Privacy Policy

This policy explains how Allocation Strategy Ltd. ("we", "us", "our") collects and uses personal data through allocation-strategy.com. It covers visitors to the website, people who contact us and subscribers to our insights. If you apply for a role with us, our Job Applicant Privacy Notice applies. Our Cookie Policy explains the cookies the site uses.

Who we are

Allocation Strategy Ltd. is the controller of the personal data described in this policy. We are a company registered in England and Wales (company number 15921843), at 30 Welbeck Street, London, W1G 8ER, and we are registered with the Information Commissioner's Office (ICO) under registration number ZB907579.

For anything to do with your personal data, email us at info@allocation-strategy.com.

What we collect and why

Enquiries. If you contact us through the website, we collect your name, email address, organisation, type of organisation and message, and use them to respond to you and to discuss working together. Our lawful basis is our legitimate interest in responding to enquiries about our business, or taking steps at your request before entering into a contract with you.

Insights subscription. If you subscribe, we collect your email address and a record of your consent, including when and where on the site you gave it, and use them to send you our insights by email. Our lawful basis is your consent. You can unsubscribe at any time using the link in any of our emails or on our unsubscribe page.

Job applications. See our Job Applicant Privacy Notice.

Website usage. We measure how the site is used so that we can improve it.

• We record basic usage, such as the pages visited, referring websites and the type of device and browser, without cookies and without identifying you. Our lawful basis is our legitimate interest in understanding how our site is used.
• If you allow analytics cookies, we also record in more detail how visitors use the site, including the pages viewed, time spent on them and their interactions with each page. Anything typed into a form is hidden. Your approximate location is derived from your IP address, which is not stored. Our lawful basis is your consent, which you can withdraw at any time through Cookie settings at the foot of every page.

Security. When you visit the site, technical information such as your IP address and browser details is processed to deliver pages, protect the site from misuse and check that our forms are sent by people rather than automated software. Our lawful basis is our legitimate interest in keeping our site and systems secure.

We do not sell personal data, use it for advertising, or make decisions about you based solely on automated processing.

Who we share it with

We share personal data with service providers that support our business, including providers of website hosting and security, analytics, email delivery and mailing lists, and email and document storage. They process personal data only on our instructions and under contracts that require them to protect it.

We may also disclose personal data where the law requires it, or to establish, exercise or defend legal claims.

International transfers

Some of our service providers process personal data outside the UK. Where they do, we make sure appropriate safeguards are in place, such as UK adequacy regulations or the UK's International Data Transfer Addendum to the European Commission's standard contractual clauses. Contact us for more information about these safeguards.

How long we keep it

• Enquiries: two years from our last contact with you, or longer if they lead to working together, as our agreement and our legal and regulatory obligations require.
• Insights subscription: until you unsubscribe. We then keep your email address on a suppression list so that we do not contact you again.
• Website usage: detailed analytics for up to two years, and records of interactions with pages for up to 30 days. Basic usage is kept only as totals.
• Security logs: no more than 30 days.

Your rights

Under UK data protection law, and the EU General Data Protection Regulation where it applies, you have the right to:

• ask for a copy of the personal data we hold about you;
• ask us to correct data that is inaccurate or incomplete;
• ask us to delete your data;
• ask us to restrict how we use your data, or object to our using it on the basis of our legitimate interests;
• ask for data you gave us in a portable format; and
• withdraw your consent at any time, where we rely on it, without affecting what we did before you withdrew it.

To exercise any of these rights, email info@allocation-strategy.com. We will respond within one month and may ask you to confirm your identity first.

If you are unhappy with how we have handled your data, please contact us first so that we can try to resolve it. You also have the right to complain to the Information Commissioner's Office at ico.org.uk or on 0303 123 1113, or, if you are in the European Economic Area, to the data protection authority where you live or work.

Children

Our site and services are intended for investment professionals and are not aimed at anyone under 18. We do not knowingly collect personal data from children.

Links to other websites

Our site links to other websites, which have their own privacy policies.

Changes to this policy

We will update this policy when the way we handle personal data changes, and change the date at the top. If a change affects how we use data you have already given us, we will tell you.