• About us
  • Get in touch
  • Sign in
Kestrel Fundholm portfolio strategy Kestrel Fundholm
  1. Start
  2. Privacy Notice

Privacy Notice

Updated on 12 March 2025

This privacy notice for Kestrel Fundholm (we, us, or our) explains how we collect, use, store, and share information when you use our services (Services), including when you visit our website or contact us. Questions? Contact us at [email protected].

Overview

We process personal data to run the Website, respond to enquiries, connect you with third-party platforms at your request, comply with the law, secure our services, and improve performance. You have privacy rights under applicable law. If you do not agree with this notice, please do not use our Services.

What we gather

We may gather technical details (such as IP address, device and browser type, pages visited, time stamps, and crash reports) plus information you provide (for instance, name, email, and phone number when you ask to be introduced to a third-party platform). Some technical data may not directly identify you.

You are not required to provide information, but without it we may be unable to offer certain features. The Website is not aimed at children under 18; if we learn that we have collected a child's information, we will delete it promptly where required.

Purposes and lawful grounds

We process information to run the Website, respond to enquiries, connect you with third-party platforms at your request, comply with the law, secure our services, improve performance and analytics in our legitimate interests, and defend our legal rights. Depending on the activity, we rely on your consent, legitimate interests, and/or legal obligation as applicable.

Usual purpose Usual legal basis
1 Pass your details to a third-party platform you ask us to contact Consent / steps taken before entering a contract at your request
2 Support, security, fraud prevention, analytics, and business operations Legitimate interests and/or legal duty

Data sharing and overseas transfers

We may disclose data to service providers bound by confidentiality; to third-party platforms when you ask for an introduction; to professional advisers; to regulators or authorities where the law requires; and to a successor in a merger or sale of assets. Data may be handled outside your country; where needed, we rely on suitable safeguards such as standard contractual clauses or other mechanisms recognised under applicable law.

Cookie Policy

We and our partners may use cookies and similar tools for essential operation, preferences, analytics, and marketing where permitted. You can control cookies in your browser settings; blocking some cookies may affect functionality. This service does not respond to Do Not Track signals.

Category Aim
Essential only Security, sessions, and core site functions.
Functional / analytics Store preferences and track combined usage to enhance the Website.

Data retention, security, and external websites

We keep information only for as long as needed for the purposes above and to meet legal requirements, then delete or anonymise it where possible. We apply reasonable safeguards, but transmission over the internet is never completely risk-free. Third-party sites we link to have their own policies.

Your rights and changes

Subject to local law, you may request access, correction, deletion, restriction, portability, or object to certain processing, and withdraw consent where processing is based on consent. We may update this notice by posting a new version on the Website.

Kestrel Fundholm asset allocation Kestrel Fundholm
Who we are Get in touch Privacy Notice Terms and Conditions Cookie Notice