Information entrusted to us
should be handled deliberately.
This Privacy Policy explains how Efficient Consulting & Management USA LLC may collect, use, process, disclose, retain and protect information obtained through this website, inquiries, Institutional Review requests and related communications.
Privacy begins with understanding the context.
This Privacy Policy applies to information collected through ECM USA's website, website forms, direct inquiries, Institutional Review requests and related communications with prospective clients, clients, counterparties, professional contacts and other website users.
It also describes certain general information-handling principles that may apply when ECM USA evaluates a prospective engagement or administers an existing professional relationship.
Additional contractual, confidentiality, data-processing, compliance or information-handling provisions may apply to formal engagements, specific mandates, counterparties or particular jurisdictions.
Different interactions require different information.
The information ECM USA receives depends on how a person interacts with the website and whether the interaction progresses from a general inquiry toward institutional qualification or formal engagement.
Identity & Contact Information
This may include a person's name, title, organization, business email address, telephone number, country or jurisdiction and other contact details voluntarily provided to ECM USA.
Business & Mandate Information
This may include company information, project or transaction descriptions, mandate objectives, financing requirements, transaction values, sectors, jurisdictions, timing, counterparties and other information submitted in connection with an inquiry or review request.
Qualification Information
Where a matter progresses, ECM USA may request information relevant to KYC/KYB, ownership, authority, beneficial ownership, source of funds or wealth, corporate records, professional standing, counterparties and engagement readiness.
Website & Technical Information
Website technologies and service providers may process technical information such as browser or device information, IP address, page interactions, referral information, timestamps and similar operational or analytical data.
Communications
ECM USA may retain correspondence and related information exchanged through email, website forms, meetings, telephone discussions or other professional communications where appropriate for business or recordkeeping purposes.
Documents & Supporting Materials
Where appropriate to a review or engagement, ECM USA may receive corporate records, financial information, feasibility materials, project documents, transaction records and other supporting documentation supplied by authorized parties.
Information should serve a defined business purpose.
ECM USA may use information where appropriate to administer inquiries, assess potential mandates, provide contracted services, maintain security and conduct legitimate business operations.
Respond to Inquiries
To review and respond to communications, requests, questions and prospective-client inquiries.
Institutional Review
To assess suitability, readiness, mandate context, professional boundaries and potential next steps.
Qualification & Compliance
To support applicable identity, authority, KYC/KYB, risk, counterparty and engagement-readiness processes.
Deliver Services
To perform agreed advisory, analytical, documentation, feasibility or transaction-management services.
Protect ECM USA
To identify fraud, impersonation, misuse, security threats, misrepresentation or attempts to circumvent controls.
Business Administration
To maintain appropriate records, administer relationships, operate the website and support legitimate internal business requirements.
Inquiry and review forms serve different purposes.
Some information requires supporting infrastructure.
Client information is not a commodity.
ECM USA does not operate a business model based on selling personal information supplied by prospective clients, clients or professional contacts as a standalone commercial product.
Information may nevertheless be processed by third-party service providers that support website operations, communications, administration, security or professional services, subject to their applicable terms and privacy practices.
Security is managed, not presumed.
ECM USA seeks to use reasonable administrative, organizational and technical measures appropriate to the nature of information under its control and the context in which that information is processed.
However, no website, email system, online transmission, cloud platform or electronic storage environment can be represented as completely secure in all circumstances. Users should therefore exercise appropriate care when transmitting information electronically.
Users should not provide passwords, private keys, one-time passcodes, unrestricted banking credentials or other authentication information through ECM USA's website forms or ordinary email communications.
Information is retained according to context.
ECM USA may retain information for periods reasonably necessary to fulfill the purpose for which it was collected, administer a relationship, maintain appropriate business records, comply with contractual or legal obligations, address disputes, protect legitimate interests or satisfy applicable professional and compliance requirements.
Retention periods may therefore vary according to the category of information, the status of an inquiry or engagement, applicable requirements and the need for appropriate records.
Applicable rights depend on law and circumstances.
Depending on the jurisdiction, nature of the information and applicable law, an individual may have rights concerning personal information held about them.
ECM USA will consider legitimate privacy requests in accordance with applicable requirements and may need to verify the identity and authority of the person making the request before acting upon it.
ECM USA operates in a cross-border environment.
ECM USA's business and prospective mandates may involve persons, companies, professional advisors, service providers, counterparties and projects located in different jurisdictions.
Information may therefore be processed or accessed in jurisdictions different from the jurisdiction in which the person providing the information is located, including where third-party technology or professional service providers operate internationally.
Privacy and data-protection laws vary among jurisdictions. Where applicable requirements govern a particular transfer or processing activity, ECM USA may implement or rely upon appropriate arrangements consistent with those requirements.
This website is intended for professional and business use.
ECM USA's website and institutional services are directed toward businesses, organizations, professionals, principals and other persons acting in a commercial or professional capacity. They are not designed or intended as services directed to children. ECM USA does not knowingly seek personal information from children through its institutional inquiry processes.
This policy may evolve with the business.
ECM USA may revise this Privacy Policy from time to time to reflect changes in website functionality, service providers, business operations, professional requirements, legal developments or information-handling practices.
The version published on this website represents the current website Privacy Policy. Material changes may be communicated through the website or by other appropriate means where circumstances warrant.
Questions about your information?
Questions concerning this Privacy Policy or requests relating to personal information may be submitted to ECM USA through its official contact channels.
Please provide sufficient information for ECM USA to understand the request. Additional information may be requested where reasonably necessary to verify identity, authority or the information to which the request relates.
Appropriate information.
Appropriate purpose. Appropriate control.
ECM USA's information-handling approach is intended to support responsible communication, institutional review, professional engagement and business administration while maintaining appropriate boundaries around sensitive information.