Personal Data Protection

SYZ Asset Management attaches great importance to protecting personal data and, in its role as data controller, is committed to collecting and processing your personal data in compliance with the regulations in force.

In order to bring more transparency to our customers, prospective customers and third parties regarding the collection and processing of their personal data, we invite you to read this document to learn about the personal data we collect, the purposes for which we collect it, and the associated rights.

General information relating to personal data collected by SYZ Asset Management

Data collected

• Identification and contact information such as name, phone number, email address, identity card, passport and country of residence
• information linked to our interactions with you (whether via the website, contact forms, emails, telephone conversations or visits)
• financial information such as the amount invested in funds
• information relating to educational qualifications, jobs held and employment certificates

Purpose of collection

• In order to comply with a legal or regulatory obligation such as anti-money laundering measures and terrorist financing measures
• within the scope of executing a contract to which you are party or in the context of pre-contractual measures
• within the scope of the consent you have granted us to use your personal data, such as when registering to our newsletter
• we also collect your personal data to serve our legitimate interests, in particular for security purposes, the operation of our IT environment, the prevention of abuse, defence in the event of litigation, or for marketing purposes.

Information relating to personal data collected from the website

Newsletter: We collect information that enables us to identify and contact you (surname, first name, email, country of residence, your investor profile, and language).

• Purpose: To send you various notifications such as: news related to SYZ Asset Management or funds, research documents, invitations to events including, among others, those sponsored by SYZ, monthly reports on funds.

Contact Form / Call Back Form: We collect information that enables us to identify and contact you (surname, first name, email, country of residence, telephone number, your investor profile, and the company for which you work).

• Purpose: This data is collected in order to be able to contact you and send you offers related to the SYZ Asset Management product range.

Employment Form:  We collect information that enables us to identify and contact you (surname, first name, CV, personal statement, and employment certificate). 

• Purpose:This data is collected in order to be able to contact you and see whether your profile matches our criteria.

Information relating to the data collected in the course of your interactions with SYZ Asset Management 

SYZ Asset Management may record and store the phone conversations and electronic correspondence that you have had with us. This data is kept for the duration needed to achieve the purposes pursued, which may be compliance with a legal or regulatory obligation or for evidence in the event of a claim.

We also draw your attention to the fact that during your visits to our establishment, our premises are filmed for security purposes.

Storage duration

The storage duration varies depending on the processing purposes. We retain your personal data for as long as necessary to fulfil our legal, regulatory and contractual obligations. When the processing relies on consent given to us, we will keep your personal data for as long as you do not withdraw your consent.

In addition, we may process your personal data after the end of our relationship for operational purposes and/or in accordance with applicable laws and regulations, as well as under various retention and documentation obligations.

In compliance with the applicable regulations, you have the following rights: right of access, right of rectification, right of erasure, right to limit processing, right of opposition, right of portability, and right to withdraw your consent. In this case, please note that when processing is carried out on the basis of your consent, the withdrawal of such consent does not affect the legality of the processing performed prior to this withdrawal.
Under Regulation (EU) 2016/679, you also have the right to lodge a complaint with the competent supervisory authority.
Please direct any questions related to the above-mentioned rights or the protection of personal data in general to the following email address: [syzam.client_services_team@syzgroup.com]. We will then examine your request as soon as possible, taking into account the conditions applicable to exercising these rights according to the regulations in force and our internal policies.

The personal data collected via this site may be transmitted to various Group entities within the European Union and Switzerland.
Furthermore, in order to achieve the purposes for which we collect your personal data, it may be shared with the management company, depositary bank, the registrar and transfer agent, distributors, brokers, or other external service providers such as providers of cloud services (hereinafter referred to as 'Third Parties'), or with financial or judicial authorities.

Lastly, when we share personal data with Third Parties we ensure that they are located in the European Union, in countries offering an adequate level of protection.

All the personal information supplied via this website will be processed confidentially, in accordance with the legislation and regulations in force.

SYZ takes all measures necessary to ensure the security and confidentiality of personal data. Nevertheless, despite the precautions in place, users of this site expressly accept that the internet is not a secure means of communicating information and that they use the internet at their own risk.

SYZ declines all liability for any loss or damage that could result from the interception by third parties of any information made available to you via this site. SYZ and the funds will not be held responsible for, in particular, any loss or damage caused by the breakdown or interruption of this site, or an error, omission, interruption, deletion, fault, delay in functioning or transmission, an IT virus, a fault or alteration in the communication channel, even if the circumstances which led to the incident may have been under the control of SYZ, the funds or of any service or software support provider. Even if they are informed of the possibility of such damages, neither SYZ nor the funds will be held responsible for the damage you suffer.

Disclaimer: We update this page according to any new applicable regulations or our internal guidelines. We therefore invite you to consult it regularly.