The confidentiality of your sensitive personal information is important to us. This privacy policy tells you how Legacy Custodians Advisory Private Limited (“The Legacy Custodians”, or the “Investment Adviser”) uses personal information collected by it. Please read this privacy policy before using thelegacycustodians.com website or submitting any sensitive personal information or data. By using our website or upon signing Client Questionnaire, you are accepting this privacy policy. The privacy policy may be revised from time to time and the updated policy will be posted on our website. You are advised to review the privacy policy whenever you visit this website so that you understand how any personal information you provide may be used.
Collection of Information
The Legacy Custodians, its officers, employees and agents collect information (which can include sensitive personal information) to assist us in our relationship with you. If you are unable to provide the information we need, we may not be able to provide you with the product or service you have requested. We may also be required by law to collect information. The types of information collected can include:
- Personal identity information such as postal address, email address, etc.
- Information which relates to your financial affairs, business, employment, income or assets.
- Information which arises or is required in connection with the transactions you do with or through The Legacy Custodians.
- Information which helps The Legacy Custodians process applications made by you for particular products and services.
- Information relevant for product marketing.
This information is only used to fulfil the services requested of us, unless you give us permission to use it in another manner, for example to add you to one of our mailing lists.
Distribution of Information
While we will not generally disclose your personal information, we may do so if we are:
- Required to do so by law, any Government authority, any court order, decree or award,
- Trying to protect against or prevent actual or potential fraud or unauthorized transactions,
- Investigating fraud which has already taken place, or
- Required to do so to market intermediaries, agents, product developers in relation to investments made by you.
Commitment to Information Security
Your personal information is kept secure. We comply with the relevant security principles set out in the applicable privacy laws of India. We are not bound by privacy laws of any jurisdiction other than India. Only employees of The Legacy Custodians, its authorised agents and advisors (who have agreed to maintain confidentiality in relation to the information) and market intermediaries and product developers with respect to investments made by you will have access to this information.
Contact Information
| Contact Information | |||
|---|---|---|---|
| Investment Advisor | Legacy Custodians Advisory Private Limited | In case of any complaints / grievances / disputes, please contact our | |
| SEBI Registration Number | INA000019567 | Compliance Officer | Mr. Viral Gadia |
| Principal Officer | Mr. Sharadkumar Mendon | [email protected] | |
| Email Id | [email protected] | Postal address: |
The Business Quarter, Office Suite 618 & 623, 6th Floor, Tower 2A – North Annex, One World Center, Senapati Bapat Marg, Lower Parel, Mumbai – 400 030 |
| Contact No | +919326916220 | ||
In case of any complaints / grievances / disputes, please contact our Compliance Officer: Mr. Viral Gadai at [email protected].
For SEBI regional or local office address and more information, please visit our website thelegacycustodians.com.