Privacy Policy

This notice (“Privacy Notice”) applies to personal information held by Altis Partners (Jersey) Limited (“Altis”) as data controller, as described below.

It explains what information will be collected about you, how that information may be used, who it may be shared with, and the circumstances when it may be shared and what steps will be taken to make sure it stays private and secure.

It continues to apply even if your agreement for products and services with Altis ends. It should also be read alongside any contract which you have received from Altis, as these include sections relating to the use and disclosure of information.

This Privacy Notice covers any personal products or services you have with us.

Sometimes we may need to provide you with separate or further information about specific products and services.

Wherever the words ‘you’ or ‘your’ have been used, this means you, any authorised person on your account, anyone who deals with us for you (e.g. Trustees or Executors, Attorneys under a Power of Attorney) and other related people (including Authorised Signatories, Partners, Members and Trustees).

When we have used the word ‘we’, this means Altis act as a data controller in respect of your personal data. Unless otherwise stated below, the data controller for the purposes of this notice will be Altis, a company incorporated in Jersey, Channel Islands.

What information will be collected

We will only collect your information in line with relevant regulations and law. We may collect it from a range of sources and it may relate to any of our products or services we currently provide or have provided in the past. We may also collect information about you when you interact with us, e.g. visit our websites, call us or visit our office, or ask about any of our products and services. Some of it will come directly from you, e.g. when you provide identification documents to conduct business.

We might also acquire it from publicly available sources. The type of information collected will differ depending on the services which have been provided to you.

The information we collect may include:

Information that you provide to us, e.g.

Information we collect or generate about you:

Information we collect from other sources, e.g.:

How we will use your information

We will only use your information where we have your consent or we have another lawful reason for using it.

These reasons include where we need to:

The reasons we use your information include to:

How we process your information

We will use your information for purposes including:

That could include (among other things)

How we make decisions about you

We may use automated systems to help us make decisions, e.g. to carry out fraud and money laundering checks. We may use technology that helps us identify the level of risk involved in customer or account activity.

You may have a right to certain information about how we make these decisions. You may also have a right to request human intervention and to challenge the decision. More details can be found in the ‘Your rights’ section below.

Tracking or recording what you say or do

We may record and keep track of conversations you have with us, including phone calls, face-to face meetings, letters, emails, live chats, video chats and any other kinds of communication. We may use these recordings to check your instructions to us, assess, analyse and improve our service, train our people, manage risk or to prevent and detect fraud and other crimes. We may also capture additional information about these interactions, e.g. telephone numbers that you call us from and information about the devices or software that you use. We may use closed circuit television (CCTV) in and around our sites and these may collect photos or videos of you, or record your voice.

Compliance with laws and regulatory compliance obligations

We’ll use your information to meet our compliance obligations, to comply with other laws and regulations, and to share with regulators and other authorities that Altis are subject to. This may include using it to help detect or prevent crime (including terrorism financing, money laundering and other financial crimes). We will only do this on the basis of complying with a legal obligation, it is in our legitimate interests and that of others, or to prevent or detect unlawful acts.


We may use your information to provide you with details about Altis products and services, and also products and services from our partners and other relevant third parties. We may send you marketing messages by post, email, telephone, text or secure messages. You can change your mind on how you receive marketing messages or choose to stop receiving them at any time. To make that change, please contact us in the usual way.

If you ask us not to send you marketing, it may take us a short period of time to update our systems and records to reflect your request, during which time you may continue to receive marketing messages. Even if you tell us not to send you marketing messages, we will continue to use your contact details to provide you with important information, such as changes to your terms and conditions or if we need to tell you something to comply with our regulatory obligations.

Who we might share your information with

We may share your information with others where lawful to do so, including where we or they:

We may share your information for these purposes with others, including:

Sharing aggregated or anonymised information

We may share aggregated or anonymised information, within and outside of Altis, with partners such as research groups.  You will not be able to be identified from this information.

How long we will keep your information

We keep your information in line with our data retention policy. For example, we’ll normally keep your core records for a period of ten years from the end of our relationship with you. This enables us to comply with legal and regulatory requirements or use it where we need to for our legitimate purposes, such as managing your affairs and dealing with any disputes or concerns that may arise. We may need to retain your information for a longer period, where we need the information to comply with regulatory or legal requirements or where we may need it for our legitimate purposes, e.g. to help us respond to queries or complaints, fighting fraud and financial crime, responding to requests from regulators, etc. If we don’t need to retain information for this period of time, we may destroy, delete or anonymise it more promptly.

Transferring your information overseas

Your information may be transferred to and stored in locations outside of Jersey and the European Economic Area (EEA), including countries that may not have the same level of protection for personal information as Jersey and the EEA do. When we do this, we’ll ensure it has an appropriate level of protection and that the transfer is lawful. We may need to transfer your information in this way to carry out our contract with you, to fulfil a legal obligation, to protect the public interest and / or for our legitimate interests. In some countries the law might compel us to share certain information, e.g. with tax authorities. Even in these cases, we will only share your information with people who have the right to see it. You can obtain more details of the protection given to your information when it’s transferred outside of Jersey and the EEA by contacting us using the details in the ‘More details about your information’ section below.

Your rights

You have a number of rights in relation to the information that we hold about you. These rights include:

You can exercise your rights by contacting us using the details set out in the ‘More details about your information’ section below.

You also have a right to complain to the data protection regulator in the Country where you live or work.

In Jersey this is the Jersey Office of the Information Commissioner (“JOIC”) whose website address is www.

What we need from you

You are responsible for making sure the information you give us is accurate and up to date, and you must tell us if anything changes as soon as possible. If you provide information for another person you will need to direct them to this notice. If we need that person’s consent, we will ask you to confirm that you have obtained such consent.

How we keep your information secure

We use a range of measures to keep your information safe and secure, which may include encryption and other forms of security. We require our staff and any third parties who carry out any work on our behalf to comply with appropriate compliance standards, including obligations to protect any information and applying appropriate measures for the use and transfer of information.

More details about your information

If you would like further information on anything contained within this Privacy Notice, or to contact our Data Protection Lead, contact us at:

Le Quai House
Le Quai D’Auvergne
St Helier
Channel Islands

Telephone: +44 (0)1534 787700

Addressed ‘for the attention of the DPL’. This Privacy Notice may be updated from time to time and the most recent version can be found at