Privacy Policy

Innovorsa Group Privacy Policy

Last updated: August 2026

Innovorsa Group (“Innovorsa”, “we”, “us” or “our”) is a single family office providing investment management, administration and related services to members of the family and their associated trusts, foundations and investment entities.

This Privacy Policy explains how we collect, use, store and share personal information in the course of our activities.

1. Information We Collect

We only collect personal information that is reasonably necessary for our activities. Depending on our relationship with you, this may include:

  • your name, contact details and other identifying information;

  • information about your role, organisation or relationship with Innovorsa;

  • financial, banking, investment and transaction information;

  • information relating to trusts, foundations, companies and other entities with which you are associated;

  • tax, regulatory, compliance and due-diligence information;

  • correspondence, instructions and records of our dealings with you; and

  • other information you provide to us or that we receive from professional advisers, financial institutions, service providers or other relevant parties.

2. How We Use Personal Information

We may process personal information to:

  • administer the affairs of the family office and its associated entities;

  • provide investment management, financial administration and related services;

  • manage investments, assets, trusts, foundations and corporate interests;

  • maintain financial, accounting and administrative records;

  • communicate with family members, advisers, counterparties and service providers;

  • undertake due diligence and comply with legal, tax, regulatory and reporting requirements;

  • enter into and administer contracts and transactions; and

  • protect the legitimate interests, assets and operations of Innovorsa and the family office.

We do not sell personal information.

3. Who We Share Information With

Where reasonably necessary, we may share personal information within Innovorsa Group and with third parties involved in our activities, including:

  • banks, custodians and financial institutions;

  • investment managers and advisers;

  • accountants, auditors, lawyers and tax advisers;

  • trustees, administrators and corporate service providers;

  • regulators, tax authorities and other public authorities where required by law; and

  • technology and other service providers supporting our operations.

We only disclose information where there is a legitimate reason for doing so and expect those handling personal information on our behalf to protect it appropriately.

4. International Transfers

Innovorsa operates internationally. Personal information may therefore be processed or stored in countries other than the country in which it was originally collected.

Where required by applicable law, we take reasonable steps to ensure that appropriate safeguards are in place for international transfers of personal information.

5. How Long We Keep Information

We retain personal information for as long as reasonably necessary for the purpose for which it was collected, including to meet legal, tax, accounting, regulatory and record-keeping requirements.

Information that is no longer required will be securely deleted or otherwise disposed of where reasonably practicable.

6. Security

We take reasonable organisational and technical measures to protect personal information against unauthorised access, disclosure, loss, misuse or alteration.

Access to personal information is limited to people who reasonably require it for their work or responsibilities.

7. Your Rights

Depending on where you are located and the law that applies, you may have rights in relation to your personal information, including the right to request access to, correction of, or deletion of your information, or to object to or restrict certain processing.

You may contact us if you wish to exercise any applicable rights or have questions about how we handle your information.

8. Contact Us

Questions or requests concerning privacy or personal information may be sent to:

Innovorsa Group
Email: admin@innovorsa.com

We may update this Privacy Policy from time to time to reflect changes in our activities, practices or applicable law.