Privacy Policy

Total Asset International Limited ("Total Asset Management") is a private investment firm headquartered in London, United Kingdom. We work with high-net-worth individuals, family offices, and select institutions, and we may use secure cloud-based tools and platforms to deliver our services efficiently and responsibly.

We are committed to protecting your personal information. This Privacy Policy explains how we collect, use, store, and safeguard personal data, and outlines your rights under applicable data protection laws. Because data privacy is an ongoing responsibility, we may update this policy from time to time to reflect operational, legal, or regulatory changes.

Total Asset International Limited is headquartered in London, United Kingdom, and has appointed an internal representative for privacy-related questions or concerns. The representative’s contact details are listed below:

Legal Dept
Total Asset International Limited
London Office: 9th Floor,
107 Cheapside, London,
EC2V 6DN, United Kingdom.
+44 XXX XXX XXXX or email legal@totalassetmanagement.com

When your firm or office becomes an Total Asset International Limited client, we collect certain information, such as (non-exhaustive): (i) your company's name; (ii) your company's address; (iii) potential users' names and contact information; (iv) certain company authorized representatives' names and contact information; and, (v) other information that may be relevant to serving your needs as a client. When we mention contact information, we are referring to your work e-mail address, work address, and work phone number, but in some instances, we may collect your personal e-mail address, personal mailing address, and a mobile phone number. Similarly, we may process e-mails you send us that contain such information in your signature block. Your firm and other users may occasionally provide us with additional information or update or remove the information that we have on file.

We process your personal information for client administration and support, to deliver product and company news to you, to inform you of Total Asset International Limited-related events, for cybersecurity controls and protocol, to respond to your inquiries, general correspondence with you or your representatives, for emergency notification, and other benefits or opportunities associated with being an Total Asset International Limited client. We may also use the information you provide us to help us better tailor our products and services to meet your needs.

From time-to-time Total Asset International Limited hosts events. The events may include in-person conferences as well as live web conferences (together Events). If you register for an Event and are a current user or have a current business relationship with us, we will access the information we have associated with you to provide you with information and services associated with the Event.If you do not have a current relationship with us and register for one of our Events, we will collect your name and contact information, which we will store in our database(s) and use to provide you with information and services associated with the Event. If you are a presenter at one of our Events or participating in a way other than general attendance, we will collect your name, firm name, contact information, and in some instances, a photograph. We may also collect information about you relevant to your participation. Moreover, in some instances, we may collect and store a recording of your voice and likeness or video of your presentation. Whether a presenter, participant, or attendee, we record your participation in our Events. The information may be used to provide you with additional information about Total Asset International Limited or its services. The information may also be used to better tailor our products and services to better serve your needs. If you do not with to have your information included in an attendee list, you can express your preferences when you register for Events or you may contact us directly via legal at our domain.

Total Asset International Limited endeavors to provide its clients with content. In addition to producing original content, we may also provide content from events. Total Asset International Limited or our employees participate in or present at. Such content may be linked on our website or sent to you via e-mail. If we provide a link to third-party content, you will be leaving our website. Total Asset International Limited is not responsible or liable for the content provided by these third-party websites, nor is Total Asset International Limited responsible or liable for the personal information the third-party sites gather from you. Total Asset International Limited uses Google Analytics to track how often people gain access to or read our content. We use this information in the aggregate to understand what our clients find useful or interesting, allowing us to provide the most valuable content to meet your needs. Similarly, from time-to-time, we may conduct surveys to help us better understand our clients' needs. We do not track individuals, but instead review information in the aggregate. Participation in our surveys is voluntary.

Total Asset International Limited provides training to its clients. If you participate in our user training, you may do so by e-mailing your support team, in which case, we will collect your name and contact information directly from you. Alternatively, your employer or a member of your team may request group training, in which case, we will collect your name and contact information from such person so we can maintain record, coordinate training schedules, and administer the requested training. Your personal information will be stored in our database(s), which in most cases are hosted by us, but in others will be hosted by a third-party cloud service provider.

From time-to-time you may correspond with us by e-mail, the postal service, or other form of communication, such as through Total Asset Management's helpdesk (collectively Correspondenceor Correspond). If you Correspond with us, we may retain such Correspondence and the information contained within and use it to respond to your inquiry or any subsequent inquiry from your employer; to notify you of Total Asset International Limited Events, publications, product updates, or other services; or to keep a record of your complaint, accommodation request, to fulfill your tech support request, and the like. If you wish to have Total Asset International Limited erase your personal information or otherwise refrain from communicating with you, please contact us at legal at our domain Note: if you ask us not to contact you by e-mail from a certain e-mail address, we will retain a copy of that e-mail address on our do not send list so that we can comply with your no-contact request.

Total Asset International Limited processes your data to provide you with the goods or services you (or your employer) have requested or licensed from us, including providing software, client support, cybersecurity, Events, publications and other content, Correspondence, certification, and training. Further, we use this information to fulfill our contractual and legal obligations and to refine our goods and services to better tailor them to your needs and to communicate with you about other services we offer.

From time-to-time, we receive personal information about individuals from third-parties. This may happen when your employer is an Total Asset International Limited client and adds you as a user or relevant contact. Similarly, we may receive personal information from a third-party when someone in your social or business network recommends you for employment at Total Asset International Limited or makes an introduction for some other legitimate business purpose.

Total Asset International Limited purposefully gathers little personal information. The information we do gather, we gather because we believe it is necessary to provide you with the services you or your employer have inquired about or contracted for or to authenticate you so we know it is you and not someone else. Due to legal, contractual, and other legitimate interests, certain services may not be available to you if you choose not to provide your data. You may opt-out of receiving marketing communication at any time. 2. Use of Total Asset Management's Website:Like most websites, Total Asset Management's website collects certain information automatically and stores it in log files. The information may include internet protocol (IP) addresses, the region or general locations where your computer or device is accessing the internet, browser type, operating system, and other usage information your use of Total Asset Management's website, including a history of the pages you view.

We use this information to help us design our site to better suite our users' needs. We may also use your IP address to help diagnose problems with our server and to administer our website, analyze trends, track visitor movements, and gather broad demographic information that assists us in identifying visitor preferences. Further, our website uses cookies and web beacons. Our site does not track visitors when they cross to third-party websites and does not provided targeted advertising, so it will not respond to Do Not Track (DNT) signals. 3. When and How We Share Your Information with Others:If you are an Total Asset International Limited client, your usage of certain Total Asset International Limited services and information regarding Total Asset International Limited support are maintained in association with your client account. The personal information we collect from you for such services and support is stored in one or more of our data bases hosted primarily by Total Asset International Limited within the United Kingdom, but in some instances, such as e-mail correspondence, by third-parties located within the United Kingdom. These third-parties do not have access to your personal information for any purpose other than cloud storage and retrieval.We do not otherwise reveal your personal data to third-parties for their independent use unless: (i) you (or in some instances your employer) request or authorize it; (ii) the information is provided to comply with the law(for example, to comply with a search warrant, subpoena, or court order), to enforce an agreement we have with you, or to protect our rights, property, or safety or the rights, property, or safety of our employees or others; (iii) the information is provided to our agents, vendors, licensors, or service providers who perform functions on our behalf or as necessary to fulfill contractual obligations we have to you or your employer; (iv) to address emergencies or acts of God; or, (v) to address disputes, claims, or to persons demonstrating legal authority to act on your behalf.Our website interfaces with social media sites such as LinkedIn and Twitter. If you choose to like or share information from our website through such services, you should review the privacy policy of that service. If you are a member of a social media site used, the interface may allow the social media site to connect your site visit to your personal data. 4. Transferring your data from the EU to the UK Total Asset International Limited is headquartered in, and its data centers are located within, the United Kingdom. Information we collect from you will be processed in the United Kingdom.

The United Kingdom has received an adequacy decision from the European Commission, allowing the transfer of personal data from the EU to the UK under Article 45 of the GDPR.

Complaints, Requests, or Additional Information:If you have any questions, requests, or concerns related to Total Asset Management's privacy policies or practices please contact Total Asset Management's representative listed below:

Legal Dept
Total Asset International Limited
London Office: 9th Floor,
107 Cheapside, London,
EC2V 6DN, United Kingdom.
+44 XXX XXX XXXX or email legal@totalassetmanagement.com