What information do we collect about you?
If you are a potential investor in one of our funds
- Personal information about you, e.g. name, age, gender, title, date of birth, National Insurance number, information about your investments and experience in investing
- Contact information, e.g. email, phone number, address, postcode
- Company information, e.g. employer company name, company registration number, company address, job title at company
- Event attendance information (where applicable), e.g. attendance at events, special dietary requirements
- Contractual information, e.g. details about your prospective products and benefits, such as your investment requests and preferences
Why do we collect your personal information and on what grounds?
A potential investor in one of our funds
|Purpose for processing||Legal basis|
|Completing any requests you make||Performance of a contract|
|Sending you marketing emails and contacting you about our products and services||Our legitimate interests (direct marketing to corporate recipients)
Your consent (if you are acting as an individual, sole trader or partnership)