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Personal data
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Legal ground for processing
(for individuals in the EEA and UK only)
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To assist and contact you in relation to your enquiry.
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- contact details
- interaction information
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Necessary for our legitimate interest in responding to queries, maintaining business relationships and administering our business or to take necessary steps at your request prior to entering into a contract with you.
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To manage our relationship with you, carry out anti-money laundering and “know your customer checks”, using communications, management and engagement tools.
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- contact details
- relationshipmanagement data
- preferences andinterests
- engagementinformation
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Necessary for our legitimate interest in understanding and maintaining our business relationships and administering our business.
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To provide our services to you, such as our website, advisory services, asset management, programme management and other services.
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- contact details
- device & browser data
- usage data
- engagementinformation
- relationshipmanagement data
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Necessary for the performance of our contract with you and for our legitimate interest in providing our services.
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To fulfil your requests, send you information which you have requested about our services and send you service communications about matters relevant to your use of our services and your engagement with us, such as client communications, relevant content, details of events, surveys, billing, changes in our terms, etc.
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- contact details
- preferences and interests
- device & browser data
- usage data
- engagement information
- relationship management data
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Service communications are necessary for the performance of our contract with you. Other notifications are necessary for our legitimate interest in satisfying your requests, facilitating our services and organising related business activities.
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To send you our newsletter and promotional information through various marketing channels including email, social media, telephone, SMS, etc. about our services and our organisation, reviewing and optimising campaign performance and profiling information about your interests known, observed or inferred for direct marketing purposes.For example, we may use your contact details to display relevant ads through Google, Twitter or LinkedIn or other social media platforms. Social media and advertising providers may use their own information about you to help us make our ads most relevant.
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- contact details
- interaction information
- preferences and interests
- device & browser data
- usage data
- engagement information
- third party data
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Some of our direct marketing activities are
necessary for our legitimate interest in understanding your interests from the information available to us, information observed or inferred and third party information, in promoting our business and understanding campaign metrics.
We will obtain your consent where required by law. For example, your consent will be required to place cookies or similar technologies on your device or to read information on your device.
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To improve and develop our services, including to:
- obtain feedback;
- use Google Analytics to understand the demographics of our users;
- conduct statistical analysis;
- make services and features more relevant;
- improve user experience;
- work with third parties and evaluate data toimprove and develop our services.
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- interaction information
- usage data
- device & browser data
- aggregated data
- third party data
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Necessary for our legitimate interest in delivering our services properly, efficiently and understanding our customer’s needs and expectations.
We will use cookies and similar technologies if you provided your consent.
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To ensure proper administration of our business, including to:
- keep appropriate records about how our services are used;
- resolve complaints;
- conduct troubleshooting;
- manage our business relationships andidentify opportunities;
- <span”>register interactions with ourcommunications, such as emails;
- enforce our terms; and
- debt collection.
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- contact details
- interactioninformation
- relationship management data
- aggregated data
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Necessary for our legitimate interest in the proper administration of our business, dispute resolution, ensuring technical operation of our services and debt collection and necessary for compliance with a legal obligation to which we are subject.
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To engage our third party advisers and service providers who may process your information on our behalf to facilitate the provision of our services and the fulfilment of essential service functions, such as web hosting, cloud storage, analytics, payments, plugins, communications, accounting, security and others.
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- all information necessary to enable the relevant service
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Some activities are necessary for the performance of our contract with you, others are necessary for our legitimate interest in ensuring the proper operation of our services.
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To monitor our networks, website and systems for suspicious activities, test and audit our systems and deploy appropriate security measures.
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- usage data
- device & browser data
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Necessary for our legitimate interest to ensure the security of our organisation, people and services and necessary for compliance with a legal obligation to which we are subject.
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To record calls for record keeping, compliance purposes and in relation to legal claims. We will use all reasonable efforts to inform you about the recording through a pre-recorded message, verbally or by displaying a message.
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Necessary for our legitimate interest to keep appropriate records, ensure our compliance with the law and standards, and to establish, exercise or defend legal claims.
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To monitor interactions and operations for fraud prevention and crime detection purposes, including information from third parties who may help us verify your identity or alert us about suspicious activities.
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- contact details
- usage data
- browser & device data
- interaction data
- third party data
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Necessary for our legitimate interest in detecting and preventing fraud and illegal conduct and necessary for compliance with a legal obligation to which we are subject.
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To share information with necessary companies.
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- any necessary companies. information on a proportionate and lawful basis
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Necessary for our legitimate interest in using our group’s resources to organise, develop and deliver our services, run our organisation and decide on future strategies.
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To share data with another organisation in accordance with the law for the purposes of a joint venture, collaboration, financing, sale, merger, reorganisation or similar event relating to our business.
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- data necessary in connection with the event
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Necessary for our legitimate interest in acting in the best interest of our shareholders and investors and complying with our legal obligations.
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To process information as is required for our compliance with the law or to establish, exercise or defend legal claims.To process and share information with other third parties where required by law, such as regulators, law enforcement agencies or where mandatory under a court order.
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- Any information subject to mandatory processing or disclosure, where this is proportionate and lawful
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Where processing or sharing your data is necessary for compliance with a legal obligation to which we are subject, to establish, exercise or defend legal claims, or, where necessary and proportionate, in order to satisfy our legitimate interest in complying with best practice or applicable laws.
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