Fund investment
Crescit Asset Management
(org. no. 556893–0423)
Crescit Asset Management AB
Brahegatan 20
114 37 Stockholm
Personal data relating to you as unit owner and processed so that we can carry out our mission to manage and administer your fund units and other commitments towards you and provide good customer service. We are also obliged by law to document our shareholder relationships and must therefore process personal data about our shareholders. In order to handle our accounting and financial reporting, it is also required that we process certain personal data. Finally, we process personal data to be able to contact potential and existing shareholders, among other things for marketing purposes, and to develop our systems, products and our offer to customers. If the shareholder is a legal entity, we process personal data relating to the contact person(s) for the legal entity in accordance with this policy.
If you have been contacted by us without being a shareholder, we will process your data for marketing purposes, including to schedule any meetings with you as a potential shareholder. If you do not want us to process your personal data, you can contact us and we will delete the data we have about you. Then contact your contact person or via email to contact@crescit.see or call us by phone 08-12 13 76 76.
We carry out very ambitious information security work. This means, among other things, that we have strong technical solutions that protect all our information, for example firewalls and intrusion protection. In addition, we work with authorization control, which means that personal data is not accessible to more of our employees than is necessary for each employee to be able to perform their work. Finally, we place at least equally high demands on the suppliers who process personal data for us.
If we process personal data about you, you have certain rights that you can use. If you are unsure whether we process data about you, you also have the right to receive information about whether we do so or not. Then contact your contact person or via email to kontakt@crescit.se or call us by phone 08-12 13 76 76.
You have the right to find out if we are processing personal data about you. If we do so, you also have the right to receive an extract of the personal data in question. The right also includes additional information about how we process your personal data.
If we were to process incorrect or incomplete personal data about you, you have the right to have this data corrected.
Under certain conditions, you have the right to have the data we process about you deleted. This applies, for example, if we have no legal basis for processing the data or if the data is no longer needed in our operations. Instead of requesting that we delete the data, you can request that we limit our processing of it. This means that we save the data but limit the processing to passive storage.
If we use your personal data to direct marketing to you, you have the right to object to this processing. In that case, we will stop processing your data for marketing purposes. You also have the right to object to the processing if it is carried out based on a legitimate interest.
If we process personal data about you to implement an agreement we have with you or with the support of your consent, you have the right to so-called data portability regarding the data. This means that you have the right to demand that we provide you with the data in an electronic format. You can also request that we send the data directly to another personal data controller.
The information we process about you is name, telephone number, address, e-mail address, social security number, information about whether you are in a politically vulnerable position, financial information, account information, information about family relationships and employment information.
We collect the data directly from you or the company you represent and financial information from external custodian banks if you have authorized us to collect it.
The purpose of the processing is to provide fund management in our funds and to meet the legal requirements for documentation that apply to our business.
The information we have about you is required, among other things, a. against the background of the laws and regulations that the business is subject to in order for us to be able to perform investment services, legislation such as aims to strengthen protection against you as a customer.
The legal basis for the processing is the execution of the agreement we have with you and our legal obligation to document co-owner relationships and the services we provide.
The data we process about you can be sent to the Tax Authority, the Financial Supervisory Authority, and the custodian banks where you have custody. The recipients are located in Sweden or within the EU/EEA.
We do not retain personal data longer than is necessary in relation to the purposes for which it was collected, in accordance with data protection legislation. We retain your personal data for as long as is necessary with regard to our agreement and the time within which claims for damages in connection with the investment services can be made.
We do not make automated decisions based on your personal data.
The Swedish Integrity Agency is responsible for the supervision of personal data processing, which can be reached via www.datainspektionen.se.
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