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We are committed to helping our investors reach their financial goals and to treating investors, clients and contacts fairly and with respect. This includes maintaining your trust and confidence by handling your personal data and information with respect and enabling you to self-manage the communications you receive from Liontrust Asset Management PLC, Liontrust Fund Partners LLP, Liontrust Investment Partners LLP, Liontrust Portfolio Management Limited and Liontrust International Luxembourg (SA) (collectively, "Liontrust"). It is important that you know what personal information Liontrust holds about you and how it is used, and this Privacy Notice has been written to explain this.
Liontrust processes personal data for a variety of purposes. We collect this personal data directly from you, for example, if you are an investor in our funds, if you visit our website, if you submit your contact details to receive marketing communications from us, if you submit event-related data to attend our events, or share information on yourself with us as part of a job application. We may also obtain your personal data via publicly available sources. This privacy notice is intended to cover all of the above-mentioned scenarios.
If you would like any further information or have any questions on the processing of your information, please email us at dataprotection@liontrust.co.uk.
In this privacy notice, “personal data” means any information relating to an individual who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data or an online identifier. Personal data also refers to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of an individual.
It includes special categories of personal data (special category data) from which we can determine or infer an individual's:
It also includes personal data relating to criminal convictions and offences.
You have the following rights in relation to your personal data:
If you have a query or wish to exercise your rights, please contact us at dataprotection@liontrust.co.uk.
We collect personal data that you provide voluntarily, for example, when using our website and completing online forms to contact us, subscribing to a newsletter, using one of our online advisor tools, subscribing to receive marketing communications from us, investing in our funds, participating in surveys, registering for events that we are organising or applying for a job at Liontrust.
The information we collect about you may include the following:
For investors in Liontrust funds, the following additional information may be held to allow us to provide our services to you and meet regulatory requirements:
In addition to the above, the Liontrust website uses cookies so that we can provide you with the best possible user experience. We use Google Analytics to track your usage of our website and third party cookies to track the performance of our adverts. You can read more about the cookies we use and how to manage them here.
We will only use your personal data when the law allows us to do so. Most commonly, we will use your personal data in the following circumstances:
We maintain the accuracy and completeness of the personal data we hold. It is important that you inform us of any updates to your contact details or other personal data so that we have the most up-to-date information about you. Please contact the person you usually deal with at Liontrust. You can also contact data.protection@liontrust.co.uk.
Where personal data is being processed by a third party on Liontrust’s behalf, Liontrust will have contractual arrangements in place to protect any such personal data - in line with the applicable data protection laws and regulation. Where any processing is done outside of the UK Liontrust will ensure appropriate protections are in place to safeguard your data privacy before any processing commences.
Liontrust protects the confidentiality and security of information it obtains in the course of its business. Access to such information is limited, and policies and procedures are in place that are designed to safeguard the information from loss, misuse and improper disclosure.
Our policy is to retain personal data only for as long as it is needed for the purposes described in the section “Purposes for which we process personal data.” Note that retention periods vary in different jurisdictions and are set in accordance with local regulatory and legal retention requirements. In order to meet our professional and legal requirements, to establish, exercise or defend our legal rights, and for archiving and historical purposes we may need to retain information for longer periods of time.
If you want to make a complaint in relation to our data processing activities, please contact dataprotection@liontrust.co.uk. If you are not satisfied with our response, you can raise a complaint with the Information Commissioners Office.
We will occasionally update this privacy notice to reflect changes in our practices and services. When we post changes to this privacy notice, we will revise the “last updated” date at the top of this privacy notice. If we make any material changes in the way we collect, use, and share personal data, we will notify you by prominently posting notice of the changes on the website. We recommend that you check this page from time to time to inform yourself of any changes in this privacy notice.