Caelo Partners

Legal

Privacy Policy

Last updated 22 October 2026

01About this policy

This Privacy Policy explains how Caelo Partners (“Caelo Partners”, “we”, “us” or “our”) collects, uses, discloses and protects personal data when you visit caelopartners.com (the “Website”), contact us, or engage with us in connection with a potential transaction.

We handle personal data in accordance with applicable data protection laws. By using the Website or providing personal data to us, you acknowledge that you have read and understood this policy.

02Personal data we collect

We collect only the personal data we need. This may include:

  • Information you provide to us, such as your name, title, organisation, email address, telephone number and the contents of your correspondence, including details of a potential transaction.
  • Information required for an engagement, such as identity and verification documents, evidence of accredited or institutional investor status, and information needed for know-your-customer, anti-money laundering, sanctions and conflict checks, whether required by us or by licensed counterparties.
  • Technical information. Our hosting provider automatically processes standard server log data, such as IP address, browser type and the pages requested, to deliver and secure the Website.

This Website does not use cookies, analytics, advertising or other tracking technologies. Please do not send us sensitive personal data, such as health or biometric information, unless we specifically request it.

03How we use personal data

We use personal data to:

  • respond to enquiries and communicate with you;
  • assess potential mandates and check for conflicts of interest;
  • provide our advisory and introduction services;
  • carry out due diligence, identity verification, investor eligibility, anti-money laundering and sanctions checks;
  • meet our legal, regulatory, tax and record-keeping obligations;
  • protect the security of the Website and prevent fraud or misuse; and
  • establish, exercise or defend legal claims.

We do not use personal data for automated decision-making or profiling, and we do not send marketing communications without your consent.

04Consent and lawful basis

Where consent is required, you consent to our collection, use and disclosure of your personal data for the purposes above by providing it to us. We may also process personal data without consent where applicable law permits, including where it is necessary to perform a contract with you, to comply with a legal obligation, or for our legitimate interests in operating our business, provided those interests are not overridden by your rights.

You may withdraw your consent at any time by contacting us. Withdrawal does not affect processing that took place before it, and may mean we are unable to continue an engagement or respond to your enquiry.

05Disclosure of personal data

We do not sell, rent or trade personal data. We disclose it only where necessary, to:

  • our partners and personnel, on a need-to-know basis;
  • service providers who support our business, such as website hosting, email, IT and professional advisers, under obligations of confidentiality;
  • prospective counterparties and licensed intermediaries in connection with a transaction, with your consent or as necessary for a mandate you have given us;
  • regulators, courts, law enforcement and other authorities where required or permitted by law; and
  • a successor entity in the event of a reorganisation, merger or transfer of our business, subject to equivalent protections.

06International transfers

Our service providers and counterparties may process personal data outside the country in which it was collected. Where we transfer personal data, we take reasonable steps to ensure that the recipient provides a standard of protection comparable to that required by applicable law, including through contractual safeguards.

07Retention

We keep personal data only for as long as it is needed for the purposes for which it was collected, or as required by legal, regulatory, tax or accounting obligations. Enquiries that do not lead to an engagement are kept for a limited period and then deleted. When personal data is no longer needed, we delete it or anonymise it securely.

08Security

We use reasonable administrative, technical and physical safeguards to protect personal data against unauthorised access, collection, use, disclosure, copying, modification, disposal and loss. The Website is served only over encrypted connections.

No method of transmission or storage is completely secure. Standard email is not a secure channel, so please do not send confidential documents or transaction materials until we have agreed a secure method with you.

09Your rights

Subject to applicable law, you may ask us to:

  • give you access to the personal data we hold about you and explain how it has been used or disclosed;
  • correct personal data that is inaccurate or incomplete;
  • delete personal data, or restrict or object to its processing, where the law allows; and
  • withdraw your consent to our use of your personal data.

We will respond within a reasonable time and in any event within the period required by law. We may need to verify your identity before acting on a request, and we may charge a reasonable fee where the law permits. If you are not satisfied with our response, you may complain to the data protection authority where you live.

10Data breaches

If we become aware of a data breach that is likely to result in significant harm to you, we will notify you and the relevant authorities as required by applicable law, and take prompt steps to contain and remedy it.

11Third-party websites

The Website may link to websites operated by others. We are not responsible for their content or privacy practices, and we encourage you to read their policies.

12Children

The Website and our services are not directed to persons under 18, and we do not knowingly collect their personal data.

13Changes to this policy

We may update this policy from time to time. The current version is always available on this page, with the date of the latest update shown at the top.

14Contact us

For questions about this policy, or to make a request about your personal data, contact our Data Protection Officer at inquiries@caelopartners.com with the subject line “Data protection”.