Potential investor

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
  • Online technical information automatically captured when you visit the Website, e.g. IP address, traffic data, location data, weblogs and other communication data. We will not store or use this information except as required for system administration of our web server. See the section “Cookies and other technical information” in our Privacy Policy for further details
  • Contractual information, e.g. details about your prospective products and benefits, such as your investment requests and preferences

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)