Corporate Privacy Principles

Bard Santner is committed to providing our customers with strong,reliable, trustworthy, and advanced solutions for their important financial decisions. This includes protecting the privacy of all personal information in our care. When handling personal information, we abide by the following Corporate Privacy Principles:

Information we collect

  • We collect personal information directly from you and various sources in fair and lawful ways
  • The information we collect about you depends on our relationship with you, but may include your name, contact information, information about how you use our products and services, and information about your preferences, demographics, and interests.
  • We only collect information that is required for, or related to, providing products and services, conducting business and better understanding your needs.
  • For online visitors, we may collect information such as your IP address, the type of your operating system, the time and duration of your visit to our sites, Internet locations you came from, and the web pages you visit within our sites in order to track usage and improve our websites and to improve your experience.

How we use Personal Information

  • Bard Santner will only use or disclose your personal information for the reasons it’s collected, for other purposes you consent to, or when it is required or allowed by law. This may include sharing personal information with our agents or representatives or with our service providers. In some cases, and where allowed by law, your personal information may be provided to these people, organizations, service providers and Bard Santner employees in jurisdictions other than where it was collected and would therefore be subject to the laws of those jurisdictions.
  • In some cases, and where allowed by law, we may share your information within the Bard Santner organisation in order tooffer you our other products or services.
  • We may analyse your information to better understand your needs and what products, services may be of interest to you.
  • We will keep your personal information only as long as needed to satisfy the purposes for which it was collected or as required or allowed by law.
  • We aim to keep our records of your personal information as accurate and up to date as is necessary to fulfil the purposes for which it is used.


  • Bard Santner will protect personal information with security safeguards that are appropriate to the sensitivity of the information, to protect it from unauthorized access, release, modification or use.
  • We are responsible for personal information in our possession, including information transferred to service providers who perform duties on our behalf. When we share personal information with our service providers, they must protect it in ways that are consistent with our privacy policies and practices.

Our Privacy Commitment

  • Bard Santner is committed to handling the personal information under our control with care. We have designated individuals who are responsible for monitoring our ongoing compliance with these Corporate Privacy Principles.
  • We will make information about our privacy policies and practices for managing your personal information available to you.
  • Upon your written request, we will provide you with reasonable access to your personal information and a description of its use or disclosure, as required or permitted by law. You may also verify the accuracy and completeness of your information, and request that it be amended or deleted, if appropriate or permitted by law.