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Evercore
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Our Values:
Client Focus Integrity Excellence Respect DIVERSITY, EQUITY AND INCLUSION
Investment in People Partnership
OUR 2022 SUSTAINABILITY REPORT
EVERCORE GLOBAL PRIVACY NOTICE
Date effective and last updated: November 3rd, 2021
Evercore respects your privacy and is committed to protecting your personal
information. This privacy notice will inform you as to how we collect, share,
use and look after your personal information, both online and offline, and tells
you about your privacy rights and how the law protects you.
This privacy notice is provided in a layered format so you can click the arrows
to reveal further detail. Please also use the following table contents to click
through to the specific areas set out below. Alternatively, you can download a
pdf version of the full privacy notice here.
1. IMPORTANT INFORMATION
2. PERSONAL INFORMATION WE HOLD ABOUT YOU, AND THE PURPOSES FOR WHICH WE USE
IT
* Visitors to this website
* Visitors to Evercore’s offices
* Our business contacts
* Our suppliers and professional advisers
* Parties with whom we conduct business (including clients, counterparties
and potential clients and counterparties)
* Our investors
3. DATA SHARING
4. DATA SECURITY
5. DATA RETENTION
6. IF YOU ARE LOCATED IN THE UNITED KINGDOM OR EUROPE
* Important information
* Lawful basis
* Sharing personal information with third parties
* Transfers of personal information outside of UK and Europe
7. IF YOU ARE LOCATED IN THE DIFC
8. IF YOU ARE A CALIFORNIA RESIDENT
9. IF YOU ARE LOCATED IN CHINA, HONG KONG, JAPAN, OR SINGAPORE
10. YOUR RIGHTS IN RELATION TO YOUR PERSONAL INFORMATION
11. HOW TO CONTACT US
1. IMPORTANT INFORMATION
Evercore respects your privacy and is committed to protecting your personal
information.
This privacy notice describes how we collect and use personal information about
you during and after your relationship with us, in accordance with applicable
laws.
It applies to Evercore’s business contacts, suppliers and professional advisors,
parties with whom Evercore conducts business (including clients, counterparties
and potential clients and counterparties) and investors and any associated
individuals. Evercore Inc. is responsible for this website. This website is not
intended for children and we do not knowingly collect data relating to children.
The Evercore Group is made up of different legal entities, details of which can
be found in the exhibits to Evercore Inc.’s latest 10-K filing which can be
found here. This privacy notice is issued on behalf of the Evercore Group so
when we mention “Evercore”, “we”, “us” or “our” in this privacy notice, we are
referring to the relevant company in the Evercore Group responsible for
processing personal information relating to you.
This notice applies to Evercore’s business contacts, suppliers and professional
advisors, parties with whom Evercore conducts business (including clients,
counterparties and potential clients and counterparties) and investors and any
associated individuals. This notice does not form part of any contract of
services.
It is important that you read this notice, together with any other privacy
notice we may provide on specific occasions when we are collecting or processing
personal information about you, so that you are aware of how and why we are
using such information.
We reserve the right to update this privacy notice at any time. If we make any
changes, we will post the updated notice here and change the date at the top of
this webpage, accordingly, we encourage you to periodically review this page to
learn about any such updates.
2. PERSONAL INFORMATION WE HOLD ABOUT YOU AND PURPOSES FOR WHICH WE USE IT
Personal information, means any information about an individual from which that
person can be identified. It does not include data where the identity has been
removed (anonymous data).
There are more sensitive types of personal information which require a higher
level of protection under certain applicable laws. We do not collect such mores
sensitive information about you except for information about religious beliefs
in the context of dietary requirements and, where applicable, health information
in the event that we have to give you first aid on site for events and meetings
that you voluntarily provide to us. Nor do we collect any information about
criminal convictions and offences unless revealed by due diligence conducted to
comply with a legal obligation or given to us in connection with our role, or
potential role, as financial adviser in connection with a transaction, in order
to comply with a legal obligation.
We may process your personal information without your knowledge or consent,
where this is required or permitted by law.
Please click on the relevant section to see the categories of personal
information about you that we collect, store, and use, and the purposes of
processing.
* Visitors to Evercore’s website
When you visit our website the server will record your IP address together
with the date, time and duration of your visit. An IP address is an assigned
number, similar to a telephone number, which allows your computer to
communicate over the Internet. In addition to your IP address the following
technical information will also be collected: your login information, browser
type and version, time zone setting, browser plug-in types and versions,
operating system and platform, information about your visit including the
full Uniform Resource Locators (URL), clickstream to, through and from the
website (including date and time), pages viewed, download errors, page
interaction information (such as scrolling clicks) and methods used to browse
away from the website.
You are not required to provide any other personal information to access
public areas of our website.
Some browsers may transmit “do-not-track” (“DNT”) signals to websites with
which the user communicates. We currently do not change our tracking
practices in response to DNT settings in your browser. Our third-party
analytics providers may collect information about your online activities over
time and across websites.
Evercore’s cookie policy can be found here.
* Visitors to Evercore’s offices
When you visit our offices, we collect the following personal information
about you for the following purposes:
1. images (but not sound or facial recognition) of you in public areas
from CCTV footage in line with our legitimate interests (security of
the building);
2. your location while at Evercore’s offices through access key card
monitoring and in order to comply with legal obligations (financial
services regulations);
3. contact information by completion of the visitor guest list in line
with our legitimate interests (security of the building);
4. if applicable, health information by completion of the first aid
accident book in order to comply with legal obligations (health and
safety) and data to assist in the control of infectious diseases, such
as the virus Covid-19, including temperature checks; and
5. names and dietary preferences for catering purposes in meetings in
line with our legitimate interests (respecting visitors’ needs).
* Our business contacts
If you have had contact with Evercore, for example through emailing us
or meeting a representative of Evercore, we collect, use and store
limited amounts of personal information relating to you, such as your
name, job title, employer organisation and contact details. We also use
publicly available information about you or information you have
provided us with to add to Evercore’s contact database.
We will collect and store this personal information for the purposes
of:
1. maintaining a record of contacts;
2. providing periodic business updates as described below;
3. organising meetings between you and your Evercore representatives;
and
4. sending you periodic updates about Evercore’s business, activities
and opportunities, in particular, by email and post; you can opt
out of receiving updates at any by asking your Evercore business
contact to remove you from updates.
We will share the personal information we hold about business contacts
with:
1. companies which process personal information on Evercore’s behalf;
2. professional advisors, such as accountants, lawyers or other
consultants;
3. other companies in the Evercore Group, including in the United
States;
4. Evercore’s auditors; and
5. applicable regulators and other governmental agencies anywhere in
the world.
* Our suppliers and professional advisers
If you are an individual associated with a supplier to Evercore, or
with one of our professional advisers, we will collect, use and
store limited amounts of personal information relating to you,
including your name, job title, qualifications, employer or parent
organisation and contact details.
We will collect, use and store this personal information for the
purposes of administering and maintaining records of services or
advice we have received, and commissioning further services.
The personal information we hold about individuals associated with
our suppliers and professional advisers will be shared with:
1. companies which process personal information on Evercore’s
behalf;
2. professional advisors, such as accountants, lawyers or other
consultants;
3. other companies in the Evercore Group, including in the United
States;
4. Evercore’s auditors; and
5. applicable regulators and other governmental agencies anywhere
in the world.
* Parties with whom we conduct business (including clients,
counterparties and potential clients and counterparties)
If you are involved in a transaction or potential transaction
that Evercore advises on, we collect, use and store personal
information relating to you. To the extent appropriate, this
includes your business and personal contact details,
interests/marketing preferences, professional opinions and
judgements, visual images and photographs required for business
purposes, log-in details for user accounts, information relating
to your financial status and dealings, nationality information
(including copies of identity documents, such as a passport),
references provided by third parties, and results of other due
diligence carried out.
We collect, process and store this personal information for the
purposes of:
1. conducting “know-your customer” and other due diligence
pursuant to applicable anti-money laundering and
anti-corruption laws and regulations and Evercore’s related
policies and procedures;
2. assessing your suitability as our client, including by
verifying your identity;
3. advising on potential transactions and transactions;
4. administering any transaction that we enter into;
5. providing a range of financial services;
6. statistical analysis and market research;
7. improving, enhancing or developing financial services;
8. improving, enhancing, or developing methods or processes for
our business operations;
9. learning about and understanding your behaviour and
preferences (and that of other relevant individuals) in
relation to the financial services we provide;
10. identifying financial services that may be suitable, or
personalising or customising any such services for our
clients;
11. maintaining records of investments;
12. billing and invoicing purposes;
13. complying with our regulatory and legal obligations,
including assessing and managing risk;
14. identifying and preventing fraud and other unlawful
activity;
15. safeguarding and enforcing our contractual and legal rights
and interests, including under the account terms and other
agreements entered into between Evercore and yourself or any
of your affiliated persons and organisations who are
involved in any transaction which Evercore may be advising
on, or under applicable regulatory frameworks;
16. seeking and receiving advice from our professional advisors,
including accountants, lawyers and other consultants;
17. organising and holding meetings and events; and
18. sending you periodic updates about Evercore’s business,
activities and opportunities, in particular, by email and
post; you can opt out of receiving updates at any time by
asking your Evercore contact to remove you from such
updates.
The personal information we collect, use and store about
individuals associated with our clients, counterparties and
potential clients and counterparties with whom we conduct
business may be shared with:
1. companies which process personal information on Client’s
behalf;
2. credit reference agencies;
3. financial intermediaries;
4. professional advisors, such as accountants, lawyers or other
consultants;
5. other persons who have an interest or involvement in, or who
are considering an interest or involvement in, a transaction
upon which Evercore is advising, including co-investors,
other providers of finance and investors in Evercore;
6. other companies in the Evercore group, including in the
United States;
7. Evercore’s auditors; and
8. applicable regulators and other governmental agencies
anywhere in the world.
* Our investors
We collect, use and store personal information about our
investors for the purposes of:
1. complying with our regulatory and legal obligations;
2. communicating with investors (including the mailing, in
physical or electronic format, of Annual Reports, AGM or
EGM notices or proxy cards, or communications in relation
to other corporate actions);
3. facilitating the payment of dividends; and
4. sending you periodic updates about Evercore’s business,
activities and opportunities, in particular, by email and
post; you can opt out of receiving updates at any time by
asking your Evercore contact to remove you from such
updates.
We share the personal information we hold about our investors
with:
1. companies which process personal information on Evercore’s
behalf;
2. professional advisors, such as accountants, lawyers, proxy
advisers or other consultants;
3. other companies in the Evercore group worldwide;
4. Evercore’s auditors; and
5. applicable regulators and other governmental agencies
anywhere in the world.
* If you fail to provide personal information
If you do not provide certain information when requested,
we may not be able to perform the contract we have entered
into with you (such as advising on a particular
transaction), or we may be prevented from complying with
our legal obligations (such as to perform client due
diligence).
3. DATA SHARING
We share your personal information with third parties as
described above and only as necessary, including
third-party service providers and other entities in the
Evercore Group, as necessary to fulfil our legal
obligations and operational business purposes.
We require third parties to respect the security of your
personal information and to treat it in accordance with the
law.
* How secure is your personal information with third-party
service providers and other entities in our group?
All our third-party service providers and other
companies in the Evercore Group are required to take
appropriate security measures to protect your personal
information. Except where needed for their own direct
relationship with you, we generally do not allow our
third-party service providers to use your personal
information for their own purposes and we only permit
them to process your personal information for specified
purposes and in accordance with our instructions.
* When do we share your personal information with other
entities in the Evercore group?
We will share your personal information with other
companies in the Evercore Group for internal
administrative purposes.
* When do we share your personal information with
any other third parties?
We may share your personal information with other
third parties, for example in the context of the
possible sale or restructuring of the business. If
needed to comply with law and regulations, we will
also need to share your personal information with
a regulator, governmental agency or otherwise.
4. DATA SECURITY
We have put in place appropriate measures to
protect the security of your personal information.
Third parties will only process your personal
information where they have agreed to treat the
personal information confidentially and to keep it
secure.
We have put in place appropriate security measures
designed to prevent your personal information from
being accidentally lost, used or accessed in an
unauthorised way, altered or disclosed. In
addition, we limit access to your personal
information to those employees, agents,
contractors and other third parties who have a
business need to access it.
We have put in place procedures to deal with any
suspected data security breach and will notify you
and any applicable regulator of a suspected breach
where we are legally required to do so.
5. DATA RETENTION
HOW LONG WILL YOU USE MY INFORMATION FOR?
We will only retain your personal information for
as long as necessary to fulfil the purposes we
collected it for, including for the purposes of
satisfying any legal, accounting, or reporting
requirements. To determine the appropriate
retention period for personal information, we
consider the amount, nature, and sensitivity of
the personal information, the potential risk of
harm from unauthorised use or disclosure of your
personal information, the purposes for which we
process your personal information and whether we
can achieve those purposes through other means,
and the applicable legal requirements.
In some circumstances we may anonymise your
personal information so that it can no longer be
associated with you, in which case we may use such
information without further notice to you. Once
you are no longer a business contact, supplier,
professional advisor, counterparty with whom
Evercore conducts business (including client) or
an investor of Evercore we will retain and
securely destroy your personal information in
accordance with our data retention policy.
6. IF YOU ARE LOCATED IN THE UNITED KINGDOM OR
EUROPE
* Please click here for important information
about how we handled your personal information
if you are located in the United Kingdom or the
European Union.
We will comply with applicable data protection
law. This says that the personal information we
hold about you must be:
1. used lawfully, fairly and in a transparent
way;
2. collected only for valid purposes that we
have clearly explained to you and not used
in any way that is incompatible with those
purposes;
3. relevant to the purposes we have told you
about and limited only to those purposes;
4. accurate and to the extent appropriate,
kept up to date;
5. kept only as long as necessary for the
purposes we have told you about; and
6. kept securely.
For the purposes of applicable data protection
law, the Evercore company that you have
dealings with is the controller of your
personal information. This means that we are
responsible for deciding how we hold and use
personal information about you. We are required
under applicable data protection law to notify
you of the information contained in this
privacy notice.
We have appointed a Data Protection Committee
which is responsible for overseeing questions
in relation to this privacy notice. If you have
any questions about this privacy notice,
including any requests to exercise your legal
rights, please contact the Data Protection
Committee by email at
dataprotectioneurope@evercore.com or using the
contact details for your region set out below.
You have the right to make a complaint at any
time to the relevant data protection authority
(for details of which please click below). We
would, however, appreciate the chance to deal
with your concerns before you approach the data
protection authority, so please contact us in
the first instance.
* If you have dealings with Evercore Group in
the United Kingdom, please click here for
further details.
Evercore Partners International LLP (for
advisory/investment banking business) or
International Strategy & Investment (UK)
Limited (for research/sales business) is the
controller of your personal information and
so responsible for this privacy notice.
You have the right to make a complaint at
any time to the Information Commissioner’s
Office (ICO), the UK supervisory authority
for data protection issues (www.ico.org.uk).
We would, however, appreciate the chance to
deal with your concerns before you approach
the ICO so please contact us in the first
instance.
You can contact Evercore’s Data Protection
Committee from the United Kingdom as
follows:
* By post at 15 Stanhope Gate, London, W1K
1LN and communications should be marked
for the attention of the Data Protection
Committee
* By telephone on 00 44 207 653 6000
* By email at
DataProtectionUKandEurope@evercore.com
* If you have dealings with Evercore Group
in Germany, please click here for further
details.
Evercore GmbH is the controller of your
personal information and so responsible
for this privacy notice.
You have the right to make a complaint at
any time to Der Hessische Beauftragte für
Datenschutz und Informationsfreiheit,
Gustav-Stresemann-Ring 1, 65189 Wiesbaden
,the German supervisory authority for
data protection issues
(https://www.bfdi.bund.de). We would,
however, appreciate the chance to deal
with your concerns before you approach
the BfDI so please contact us in the
first instance.
You can contact Evercore’s Data
Protection Officer in Germany as follows:
* By post at Groꞵe Gallusstraꞵe 18,
60312 Frankfurt am Main, Germany
* By telephone on +49.69.707.999.0
* By email on
EvercoreGermanyDPO@evercore.com
* If you have dealings with Evercore
Group in Spain, please click here for
further details.
Evercore Partners International LLP is
the controller of your personal
information and so responsible for
this privacy notice.
You have the right to make a complaint
at any time to the Spanish Data
Protection Agency (Agencia Española de
Protección de Datos (AEPD)), the
Spanish supervisory authority for data
protection issues
(http://www.agpd.es). We would,
however, appreciate the chance to deal
with your concerns before you approach
the AEPD so please contact us in the
first instance.
You can contact Evercore’s Data
Protection Committee from Spain as
follows:
* By post at Paseo de la Castellana
36-38, Madrid, Spain and
communications should be marked for
the attention of the Data
Protection Committee
* By telephone on 00 34 91 119 0584
* By email at
DataProtectionUKandEurope@evercore.com
* Please click here for information
about the lawful basis that
Evercore relies on when using your
personal information.
We will only use your personal
information when the law allows us
to. Most commonly, we will use your
personal information in the
following circumstances (each a
lawful basis):
1. where we need to perform the
contract we are about to enter
into or have entered into with
you;
2. where it is necessary for our
legitimate interests and your
interests and fundamental
rights do not override those
interests; or
3. where we need to comply with a
legal or regulatory obligation.
Generally, we do not rely on
consent as a legal basis for
processing your personal
information.
We will only use your personal
information for the purposes for
which we collected it, unless we
reasonably consider that we need to
use it for another reason and that
reason is compatible with the
original purpose. If we need to use
your personal information for an
unrelated purpose, we will notify
you and we will explain the legal
basis which allows us to do so.
* Please click here for information
about how Evercore shares your
personal information with third
parties.
We will share your personal
information with third parties
where required by law, where it is
necessary to administer our
relationship with you or where we
have another legitimate interest in
doing so. “Third parties” includes
third-party service providers
(including contractors) and other
entities within the Evercore group
worldwide.
The following activities are
carried out by the following
categories of third-party service
providers in the following
locations:
1. Telephone and video
conferencing, including in the
United States;
2. Recording telephone calls and
emails for compliance purposes,
including in the United States
and Canada;
3. Contact database management;
4. Hosting and/or participating in
client data rooms by various
providers, potentially
including in the United States;
5. Marketing communications,
including by Evercore Group in
the United States;
6. Research services client
management, including in the
United States;
7. Communication, including in the
United States; and
8. Meeting catering purposes.
* Please click here for
information about how Evercore
transfers your personal
information outside of the
United Kingdom or Europe.
We share your personal
information within the Evercore
Group. This will involve
transferring your data outside
the United Kingdom (UK) and the
European Economic Area (EEA).
Many of our third-party service
providers are based outside the
UK and the EEA so their
processing of your personal
information will involve a
transfer of data outside the UK
and the EEA.
Whenever we transfer your
personal information out of the
UK and the EEA, we ensure a
similar degree of protection is
afforded to it by implementing
at least one of the following
safeguards:
1. We will transfer your
personal information to
countries that have been
deemed to provide an
adequate level of protection
for personal information by
the European Commission and
the UK Government as
applicable. For further
details, see European
Commission: Adequacy of the
protection of personal data
in non-EU countries and
Receiving personal data from
the EU/EEA and third
countries which have EU
adequacy decisions.
2. We use specific contracts
approved by the European
Commission and the UK
Government which give
personal information
equivalent protection to
that in the UK and EEA. For
further details,
see European Commission:
Model contracts for the
transfer of personal data to
third countries and UK:
Standard Contractual
Clauses.
3. Where we use third-party
service providers based in
the US, we may transfer data
to them if they are part of
any future Privacy Shield
type scheme which requires
them to provide similar
protection to personal
information shared between
the Europe and the US, as
and when this is approved by
the US and the EU. For
further details,
see European Commission:
EU-US Data Transfers.
Please contact us at
dataprotectioneurope@evercore.com
if you would like further
information on the specific
mechanism used by us when
transferring your personal
information out of the UK or the
EEA.
7. IF YOU ARE LOCATED IN THE
DIFC
Evercore is providing the
following information for
individuals whose personal
information is collected or held
by Evercore Advisory (Middle
East) Limited, which is the
controller of your personal
information and so responsible
for this privacy notice.
Where you are such an
individual:
* Evercore Advisory (Middle
East) Limited is registered
in the Dubai International
Finance Centre (DIFC) with a
DIFC registered number 2478
and with its registered
office at Unit 202, 203A &
204A, Level 2, Gate Village
Building 10, DIFC, Dubai,
507204, United Arab Emirates.
* The processing of your
personal data by Evercore
Advisory (Middle East)
Limited is governed by the
DIFC Data Protection Law,
No.5 of 2020.
* It is likely that personal
information about you will be
collected, held and
transferred outside of the
DIFC, including in and to
countries within the UK or
the EEA. It may also be
disclosed to persons in other
countries in the
circumstances described in
this privacy notice.
* We will take all reasonable
legal, technical and
organisational measures to
ensure that if your personal
information is transferred
outside of the DIFC, it will
be treated securely and with
an adequate level of
protection compared to the
level of protection offered
in the DIFC. In particular,
transfers of personal data
outside of the DIFC will take
place only where the transfer
of this information is
subject to a written
agreement in line with the
requirements of the DIFC data
protection law.
* You have the right to make a
complaint at any time to the
Commissioner of Data
Protection in the DIFC
(Commissioner) at any time
(Tel: +971 (0)4 362 2222 or
at commissioner@dp.difc.ae).
We would, however, appreciate
the chance to deal with your
concerns before you approach
the Commissioner so please
contact us in the first
instance at
privacy@evercore.com.
8. IF YOU ARE A CALIFORNIA
RESIDENT
Pursuant to the California
Consumer Privacy Act of 2018
(“CCPA”), the information set
out at section 2 above and in
the following paragraph
describes the categories of
personal information that we
have collected or disclosed
within the preceding 12 months
and the purposes for which it is
used, about California residents
who are not employees,
independent contractors, owners,
directors, officers, or job
applicants of Evercore, or
emergency contacts or benefits
beneficiaries of the foregoing.
We collected the following
categories of personal
information from individuals, as
necessary to fulfill our legal
obligations and operational
business purposes:
A. Personal information, as
defined in the California
customer records law, such
as contact information and
financial information;
B. Identifiers, such as name,
online identifier, IP
address, and
government-issued identifier
(e.g., Social Security
number);
C. Characteristics of protected
classifications under
California or federal law,
such as sex, age, national
origin, citizenship,
immigration status and
marital status;
D. Commercial information, such
as transaction information
and history and securities
trading information and
history;
E. Internet or network activity
information, such as
browsing history and
interactions with our and
other websites and systems
including the ISI portal and
Investor Relations webpage;
F. Geolocation data, such as
device location and IP
location;
G. Audio, electronic, visual
and similar information,
such as video recordings
created in connection with
our business activities;
H. Professional or
employment-related
information, such as work
history, prior employer, and
information relating to
references; and
I. Inferences drawn from any of
the personal information
listed above to create a
profile or summary about,
for example, an individual’s
preferences and
characteristics.
In the preceding 12 months, we
disclosed personal information
to our service providers and
third parties (such as our
professional advisors, companies
who process Personal Information
on an individual’s employer’s
behalf, credit reference
agencies, financial
intermediaries, other persons
who have (or who are
considering) an interest in
Evercore or involvement in a
transaction about which Evercore
is advising, our auditors,
providers of internet-connected
devices and associated software,
governmental authorities and
third parties involved in court
action, and our business
partners) as set out in section
3 (Data Sharing) above and as
follows:
a. Personal information, as
defined in the California
customer records law, such
as contact information and
financial information;
b. Identifiers, such as name,
online identifier, IP
address, and
government-issued identifier
(e.g., Social Security
number);
c. Characteristics of protected
classifications under
California or federal law,
such as sex, age, national
origin, citizenship,
immigration status and
marital status;
d. Commercial information, such
as transaction information
and history and securities
trading information and
history;
e. Internet or network activity
information, such as
browsing history and
interactions with our and
other websites and systems
including the ISI portal and
Investor Relations webpage;
f. Geolocation data, such as
device location and IP
location;
g. Audio, electronic, visual
and similar information,
such as video recordings
created in connection with
our business activities; and
h. Professional or
employment-related
information, such as work
history, prior employer, and
information relating to
references.
We collected this personal
information from individuals
directly and from other
categories of sources: publicly
available databases, employers
of individuals, our business
partners, and our transaction
and commission-sharing
counterparties, when they share
the information with us.
We have not “sold” personal
information as defined by the
CCPA. For this purpose, “sold”
or “sale” means the disclosure
of personal information for
monetary or other valuable
consideration but does not
include, for example, the
transfer of personal information
as an asset that is part of a
merger, bankruptcy, or other
disposition of all or any
portion of our business.
9. IF YOU ARE LOCATED IN CHINA,
HONG KONG, JAPAN, OR SINGAPORE
We share your personal data
within the Evercore Group and
with our third-party service
providers who may be based
outside the jurisdiction where
your data was first provided to
Evercore. Whenever we transfer
your personal data out of the
jurisdiction where your data was
first provided to Evercore, we
will ensure a similar degree of
protection is afforded to it,
and that such transfer will be
in compliance with applicable
data protection laws. Please
contact us if you would like
further information on the
specific mechanism used by us
when transferring your personal
data.
We may obtain personal
information from you or from our
business contacts, suppliers and
professional advisers, and other
third parties, Where you submit
personal data of third parties
to us, you warrant and represent
to us that you have obtained the
prior consent of such relevant
third parties to provide us with
their personal data for the
relevant purposes for which you
made the disclosure or as was
notified to you at the relevant
time and all other purposes as
set out in this privacy notice,
in accordance with all
applicable data protection laws.
It is your responsibility to
keep your personal data and
those of any relevant third
parties updated.
10. YOUR RIGHTS IN RELATION TO
YOUR PERSONAL INFORMATION
Under certain circumstances, you
may have rights in relation to
your personal information. For
detail of some rights which
apply, please click below as
relevant.
Your duty to inform us of
changes
It is important that the
personal information we hold
about you is accurate and
current. Please keep us informed
if your personal information
changes during your relationship
with us.
* If you are located in the
United Kingdom or the
European Union, please click
here.
Under certain circumstances,
under applicable data
protection law, you have the
right to:
* Request access to your
personal information
(commonly known as a “data
subject access request”).
This enables you to
receive a copy of the
personal information we
hold about you and to
check that we are lawfully
processing it.
* Request correction of the
personal information that
we hold about you. This
enables you to have any
incomplete or inaccurate
information we hold about
you corrected.
* Request erasure of your
personal information. This
enables you to ask us to
delete or remove personal
information where there is
no good reason for us
continuing to process it.
You also have the right to
ask us to delete or remove
your personal information
where you have exercised
your right to object to
processing (see below).
* Object to processing of
your personal information
where we are relying on a
legitimate interest (or
those of a third party)
and there is something
about your particular
situation which makes you
want to object to
processing on this ground.
You also have the right to
object where we are
processing your personal
information for direct
marketing purposes.
* Request the restriction of
processing of your
personal information. This
enables you to ask us to
suspend the processing of
personal information about
you, for example if you
want us to establish its
accuracy or the reason for
processing it.
* Request the transfer of
your personal information
to another party.
If you want to review,
verify, correct or request
erasure of your personal
information, object to the
processing of your personal
information, or request that
we transfer a copy of your
personal information to
another party, please contact
us.
No fee usually required
You will not have to pay a
fee to access your personal
information (or to exercise
any of the other rights).
However, we may charge a
reasonable fee if your
request for access is clearly
unfounded or excessive.
Alternatively, we may refuse
to comply with the request in
such circumstances.
What we may need from you
We may need to request
specific information from you
to help us confirm your
identity and ensure your
right to access the
information (or to exercise
any of your other rights).
This is another appropriate
security measure to ensure
that personal information is
not disclosed to any person
who has no right to receive
it.
Your right to withdraw
consent
In the limited circumstances
where you may have provided
your consent to the
collection, processing and
transfer of your personal
information for a specific
purpose, you have the right
to withdraw your consent for
that specific processing at
any time. To withdraw your
consent, please contact us at
DataProtectionUKandEurope@evercore.com.
Once we have received
notification that you have
withdrawn your consent, we
will no longer process your
information for the purpose
or purposes you originally
agreed to, unless we have
another legitimate basis for
doing so in law.
* If you are a California
resident, please click
here.
If you are a California
resident, you have the
right to request that we
disclose what information
we collect, use, disclose
and sell. Specifically,
you may request that we:
(1) Disclose to you the
following information
covering the 12 months
preceding your request:
* The categories of
personal information we
collected about you and
the categories of
sources from which we
collected such Personal
Information;
* The specific pieces of
personal information we
collected about you;
* The business or
commercial purpose for
collecting (if
applicable) personal
information about you;
and
* The categories of
personal information
about you that we
otherwise shared or
disclosed, and the
categories of third
parties with whom we
shared or to whom we
disclosed such personal
information (if
applicable).
(2) Delete Personal
Information we collected
from you.
We will respond to your
request consistent with
applicable law.
Nonetheless, you have the
right to be free from
unlawful discrimination
for exercising your rights
under the CCPA.
How to Make Requests
If you are a California
resident, you may make a
request for the
disclosures described
above or make a request to
delete personal
information we collected
from you, by contacting us
at:
(1) Web Request
Form – linked here
(2) Toll-Free
Number: 1-877-993-2673
You must provide us with
enough information that we
can verify your identity
and that you are a
California resident. If
you designate an
authorized agent to make
an access or deletion
request on your behalf, we
may require the agent to
show written authorization
from you and require you
to verify your identity
with us.
* If you are located in
Canada, please click
here.
ACCESSING AND
CORRECTING YOUR
PERSONAL INFORMATION
By law you have the
right to request access
to and to correct the
personal information
that we hold about you.
If you want to review,
verify, correct, or
withdraw consent to the
use of your personal
information you may
also send us an email
at privacy@evercore.com
to request access to,
correct, or delete any
personal information
that you have provided
to us. We may not
accommodate a request
to change information
if we believe the
change would violate
any law or legal
requirement or cause
the information to be
incorrect.
We may request specific
information from you to
help us confirm your
identity and your right
to access, and to
provide you with the
personal information
that we hold about you
or make your requested
changes. Applicable law
may allow or require us
to refuse to provide
you with access to some
or all of the personal
information that we
hold about you, or we
may have destroyed,
erased, or made your
personal information
anonymous in accordance
with our record
retention obligations
and practices. If we
cannot provide you with
access to your personal
information, we will
inform you of the
reasons why, subject to
any legal or regulatory
restrictions.
If you are concerned
about our response or
would like to correct
the information
provided, you may
contact us (see section
11 below).
* If you are located
in China, please
click here.
If you wish to
access, correct,
update and delete
your personal
information or wish
to transfer your
personal information
on certain
conditions and wish
to exercise other
statutory data
subject rights
provided under
Chinese laws (e.g.
right to withdraw
your consent for us
to collect and
process your
personal
information), you
can do so at any
time by contacting
us using the contact
details provided
under section 11
(“HOW TO CONTACT
US”). We will
respond to your
requests in
accordance with
applicable data
protection laws.
11. HOW TO CONTACT
US
If you have any
questions or
comments about this
Privacy Notice,
please email us at
privacy@evercore.com.
If you are located
in the United
Kingdom or the
European Union,
please click here
for the relevant
contact details.
If you are located
in the DIFC, please
click here for the
relevant contact
details.
If you are a
California resident,
please click here
for the relevant
contact details.
If you are located
in China, please
email us at
DataPrivacyAsia@evercore.com.
U.S. Investment Banking and Evercore ISI businesses are conducted through
Evercore Group L.L.C., a member of FINRA and SIPC
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