Policies & Terms

Privacy Policy

This privacy policy gives you information about how Unbound Advisors Ltd (“Unbound”, “we“, “us” or “our“) collects and uses your personal data through your use of this website.

This website is not intended for children and we do not knowingly collect data relating to children.

Controller

Unbound is the controller and responsible for your personal data.

The types of personal data we collect about you

Personal data means any information about an individual from which that person can be identified.

We may collect, use, store and transfer different kinds of personal data about you which we have grouped together as follows:

Identity Data includes first name and last name.
Technical Data includes internet protocol (IP) address, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform, device ID and other technology on the devices you use to access this website.
Usage Data includes information about how you interact with and use our website, products and services.

We also collect, use and share aggregated data such as statistical or demographic data which is not personal data as it does not directly (or indirectly) reveal your identity. For example, we may aggregate individuals’ Usage Data to calculate the percentage of users accessing a specific website feature in order to analyse general trends in how users are interacting with our website to help improve the website and our service offering.

How is your personal data collected?

We use different methods to collect data from and about you including through:

Your interactions with us. You may give us your personal data by filling in online forms or by corresponding with us by post, phone, email or otherwise.
Automated technologies or interactions. As you interact with our website, we will automatically collect Technical Data about your equipment, browsing actions and patterns. We collect this personal data by using cookies and other similar technologies. Please see our cookie policy for further details.
Third parties or publicly available sources. We will receive personal data about you from various third parties, including analytics providers such as Google.

How we use your personal data

Legal basis

The law requires us to have a legal basis for collecting and using your personal data. We rely on one or more of the following legal bases:

Performance of a contract with you: Where we need to perform the contract we are about to enter into or have entered into with you.
Legitimate interests: We may use your personal data where it is necessary to conduct our business and pursue our legitimate interests, for example to prevent fraud. We make sure we consider and balance any potential impact on you and your rights (both positive and negative) before we process your personal data for our legitimate interests. We do not use your personal data for activities where our interests are overridden by the impact on you (unless we have your consent or are otherwise required or permitted to by law).
Legal obligation: We may use your personal data where it is necessary for compliance with a legal obligation that we are subject to. We will identify the relevant legal obligation when we rely on this legal basis.
Consent: We rely on consent only where we have obtained your active agreement to use your personal data for a specified purpose, for example if you subscribe to an email newsletter.

Purposes for which we will use your personal data

We have set out below, in a table format, a description of all the ways we plan to use the various categories of your personal data, and which of the legal bases we rely on to do so.

Purpose/Use	Type of data	Legal basis [and retention period]
To administer and protect our business and this website (including troubleshooting, data analysis, testing, system maintenance, support, reporting and hosting of data)	(a) Identity (b) Technical	(a) Necessary for our legitimate interests (for running our business, provision of administration and IT services, network security and to prevent fraud) (b) Necessary to comply with a legal obligation We will retain this data for three years
To deliver relevant website content to you and measure or understand the effectiveness of the content	(a) Identity (b) Usage (c) Technical	Necessary for our legitimate interests (to study how users use our website) We will retain this data for three years
To use data analytics to improve our website	(a) Technical (b) Usage	Necessary for our legitimate interests (to keep our website updated and relevant) We will retain this data for three years

Disclosures of your personal data

We may share your personal data where necessary with the parties set out below for the purposes set out in the table above.

Google analytics

We require all third parties to respect the security of your personal data and to treat it in accordance with the law. We do not allow our third-party service providers to use your personal data for their own purposes and only permit them to process your personal data for specified purposes and in accordance with our instructions.

International transfers

We may transfer your personal data to service providers that carry out certain functions on our behalf. This may involve transferring personal data outside the UK to countries which have laws that do not provide the same level of data protection as the UK law.

Whenever we transfer your personal data out of the UK to service providers, we ensure a similar degree of protection is afforded to it by ensuring that the following safeguards are in place:

we will only transfer your personal data to countries that have been deemed by the UK to provide an adequate level of protection for personal data; or
we may use specific standard contractual terms approved for use in the UK which give the transferred personal data the same protection as it has in the UK, namely the International Data Transfer Agreement. To obtain a copy of these contractual safeguards, please contact us at legal@un-bound.com.

Data security

We have put in place appropriate security measures to prevent your personal data from being accidentally lost, used or accessed in an unauthorised way, altered or disclosed. 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.

Data retention

We will only retain your personal data for as long as 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 reasonably believe there is a 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.

In some circumstances you can ask us to delete your data: see section below for further information.

Your legal rights

You have a number of rights under data protection laws in relation to your personal data.

You have the right to:

Request access to your personal data (commonly known as a “subject access request”). This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.
Request erasure of your personal data in certain circumstances. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) as the legal basis for that particular use of your data (including carrying out profiling based on our legitimate interests). In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your right to object.
You also have the absolute right to object any time to the processing of your personal data for direct marketing purposes.
Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in one of the following scenarios:
If you want us to establish the data’s accuracy;
Where our use of the data is unlawful but you do not want us to erase it;
Where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or
You have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.

If you wish to exercise any of the rights set out above, please contact legal@un-bound.com.

No fee usually required

You will not have to pay a fee to access your personal data (or to exercise any of the other rights). However, we may charge a reasonable fee if your request is clearly unfounded, repetitive or excessive. Alternatively, we could refuse to comply with your request in these circumstances.

What we may need from you

We may need to request specific information from you to help us confirm your identity and ensure your right to access your personal data (or to exercise any of your other rights). This is a security measure to ensure that personal data is not disclosed to any person who has no right to receive it. We may also contact you to ask you for further information in relation to your request to speed up our response.

Time limit to respond

We try to respond to all legitimate requests within one month. Occasionally it could take us longer than a month if your request is particularly complex or you have made a number of requests. In this case, we will notify you and keep you updated.

Contact details

If you have any questions about this privacy policy or about the use of your personal data or you want to exercise your privacy rights, please contact legal@un-bound.com.

Complaints

You have the right to make a complaint at any time to the Information Commissioner’s Office (ICO), the UK regulator for data protection issues (www.ico.org.uk). We would, however, appreciate the chance to deal with your concerns before you approach the ICO so please contact us in the first instance.

Changes to the privacy policy

We keep our privacy policy under regular review. This version was last updated on 28 August 2024.

Cookies Policy

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer’s hard drive.

We use the following cookies:

Strictly necessary cookies. These are cookies that are required for the operation of our website. These essential cookies are always enabled because our website won’t work properly without them. You can switch off these cookies in your browser settings but you may then not be able to access all or parts of our website.
Analytical or performance cookies. These allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.

Please note that the following third parties may also use cookies, over which we have no control. These named third parties may include, for example, advertising networks and providers of external services like web traffic analysis services. These third party cookies are likely to be analytical cookies or performance cookies or targeting cookies:

Google analytics

To opt out of being tracked by Google Analytics across all websites, visit http://tools.google.com/dlpage/gaoptout.

Website Terms

Important information

This website and all information contained in this website has been prepared by Unbound Advisors Ltd, a company registered in England and Wales under company number 10757237 and registered addressed at 53/54 Grosvenor Street, London, United Kingdom, W1K 3HU (the “Advisor”, “we“, “us” or “our“).

By using this website, you confirm that you accept these website terms and that you agree to comply with them. If you do not agree to these website terms, you must not use this website.

We may amend these website terms from time to time. Every time you wish to use this website, please check these website terms to ensure you understand the terms that apply at the time.

Availability of website

Our website is made available free of charge. We do not guarantee that our website, or any content on it, will always be available or be uninterrupted. We may suspend or withdraw or restrict the availability of all or any part of our website for business and operational reasons.

Intellectual property

None of the information contained in this website may be published, reproduced, copied, disclosed or used for any purpose without the express written approval of the Advisor.

Use of website

You shall not conduct, facilitate, authorise or permit any text or data mining or web scraping in relation to our website.

We do not guarantee that our website will be secure or free from bugs or viruses. You are responsible for configuring your information technology, computer programs and platform to access our website. You should use your own virus protection software.

You must not misuse our site by knowingly introducing viruses, trojans, worms, logic bombs or other material that is malicious or technologically harmful, or otherwise harmfully interacting with our website or any part of it. You must not attempt to gain unauthorised access to our website, the server on which our website is stored or any server, computer or database connected to our website or any other equipment or network connected with our website. You must not interfere with, damage or disrupt any software used in the provision of our website or any equipment or network or software owned or used by any third party on which this website relies in any way. You must not attack our website via a denial-of-service attack or a distributed denial-of-service attack.

Marketing restrictions

This website is not a prospectus, private placement memorandum or advertisement, and it is not an offering of any securities, nor an offer to subscribe for or purchase securities, nor a solicitation to make any investment or invest in any fund, separately managed account or collective investment vehicle advised or managed by the Advisor and/or any of its affiliates, nor should it be used or relied upon in any dealing in securities, any investment or commitment whatsoever.

Risks and disclaimer

The information in this website (which may contain forward-looking statements, projections, valuations, benchmarks and/or investment performance calculations) has not been audited or independently verified. Any past performance information is not indicative of future performance, and any forward-looking statements, forecasts or projections in this website are dependent on future events, uncertainties and factors beyond the Advisor’s control such that actual results, performance or achievements may be materially different from such statements, forecasts, projections and past performance information.

Neither the Advisor nor any of its affiliates, officers, employees and agents (the “Unbound Group”) make any express or implied representation or warranty, and no responsibility or liability is accepted by any of them, with respect to the adequacy, accuracy, completeness, reasonableness or likelihood of any information contained in this website. The Advisor expressly disclaims any obligation to update or revise the information under any circumstances.

Nothing in this website should be considered to be investment advice. The Unbound Group do not give advice on the suitability of any investment managed and/or advised by any member of the group for any given investor. And no part of the website should be regarded as advice or recommendation and any potential investors in any securities should make their own enquiries and take obtain their own investment advice before making any investment in securities.

The content of this website is for information purposes only. Any investment in any fund managed and/or advised by a member of the Unbound Group should only be made on the basis of the relevant offering document.

The content of this website has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this website for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested.

In the United Kingdom, this website is only directed at persons reasonably believed by the Adviser to be persons described in Article 19(5) of the Financial Services and Markets Act 2000 (Financial Promotion) Order 2005 as amended (the “Order”) (Investment professionals), Article 49 of the Order (High net worth companies, unincorporated associations etc), Article 48 of the Order (Certified high net worth individuals), Articles 48(2) (Certified high net worth individuals) and 50A(1) (Self-certified sophisticated investors) of the Order, or any other person who may otherwise lawfully access this website. If this website is accessed by any person outside the United Kingdom, it is the responsibility of that person to satisfy itself that accessing this website is in full compliance with relevant local laws and regulations of that jurisdiction.

Governing law

These website terms, their subject matter and their formation (and any non-contractual disputes or claims) are governed by English law. We both agree to the exclusive jurisdiction of the courts of England and Wales.

Contact

Our office is at:

53/54 Grosvenor Street, London, United Kingdom, W1K 3HU

info@un-bound.com