This notice informs you how we use the information you give us and how we protect your privacy.  It also explains your rights under the UK Data Protection Act 2018 and the UK General Data Protection Regulations 2018.  We abide by UK Law and our data protection regulator within the UK is the Information Commissioners Office (details below). Our licence number is ZA761242. This can be checked on www.ico.org.uk.

DAI Magister reserves the right to amend or modify this Privacy Notice at any time and in response to changes in applicable data protection and privacy legislation. We encourage you to review our Policy Notice periodically to remain informed of changes that may have occurred. 

Collecting of and purpose for your Information

We aim to assist and arrange for you your corporate finance and M&A advisory needs. To provide such a service, we may need to collect personal data such as name, address, contact details plus your corporate or personal or identification verification documents. This is required in order for us to assist you with any corporate finance and M&A advisory services you may require.

Your information may also be used to help with ongoing administration, to contact you with any review or changes that are applicable, for our own business research and analysis, to provide information to you that you request from us relating to our products or services, to provide information to you relating to other products that may be of interest to you (such additional information will only be provided where you have consented to receive such information), to inform you of any changes to our website, services or goods and products, to process and consider your job application or for regulatory purposes.  Withholding of the required data may result in an insufficient service being provided.

We may obtain data from private or publicly listed corporations, individual customers, introducer financial services firms, professional investment firms, financial intermediaries or industry experts.

Sharing your data

We may share your personal data with the following organisations –

  • Any regulated bodies as required
  • Any Law enforcement entities as required by Law
  • We may verify your identity by searching publicly available records held by government departments
  • We may share your data with our outsourced contractors such as Banks to facilitate payments, across our IT and data systems, Information Security and compliance consultants plus our external auditors.Details of these can be provided on request.
  • We may share your basic data only with Providers with whom we work in order to provide you with the full services we provide.

We will not sell or share your information with any other third parties unless we have obtained additional consent from you.

Transfer of data outside of the UK

We may be required to transfer your data outside of the UK. This would include worldwide coverage as our services and IT systems extend to all countries in order for us to provide you with the service you require.  In these circumstances, we will ensure that safeguarding arrangements / due diligence has been undertaken on/with the organisation to which data is being transferred where it is possible to do so.

 Your rights regarding your data

  • We will not hold your information for any longer than is reasonable or necessary for the purposes set out above, unless there is a lawful basis for this to be retained
  • Should your data be inaccurate we will rectify this without delay
  • Should you wish us to delete your data at any point, please contact the office as shown further below to make the request. This will be actioned unless there is a lawful basis for the information to be retained in which case you will advised accordingly
  • Should you wish to transfer your data to another organisation, please contact the office as below and we will organise this for you
  • You can request access to your data at any time. We will provide you with a full copy within one month of your request
  • You can withdraw consent to us holding and processing your information at any time. Please contact the office as below should you wish to do this.
  • We may provide you with newsletters and bulletins which are appropriate to your plans on an ongoing basis, this will be explained to you if it is applicable. You can opt out of these should you wish to, contact us and advise us if you wish to opt out.


We have in place a full information security policy, business continuity and disaster recovery plans. We take data security very seriously and have in place what we feel are the most secure options available to store and transfer your data securely.  We can provide details on request.

Third Party Links

On occasion we include links to third parties on this website. Where we provide a link it does not mean that we endorse or approve that site’s policy towards visitor privacy. You should review their privacy policy before sending them any personal data. These websites may use cookies and collect your personal information in accordance with their own privacy policies. This privacy policy does not apply to third party websites and we are not responsible for third party websites.


Our contact details

Should you wish to contact us in relation to any issues within this notice, please contact:

The Data Protection Officer

DAI Magister Office

3rd floor, One Smart’s Place

London, WC2B 5LW

Tel: (44) 20 3422 3436

Or alternatively you can contact us using the form below.

You will be responded to as promptly as possible.


Your right to complain

Should you wish to make a complaint in relation to data protection issues relating to our firm, you can contact us as above or you can contact our regulator as follows:

The Information Commissioner’s Office

Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Tel: 0303 123 1113 (local rate) or 01625 545 745 if you prefer to use a national rate number



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