YOUR INFORMATION.
HANDLED WITH
DISCRETION.

Dragoni Partners LLP

Dragoni Partners LLP is responsible for the personal information described in this notice where we determine how and why that information is used.

Registered office: 53 Davies Street, London W1K 5JH · LLP No. OC385984 · info@dragonipartnersllp.com · 0203 815 7947

Only what is relevant to the relationship.

Depending on how you interact with us, this may include:

• name, role, company and contact details;
• information supplied in an enquiry or private-conversation form;
• business and professional information relevant to your enquiry;
• information provided by an introducer or professional adviser;
• website and technical information such as device, browser and usage data where collected through site technologies;
• identity, due-diligence and compliance information if a relationship progresses and such information is required.

We do not ask you to provide sensitive personal or confidential financial information through our introductory website forms.

Directly, professionally or publicly.

We may receive personal information directly from you, from an introducer or professional adviser, from service providers acting in connection with an enquiry, or from reputable public and professional sources where this is appropriate and lawful.

Purpose before processing.

We may use personal information to respond to enquiries, assess whether a conversation or engagement may be appropriate, manage relationships, provide or coordinate services, administer our business, meet legal and regulatory obligations, protect our legitimate interests, maintain website security and, where lawful, communicate relevant news or insights.

The legal basis depends on the purpose.

Depending on the circumstances, we may rely on one or more lawful bases, including taking steps at your request before entering into a contract, performance of a contract, compliance with a legal obligation, our legitimate interests or those of a third party, and consent where consent is appropriate.

Where we rely on legitimate interests, these may include responding to and managing enquiries, developing professional relationships, protecting the security and integrity of our business, and communicating with relevant business contacts where permitted by law.

Need-to-know, not need-to-distribute.

We may share personal information with appropriate professional advisers, fiduciary or corporate-service providers, technology and hosting providers, compliance providers, banking or payment providers, regulators, authorities or other parties where necessary for the relevant purpose and lawful to do so.

We do not sell personal information.

Cross-border work requires appropriate safeguards.

Because our work can involve the United Kingdom, Cyprus and other jurisdictions, personal information may in some circumstances be accessed or processed outside the UK. Where required, we use an appropriate legal mechanism or safeguard for international transfers and can provide further information on request.

No longer than necessary.

We retain personal information for as long as reasonably necessary for the purpose for which it was collected, taking account of the nature of the relationship, legal and regulatory obligations, professional requirements, dispute and limitation periods, and our legitimate business needs. Different categories of information may therefore be retained for different periods.

Care, access control and appropriate systems.

We use appropriate organisational and technical measures designed to protect personal information against unauthorised access, misuse, loss, alteration or disclosure. No website or electronic transmission can be guaranteed to be completely secure, so we also encourage clients and prospects not to send sensitive material through ordinary web forms or unencrypted email unless specifically requested.

Technology should be proportionate too.

Our website may use cookies or similar technologies that are necessary for operation, security, preferences, analytics or other permitted purposes. Where the law requires consent for non-essential technologies, they should not be activated until that consent has been obtained. A separate cookie notice or consent tool may provide further detail where applicable.

Relevant, restrained and easy to stop.

Where lawful, we may send occasional communications about Dragoni Partners, our services or Insights. You may ask us to stop direct marketing at any time by contacting us or using any unsubscribe facility provided. Stopping marketing does not prevent us from communicating with you where necessary for an existing relationship, enquiry or legal obligation.

People remain part of the judgement.

We do not intend to make decisions about whether to establish an advisory relationship solely by automated means where that decision would have legal or similarly significant effects. Website analytics or administrative tools may assist us, but substantive client decisions remain subject to human consideration.