The Statement is provided to the Client as an individual Client of Jone Portman Limited (the "Investment Manager" ) in accordance with the requirements of the Hong Kong Personal Data (Privacy) Ordinance (Cap. 486, the Laws of Hong Kong) (the "Privacy Ordinance"). Terms defined in this statement have the same meanings as in the Agreement.
1) As a client of the Investment Manager, it is necessary from time to time for the Client to supply his/her personal data ( "Personal Data"), within the meaning described in the Privacy Ordinance to the Investment Manager or Investment Manager Group companies in the provision of services under the Agreement ("Services").
2) Failure to supply Personal Data may result in the Investment Manager being unable to establish, continue or provide the Services.
3) Personal Data may also be collected in the ordinary course of continuation of the business relationship with the Investment Manager and the Group.
4) Subject to the provisions of the Privacy Ordinance, any Personal Data may be used for the following purposes:
a) the daily operation of the Services provided to the Client;
b) conducting credit checks;
c) ensuring ongoing credit worthiness of the Client;
d) marketing investment, dealing or related services or products;
e) assisting other relevant parties, professionals, institutions or relevant regulatory authorities to verify certain facts in connection with the Services;
f) meeting the requirements to make disclosures under the requirements of any laws and/or regulations binding on the Investment Manager;
g) forming part of the records of the recipient of the data as to the business carried on by the Investment Manager; and
h) any other purposes relating to or incidental to any of the above.
5) The Investment Manager will keep Personal Data confidential but the Investment Manager may provide Personal Data to the following persons in furtherance of the purposes set in the above paragraph (4) :
a) any agent or third party service provider who provides services to the Investment Manager in connection with the operation of its business;
b) an appropriate person under a duty of confidentiality to the Investment Manager including any company under the Group which has undertaken to keep such information confidential;
c) any person or institution with which the Client has or proposes to have dealings;
d) credit reference agencies and debt collection agencies (in the event of default payment);
e) any regulatory authorities or exchanges which relate to or govern any business of the Investment Manager and any company under the Group
6) The Personal Data may be transferred to any place outside Hong Kong, whether for the processing, holding or use of such data outside Hong Kong, and also to service providers which offer services to the Investment Manager and/or to any Group company in connection with the operation of its business.
7) To the extent permitted by law, the Personal Data collected by the Investment Manager from time to time may be used and disclosed in accordance with the Investment Manager's data privacy policy.
8) In accordance with the terms of the Privacy Ordinance, any individual has the right to:
a) check whether the Investment Manager holds data about him/her and access to such data;
b) require the Investment Manager to correct any data relating to him/her which is inaccurate;
c) ascertain the Investment Manager's policies and practices in relation to data and be informed of the kind of personal data held by the Investment Manager; and
d) in relation to customer credit, request to be informed which items of personal data are routinely disclosed to credit reference agencies or debt collection agencies, and be provided with further information to enable the making of an access and correction request to the relevant credit reference agency or debt collection agency.
9) In accordance with the Privacy Ordinance, the Investment Manager has the right to charge a reasonable fee for the processing of any data access request. All requests for access to data or correction of data (when client considers that his/her Personal Data, supplied by the Investment Manager following a data access request, are inaccurate) or for information regarding policies and practices and kinds of data held should be addressed to:
Legal and Compliance Department
Jone Portman Limited
Unit 302B-304, Tower 1,
South Seas Centre,
75 Mody Road, Tsim Sha Tsui,
Kowloon, Hong Kong