Trison Global Privacy Policy

Last Updated: November 6th, 2025

Definitions

The following terms are used throughout this Privacy Policy:

Clients – (1) Trison Global’s separately managed accounts (“SMAs”), (2) current Trison Global Fund investors (“Investors”), and (3) potential investors or prospects.

Investors – Shareholders or participants in any Trison Global fund or investment vehicle.

Natural Person – A human being, as opposed to a legal entity.

Non-Public Personal Information – Personally identifiable financial information, including any information a Client provides to obtain a financial product or service; any information resulting from a transaction involving a financial product or service; or any information obtained in connection with providing a financial product or service. Examples include name, address, phone number, Social Security or tax ID, financial circumstances, income, and account balances.

Personal Information – Information identifying an individual or from which they can be identified, protected under applicable data protection laws.

Purpose and Risks

Trison Global is committed to protecting Non-Public Personal Information and Personal Information. Risks include:

  • Inaccurate recording, storage, or protection of Client Information.

  • Unauthorized access, alteration, or destruction of Client Information.

  • Misleading or incomplete disclosure to Clients about the use and protection of their information.

We maintain this Privacy Policy to mitigate these risks and ensure compliance with applicable laws, including GDPR, CCPA, and other US, UK, and European data privacy regulations (“Data Privacy Laws”).

Policy Summary

Trison Global will not disclose Client Information except as permitted by law or this Privacy Policy. We maintain Client Information accurately and safeguard it against unauthorized access. This Privacy Policy explains how we collect, use, and share Client Information and describes the rights of Clients under applicable Data Privacy Laws.

Collection of Client Information

We collect Client Information through:

  • Applications, subscription forms, and other documents provided by Clients.

  • Written, electronic, or verbal correspondence relating to transactions.

  • Recorded calls, emails, and communications.

Special categories of Personal Information (e.g., health, disability, ethnicity, or religious information) may be collected with consent for purposes such as accommodating meetings or access to Trison Global facilities.

Use of Client Information

Client Information is collected for legitimate purposes, including:

  1. Legal and Regulatory Compliance – “Know Your Client” and anti-money laundering regulations; verifying eligibility for funds or services; tax reporting.

  2. Fund Operations – Communicating with Clients about investments, subscriptions, and account activity; monitoring investments.

  3. Investment Activities – Due diligence, risk assessment, and portfolio management.

  4. Legal or Regulatory Matters – Litigation, audits, regulatory inquiries, or enforcement actions.

  5. Legitimate Business Interests – Internal reporting, operational planning, and marketing communications (with consent).

Clients may opt out of marketing communications at any time by contacting us using the information below or following instructions in any communication.

Disclosure of Client Information

We may share Client Information with:

  • Trison Global entities and affiliates.

  • Service providers (attorneys, accountants, auditors, custodians, administrators, brokers, or consultants).

  • Sub-Managers or investment advisers for fund operations.

  • Regulators or law enforcement when legally required.

We do not sell Client Information. Access is limited to individuals and entities requiring the information to perform business functions.

Safeguards

Trison Global maintains appropriate physical, electronic, and procedural safeguards, including:

  • Locked facilities, controlled access, and secure servers.

  • Employee training on information security and confidentiality.

  • Secure disposal of documents and electronic media containing Client Information.

Contracts with service providers require proper handling and disposal of Client Information.

Retention of Client Information

Client Information is retained only as long as necessary for:

  • Providing services to Clients.

  • Legal or regulatory compliance.

  • Recordkeeping, dispute resolution, fraud prevention, and enforcement of agreements.

Client Privacy Rights

Under applicable Data Privacy Laws, Clients may:

  1. Access information held about them.

  2. Request correction of inaccurate information.

  3. Request a copy of their information or transfer to another entity.

  4. Request erasure of information.

  5. Request restrictions on processing.

  6. Withdraw consent for marketing communications.

Requests may be submitted to the contact information below. Clients are responsible for keeping their information accurate and current.

Responsibilities

The Chief Compliance Officer (CCO) oversees compliance with this Privacy Policy.

Contact Information:
[Name of CCO]
Trison Global
[Address]
[Phone]
[Email]

Clients may also contact their local supervisory authority regarding privacy complaints.

Privacy Policy Updates

This Privacy Policy may be updated from time to time. The latest version will be posted on the Trison Global website at www.trisonglobal.com/privacypolicy.

Clients will be notified of material changes and given the opportunity to opt out of any new disclosure provisions.

No Fund Established

As of this publication, no Trison Global fund or investment vehicle has been formally launched. All information provided is for informational purposes only. Upon receiving sufficient soft commitments and finalizing fund terms, a fund may be launched in accordance with applicable laws and offering documents.

This Privacy Policy applies to all affiliates of Trison Global that act as data controllers for Client Information, in accordance with applicable Data Privacy Laws.