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Our Privacy Policy

At BGMT, we are committed to safeguard the privacy of every client. We recognise that our clients entrust important personal information to us, and we take seriously our responsibility to protect and safeguard this information. Our long-standing privacy policies and practices are described below.

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Why do we collect information?

As a Corporate Service Provider and members of our respective professional bodies, we collect and use personal data only to;

  • Be able to render a holistically-oriented and professional service

  • Verify your identity

  • Adhere to legislation and regulations


What type of non-public personal information do we collect?
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The non-public personal information that we collect relating to individual clients will vary with the purpose and scope of our representation. When we advise a client on personal financial, tax or immigration matters, the information we collect will include:

Information that a client has provided to us

Information about our client or our client's transactions with others, provided by others whom our client has requested or authorized us to contact;

Information about our relationship with and our services to our client

For example, for estate or succession planning, we will typically collect all relevant personal information, including information about our client's personal assets, goals and preferences. For tax return preparation, we will collect personal financial information relevant to our client's income and deductions for the relevant year;

We may also collect the following information to provide you with a virtual experience upon browsing our website and subscribing to our newsletter
 

  • Details such as traffic information, location data and other communication data (including IP address, browser type and email address);

  • Pages visited and content viewed, links and buttons clicked through the use of our Cookie Policy


What Type of Information Might We Disclose, and To Whom?

As Corporate Service Providers and members of our respective professional associations, we adhere to our professional duty to keep confidential all non-public personal information relating to a client's representation. Our strict levels of confidentiality are backed by Maltese law, namely the Professional Secrecy Act which has established a high common standard of confidentiality for all professional practitioners. Those who violate professional secrecy may be prosecuted under Section 27 of the Criminal Code and on conviction may be liable to a maximum fine of €46,600 and/or a 2 year prison sentence. Therefore, we do not disclose personal information about any current or former client except if necessary to carry out, administer or enforce a transaction that our client has requested or authorized us to perform; in that connection, we may make such disclosures to:

Our employees or agents who are assisting us in serving our client

At our client's direction or with his or her consent, the client's legal and financial service providers, such as the client's lawyer, investment advisor, insurance agent or financial/legal firm/individual that our client has designated as trustee of a living trust;

Any person whom we jointly represent with our client. For example, if our client and his spouse have both requested estate planning services from us, we regard our representation of husband and wife as joint and may share information provided by one with the other, unless otherwise agreed;

Any other person or entity to whom our client has authorized our making a disclosure, or to whom disclosure is required by law or applicable rules of procedure.

How Do We Protect the Security and Confidentiality of Client Information?

Within our firm, we retain records relating to our professional services, accessible to our staff, to assist us in effectively representing you and, in some cases, to administer our business or to comply with professional standards. We maintain physical, electronic, and procedural safeguards for your personal non-public information that comply with our professional standards.

Your Rights

Under the General Data Protection Regulation, you, as a data subject have a number of rights, which are detailed below. Some of these only apply in specific circumstances and are qualified in several respects by exemptions in data protection legislation. We will advise you in our response to your request if we are relying on any such exemptions.

  • Access to personal data: You have a right to request a copy of the personal information that we hold about you. Should you wish to make such a request, please see the Contact Us section for information on how to contact us. You should include adequate information to identify yourself and such other relevant information that will reasonably assist us in fulfilling your request. Your request will be dealt with as soon as possible.

  •  Correction of personal data: You can request us to rectify and correct any personal data that we are processing about you which is incorrect.

  • Right to withdraw consent: Where we have relied upon your consent to process your personal data, you have the right to withdraw that consent. 

  • To opt out of our newsletter, you can use the unsubscribe link found in the communication sent to you

  • Right of erasure: You can request us to erase your personal data where there is no compelling reason to continue processing. This right only applies in certain circumstances; it is not a guaranteed or absolute right.

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If you have further questions regarding the confidentiality of your personal information, please contact any of our representatives with whom you have worked.

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