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Privacy Policy

PROSPEREO is dedicated to upholding the privacy and processing of personal information (PI), including sensitive personal information (SPI), in accordance with applicable privacy and data protection laws. Our commitment extends to various offices located in countries governed by laws regulating PI processing. The terms “PROSPEREO,” “we,” “us,” or “our” refer to PROSPEREO and its direct or indirect subsidiaries.

PROSPEREO, including its functions and the entity with which you contract, serves as the controller of your PI. “You” or “your” pertains to individuals, including individual investors, client employees, officers, or agents (collectively referred to as “Representatives”) with direct or indirect relationships. These relationships encompass services provided to clients, transactions involving PROSPEREO, or services received from third-party vendors.

If your contract is with PROSPEREO, the entity you contract with assumes control of your PI. For investors in a PROSPEREO managed product, the associated PROSPETEO management company and the managed product, if a separate legal entity, act as separate controllers.

This Privacy Notice outlines the purposes, protection, and individuals’ rights regarding the collection, use, and disclosure of PI. It is essential to review additional terms, conditions, and commitments that govern PI collection, use, and disclosure in conjunction with this Privacy Notice.

PI We Collect About You

PI includes information that identifies an individual or can be combined with other sources to identify that individual. SPI is a sub-category of PI encompassing details related to race, ethnicity, beliefs, lifestyle, political opinions, and more.

The nature of collected information depends on services, applicable laws, and the relationship with the individual. Categories of PI include:

  • Identification data (e.g., full name, passport number)
  • Contact data (e.g., personal address, email)
  • Electronic Monitoring data (recording and monitoring electronic communications)
  • Financial data (e.g., account number, investment history)
  • Marketing, Behavioral, and Communications data
  • Professional Information data (e.g., position, business address)
  • Profile data (e.g., username, password)
  • Services data (e.g., payment details)
  • Technical data (e.g., IP address, browser type)

PI Security Measures

Security measures are in place to protect PI, including:

  • Administrative and technical controls to restrict access
  • Technological security measures (firewalls, encryption, anti-virus software)
  • Physical security measures (building access controls)
  • External technical assessments, security audits, and vendor due diligence
  • Perimeter security and segregation of networks

The security of data transmitted over the internet is not guaranteed. PI should not be sent through open/unsecured channels, although efforts are made to protect transmitted data.

Your Rights

Individuals have rights related to their PI, including:

  • Access to their processed PI
  • Objecting to processing based on legitimate interests or for direct marketing
  • Correction of incomplete or incorrect PI
  • Erasure of PI under certain conditions
  • Restriction of processing in specific situations
  • Portability of PI in electronic format
  • Requesting manual intervention for automated decisions

PI Disclosure

PI may be disclosed to various entities for specific purposes, including professional advisors, third parties providing services to PROSPEREO, goods and services providers, competent authorities, potential buyers or sellers, credit reference agencies, and entities permitted or required by law.

PI Retention

PI is processed for the duration necessary to fulfill its purpose or comply with legal, regulatory, accounting, reporting, or internal policy requirements.

Additional PI Collection

PI is collected directly, through interactions, from public sources, and third parties, including credit reference agencies.


PROSPEREO acknowledges the importance of safeguarding PI and is committed to adhering to privacy laws and regulations while maintaining transparency about PI processing.