Privacy Policy

We respect your privacy

Introduction

We are The Guild of Investment Managers, a company registered with UK Companies House (Number 10436820) and regulated by them. Our contact address is: 28 The Meadway, Cuffley, Hertfordshire EN6 4ES. You can contact us at clerk@guildofinvestmentmanagers.co.uk

and

The Investment Managers’ Charitable Trust, a Charitable Incorporated Organisation registered with the Charity Commission (Number 1185382) and regulated by them. Our contact address is: Flat 11, Hanah House, 150, Maryland Street, London E15 1BY. You can contact us on 07773552867 and via secretary@investmentcharity.org.uk

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We are committed to protecting your privacy, and take our responsibilities including the security of your information very seriously. This policy explains how we use your information and how we protect your privacy.

This privacy notice provides you with details of how we collect and process your personal data through your use of our site, https://www.coinvmgt.com/ including any information you may provide through our site when you write to us or make a donation.

By providing us with your data, you warrant to us that you are over 18 years of age. If you are not happy with any aspect of how we collect and use your data you should leave the site immediately.

What Personal Data do we collect?

Personal data means any information capable of identifying an individual. It does not include anonymous data.

We may process certain types of personal data about you as follows:

• Identity Data may include your first name, last name, title, tax status and gender.
• Contact Data may include your email address and telephone numbers if you provide it.
• Technical Data may include your login data, internet protocol addresses, browser type and version, browser plug-in types and versions, time zone setting and location, operating system and platform and other technology on the devices you use to access this site.
• Profile Data may include your username and password.
• Usage Data may include information about how you use our website, and make donations.

We may also process Aggregated Data from your personal data but this data does not reveal your identity and as such is not personal data. An example of this is where we review your Usage Data to work out the percentage of website users using a specific page of our site. If we link the Aggregated Data with your personal data so that you can be identified from it, then it is treated as personal data.

How we collect your Personal Data

We collect data about you through a variety of different methods including:

• Direct interactions: You may provide data by filling in forms on our site (or otherwise) or by communicating with us by post, phone, email or otherwise, including when you subscribe to our services or make a donation, request resources or information be sent to you;
• Automated technologies or interactions: As you use our site, we may automatically collect Technical Data about your equipment, browsing actions and usage patterns. We collect this data by using cookies, server logs and similar technologies.

We may also receive Technical Data about you if you visit other websites that use our cookies.

Please also see our cookie policy.

How do we use Cookies?

Third parties or publicly available sources: We may receive personal data about you from various third parties and public sources as set out below:

• analytics providers such as Google based outside the EU, and
• networks such as Linkedin based inside OR outside the EU.

How we use your Personal Data?

We will only use your personal data when legally permitted. The most common uses of your personal data are:

• We will use your information to provide and personalise our service. We may also use your contact details to communicate with you.
• We may contact you by post, email or telephone (including SMS) for these purposes.
• Your data may be used for the following purposes: accounting, billing and audit, credit or other payment card verification and screening, safety, security, administrative and legal purposes, statistical and marketing analysis, systems testing, maintenance and development, supporter and beneficiary surveys, customer relations and to help us in any future dealings with you, for example by identifying your requirements and preferences.
• Where we need to perform the contract between us.
• ​Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests. You have the right to withdraw consent for us to contact you at any time by emailing us at clerk@guildofinvestmentmanagers.co.uk

Disclosures of your Personal Data

We may have to share your personal data with the parties set out below:

• Other companies with whom we are associated or who provide IT and system administration services and undertake leadership reporting.
• Service providers who provide IT and system administration services.
• Professional advisers including lawyers, bankers, auditors and insurers who provide consultancy, banking, legal, insurance and accounting services. HM Revenue & Customs, regulators and other authorities based in the United Kingdom and other relevant jurisdictions who require reporting of processing activities in certain circumstances.

​Data Security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. In addition, we limit access to your personal data to those employees, agents, contractors and other third parties who have a business need to know such data. They will only process your personal data on our instructions and they are subject to a duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach and will notify you and any applicable regulator of a breach where we are legally required to do so.

Data Retention

We will only retain your personal data for as long as necessary to fulfil the purposes we collected it for, including for the purposes of satisfying any legal, accounting, or reporting requirements.

To determine the appropriate retention period for personal data, we consider the amount, nature, and sensitivity of the personal data, the potential risk of harm from unauthorised use or disclosure of your personal data, the purposes for which we process your personal data and whether we can achieve those purposes through other means, and the applicable legal requirements.

By law we have to keep basic information about our supporters and beneficiaries (including Contact, Identity, Financial and Transaction Data) for six years after they cease being supporters and beneficiaries for tax purposes.

In some circumstances you can ask us to delete your data: see below for further information.

In some circumstances we make your personal data anonymous (so that it can no longer be associated with you) for research or statistical purposes in which case we may use this information indefinitely without further notice to you.

Your Legal Rights

Under certain circumstances, you have rights under data protection laws in relation to your personal data. These include the right to:

• Request access to your personal data.
• Request correction of your personal data.
• Request erasure of your personal data.
• Object to processing of your personal data.
• Request restriction of processing your personal data.
• Request transfer of your personal data.
• Right to withdraw consent.

​You can see more about these rights here. If you wish to exercise any of the rights set out above, please email us at clerk@guildofinvestmentmanagers.co.uk

​You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we may refuse to comply with your request in these circumstances.

​We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

We try to respond to all legitimate requests within one month. Occasionally it may take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

Third Party Links

This website may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave our website, we encourage you to read the privacy notice of every website you visit.