Privacy policy
Privacy Policy for Catamaran Family Office
Last updated on June 2026
1. Introduction and Overview
Catamaran Family Office (“Company”, “we”, “us”, or “our”) provides multi-family office services (“the Services”), including the management of professional services such as wealth, assets, investment, succession, governance, financial and legal affairs, as well as the provision of administrative and concierge services to its clients.
By engaging with the Company, you may submit certain types of information through which you may be identified or identifiable (“Personal Data”). Please read this Privacy Policy carefully, as it describes how we collect, use, store, transfer, modify, disclose, and otherwise process your Personal Data (“Processing”) and your rights in this regard.
We have developed this Privacy Policy to provide a clear and transparent overview of:
● The types of Personal Data we collect and how we collect it;
● The legal grounds (“lawful bases”) for Processing;
● How we store, protect, and how long we retain your data;
● Your rights and how to contact us.
2. What types of Personal Data do we collect?
We collect Personal Data in three main ways:
Personal Data you choose to give us:
When you become a client or engage with Catamaran Family Office, we may collect:
● Name and contact details (email, phone number);
● Identification documents (Passport, ID, Visas);
● Tax residency and proof of residence;
● Financial information (bank statements, account numbers, investment portfolios);
● Employment, business, property, and family information;
● Any other information required to perform our Services and comply with UAE laws.
Personal Data we obtain during the Services:
● Records of communications or instructions;
● Transaction details and documentation relating to legal or financial matters;
● Additional information requested by government authorities.
Personal Data from third parties:
We may receive data from banks, investment managers, professional advisers, or regulators who are legally entitled to share such information.
3. How do we Process your Personal Data?
We use your Personal Data to:
● Provide Services in accordance with our engagement terms;
● Manage client relationships and maintain records;
● Comply with legal and regulatory obligations, including AML/KYC requirements;
● Share information with professional advisers (lawyers, accountants, auditors) engaged on your behalf;
● Safeguard our systems and prevent fraud.
We may share your Personal Data with third parties to whom we have outsourced certain functions. We ensure these parties maintain security standards at least as stringent as our own. We may also disclose data to comply with legal processes, protect our legal rights, or detect security violations.
4. Lawful Bases for Processing
We rely on the following legal grounds to process your data:
● Consent: Where you have given clear consent (which you can withdraw at any time).
● Contractual Necessity: Processing is required to perform a contract or service agreement with you.
● Legal Obligation: We are required by law to process the data (e.g., for AML compliance).
● Legitimate Interest: Where processing is necessary for our legitimate business interests, provided they do not override your rights.
5. Data Storage, Protection, and Retention
Catamaran Family Office takes the security of your Personal Data seriously. We implement adequate technical and organizational measures to protect it from unauthorized access.
We retain your Personal Data only for as long as is reasonably necessary to fulfill the purposes for which it was collected, or to comply with applicable legal, regulatory, or tax retention requirements.
6. Your Rights
Under applicable data protection laws, you have the following rights:
● Access: To request copies of your Personal Data.
● Rectification: To ask us to correct inaccurate or incomplete information.
● Erasure: To request the deletion of your data under certain circumstances.
● Restriction/Objection: To limit or object to how we process your data.
● Data Portability: To request the transfer of your data to another organization.
7. Governing Law and Jurisdiction
This Privacy Policy is governed by the laws of the Dubai International Financial Centre («DIFC»). Any disputes shall be subject to the exclusive jurisdiction of the DIFC Courts.
8. Contact Information
Catamaran Family Office
Principal place of business: The Offices 4, One Central Dubai World Trade Center Dubai, Dubai.
For any questions regarding this Privacy Policy or to exercise your rights, please contact us at:
uk@catamaranfamilyoffice.co.uk
Website: catamaranfamilyoffice.co.uk