Montana Capital Partners AG (“mcp”) collects personal data about you. mcp as the controller processes your personal data in compliance with the provisions under the Swiss Data Protection Act (“DPA”) and the General Data Protection Regulation (“GDPR”), as amended from time to time (collectively “Regulation”). This Data Protection & Privacy Policy (“Policy”) explains how we use any personal data we collect about you.

1. What Personal Data do we collect?

“Personal Data” is any information relating to you or that we can otherwise link to you. The Personal Data we collect include but are not limited to your name, postal address, e-mail address, phone and fax number, company name, company structure, job title and business affiliations.

2. How do we collect your Personal Data?

We collect personal data that you voluntarily provide to us, for example when (i) you communicate with us via e-mail or other channels, (ii) when you sign up for or ask us to send you fact sheets, newsletters or other (non-marketing) materials and/or (iii) when you sign up for an event. In some cases your Personal Data has been supplemented by information retrieved from other sources, including searches via publicly available search engines, sector-specific newsletters, social media and your employer’s website, for the purpose of confirming your current professional position.

3. How do we use your Personal Data?

We use the Personal Data we collect for communication purposes, including: (i) to send you fact sheets, newsletters and other information about mcp; (ii) to send you invitations to events and conferences; and (iii) to maintain our list of contacts.

4. Why do we process your Personal Data and on what legal basis?

As set out above we process your Personal Data for communication purposes. We rely on our legitimate interests in maintaining business relationships and communicating with you as a business contact, about mcp’s activities and events. We consider that our legitimate interests are in compliance with the Regulation and your legal rights and freedoms.

5. Where is your Personal Data stored?

mcp is a Swiss company and all your Personal Data, mcp receives, is processed and stored on servers in Switzerland, Germany and the Netherlands in conformity with the above mentioned laws and regulations. The information shared with our parent-company PGIM will be saved in US data centers.

6. With whom do we share your personal data?
In the context of the purposes mentioned above, we may share your personal data with third parties, such as parties that provides CRM (Contact Relationship Management tool) services for mcp, including but without limitation Salesforce and Dealcloud. Furthermore, mcp reserves the right to share certain information with our parent company PGIM. We refer to the data protection policy of PGIM for further information.

We will ensure that, where relevant, contractual safeguards are implemented to ensure the protection of your Personal Data when disclosing your Personal Data to a third party. For example, we will enter into data processing agreements with relevant parties (providing for restrictions on the use of your Personal Data and obligations with respect to the protection and security of your Personal Data).

As a general rule, we do not share your Personal Data as set out above with other parties located in countries outside Switzerland and the European Union, which countries may offer a lower level of data protection. This may, however, be different in the event that there is a legitimate reason for providing data to parties located in such country.

In such case, it shall be ensured that adequate measures are taken to ensure adequate protection of your Personal Data in accordance with applicable data protection legislation and in particular the Regulation. Generally, we will enter into the standard contractual clauses with the recipient of your Personal Data. You may obtain a copy of the measures that we have put in place to ensure adequate protection of your Personal Data by contacting us at the email address listed below to meet the requirements of Article 13(1)(f) of the GDPR.

7. How long do we keep your Personal Data?

Your Personal Data will be saved for the specified purposes mentioned above for as long as you are a business contact to us. Your personal data will be deleted when it is no longer reasonably required for the specified purposes mentioned above or you withdraw your consent (where applicable) and we are not legally required or otherwise permitted to continue storing such data. You can unsubscribe at any time, if you no longer wish to receive communications and invitations from mcp. If you choose to unsubscribe, we will cease to send you such communication and invitations as mentioned above.

8. What are cookies and which ones do we use?

Cookies are a standard feature of websites that allow us to store small amounts of data on your computer about your visit to the website. Cookies help us learn which areas of the website are useful and which areas need improvement. You can choose whether to accept the use of cookies by changing the settings on your browser. However, if you disable cookies, your experience on the website may be diminished and some features may not work as intended.

Below we list the different types of cookies that are used on the website. To the extent any personal information is collected through cookies, this Data Protection & Privacy Policy applies. A session cookie is used to identify a particular visit to the website. These cookies expire after a short time, or when you close your web browser after using the website. A persistent cookie will remain on your devices for a set period of time.

Cookie Name	Description	Persistent or Session	1st or 3rd Party
_ga	This cookie name is associated with Google Universal Analytics – which is a significant update to Google’s more commonly used analytics service. This cookie is used to distinguish unique users by assigning a randomly generated number as a client identifier. It is included in each page request in a site and used to calculate visitor, session and campaign data for the sites analytics reports. By default, it is set to expire after 2 years, although this is customizable by website owners.ga	Persistent	1st Party
font	Essential cookie used for the specific font and formatting to improve functionality of our website.	Persistent	1st Party

9. Data Security

mcp has implemented appropriate technical and organisational security measures to help protect your Personal Data against loss and to safeguard against access by unauthorized persons. The use of state-of-the-art security software and certified encoder and encryption procedures ensure that our IT infrastructure complies with international security standards. We have also implemented additional comprehensive security measures and technical as well as organizational measures to protect your data against loss, unauthorized access and misuse in accordance with state-of-the-art technology for Internet access to accounts and custody accounts.

10. Your Rights

In certain circumstances and in accordance with applicable law you have the right to know to what extend your Personal Data is being processedand may request a copy. You are also entitled to have inaccurate or incomplete Personal Data about you rectified. You may ask for the deletion of your Personal Data and therefore withdraw you consent of its processing. You can also object to certain Personal Data about you being processed and request that processing of your Personal Data be limited. Please note that the limitation or deletion of your Personal Data may mean we will be unable to provide the communications and invitations described above. You also have the right to receive your Personal Data in a machine-readable format and have the data transferred to another party responsible for data processing. If you disagree with how we process your Personal Data, you are also entitled to report this to the Swiss Federal Data Protection and Information Commissioner (FDPIC) and/or to other the competent supervisory authorities in the European Union. Our Members | European Data Protection Board (europa.eu). (https://edpb.europa.eu/about-edpb/about-edpb/members_en)

11. Updates to this Data Protection & Privacy Policy

This Data Protection & Privacy Policy was last updated in May 2024. We reserve the right to update and change this Policy from time to time in order to reflect any changes to the way in which we process your personal data or changing legal requirements. In case of any such changes, we will post the changed Data Protection & Privacy Policy on our website or publish it otherwise. The changes will take effect as soon as they are posted on this website.

12. How to contact us

If you would like to request to access, correct or delete Personal Information, object to the processing of Personal Information, or if you would like to request to receive a copy of your Personal Information (in each case, to the extent these rights are provided to you by applicable law), you may submit the applicable request by sending an e-mail to , or write to us at the following address: Montana Capital Partners AG, Oberneuhofstrasse 1, 6340 Zug – Baar, Switzerland. 

We will respond to your request consistent with applicable law. In your request, please make clear what Personal Information you would like to have changed or suppressed from our database, as applicable. For your protection, we may only implement requests with respect to the Personal Information associated with the particular email address that you use to send us your request (or include in the webform, letter, or call details), and we may need to verify your identity before implementing your request. We will try to comply with your request as soon as reasonably practicable.

Please note that we may need to retain certain information for recordkeeping purposes, to meet legal obligations, and/or to complete any transactions that you began prior to requesting a change or deletion.

13. How to contact us

If you have any questions about how we process your Personal Data, please feel free to contact our Data Privacy Team at at .

Montana Capital Partners AG

Oberneuhofstrasse 1

6340 Zug – Baar, Switzerlandwz