At Loeon Investors, maintaining your privacy is important to us and we take precautions to safeguard your information. After all your relationship with us is built on trust and our goal is to preserve that trust. This policy applies where we are acting as a data controller with respect to your information; in other words, where we determine the purpose and means of the processing of that information. This policy sets out the basis on which your information is collected, stored and used by us.
Who we are and how to contact us
Information we collect
By “information” we mean all of the personal and financial information about you that we collect, use, share and store. Most of the information collected by us is information which you have provided to us directly, whether this is from you signing up online to receive information from us or by your providing information to us when becoming a client of ours.
Information we collect from you when you visit and/or request to receive information from our website (by way of a non-exhaustive list).
How and why we use information
We process your information to the extent necessary for us to carry out investment activities, provide communications to you, meet our regulatory obligations and for other legitimate purposes permitted by applicable law. Your information may be stored and processed by us in the following ways and for the following purposes (by way of a non-exhaustive list).
Sharing of your information
We may share your information within Loeon (both in the UK and internationally) for the purposes described above. All of our employees and contractors are required to follow our data privacy and security policies when handling information.
We may also share your information outside of Loeon under the following circumstances.
You have the following rights under data protection laws within the EU. In most cases you can exercise them free of charge. If your investment is through one of our non-EU companies, you may not be entitled to all of the rights set out in this section.
Storage, transfers and retention
The information that we collect from you may be transferred to, and stored at, a destination outside the European Economic Area (the “EEA”). It may be processed by staff operations outside the EEA who work for us or for one of our service providers.
We have physical, administrative, procedural and technical safeguards in place to protect your information from unauthorised access, use or disclosure. We also contractually require that our third party service providers protect such information to the standard required in the EEA. We regularly adapt these controls to respond to changing requirements and advances in technology.
As a condition of employment, Loeon employees are required to follow all applicable laws and regulations, including data protection laws. Access to sensitive information is limited to those employees who need it to perform their roles. Unauthorised use or disclosure of confidential client information by a Loeon employee is prohibited and may result in disciplinary measures.
Making changes to this information
We’ll keep this information up to date and it will always be available at janushenderson.com or on request at any time.