Privacy & Cookies

Please find below a summary of our privacy notice and policy and what we do with the personal data we collect. Please note that the following information relates to our full website at www.montanaro.co.uk and may not be relevant to the specific page visited.

In summary, we:

Believe in the protection of personal information and the fundamental concept of privacy
Will only collect the bare minimum of your data required for us to conduct our business effectively
Strive to be transparent with you and the regulators when it comes to cyber-attacks and or intrusion attempts on our business
Take all possible and sensible measures to protect the confidentiality and integrity of your personal information
Do not sell or trade in your personal information

What information do we collect?

As a minimum we may keep:

Name
Corporate or personal email
Contact telephone number
Job title and company you work for
Employment background
Age
Marital status
Hobbies and interests
Information or background checks for anti-money laundering/client due diligence purposes and for employee vetting in order to meet regulatory/legal requirements
Information contained in the application form to subscribe to our funds

We do not collect the following from you:

Sexual orientation
Religion
Health or fitness
Political views
Family data

Why do we need your information?

We process personal data to enable us to provide investment management services, to promote our investment management services and our funds, to manage our business, maintain our own accounts and records, and to manage and support our employees. We only process personal data where it is necessary for our compliance with our legal obligations, for our legitimate business interests, or for the performance of a contract to which you are a party.

How is the data used and who do we share it with?

We may use your personal data in the following ways, dependent on your relationship with us:

To provide our investment management services
To manage business relationships
To comply with our anti-money laundering and client due diligence obligations
To report to and communicate with regulatory and legal bodies

What we do not do with your information:

We do not sell your personal data
We do not share your information with any third parties other than when expressly required for regulatory or legal reasons

How do we protect your data?

We take several precautions to ensure your data is not subject to unauthorised access. Some of the steps we take include, but are not limited to:

Limiting access to systems and email via increased security measures
Only storing data within specialist provider environments
Ensuring our staff are constantly made aware of their responsibilities towards protecting your personal information

How long do we keep your information?

Your personal data will be stored for no longer than is necessary for the purpose for which it is collected, or for as long as is required to meet our regulatory or legal obligations. We have deemed that prospect and ex-client data will be retained for a period of no longer than 7 years.

What are your rights under GDPR?

Under GDPR, you have the following rights:

To have access to, and copies of, your personal data
To require rectification of your personal data, if it is incorrect
To require us to erase your personal data
To require that we do not send you marketing communications
To require us to restrict processing of your personal data
To object to us processing your personal data
To transfer your personal data to another data controller

Please note that these rights are not absolute and we may be entitled to refuse requests where exceptions apply, for example where there is a regulatory or legal requirement that we do not delete your data. Please see www.ico.org.uk for further information on these rights and exceptions.

Cookies

Cookies are used on our website. Most browsers now recognize when a cookie is offered and permit you to refuse or accept it. If you are not sure whether your browser has this capability, you should check with the software manufacturer, your company's technology help desk or your Internet service provider. We do not use cookies for collecting personal information.

Cookies are primarily used to enhance your online experience and are not used to track the navigational habits of identified visitors,
unless we obtain your permission to do so. If you visit our sites to read or download information, such as news stories or articles, much of the information we do collect is statistical only (e.g., the domain from which you access the Internet, the date and time you access our site, and the Internet address of the website from which you linked directly to our site) and not personally identifiable. We use this information about the number of visitors and their use of the sites in aggregate form to make our sites more useful and attractive to you.

Telephone calls

We may record telephone calls to Montanaro in order to comply with regulatory requirements.

Questions

Due to the limited personal or sensitive data that is processed by Montanaro, an official data protection officer has not been appointed. However if you have any questions or complaints relating to this policy, please contact us:

Email: enquiries@montanaro.co.uk

Montanaro Asset Management Limited
53 Threadneedle Street
London EC2R 8AR