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US Privacy Policy



FACTS

WHAT DOES BENCHMARK INTERNATIONAL DO WITH YOUR PERSONAL INFORMATION?

Why?

Financial companies choose how they share your personal information. Federal law gives consumers the right to limit some but not all sharing. Federal law also requires us to tell you how we collect, share, and protect your personal information. Please read this notice carefully to understand what we do.

What?

The types of personal information we collect and share depend on the product or service you have with us. This information can include:

  • Your business’s Employer Identification Number and your Social Security Number
  • Historical financial performance data for your business and projections of future performance
  • Information about your business’s supplier, customer, and employment relationships

When you are no longer our client, we continue to share your information as described in this notice, except as limited by the surviving provisions of your Terms of Engagement with us.

How?

All financial companies need to share clients’ personal information to run their everyday business. In the section below, we list the reasons financial companies can share their personal information; the reasons Benchmark International chooses to share; and whether you can limit this sharing.

Reasons we can share your personal information

Does Benchmark International share?

Can you limit this sharing?

For our everyday business purposes—
such as to process your transactions, maintain your account(s), respond to court orders and legal investigations, or report to credit bureaus

YES

NO

For our marketing purposes—
to offer our products and services to you

YES

YES

For joint marketing with other financial companies

YES

YES

For our affiliates’ everyday business purposes—
information about your transactions and experiences

YES

NO

For our affiliates to market to you

YES

NO

For nonaffiliates to market to you

NO

NO

For nonaffiliates to consider the acquisition of or investment in your business

YES

YES

Questions?

Call 1-813-898-2350 or email [email protected]


Who we are

Who is providing this notice?

Benchmark International Company Sales Specialists LLC

What we do

How does Benchmark International protect my personal information?

To protect your personal information from unauthorized access and use, we use security measures that comply with federal law. These measures include computer safeguards and secured files and buildings.

How does Benchmark International collect my personal information?

We collect your personal information, for example, when you

  • Complete questionnaires on our website or
  • Meet with our Vice Presidents to discuss instructing us or
  • Complete our Company Sales Brief or
  • Work with our analysts to prepare your company for market or
  • Allow us to gather your business’s tax records from the IRS

Why can’t I limit all sharing?

Federal law gives you the right to limit only

  • sharing for affiliates’ everyday business purposes—information about your creditworthiness
  • affiliates from using your information to market to you
  • sharing for nonaffiliates to market to you

State laws and individual companies may give you additional rights to limit sharing.

Definitions

Affiliates

Companies related by common ownership or control. They can be financial and nonfinancial companies.

  • Occasionally, Benchmark International may require the assistance of an affiliates either to market its services to you or to fulfill the stated purpose of our Terms of Engagement with you and/or your company.

Nonaffiliates

Companies not related by common ownership or control. They can be financial and nonfinancial companies.

  • Benchmark International shares personal information about its clients with nonaffiliates in accordance with the provisions of the applicable Terms of Engagement. This is not for marketing reasons but rather to fulfill the stated purpose of such Terms of Engagement.
  • If you are a client of Benchmark International, this typically involves proposed counterparties to a corporate transaction (who have signed non-disclosure agreements with you or with Benchmark), as well as attorneys, accountants, tax advisors, and wealth management professionals.

Joint marketing

A formal agreement between nonaffiliated financial companies that together market financial products or services to you.

  • Benchmark International may from time to time engage in joint marketing efforts with nonaffiliates.

Other important information

Nothing in this privacy statement is intended to amend or otherwise modify the terms of any Terms of Engagement entered into by Benchmark. In the event of a conflict between this privacy statement and any Terms of Engagement, the provision which is more protective of the client’s personal information shall dictate Benchmark’s practices.



UK Privacy Policy



Please read the following to learn more about our Privacy Policy.

We collect and maintain certain personal information about you when you complete any of our online forms or send us an email. The information you provide can identify you individually and includes items such as your name and email address and is used to send requested information and to respond to enquiries.

Some of your information is maintained in our secure database. You may be contacted either by post, telephone, fax or by email, primarily as follow-up to your request/enquiry or to answer any questions. You may also, from time to time, be contacted about other products and services that may be of interest to you. If you would prefer not to receive information about these products and services, simply contact us by email to [email protected] or post to:

Benchmark House
Folds Point
Folds Road
Bolton
BL1 2RZ


When you contact us to ask for information by post, we shall collect your full postal address.

Your information will be shared across Benchmark International who will not use your information for any purpose other than for the purposes set out in this Privacy Policy. Areas of our site may contain links to other sites that may be of value to you. Please note that we do not have any control over the content or privacy practices of these sites. We advise you to review the privacy policy of these sites before providing any personal information.

If you believe that any information we are holding is incorrect or incomplete, please write to us at the address above or e-mail [email protected]. We will promptly correct any information found to be incorrect.

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