PRIVACY POLICY

A legal disclaimer

This Privacy Policy explains how Infundly collects, uses and protects personal data when individuals or organisations visit our website, register for professional access, subscribe to updates, make an enquiry, book a meeting, use member-only services, or otherwise interact with us.

Who we are

Infundly is a trading name of AdmansPraxis Limited, a company registered in England and Wales with company number 16707331. In this Privacy Policy, “Infundly”, “AdmansPraxis Limited”, “we”, “our” and “us” refer to AdmansPraxis Limited trading as Infundly.

Infundly provides independent fund research, research-conviction views, investment governance support, due diligence insight, portfolio-construction commentary and related consultancy services for professional users and regulated firms. The website and member services are not intended for retail investors seeking personal financial advice.

Infundly is not authorised or regulated by the Financial Conduct Authority and does not provide personal financial advice, investment management, arranging services or regulated recommendations.

Full legal entity: AdmansPraxis Limited

Trading name: Infundly

Registered office: 71-75 Shelton Street, Covent Garden, London, WC2H 9JQ

Email: privacy@infundly.co.uk

Website: www.infundly.co.uk

We are based in the UK and, where required, registered with the Information Commissioner’s Office (ICO).

Who this website and our services are for

Infundly is primarily intended for professional audiences, including professional advisers, regulated firms, discretionary fund managers, MPS teams, wealth managers, asset allocators, institutional investors, charity trustees acting through professional governance processes, family offices and investment committees.

We may process personal data relating to individuals who act for or on behalf of these organisations, including employees, partners, directors, trustees, consultants, investment committee members, subscribers, prospective clients and professional users who request access to our content or services.

Our website is not designed to provide personal financial advice to retail investors. Where a retail user contacts us, we may process limited personal data only to respond appropriately, manage the enquiry, maintain records and explain the limits of our services.

What personal data we collect

The personal data we collect depends on how you interact with us. We may collect the following categories of information:

Contact details: name, business email address, telephone number, postal address, employer, firm name and professional role.
Professional access details: information used to assess or administer access to professional-only or member-only content, such as firm type, professional capacity, regulatory status, role, investment committee involvement or subscription/membership status.
Account and member information: login details, account preferences, access level, plan information, service access history and communications relating to membership or access.
Enquiry and booking information: information submitted through forms, meeting-booking pages, consultation requests, survey responses, feedback, uploaded documents or correspondence.
Payment and transaction information: billing information, subscription or plan records, VAT information and payment status. Payment card details are generally handled by secure third-party payment providers rather than by Infundly directly.
Website and usage information: pages visited, content viewed, approximate location, device information, IP address, browser type, referral source, cookies and analytics data.
Marketing preferences: newsletter subscriptions, communication preferences, consent records, opt-outs and engagement with our emails or updates.
Professional relationship information: notes of meetings, professional interests, areas of research interest, service requirements and records relevant to providing research, governance or consultancy support.

We do not intentionally collect special category personal data unless you choose to provide it to us. Please do not send sensitive personal data unless it is necessary for a specific purpose and we have asked you to provide it.

How we collect personal data

We may collect personal data directly from you when you complete a website form, subscribe to updates, request access, create a member account, book a meeting, correspond with us, attend a meeting, respond to a survey or engage us for services.

We may also collect information from your organisation, public professional sources, LinkedIn or other professional directories, press articles, event attendee lists, referrals, service providers, Wix and other technology or analytics tools used to operate the website and member services.

How we use your personal data

We use personal data for the following purposes:

To operate, maintain and improve the Infundly website and member services.
To assess, approve, manage or restrict access to professional-only or member-only content.
To provide independent fund research, research-conviction views, due diligence insight, consultancy support, booking services and related professional resources.
To respond to enquiries, meeting requests, support requests and professional communications.
To administer subscriptions, access plans, events, bookings, payment records, invoices and account preferences.
To send newsletters, updates, research alerts, service information or marketing communications where permitted by law and in line with your preferences.
To understand how professional users interact with our website and content so that we can improve the service, website navigation, user experience and content relevance.
To maintain appropriate business, legal, tax, accounting, governance and compliance records.
To protect our business, users, website, systems and content from misuse, unauthorised access, scraping, fraud or unlawful activity.

Lawful bases for processing

Under UK data protection law, we must have a lawful basis for using your personal data. Depending on the circumstances, we may rely on:

Contract: where processing is necessary to provide services, member access, subscriptions, bookings or professional support that you or your organisation has requested.
Legitimate interests: where processing is necessary for the day-to-day operation of Infundly, including responding to professional enquiries, managing client relationships, improving our website, protecting our content and maintaining appropriate records, provided those interests are not overridden by your rights and freedoms.
Consent: where you have opted in to receive certain marketing communications, newsletters or cookies that require consent.
Legal obligation: where processing is necessary to comply with applicable legal, tax, accounting or regulatory obligations.

Where we rely on consent, you can withdraw it at any time. Where we rely on legitimate interests, you have the right to object to processing in certain circumstances.

Professional-only access and verification

Some Infundly content and services may be restricted to professional users, approved members, regulated firms or other professional investment decision-makers. To manage access, we may ask for information about your organisation, professional role, regulatory status, investment governance responsibilities or reason for requesting access.

We use this information to help ensure that our content and services are directed to the appropriate audience and are not used by retail investors as personal financial advice or personal investment recommendations.

Marketing and communications

We may contact you with newsletters, research updates, service information, event invitations or other professional communications where you have consented, where you have requested them, or where we have a legitimate interest in keeping professional contacts informed about Infundly content and services.

You can unsubscribe or opt out of marketing communications at any time by using the unsubscribe link in an email or contacting privacy@infundly.co.uk. We may still send service, legal, account or administrative messages where necessary.

Cookies and analytics

We use cookies and similar technologies to make the website work, improve user experience, understand how the site is used and support website security and analytics. Some cookies are necessary for the website to function; others may be used for analytics or preferences where permitted by law.

For more information, please see our Cookie Policy.

Sharing your personal data

We do not sell personal data. We may share personal data with trusted third parties where necessary to operate Infundly and provide our services, including:

website, hosting and infrastructure providers, including Wix;
email, newsletter, CRM, analytics and communication providers;
payment, invoicing and accounting providers;
video-conferencing and booking-service providers;
professional advisers, including legal, tax, accounting, compliance or IT advisers;
regulators, public authorities, courts, law enforcement agencies or other parties where required by law or necessary to protect our rights.

Where we use third-party providers, they are expected to process personal data only for the purposes we specify and to protect it in accordance with applicable data protection law.

International transfers

Some of our service providers may process personal data outside the UK or the European Economic Area. Where this happens, we will take steps designed to ensure that appropriate safeguards are in place, such as adequacy decisions, standard contractual clauses or other lawful transfer mechanisms.

How long we keep personal data

We keep personal data only for as long as reasonably necessary for the purposes for which it was collected, including to provide services, manage relationships, comply with legal, tax or accounting obligations, resolve disputes, enforce agreements and maintain appropriate records.

Retention periods may vary depending on the nature of the data and the relationship. For example, enquiry records may be kept for a shorter period than client, contract, accounting or compliance records. Marketing data will generally be retained until you unsubscribe or until it is no longer reasonable for us to keep it.

How we protect personal data

We use reasonable technical and organisational measures to protect personal data from unauthorised access, loss, misuse, alteration or disclosure. These measures may include secure website infrastructure, access controls, encryption where appropriate, password protection, limited access to systems and use of reputable service providers.

No website, email system or online service can be guaranteed to be completely secure. You are responsible for keeping your login details confidential and for notifying us promptly if you believe your account or information has been compromised.

Your data protection rights

Subject to applicable law and any relevant exemptions, you may have the following rights:

Access: to ask for a copy of the personal data we hold about you.
Rectification: to ask us to correct inaccurate or incomplete personal data.
Erasure: to ask us to delete personal data in certain circumstances.
Restriction: to ask us to limit how we use personal data in certain circumstances.
Objection: to object to processing based on legitimate interests or direct marketing.
Portability: to ask for certain personal data to be transferred to you or another organisation.
Withdraw consent: to withdraw consent where processing is based on consent.

To exercise your rights, please contact privacy@infundly.co.uk. We may ask for information to verify your identity before responding. We will respond within the time required by law, unless an extension is permitted.

Children and retail investors

Infundly is not directed at children and is not intended for use by retail investors seeking personal financial advice. We do not knowingly collect personal data from children. If you believe a child has provided personal data to us, please contact us so that we can take appropriate steps.

Third-party websites

Our website may contain links to third-party websites, publications, tools or resources. We are not responsible for the privacy practices, content or security of third-party websites. You should read the privacy policies of any third-party websites you visit.

Complaints

If you have concerns about how we use your personal data, please contact us first at privacy@infundly.co.uk so that we can try to resolve the issue.

You also have the right to complain to the Information Commissioner’s Office (ICO):

Information Commissioner’s Office

Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Helpline: 0303 123 1113

Website: www.ico.org.uk

Changes to this Privacy Policy

We may update this Privacy Policy from time to time. Any changes will be published on our website. The latest version available on www.infundly.co.uk will apply from the date stated at the top of the policy.

Contact us

If you have any questions about this Privacy Policy or how we handle personal data, please contact: