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Under the terms of the Data Protection Act, you are entitled to a copy of the personal data held by us on payment of a fee to cover the cost of locating, retrieving, reviewing and copying any material requested.

Personal Information

When you enter into an agreement with us, we collect personal information about you for business purposes, such as evaluating your financial needs, processing your requests, informing you about products and services that may be of interest to you, and providing customer service.

Such information may include:

  1. Application information: Information you provide to us on applications and other forms, such as your name, address, birth date, Government Issued Identification , occupation, assets, and income
  2. Verification information: Information necessary to verify your identity, such as a passport or driving licence. UK Money Laundering Regulations require us to collect information and take actions necessary to verify your identity.

Sharing Information with Third Parties

Opera Capital Management Ltd. does not disclose your personal information to third parties, except as described in this Policy. Third party disclosures may include sharing such information with companies that perform support services for our service to you, including those that provide professional, legal, or accounting advice to us. Non-affiliated companies that assist Opera Capital Management Ltd. in providing services to you are required to maintain the confidentiality of such information to the extent they receive it and to use your personal information only in the course of providing such services and only for the purposes that Opera Capital Management Ltd. dictates.

We may also disclose your personal information to third parties to fulfill your instructions or pursuant to your expressed consent.

Regulatory Disclosure

Under limited circumstances, Opera Capital Management Ltd. may disclose your personal information to third parties as permitted by, or to comply with, applicable laws and regulations. Except as described in this privacy policy, we will not use your personal information for any other purpose, unless we describe how such information will be used at the time you disclose it to us or we obtain your permission.

Opt Out

You are not required to supply any of the personal information that we may request; however, failure to do so may result in our being unable to provide services to you. While we make every effort to ensure that all information we hold about you is accurate, complete, and up to date, you can help us considerably in this regard by promptly notifying us if there are any changes to your personal information.


If you do not wish to have your personal information disclosed to our affiliates or other third parties as described in this Policy, please contact us via e-mail at: info@operacm.co.uk.