Document handling and confidentiality.
The firm receives sensitive operational documentation as part of every portfolio review. The terms below describe how that documentation is held, retained, and disclosed.
Document handling
Submitted documentation is held in a private, access-controlled environment. Access is limited to firm personnel and retained counsel directly involved in portfolio review. Documents are not shared with third parties without written authorization.
Retention
Documents from declined portfolios are destroyed within thirty days of decline, unless the seller requests return. Documents from acquired portfolios are retained as required for collection and audit.
Personal data
Where submitted documentation contains personal data subject to GDPR, UK GDPR, or equivalent, the firm processes it solely for portfolio evaluation and, post-acquisition, collection. Sellers may request a Data Processing Addendum.
Confidentiality of the engagement
The existence of a submission, the terms of any offer, and the identity of the seller are confidential and not disclosed except as required by law.