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Conditions of Use and Privacy Policy

 

Conditions of Use

The information contained in this website (“the Website”) is issued by Perinvest UK Ltd (“PUK”).

PUK is authorised and regulated by the FCA.

The distribution of the information contained in the Website in certain countries may be restricted by law and persons who access it are required to inform themselves and to comply with any such restrictions. The information is not intended to be published or made available to any person in any jurisdiction where doing so would contravene any applicable laws or regulations. In particular, the distribution of the funds referred to in the Website (“the Funds”) as unregulated collective investment funds is restricted in the United Kingdom under the Financial Services and Markets Act 2000 (“FSMA”).

By accessing the Website you confirm that you are aware of the laws in your own jurisdiction relating to the provision and sale of funds and related financial services products and you warrant and represent that you will not pass on or utilise the information contained in the Website in a manner that could constitute a breach of such laws by PUK or any other person. The Website does not constitute an offer or solicitation in any jurisdiction in which such an offer or solicitation is not authorised or to any person to whom it is unlawful to make such an offer or solicitation.

The Website is provided for information purposes only and does not constitute investment, legal, tax or other advice or any recommendation to buy or sell any of the Funds or stocks mentioned. Prospective investors should take appropriate professional advice before making any investment decision. Investments in the Funds are to be made on the terms of the relevant prospectus and no reliance should be placed on the information contained in the Website.

PUK make every effort to keep the content of the Website accurate and up to date and while the information contained in the Website has been taken from sources which PUK consider to be reliable, no warranty is given that such information is accurate or complete and it should not be relied upon on as such. Any opinions expressed on the Website reflect PUK’s judgment at the date of issue of the relevant report and are subject to change without notice. PUK will not be responsible for any liability for loss or damage of any kind which arises, directly or indirectly, from the use of the information contained in the Website.

The value of investments may go down as well as up and may be affected by change in rates of exchange. Investors may not get back the amount invested. Reference should be made to the prospectus in respect of the relevant Fund for further details of the financial commitments and risks involved in connection with an investment in the each Fund. Past performance is not necessarily a guide to future returns.

The Website is protected by copyright. The use of any trademarks and logos displayed on the Website without PUK’s prior written consent is strictly prohibited. Information on the Website may not be published or redistributed without PUK’s prior written consent. PUK accept no responsibility for the content, of any other websites linked to the Website nor any products or services offered through such websites. The use of such other websites is at the user’s own risk.

PUK collect certain personal information about you such as your name, address, telephone number, email address details and other information when it is voluntarily submitted to PUK on the Website. Such information is used by PUK to ensure compliance with its obligations under the FCA Rules and FSMA as well as for internal purposes. By submitting personal information you are consenting to such information being processed by PUK for such purposes and agree that PUK have the right to use and store such data on its internal systems for the purpose of providing services to you.

 

GDPR Privacy Notice

Background:

The General Data Protection Regulation (GDPR) is a regulation by which the European Parliament, the Council of the European Union and the European Commission intend to strengthen and unify data protection for all individuals within the European Union.

It also addresses the export of personal data outside the EU.

The GDPR aims primarily to give control back to citizens and residents over their personal data and to simplify the regulatory environment for international business by unifying the regulation within the EU.

GDPR came into effect on 25th May 2018

 

What kinds of personal information about you do we process?

Personal information that we’ll process in connection with all of our products and services, if relevant, includes:

  • Personal and contact details, such as title, full name, address, phone numbers, email addresses

  • Client Categorisation, such as Retail, Professional or Eligible Counterparty

  • Fund Distribution Lists

What is the source of your personal information?

We collect the personal information directly from you and will be updated as and when the information changes.

What do we use your personal data for?

We use your personal data for the following purposes:

  • Sending out updates on the relevant funds that you have requested to receive. These can be weekly, monthly or quarterly

  • Sending out invitations to roadshows, conference calls and any other event that we might organise.

Do we share your personal information with other organisations?

We do NOT share your personal information with any third party.

Is your personal information transferred outside the UK or the EEA?

We do not transfer your personal information outside the European Economic Area

Where is your personal information stored?

Your personal information is stored on our in house servers and not on any cloud based system.

What should you do it your personal information changes?

You should tell us so that we can update our records. We’ll then update your records if we can.

Do we do any monitoring involving processing of your personal information?

In this section monitoring means any: listening to, recording of, viewing of, intercepting of, or taking and keeping records (as the case may be) of calls, email, text messages, social media messages, in person (face to face) meetings and other communications.

We may monitor and keep emails relating to ongoing communication but this is only for our own purposes and will not be shared with any third party

For how long is your personal information retained by us?

Unless we explain otherwise to you, we’ll hold your personal information based on the following criteria:

  • For as long as we have reasonable business needs, such as managing our relationship with you and managing our operations

  • For as long as we provide goods and/or services to you and then for as long as someone could bring a claim against us; and/or

  • Retention periods in line with legal and regulatory requirements or guidance.

What are your rights under data protection laws?

Here is a list of the rights that all individuals have under data protection laws. They don’t apply in all circumstances. If you wish to use any of them, we’ll explain at that time if they are engaged or not. The right of data portability is only relevant from May 2018.

  • The right to be informed about the processing of your personal information

  • The right to have your personal information corrected if it is inaccurate and to have incomplete personal information completed

  • The right to object to processing of your personal information

  • The right to restrict processing of your personal information

  • The right to have your personal information erased (the “right to be forgotten”)

  • The right to request access to your personal information and to obtain information about how we process it

  • The right to move, copy or transfer your personal information (“data portability”)

  • Rights in relation to automated decision making which has a legal effect or otherwise significantly affects you

You have the right to complain to the Information Commissioner’s Office which enforces data protection laws: https://ico.org.uk/. You can contact us using the details below.

What are your marketing preferences and what do they mean?

We may use your home address, phone numbers, email address and social media or digital channels to contact you according to your marketing preferences. You can stop our marketing at any time by contacting us using the details below.

Contact Us

If you have any question about this privacy notice, or if you wish to exercise your rights, you can contact us by emailing us at Perinvest_Group@perinvest.com. Alternatively, you can write to Perinvest (UK) Limited, Empire House, 175 Piccadilly, London W1J 9EN