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Privacy | With Intelligence
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 * About us
   * Our company
   * Our leadership
   * Our people
 * Our modules
   * All asset classes
     
   * Hedge funds
     
   * Private markets
     
   * Traditional
     
 * Our solutions
   * Raise assets With Intelligence
     For sales & investor relations
   * Allocate With Intelligence
     For investors
   * Generate leads With Intelligence
     For service providers
   * Operate With Intelligence
     For tech and operations
 * Product
   * Our modules
     * All asset classes
       
     * Hedge funds
       
     * Private markets
       
     * Traditional
       
   * Our solutions
     * Raise assets With Intelligence
       For sales & investor relations
     * Allocate With Intelligence
       For investors
     * Generate leads With Intelligence
       For service providers
     * Operate With Intelligence
       For tech and operations
 * Events calendar

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PRIVACY POLICY.

This privacy policy sets out how we collect, process and use the personal data
of our users, customers, event attendees and website visitors in connection with
our products and services. Treating personal data with respect, keeping it
secure and processing it in accordance with the law is of the utmost importance
to With Intelligence.

WITH INTELLIGENCE PRIVACY POLICY.

 

With Intelligence is made up of different legal entities. This privacy policy is
issued on behalf of the With Intelligence so when we mention With Intelligence,
With, “we”, “us” or “our” in this privacy policy, we are referring to the
relevant company in the With Intelligence responsible for processing your data.
With Intelligence Ltd is the controller and responsible for this website.

We might need to change this privacy policy from time to time. We will publish
any updated privacy policy on our website and if possible we will update you
directly if we think the changes are likely to affect you. We would recommend
that you read this privacy policy before you give us any of your personal data.

ABOUT US.

 

With Intelligence produces a range of business information products relating to
alternative and traditional asset management, as well as hosting events on areas
of interest to those sectors.

OUR PERSONAL DATA USAGE GUIDELINES.

 

We will only use your personal data for the purposes for which we collected it,
unless we consider that we need to use it for another reason and that reason is
compatible with the original purpose. If you wish to get an explanation as to
how the processing for the new purpose is compatible with the original purpose
then please contact us.

If we need to use your personal data for an unrelated purpose then we will
notify you and we will explain the legal basis which allows us to do so.

Please note that we may process your personal data without your knowledge or
consent, in compliance with the terms of this privacy policy or where this is
required or permitted by law.

We do not collect any special categories of personal data. This means we will
not collect data about your race or ethnicity, religious or philosophical
beliefs, sex life, sexual orientation, political opinions, trade union
membership, information about your health, genetic data or biometric data.
Similarly, we do not collect any information about criminal convictions and
offences.

Our websites, products and services are not intended for children and we do not
knowingly collect data relating to children.

TYPES OF PERSONAL DATA HELD BY US.

 

From time to time we collect, use, store, process and transfer the following
kinds of personal data:Identity data, including first names, last names, job
titles, usernames or similar identifier, dates of birth, gender and dietary
requirements; Contact data including billing addresses, delivery addresses,
email addresses and telephone numbers; Financial data including bank account
details and payment card details; Transaction data including details about
payments made to and from users and other details of products and services our
customers have purchased from us; Technical data including internet protocol
(IP) addresses, login data, browser type and version, time zone setting and
location, browser plug-in types and versions, operating system and platform, and
other technology on the devices used to access this website or our services or
products; Profile data including usernames and passwords, purchases or orders
made, social media account details, preferences, feedback and survey responses;
Usage data including information about how our websites, products and services
are used; and Marketing and Communications data including personal preferences
in receiving marketing from us and our third parties and any communication
preferences.


HOW WE COLLECT PERSONAL DATA AND WHAT WE USE IT FOR.

 

PROVIDING PRODUCTS AND SERVICES.

 

When a client or customer purchases a subscription service or a product from us
we collect certain personal data. We also collect personal data when an
individual submits a website form or contacts us to request information about
our products and services. We use this personal data in the following ways:

(a) To fulfil our contract: this includes setting up clients and users,
processing payments, providing updates relating to our products, processing user
IDs, passwords and contact details and delivering content. Any such use will be
on the basis that the processing is necessary to perform the agreement that we
may have with you.

(b) After the contract has ended: we will keep full records about the contract
for a limited period in case you want to reactive your account. Such processing
would be carried out on the basis that it is necessary to protect our legitimate
interest of protecting our business.

(c) Record keeping: we retain details of transactions for a period of up to 6
years for our internal records and for the purpose of tax and regulatory
compliance. Any further use of the retained information will only be to comply
with regulatory requirements or in the event of a dispute between the recipient
and us. Such processing would be carried out on the basis that it is necessary
to protect our legitimate interest of protecting our business and to comply with
the law.

(d) Monitoring use: we use software services and tools to monitor the use of our
websites, products and services access using your account details, to identify
and manage potential security issues and to keep your account safe. Any usage
data will be processed to the extent necessary for our legitimate interest of
ensuring our products, websites and services are secure. We will retain usage
data for a period of up to 6 years. Any further use of the retained information
will only be to comply with regulatory requirements or in the event of a dispute
between you and us – in which case such processing would be carried out on the
basis that it is necessary to protect our legitimate interest of protecting our
business.

(e) Printing and logistics: in fulfilling our contract with you, we may need to
have certain materials printed and despatched to you. In these circumstances
your personal data may be sent to a third party provider in accordance with the
terms of this privacy policy. Any such processing will be on the basis that the
processing is necessary to perform the agreement that we may have with you.

(f) Troubleshooting and technical support: in certain circumstances when
performing our contract with you (or otherwise providing requested services to
you where no contract exists), a need may arise for us to transfer your data to
a third party technical support or technology development agency. Any such use
and transfer will be on the basis that the processing is necessary to perform
the agreement that we may have with you and in order to protect our legitimate
interest in developing and improving the stability and security of our systems.

EVENTS AND WEBINAR.

We process personal data in order to effectively manage, organise and run our
events and webinars. Where you sign up to attend one of our events or webinars:

(a) We will collect such personal details as are required to deliver our
contractual obligations (or otherwise providing requested services to you where
no contract exists), such as your name, email address, payment details and any
other relevant attendee details. We will only process such details as are
necessary to enable us to perform the contract between you and us or to protect
our legitimate interest of promoting our business and developing new customers.

(b) We may publish or circulate an attendance list (including your name and
company name) which will be made available to other attendees and to the event
sponsors. For virtual events, if you have agreed to our doing so, we may also
share your contact details with the event sponsors. We will not share your
details with the venue (where relevant) or other third parties for marketing
purposes unless you provide your consent. We consider this processing to be
necessary to protect our legitimate interest of running our events effectively.

(c) We may also request and collect information about your relevant interests
and preferences. We will use this information to help us make decisions about
the kind of events, webinars and any services or products you might be
interested in hearing about from us and will use this information for marketing
purposes. Such processing is carried out to protect our legitimate interest of
promoting our business, developing new customers and to inform our marketing
strategy.

(d) In order to properly deliver the event or webinar we may need to have
certain materials printed and despatched to you. In these circumstances your
personal data may be sent to a third party printer or logistics provider. Any
such transfer will be made in accordance with the terms of this privacy policy.
Any such use will be on the basis that the processing is necessary to perform
the agreement that we may have with you.

Any individuals who sign up to act as speakers at our events or webinars may
have their personal data collected and used in the following way:

(a) We will use your contact details to contact you in connection with the event
or webinar and process any payment or facilitate any obligations or rights set
out in any agreement which may exist between you and us. Any such processing
will be carried out on the basis that it is necessary to fulfil the contract
between you and us. We will retain details of transactions between you and us
for up to six years. We will only use the retained information to comply with
regulatory requirements or in the event of a dispute between you and us – such
processing may be carried out on the basis that it is necessary to protect our
legitimate interest of protecting our business.

(b) We may use any profile or personal that you provide us with or that are
publicly available to help market or advertise the event that you are speaking
at on the basis that such processing is necessary to achieve our legitimate aim
of running an effective event or webinar. We may retain your profile and details
for our internal records and to allow us to contact you in the future about
similar events or webinars. Such processing is carried out to protect our
legitimate interest of promoting our business.

(c) In order to properly deliver the event or webinar we may need to have
certain materials printed and despatched to you. In these circumstances your
personal data may be sent to a third party printer or logistics provider. Any
such transfer will be made in accordance with the terms of this privacy policy.
Any such use will be on the basis that the processing is necessary to perform
the agreement that we may have with you.

VISITS TO OUR WEBSITES.

 

Our websites use cookies to help us (1) make sure our website performs as
intended; (2) to analyse how visitors use our websites in order to help us make
our websites more effective; and (3) to help us make marketing decisions about
how we promote our services online.

Cookies are small data files that websites store on your electronic device so
that the website can store data and will enable us to collect information, which
is likely to include data from which you can be identified. For further details,
including the duration that we retain data for, please see our Cookie Notice
https://www.withintelligence.com/cookies. In some instances we also use server
logs to collect data. Our lawful basis for using cookies and server logs to
collect and process usage data is that it is necessary to protect our legitimate
interests of promoting our business and for the correct functioning and
operation of our websites.

MARKETING.

 

We use third party agencies, data research companies and our own internal team
to actively identify people who we believe are likely to find our events,
services products useful. Our team and our third party researchers look for and
source business contact details and information about an individual’s job role
both online (using publicly available resources and websites), through
networking activities and from details collected from previous event attendees,
newsletter subscribers and users of our products.

We use those business contact details to send event invites and emails about
relevant industry news. We always include an unsubscribe link at the bottom of
any such email which we send, so that you can let us know if you do not wish to
receive any further marketing emails.

Our lawful basis for using personal data in this way is that it is necessary to
protect our legitimate interest of promoting our business, developing new
customers and to inform our marketing strategy.

CUSTOMER ENGAGEMENT.

 

In parallel with the services and products that we provide we offer access to
certain platforms through which we engage with our customers and clients. This
includes, for instance, our own community social media platform and a customer
polling platform. In operating these platforms we may process your personal data
to allow you to access and use the services thereon.

Our lawful basis for using personal data in this way is that it is necessary to
protect our legitimate interest of promoting our business, developing new
customers and to inform our marketing strategy.

INFORMATION DATABASES.

 

We collect, use and store personal data relating to third parties such as
details about the directors, shareholders, stakeholders and professional
advisors of certain companies in order to provide certain services. Data of this
type is collected and processed both internally by our researchers and by third
parties agencies on our behalf. Our researchers and agencies may contact
relevant individuals directly to obtain information as well as using publicly
available websites, LinkedIn, regulatory filings, company registries and news
articles. We use this information to write profiles, articles, blogs and reports
which are then published for the benefit of our subscribers (who may be based
outside the EEA) via a searchable database or in a newsletter. We process data
in this way in order to protect our legitimate interests of developing our
products/services and growing our business and to present financial service
journalism.

JOB APPLICANTS.

If you apply for a job at With Intelligence we will use the information you
provide us with to assess your suitability for the role and to progress or end
your application. The personal data we will require and use includes contact
details, your curriculum vitae, your previous experience, education history and
answers to questions relevant to the role you have applied for. Our HR team and
the hiring manager for the role will have access to this data.

We may also ask about equal opportunities data. We use this data on an
anonymised basis to produce and monitor equal opportunities statistics for legal
reasons. There is no obligation to provide this data and it will not affect your
application if it is not provided.

We will only share your data with contracted third parties if it is necessary
for the recruitment process and we will notify you at the time that we do so. We
will never sell your data or use it for marketing purposes.

If your application is not successful, unless you ask us to retain your data for
other opportunities in the future, we will store your details for six months to
help with any questions, before securely deleting or anonymising the data.

If your application is successful we will need to complete employment checks for
legal reasons, in particular, to verify your right to work in the country and to
verify your previous employment references.

We may carry out data processing of this nature for the legitimate interest of
recruiting and developing our workforce.

ADMINISTRATION.

 

We may process personal data in order to allow us to properly administer our
systems and our business, including data storage, hosting, reporting, systems
maintenance, improving our computer systems, troubleshooting, analysis, testing
and the operation of our databases. Processing of this kind is incidental to the
provision of our services and products and to the efficient operation of our
business. We may carry out data processing of this nature for the legitimate
interest of administering, improving and protecting our business, this website,
our products and our services. We may also carry out this type of data
processing to protect our legitimate interest in ensuring our systems are secure
and preventing fraud.

DEBT MANAGEMENT.

 

Where a client fails to make payment for an event, service or product at the
time that it is due we may need to transfer your personal data in order to
instruct a third party debt collection agency. Processing of this type may be
carried out in order to protect our legitimate interest in recovering such a
debt.

ANALYTICS.

 

We use data analytics to monitor and improve our websites, products/services,
marketing, customer relationship management and user experiences Wherever
possible when carrying out this type of analytical work we anonymise all
personal data. In certain circumstances however, cases arise whereby we need to
process personal data in order to achieve the objectives of our analytical
processing. Where we do so we are protecting our legitimate interests of
defining the types of customers for our products and services, keeping our
websites, services and products updated and relevant, developing our business
and to inform our marketing strategy.

CCTV.

 

At some of our offices there is a CCTV system installed. Any individual who
visits these offices will have their image recorded by the CCTV system. We
operate CCTV systems at these premises in order to protect our legitimate
interests of protecting the personal safety of staff, visitors and other members
of the public, to act as a deterrent against crime and to prevent crime and
protect our assets from damage, disruption, vandalism and other crime.

DATA SECURITY.

 

We have put in place appropriate security measures at organisational, technical,
physical and operational levels to prevent your personal data from being
accidentally lost, used, altered, disclosed or accessed in an unauthorised way.
In addition, we limit access to your personal data to those employees, agents,
contractors and other third parties who have a business need to know. They will
only process your personal data on our instructions and they are subject to a
duty of confidentiality.

We have put in place procedures to deal with any suspected personal data breach
and will notify you and any applicable regulator of a breach where we are
legally required to do so.

INTERNATIONAL TRANSFERS OF PERSONAL DATA.

We share your personal data within With Intelligence. As we have a number of
offices outside of the European Economic Area (EEA) your personal data may be
transferred outside of the EEA. We ensure your personal data is protected by
requiring all our group companies to follow the same rules when processing your
personal data. These rules are called “binding corporate rules”. For further
details, please see the following article on the European Commission’s website:
https://ec.europa.eu/info/law/law-topic/data-protection/international-dimension-data-protection/binding-corporate-rules-bcr_en

We also work with a number of third party outsourcers based outside of the EEA,
including providers of research services, IT support, technology and website
development agencies. From time to time we may need to transfer certain personal
data to these parties in accordance with the terms of this privacy policy.

Whenever we transfer your personal data out of the EEA, we ensure a similar
degree of protection is afforded to it by ensuring at least one of the following
safeguards is implemented:

a) Where the recipient is located in a country that has been deemed to provide
an adequate level of protection for personal data by the European Commission; or

b) Using specific contracts approved by the European Commission which give
personal data the same protection it has within the EEA.

DISCLOSURE OF PERSONAL DATA TO THIRD PARTIES.

 

We may disclose any personal data that we hold to certain third parties who are
contracted to help us provide our products and services (some of whom may be
based outside the EEA). Any such third parties will be acting as processors on
our behalf and will be contractually bound to only use the data in accordance
with our instructions and to implement adequate security measures. The data will
only be transferred by us to a third party if appropriate contractually binding
safeguards are implemented between us and the processor. We require all third
parties to respect the security of your personal data and to treat it in
accordance with all applicable law. We do not allow our third-party service
providers to use your personal data for their own purposes and we only permit
them to process your personal data for specified purposes and in accordance with
our instructions.

We may share also personal data with third parties (who will also be acting as
controllers in respect of that personal data) if we:

a) have a legal duty to do so or if it is required to enforce or apply our
contracts or to protect legal rights, our property, the use and functionality of
our websites or the safety of us or others; and

b) sell, transfer or merge parts of our business or our assets. If a change
happens to our business, then the new owners will only be entitled to use
personal data in accordance with the provisions set out in this privacy notice.

DATA RETENTION.

 

We will only retain your personal data for as long as is reasonably necessary to
fulfil the purposes we collected it for, including for the purposes of
satisfying any legal, regulatory, tax, accounting or reporting requirements. We
may retain your personal data for a longer period in the event of a complaint or
if we believe there is a reasonable prospect of litigation in respect to our
relationship with you.

To determine the appropriate retention period for personal data, we consider the
amount, nature and sensitivity of the personal data, the potential risk of harm
from unauthorised use or disclosure of your personal data, the purposes for
which we process your personal data and whether we can achieve those purposes
through other means, and the applicable legal, regulatory, tax, accounting or
other requirements.

By law we must keep basic information about our customers (including contact,
identity, financial and transaction data) for six years after they cease being
customers for tax purposes.

In some circumstances you can ask us to delete your data: see ‘Your rights’
below for further information.

In some circumstances we will anonymise your personal data (so that it can no
longer be used to identify you) for research or statistical purposes, in which
case we may use this information indefinitely without further notice to you.

YOUR RIGHTS.

 

If we hold data about you, you have certain rights under the General Data
Protection Regulation (‘GDPR’) and data protection legislation in respect of the
personal data which we hold. This includes the:

(a) Right to be informed: you have a right to ask us what personal data we
collect and what we use it for;

(b) Right of access: you have a right to request a copy of any personal data
that we hold about you. We will respond to your request within one month;

(c) Right of rectification: you have a right to require us to correct any
personal data held about you which is inaccurate or incomplete. We will rectify
any errors you highlight to us within one month;

(d) Right of erasure: also known as the ‘right to be forgotten’ – in certain
circumstances, you have a right to have the personal data held about you erased
from our records. Valid requests will be actioned within a month;

(e) Right to restriction processing: you have a right to request us to restrict
the processing carried out in respect of personal data relating to you;

(f) Right of data portability: you have a right in certain circumstances to
request that the personal data held by us about you transferred to another
organisation;

(g) Right to object: you have a right to object where processing is carried out.
You may always object to us processing your personal data for direct marketing
purposes; and

(h) Right to object to automated decision making and profiling: you have a right
not to be subject to a decision based solely on automated processing which
produces legal or similar significant effects on you.

Given the nature of the services we provide in certain situations we may be able
to rely on certain exemptions under the GDPR and the Data Protection Act 2018.
These exemptions may mean we have a right to refuse requests for disclosure of
information, erasure requests and rectification requests and exempt us from some
notification obligations.

We will confirm to you in writing to acknowledge receipt of any request we
receive relating to your rights as a data subject, and we will let you know if
we have complied with your request. If having, carried out an assessment, we
believe we have an overriding reason for resisting your request, we will let you
know why we have reached that conclusion.

QUESTIONS, COMPLAINTS AND CONTACT.

‘With Intelligence’ is the trading name of With Intelligence Ltd and its
subsidiaries.

You can contact With Intelligence with any questions you might have about our
use of data or this privacy policy via the following:

Address: With Intelligence Ltd, One London Wall, London EC2Y 5EA

Telephone: +44 0207 832 6500

Email: data@withintelligence.com

With Intelligence has implemented appropriate technical and organisational
measures in order to ensure our compliance with the GDPR and all applicable data
protection laws. With Intelligence has formed a GDPR compliance committee
reporting to our board and Chief Executive. With Intelligence’s Data Protection
officer role is executed by Gina Sharma.

Please let us know if you have any concerns about how we are handling your data.
We will do our best to resolve the matter, but if we are unable to do so to your
satisfaction you may make a complaint to our Data Protection Officer
(data@withintelligence.com). All users also have the right to lodge a complaint
with the appropriate supervisory authority. All complaints can be lodged with
the ICO who can be contacted at https://ico.org.uk/make-a-complaint/

This privacy policy was last updated on 7/8/2020




GET IN TOUCH WITH US.

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 * Tel: +44 (0) 20 78326500
 * Email: info@withintelligence.com

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@2021 With intelligence. All rights reserved.




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