Legal Disclaimer
Privacy Policy
This Privacy Policy (“this Policy”) describes how Institutional Adviser Limited collects, uses and shares the information you provide to us and the information we collect in the course of operating our business and our website.
In this Policy when we refer to Institutional Adviser Limited or “we”/“us”/“our” we means Institutional Adviser Limited. Our registered office is The Vikings, Farley Common, Westerham, Kent TN16 1UB.
We may revise this Policy at any time by updating this page. You should check this page from time to time to ensure you are happy with any changes.
Products and Services
The information contained herein is current at the date of publication, but is subject to change without notice. Institutional Adviser Limited has expressed its own views and opinions on this website, and these may change without notice. This website is not directed at you if Institutional Adviser Limited is prohibited by any law of any jurisdiction from making the information on this site available to you and is not intended for any use that would be contrary to local law or regulation.
None of the information contained on this website is intended to constitute any offer to sell or an invitation or solicitation of an offer to buy any product or service by Institutional Adviser Limited and must not be relied upon in connection with any investment decision.
Products or services mentioned on this site are subject to legal and regulatory requirements in applicable jurisdictions and may not be available in all jurisdictions.
Accordingly, persons are required to inform themselves of and observe any such restrictions. Nothing in this website should be construed as investment, tax, legal or other advice.
The information that we collect and where we get it from
“Personal information” is any information that can be used to identify you or that we can link to you and which we have in our possession or control. Examples of such information include your name, email address and telephone number. We will collect and process the following personal information about you:
Information that you provide to us
We will process personal information that you give to us including when you email us or contact us through various channels as follows:
- In connection with fundraising services: If you are a fund manager (or other fundraising/advisory) client of Institutional Adviser Limited, you may provide us with personal information when you became, or in connection with becoming or continuing to be a client of Institutional Adviser Limited. If you are a potential investor, you may provide us with personal information in connection with receiving information about our fundraisings.
- Recruitment application: if you apply for a role with us you may provide us with personal information including your CV, contact details and other details set out in your application.
Information that you provide to us
We will also collect information about when you use our services or when we otherwise interact or correspond with you. We use various technologies to collect and store information when you visit our website. We may, for example, collect information about the type of device you use to access the website, your IP address and your geographic location, the operating system and version, your browser type, the content you view and features you access on our website, the web pages and the search terms you enter on our website.
IP addresses and Cookies
We may collect information about your computer, including where available your IP address, operating system and browser type, for system administration. This is statistical data about our users’ browsing actions and patterns and does not identify any individual.
For the same reason, we may obtain information about your general internet usage by using a cookie file which is stored on the hard drive of your computer. Cookies contain information that is transferred to your computer’s hard drive. They help us to improve our site and to deliver a better and more personalised service. They enable us:
- To estimate our audience size and usage pattern.
- To store information about your preferences, and so allow us to customise our site according to your individual interests.
- To recognise you when you return to our site.
You may refuse to accept cookies by activating the setting on your browser which allows you to refuse the setting of cookies. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you browse on to our site.
How we use the information we collect
We may do the following with your personal information:
- Use it to provide fundraising and advisory services to our clients.
- Use it to engage in marketing and business development activity in relation to our fundraising and other services.
- Where you have applied for a position with us, to review and process your job application.
- To comply with legal and regulatory obligations that we have to discharge.
- Record and monitor your use of our website or our other online services for our business purposes which may include analysis of usage, measurement of site performance and generation of reports.
- Use it for our legitimate business interests, such as undertaking business research and analysis, managing the operation of our website and our business.
- Also, we may collate, process and share any statistics based on an aggregation of information held by us provided that any individual is not identified from the resulting analysis and the collation, processing and dissemination of such information is permitted by law.
Grounds for using your personal information
We rely on the following legal grounds to process your personal information, namely:
- Consent – we may (but usually do not) need your consent to use your personal information. You can withdraw your consent by contacting us (see below).
- Performance of a contract – we may need to collect and use your personal information to enter into a contract with you or to perform our obligations under a contract with you.
- Legitimate interest – we may use your personal information for our legitimate interests.
- Compliance with law or regulation – we may use your personal information as necessary to comply with applicable law/regulation.
You may refuse to accept cookies by activating the setting on your browser which allows you to refuse the setting of cookies. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies when you browse on to our site.
Keeping your information and information security
How long we hold your personal information for will vary and will depend principally on:
- The purpose for which we are using your personal information – we will need to keep the information for as long as is necessary for the relevant purpose.
- Legal obligations – laws or regulation may set a minimum period for which we have to keep your personal information.
- We will ensure that the personal information we hold is subject to appropriate security measures.
- Your choices and rights
You have a number of legal rights in relation to the personal information that we hold about you and you can exercise your rights by contacting us using the contact details set out in this website.
Contact us
We usually respond within 24 hours