If you are using the Portal in your capacity as an adviser to an investor, rather than as an investor in your own right, then you warrant and represent to us that:
1. Personal Information we collect from you
1.1 We respect your right to privacy and will only process personal information you provide to us in accordance with the Data Protection Act 1998 and other applicable privacy laws. We are registered with the Information Commissioners Office under registration number ZAO93432.
1.2 When you register with CoInvestor, and whilst you continue to use CoInvestor, we will collect information from you which will include the following:
1.3 We also obtain information about your investments through our Portal from the Manager whose deal or fund you have invested into or from your financial adviser where they have requested we list your historic investments. We use this information to update the ‘My Portfolio’ section of your CoInvestor account and also, where necessary, to comply with our obligations to you under the investor terms and conditions which apply to the use of the Portal by investors.
2. Use of Personal Information
2.1 We (or third party data processors, agents and sub-contractors acting on our behalf) may collect, store and use your personal information for the following purposes:
2.2 We do not disclose information about identifiable individuals to our advertisers, but we may provide then with anonymised aggregate information about the use of the Portal from time to time.
2.3 If you do not want us to use your Personal Information in one or more of the ways mentioned above, or to pass your details on to third parties, but you wish to continue accessing and using the Portal, please let us know by contacting us at email@example.com with the words “Data Protection” in the subject line. Please note that if we are unable to use certain Personal Information, this may limit your use of the Portal and specifically your ability to engage in investment activity through the Portal.
2.4 Where you authorise an adviser to register on, and use, the Portal on your behalf, then you acknowledge and agree that we are entitled to use the Personal Information provided by such adviser as if it was provided directly by you, to the extent this information is required by us to provide the services requested by the adviser on your behalf.
2.5 Where you use the Portal as an adviser or Manager or in any other authorised capacity which does not involve you investing in your own right, we only collect personal information from you which is necessary to identify you and the particular Investment Opportunity to which your use of the Portal relates.
2.6 If you no longer wish an adviser to use the Portal on your behalf then please contact us at firstname.lastname@example.org so we can set up new log-in details for your account.
3. Access to Personal Information
3.1 You have the right to ask us to provide you with copies of personal information that we hold about you at any time. An administrative fee may be payable in exceptional cases, but we will not charge you until we have told you how much the fee is and what it is for, and you have told us you still want to proceed. You should direct any such request to email@example.com with the words “Data Protection” in the subject line.
3.2 In accordance with legal and regulatory requirements, we will retain the records relevant to your CoInvestor account and any activity you conducted on the Portal for a minimum period of six years following the termination of your access to the Portal. This period may be extended by force of law, regulatory requirement of by mutual consent between you and us.
4.2 Cookies are small files, typically made up of letters and numbers, that are stored on your browser when you access the CoInvestor website. We set and access these cookies on your computer in order to automatically log data regarding each visit you make to the website such as your IP address, browser type, referring/exit pages, and operating system. We may use this information to monitor server errors, server administration or to monitor visitor behaviour. These cookies don't collect information that identifies individual site users. All information these cookies collect is aggregated and therefore anonymous. It is only used to improve how a website works.
4.3 Cookies allow us to store information about your preferences and to provide you with a better service. You can however choose to disable the cookies we use by changing your website browser settings. You may also delete cookies that have already been placed on your browser. Please note that disabling or deleting cookies may prevent you from using the full range of services available on the Portal.
4.5 Cookies may also be used to improve the user experience and to enable some of the functionality provided by this website. Please note that some cookies may be placed by third party service providers who perform some of these functions (or other services) for us. Cookies may be used on this website for the following third party services: Google Analytics, LinkedIn Follow button, Twitter Follow button, Google +1 button, other social marketing tools and third party video service providers. Some of these services may be used to track your behaviour on other websites and we have no control over this.
4.6 By continuing to use the Website without adjusting your browser's cookie settings, you agree that we can place these cookies on your device.
5. Safeguarding Personal Information
5.1 Whilst we take appropriate technical and organisation measures to safeguard the personal information that you provide to us, we accept no liability if communications are intercepted by third parties or incorrectly delivered or not delivered.
5.2 If we transfer your information to third parties we will take steps to ensure that such transfer and any on-going processing by such third parties is carried out securely and in accordance with applicable privacy law.
6. Your Rights
Under data protection legislation you have a number of rights in respect of information held about you. These rights are as follows, and can be exercised in accordance with the applicable legislation:
7. Third party websites
Custodian: means the legal entity appointed by us or the Manager to provide custodian services (including receiving agent services) in relation to an Investment Opportunity.
Investment Opportunity: means an investment opportunity listed on the Portal by a Manager.
Manager: means the authorised manager of an Investment Opportunity.