Processing personal data



Fund investment


Crescit Asset Management
(org. no. 556893–0423)


Crescit Asset Management AB
Birger Jarlsgatan 8
114 34 Stockholm
08–12 13 76 76
0702-172 078


Personal data related to you as a unit owner and processed to enable us to carry out our mission to manage and administer your fund shares and other commitments to you and provide a good customer service. Moreover, we are legally obliged to document our share-shareholding conditions and must therefore process the personal data of our unit-holders. In order to manage our accounting and financial reporting, we must also process certain personal data. Finally, we process personal data in order to contact potential and existing unit holders, including for marketing purposes, and to develop our systems, products and our offer to customers. If the unit owner is a legal entity, we process personal data relating to the contact person/persons of the legal entity in accordance with this policy.


If you have been contacted by us without being a unit owner, we will process your data for marketing purposes, including to book any meetings with you as potential unit holders. If you want us not to process your personal data, you can get in touch with us and we delete the information we have about you. Then turn to your contact person or email to or call us on +46 8-12 13 76 76.


We are conducting a very ambitious information security work. This means, among other things, that we have strong technical solutions that protect all our information, such as firewalls and intrusion protection. In addition, we work with competence management, which means that personal data is not accessible to more of our employees than is necessary for each employee to do their work. Finally, we are making at least as high demands on the suppliers who process personal data for us.


If we process personal data about you, you have certain rights that you can use. Then turn to your contact person or email or call us on +46 (0)8-12 13 76 76.

Right to access

You have the right to find out if we process personal data about you. If we do, you also have the right to get an extract of what personal data is involved. The right also includes additional information about how we process your personal data.

Right to Correction

If we were to process incorrect or complete personal information about you, you have the right to have this information corrected.

Right to deletion and restriction

Under certain conditions, you have the right to get the information we deal with about you deleted. This applies, for example, if we have no legal basis for processing the data or if the data is no longer needed in our business. Instead of requesting that we delete the data, you can request that we limit our treatment of them.

Right to objection

If we use your personal data to direct marketing to you, you have the right to object to this treatment. In that case, we will stop processing your data for marketing purposes. You also have the right to object to the treatment if it is carried out on the basis of a legitimate interest.

Right to data portability

If we process personal data about you to implement an agreement that we have with you or under your consent, you are entitled to so-called data portability regarding the data. This means that you have the right to require us to provide you with the information in an electronic format. You can also request that we send the data directly to another data controller.


Investment services / Asset Management


What kind of personal data do we deal with?

The information we deal with is your name, phone number, address, email address, Social Security number, information on whether you are in a politically exposed position, financial details, account details, information about family relationships and employment information.

Where does the data come from?

We collect the information directly from you or the company you represent and financial information from external deposit banks if you have given us the power of attorney to collect it.

What is the purpose of the treatment?

The purpose of the treatment is to provide fund management in our funds and to meet the legal requirements for documentation that apply to our business.

Is it required or voluntary?

The information we have about you is required, inter alia, in the light of the laws and regulations under which the business is subject to the provision of investment services, legislation which, inter alia, is required. aims to strengthen protection against you as a customer.

What is our legal basis/legitimate interest?

The legal basis for the treatment is the implementation of the agreement we have with you and our legal obligation to document the terms of proportion and the services we carry out.

Who are the recipients of personal data, country?

The information we deal with if you can be sent to the Swedish Financial Supervisory Authority, the Swedish Financial Supervisory Authority, and the depot banks where you have depots. The recipients are in Sweden or within the EU/EEA.

How long is the data stored?

We do not retain personal data beyond necessary in relation to the purposes for which they have been collected, in accordance with data protection law. We keep your personal data for as long as it is necessary in view of our agreement and the time within which claims for damages relating to investment services can be produced.

Are automated decisions taken?

We don't make automated decisions based on your personal data.


For the supervision of personal data processing in Sweden, the Integrity Authority is reached through


Contact the fund company either by phone + 46 (0) 8-12 13 76 76 or by email to sign up for our monthly letter and get updates directly in your inbox!


Copyright © Crescit – a fund with stable return to low risk 2019.