation to conduct certain checks.

There are separate notices for employees and related parties to our investment or portfolio companies.

We will ensure that your Personal Data is handled in accordance with applicable data protection laws (“Data Protection Legislation“).

The terms “Perwyn” “we” “us” “our” within this privacy notice refer to Perwyn Advisors UK Limited, Perwyn Advisors FR SAS and Perwyn Advisors Srl, each of which is a Data Controller for the applicable processing it undertakes in line with this notice.

Perwyn Advisor UK Limited is registered with the Information Commissioner’s Office with registration reference number ZB045072.

 

1.PERSONAL DATA WE PROCESS AND ITS LAWFUL BASIS OF PROCESSING

We may collect (and use for the purposes set out in this Privacy Notice) the following categories of Personal Data about you:

Categories of Personal Data Details
Identification data Information about your identity, such as your name, signature, date and place of birth, nationality and unique national identifiers.
Verification data Photographic identification and verification such as copies of your passport, passport number, driver’s license, address verification and utility bills.
Contact data Contact information such as your postal address, email address, phone number, fax number and other contact details.
Financial data Financial information about you, including bank account details, source of funds details, source of wealth, tax identification transaction details, investment activity and company ownership as an ultimate beneficial owner of an entity.
Marketing & Communications data Information about your marketing preferences and communications.
Shareholder data Your details as a shareholder, such as the shareholder register account numbers (or functional equivalent).
Professional Information data Information about an individual’s professional role and background and professional bodies checks. Information related to Companies registration Searches.
Special Category/ Other Data Information relating to your status as a politically exposed person; Criminal Convictions and offences.

Note, this data is only processed for the purpose of our compliance with Anti-Money Laundering and Terrorist Financing laws.
Device & Usage Data Device Data: Manufacturer and model, operating system, IP address, and unique identifiers of the device, browser used to access the website, rough estimate of your location from your IP address.

Usage Information: Information about how you engage with our website such as the types of content that you view or actions you take on our website, and the time, frequency, and duration of your activities.

 

1.2 We collect and use this data for the following purposes

1.2.1 General

Processing Purpose Category of Personal Data Basis of Processing
Corresponding with you in line with any requests you may have made. Contact data

 

 Legitimate interest: Allowing us to run our business and effectively correspond with you and allow us to troubleshoot issues.
 

Internal and external audits and, where necessary, investigations.

  

Identification data

Verification data

Contact data

Financial data

Marketing & Communications data

Shareholder data

 

  

Legal or regulatory obligation (such as applicable statutory and internal audit requirements).

 

Legitimate Interests: pursuing our corporate and social responsibility objectives; managing and operating the affairs of the business.

 
 

Establishing, exercising or defending legal claims.

  

Identification data

Verification data

Contact data

Financial data

Marketing & Communications data

Shareholder data

 

  

Legitimate Interests: making and defending against legal claims.
Processing any subject rights exercised, including verification, reviewing and actioning a request. Identification data

Contact data

Financial data

Marketing & Communications data

Shareholder data

Special Category/ other data

 Legal or regulatory obligation (applicable data protection laws).

 

 

 

Processing Purpose Category of Personal Data Basis of Processing
We use necessary and essential cookies to ensure our website functions and runs smoothly. Device information

Usage information

 Legitimate interest: To allow us to run our website.

1.2.2 Website visitors

 

1.2.3 Personal Data Submitted to us when you provide your CV or other information to us

Processing Purpose Category of Personal Data Basis of Processing
Ascertain if you may be a suitable candidate for any of the open positions we have. Identification data

Contact data

Professional Information data

Any information you may wish to disclose in your CV

 

 Legitimate interest: Assessing the suitability of CV’s submitted to us by you.
Considering and responding to any queries you may submit. Any information you may provide in your submission

 

 Legitimate interest: Considering and responding to any requests, comments etc. submitted to us by you.

 

1.2.4 Personal Data about those related or otherwise connected to our staff

Processing Purpose Category of Personal Data Basis of Processing
To ensure emergency scenario planning and have next of kin details on file in case of a work incident. Identification data

Contact data

 

 Legitimate interest: To provide emergency planning to employees.
Providing staff benefits, including benefits to next of kin and spouses.

 

 Identification data

Contact data

Financial data

 

 

 Contractual Obligation under the employment contract

 

Legitimate interest: To provide benefits to nominated individuals of the employee.

 

 

1.2.5 Personal Data about management and employees at our acquired portfolio companies

Processing Purpose Category of Personal Data Basis of Processing
To improve our business. Identification data

Contact data

Professional Information data

 

 Legitimate Interest: to carry out and improve our business.
 

For B2B marketing purposes such as providing information on products and services, quality control, business and statistical analysis, market research for tracking fees and costs or for customer service, training and related purposes;

  

Identification data

Contact data (work only)

Shareholder data

Marketing & Communications data

 

  

Legitimate interests: identifying ways to improve and expand business; receiving feedback.

 

 
To track fees and costs or for customer service, training and related purposes.

 

 Identification data

Contact data (work only)

Shareholder data

Marketing & Communications data

 

 Legitimate interests: To administer our business.

 

1.2.6 Personal Data about representatives at prospective portfolio companies

Processing Purpose Category of Personal Data Basis of Processing
Obtaining investment intelligence in order to make investment decision. Identification Data

Other publicly available information on directors of a company

 Legitimate Interest: to improve our business investment intelligence.
Complying with Anti-Money Laundering & Terrorist Financing laws if you are a director of a supplier. Identification Data

Verification Data

Financial Data

Shareholder Data

Special Category/ other data

 Legal or regulatory obligation and in the substantial public interest (such as applicable Anti-Money Laundering

and Terrorist Financing Laws).

 
Complying with our legislative and regulatory obligations in connection with our dealings with you and only in so far as required by law Identification data

Verification data

Contact data

Financial data

Marketing & Communications data

Shareholder data

Special Category / Other data

 Legal or regulatory obligation and in the substantial public interest (such as applicable AML laws, Terrorist Financing Laws, Fraud and Tax evasion laws etc).

 

 

 
 

If applicable, processing the fact that you are a politically exposed person, or may have criminal convictions or offences

  

Special Category / Other data

  

Legal or regulatory obligation and in the substantial public interest (such as applicable Anti-Montey Laundering and Terrorist Financing Laws).

 

 

1.2.7 Personal Data about individuals who are our suppliers or other business contacts (and individuals who are employed by our suppliers and business contacts)

Processing Purpose Category of Personal Data Basis of Processing
Corresponding and managing the supplier engagement, including business improvement and analysis. Identification Data

Contact Data (work only)

Professional Information data

 Legitimate Interest (to manage the supplier relationship and contract we have with the supplier).
Complying with Anti-Money Laundering & Terrorist Financing laws if you are a director of a supplier. Identification Data

Verification Data

Financial Data

Shareholder Data

Special Category/ other data

  

Legal or regulatory obligation and in the substantial public interest (such as applicable Anti-Money Laundering and Terrorist Financing Laws).

 
Complying with our legislative and regulatory obligations in connection with our dealings with you and only in so far as required by law.

 

 Identification data

Verification data

Contact data

Financial data

Marketing & Communications data

Shareholder data

Special Category / Other data

 Legal or regulatory obligation and in the substantial public interest (such as applicable AML laws, Terrorist Financing Laws, Fraud and Tax evasion laws etc).

 

 

 
 

If applicable, processing the fact that you are a politically exposed person, or may have criminal convictions or offences

  

Special Category / Other data

  

Legal or regulatory obligation and in the substantial public interest (such as applicable Anti-Montey Laundering and Terrorist Financing Laws ).

 

 

 

 

  1. WHERE WE OBTAIN YOUR PERSONAL DATA FROM?

Most of the Personal Data we process is provided to us directly from you. We do use publicly available data in some instances, for example when acquiring new business. In addition we utilise screening services, which collate publicly available information, in an easily searchable manner.

When visiting our website or sending us electronic communications, we will collect certain information from your device.

 

  1. HOW LONG DO WE KEEP YOUR PERSONAL INFORMATION?

We will only keep your Personal Information for as long as we reasonably require taking into account our legal obligations, guidance issued and reasonably assessing necessary storage periods.

 

  1. YOUR RIGHTS AND DATA ACCURACY

You have the following rights, in certain circumstances and subject to applicable exemptions, in relation to your Personal Data:

  • the right to access your Personal Data, together with information about our processing of that Personal Data;
  • the right to rectify any inaccuracies in your Personal Data;
  • the right to have any incomplete Personal Data completed;
  • the right to erase your Personal Data (in certain specific circumstances);
  • the right to request that your Personal Data is no longer processed for particular purposes (in certain specific circumstances);
  • where the legal basis for processing is consent, the right to withdraw your consent at any time, without affecting the lawfulness of processing based on consent before its withdrawal;
  • the right to object to the use of your Personal Data or the way in which it is processed where we have determined it to be necessary for the purposes of our legitimate interests;
  • the right to data portability (in certain specific circumstances); and
  • the right to lodge a complaint with the applicable supervisory authority. If you have any questions about your data protection rights or if you want to exercise those rights, please contact us at contact@perwyn.com.

 

  1. HOW AND WHY WE SHARE YOUR PERSONAL INFORMATION

Personal Data may be shared amongst our affiliates in order to manage our business.

Where we are legally obliged to do so, we will disclose your Personal Data to regulators, law and competent authorities. It may be necessary to disclose your Personal Data if we are under a duty to do so, in order to comply with any legal obligation (such as anti-money laundering obligations), carry out an internal investigation, enforce any agreement we have with you or with a related party, or protect the rights, property or safety of Perwyn, our clients, directors, employees or other personnel. This includes exchanging information with other companies and organisations for the purposes of fraud protection and prevention.

Perwyn utilises service providers in order to effectively run its business. This means that Personal Data may be provided to service providers such as:

  • Information Technology and Information Security providers for the provisioning of hardware and software, development, hosting and support;
  • Professional Service providers such as auditors, legal advisors, accountants, recruitment consultants, insurance providers and other specialist services;
  • Screening application providers to conduct our due diligence, AML/KYC checks and screen for politically exposed persons; and
  • Shredding service providers for secure destruction of confidential paper records.

If we are involved in a merger, acquisition or asset sale, financing due diligence, reorganisation, bankruptcy, receivership, sale of company assets, or transition of service to another provider, your Personal Data may be transferred, or otherwise shared including as part of any due diligence process.

 

  1. COUNTRIES YOUR DATA MAY BE TRANSFERRED TO

We currently do not process or transfer your Personal Data outside the UK or EEA, for the purposes mentioned within this notice. If we were to do so in the future, we will comply with applicable data protection legislation, such as by ensuring that the third country provides an adequate level of protection, or by putting in place additional safeguards or measures i.e. Standard Contractual Clauses.

 

  1. CHANGES TO OUR PRIVACY NOTICE

Perwyn, will from time to time amend this Privacy Notice at any time and will update the website accordingly.

 

  1. CONTACT US AND COMPLAINTS

If you have any concerns about our use of your Personal Data, you can make a complaint to us at contact@perwyn.com.

You can also complain to the ICO if you are unhappy with how we have used your data.

 

 

 

The ICO’s address:

Information Commissioner’s Office

Wycliffe House

Water Lane

Wilmslow

Cheshire

SK9 5AF

 

Helpline number: 0303 123 1113

ICO website: https://www.ico.org.uk

This privacy notice has been last reviewed in April 2025.