MontaRosa

Privacy Policy

Europe, UK, Switzerland

1. Introduction

MontaRosa is a leadership search firm focused on advising clients on leadership, talent identification, assessment, recruitment and succession planning.

We are committed to protecting your personal information. This Privacy Policy explains:

  • What personal information we collect
  • How and why we use it
  • How we protect it
  • Who we share it with
  • How long we retain it
  • Your rights in relation to your personal information

2. Who We Are

MontaRosa and its associated companies established in the European Union (“MontaRosa”, “we”, “our” or “us”) process personal information relating to:

  • Current and prospective applicants
  • Interview candidates
  • Interns
  • Agency workers
  • Consultants
  • Directors
  • Third parties connected to an employment search (e.g. referees, emergency contacts or dependants)

(together referred to as “candidates” or “you”).

The relevant MontaRosa entity on whose behalf you are represented will act as the data controller of your personal information. In some cases, other associated MontaRosa companies may also act as independent data controllers where they process your information for their own purposes.

If you have any questions about how your personal information is handled, you may contact us at:

Email: enquiries@montarosa.com

3. Personal Information We Collect

“Personal information” means any information relating to an identified or identifiable individual.

We may collect and process information including:

  • Employment history
  • Educational background and qualifications
  • Professional certifications
  • Languages and skills
  • Contact details
  • Compensation details
  • Nationality, age and gender (where relevant and lawful)
  • Records of our communications with you
  • References, comments or assessments provided by third parties

We advise you not to include sensitive personal information (also known as “special category data”) on your CV unless necessary. This includes information about:

  • Racial or ethnic origin
  • Religious beliefs
  • Health information
  • Trade union membership
  • Sexual orientation
  • Biometric or genetic data
  • Criminal records

If you provide such information, it may be retained in accordance with this policy.

We may also use anonymised and aggregated data for industry insights, marketing and employment statistics. When anonymised, such data no longer identifies you.

4. Sources of Personal Information

We collect personal information from:

  • You directly (in person, by phone, email or other correspondence)
  • Public sources such as LinkedIn, company websites, press and online publications
  • Referees, former employers, colleagues or business contacts
  • Our clients, where relevant to a search

Where information is required by contract or law, we will inform you at the time of collection. If mandatory information is not provided, we may not be able to progress your candidacy.

5. How We Use Your Personal Information

We use your personal information for purposes including:

a) Recruitment and Executive Search

  • Identifying, assessing and presenting candidates to clients
  • Managing search processes
  • Communicating with you regarding opportunities

Lawful basis:

  • Legitimate interests (managing our executive search business and assisting clients in assessing talent)
  • Taking steps at your request prior to entering into a contract
  • Performance of a contract (where applicable)

b) Vetting and Verification

  • Verifying employment history
  • Confirming professional qualifications
  • Checking regulatory status (where required)

Lawful basis:

  • Compliance with legal obligations
  • Legitimate interests of MontaRosa and its clients

c) Legal and Regulatory Compliance

  • Responding to legal requests
  • Defending legal claims
  • Complying with statutory obligations

Lawful basis:

  • Legal obligation
  • Legitimate interests

We may also process personal information where necessary to protect the legitimate interests of a client, provided those interests are not overridden by your fundamental rights.

Unless specifically stated, we do not rely on consent as our primary lawful basis for processing.

6. Sharing of Personal Information

With Clients

We may share summary biographical information with clients in the context of a specific search. At this stage, this does not imply your interest or availability.

We will contact you directly before sharing more detailed information or expressing your potential interest.

Within MontaRosa

Your personal information may be accessed on a need-to-know basis by:

  • Search consultants and team members
  • Managers
  • IT and system administrators
  • Finance and HR support teams
With Service Providers

We work with trusted third parties who support our operations, including:

  • IT system providers and hosting services
  • Database providers
  • Research providers
  • Professional advisers

Where third parties act as data processors, they process personal information only on our instructions and are required to maintain appropriate security and confidentiality.

We may also disclose personal information to public authorities where legally required.

7. Data Security

We implement appropriate technical and organisational measures to protect personal information from:

  • Unauthorised access
  • Loss
  • Misuse
  • Alteration

Our internal policies are designed to ensure data accuracy, integrity and confidentiality. Where we share information with third parties, we require them to protect it in accordance with applicable data protection laws.

8. Data Retention

We retain personal information only for as long as necessary for:

  • Executive search and recruitment purposes
  • Legal and regulatory compliance
  • Legitimate business needs

In the absence of a specific legal requirement, we generally retain candidate records for up to 20 years, after which they are securely deleted or anonymised in accordance with our retention policies.

9. International Transfers

MontaRosa operates internationally. Your personal information may be transferred to associated companies or service providers located outside your country, including in:

  • European Union
  • United Kingdom
  • United States
  • Switzerland
  • India
  • New Zealand
  • Australia

Where required, we implement appropriate safeguards, including Standard Contractual Clauses approved by the European Commission or relevant supervisory authorities.

You may request further details by contacting enquiries@montarosa.com.

10. Your Rights

Subject to applicable law, you have the right to:

  • Access your personal information
  • Request correction of inaccurate data
  • Request erasure of your data (in certain circumstances)
  • Restrict processing
  • Object to processing based on legitimate interests
  • Withdraw consent (where processing is based on consent)
  • Request data portability (where applicable)

If you object to processing based on legitimate interests, we will cease processing unless we can demonstrate compelling legitimate grounds or the processing is required for legal claims.

You also have the right to lodge a complaint with a supervisory authority in your country of residence.

To exercise your rights, contact: enquiries@montarosa.com

11. Additional Privacy Notices

Certain processing activities may be subject to additional privacy notices. Where applicable, these will be provided separately.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time to reflect legal, regulatory or operational changes.

Where appropriate, we will notify you of material updates

United States

1. Introduction

MontaRosa is a leadership search firm advising clients on leadership, talent identification, assessment, recruitment and succession planning.

This Privacy Policy explains how we collect, use, disclose and protect personal information in the United States, and describes the rights available to you under applicable U.S. privacy laws.

By interacting with MontaRosa, submitting your information to us, or being considered for an executive search, you acknowledge the practices described in this Privacy Policy.

2. Who We Are

“MontaRosa,” “we,” “our,” or “us” refers to MontaRosa and its affiliated companies operating in the United States and globally.

We process personal information relating to:

  • Current and prospective applicants
  • Interview candidates
  • Interns
  • Consultants and contractors
  • Directors
  • Referees and business contacts
  • Other individuals connected to a search engagement

(collectively, “candidates” or “you”).

For purposes of applicable U.S. privacy laws, MontaRosa acts as the “business” responsible for the collection and use of your personal information.

You may contact us at: enquiries@montarosa.com

3. Personal Information We Collect

We collect personal information that identifies, relates to, describes, or could reasonably be linked to you.

Depending on your interaction with us, we may collect:

Professional Information

  • Employment history
  • Job title and work experience
  • Education and qualifications
  • Professional licenses and certifications
  • Skills and language capabilities
  • Compensation history or expectations

Contact Information

  • Name
  • Email address
  • Telephone number
  • Mailing address
  • LinkedIn or professional profiles

Background Information

  • References
  • Regulatory or professional status (where applicable)
  • Verification of qualifications

Communications

  • Records of communications between you and MontaRosa
  • Notes, evaluations or feedback relating to search processes

We request that you do not provide sensitive personal information (such as Social Security numbers, health information, racial or ethnic origin, or criminal history) unless specifically requested and legally required.

4. Sources of Personal Information

We collect personal information from:

  • You directly (e.g., CV submissions, email, phone, meetings)
  • Public sources (e.g., LinkedIn, company websites, press releases)
  • Referees and professional contacts
  • Clients in connection with search assignments
  • Research providers and business intelligence sources

5. How We Use Personal Information

We use personal information for business purposes, including:

Executive Search & Recruitment

  • Identifying and assessing candidates
  • Matching candidates with client opportunities
  • Communicating regarding search assignments
  • Managing recruitment processes

Verification & Due Diligence

  • Verifying qualifications and employment history
  • Conducting professional reference checks
  • Supporting client regulatory compliance

Business Operations

  • Managing our internal records
  • Maintaining our database
  • Improving our services

Legal & Compliance

  • Complying with applicable laws
  • Responding to legal requests
  • Defending legal claims

We do not sell personal information in exchange for monetary consideration.

6. Disclosure of Personal Information

We may disclose personal information to:

Clients

In the course of an executive search, we may share professional summaries or candidate information with clients. We typically contact you before presenting detailed information.

Service Providers

We engage third-party service providers who support our business, including:

These service providers are contractually required to use personal information only for the purposes of providing services to MontaRosa.

  • IT hosting and database providers
  • Research providers
  • Background verification services
  • Professional advisors
Legal Authorities

We may disclose personal information when required by law or to protect legal rights.

7. Data Retention

We retain candidate information for as long as reasonably necessary to:

  • Support executive search activities
  • Maintain long-term professional records
  • Comply with legal and regulatory requirements

In the absence of legal requirements, candidate records may be retained for up to 20 years, after which they are securely deleted or anonymized.

8. Data Security

We implement reasonable administrative, technical, and physical safeguards designed to protect personal information from unauthorized access, disclosure, misuse, or alteration.

However, no method of transmission or storage is completely secure.

9. International Transfers

MontaRosa operates globally. Personal information may be stored or processed in the United States or other countries where we or our service providers operate.

By submitting your personal information, you understand that it may be transferred to and processed in jurisdictions that may have different privacy laws than your state or country of residence.

10. U.S. Privacy Rights (Including California Residents)

Depending on your state of residence, you may have certain rights under applicable privacy laws (including the California Consumer Privacy Act (CCPA), as amended by the California Privacy Rights Act (CPRA)).

These rights may include:

  • The right to know what personal information we collect, ,use, disclose, or retain
  • The right to request deletion of your personal information
  • The right to request correction of inaccurate information
  • The right to opt out of the sale or sharing of personal information ,(Note: MontaRosa does not sell personal information)
  • The right to non-discrimination for exercising privacy rights

To submit a privacy request, contact: enquiries@montarosa.com

We may verify your identity before processing your request.

Authorized agents may submit requests on your behalf, subject to verification requirements.

11. Children's Privacy

Our services are not directed to individuals under the age of 18, and we do not knowingly collect personal information from minors.

12. Changes to This Privacy Policy

We may update this Privacy Policy from time to time. Updates will be posted on our website with a revised “Last Updated” date.