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Fair Privacy Notice

Last updated 25 May 2018 


This Website is brought to you by EdenTree Investment Management Limited (“EdenTree”) Reg. No. 2519319. EdenTree is registered in England at Beaufort House, Brunswick Road, Gloucester GL1 1JZ UK. EdenTree is authorised and regulated by the Financial Conduct Authority. We take the privacy of our Website users and customers very seriously. We ask that you read this Privacy Policy carefully as it contains important information about how we will use your personal data.

Fair Privacy Notice

Your privacy is important to us. We will process your personal data in accordance with data protection laws. 

EdenTree Investment Management Limited ("EdenTree", "we", "us", "or") is the data controller of  any personal data which you provide to us or which we hold about you and any personal data which is processed in connection with the services we provide to you. 

To provide our investment services, we will collect and process your personal data such as your name, date of birth, contact details and any information which is relevant to the investment services we are providing. 

We process your personal data to facilitate the opening and servicing of your investment account with us.  Your personal data is also used for business purposes such as fraud prevention, business management systems development and carrying out statistical and strategic analysis. In order to operate your account, we may need to collect or process your personal data to carry out anti-money laundering checks and to comply with our own legal and regulatory obligations. 
Providing our services will involve disclosing your personal data to Northern Trust Global Services Limited whom we have delegated administration of your investment account to and other third parties such as service providers of the funds, auditors, regulatory and tax authorities and technology providers in order to comply with any legal obligation imposed on the funds, our business partners and regulators. In some circumstances we may transfer your personal data to countries outside of the European Economic Area. We will put appropriate safeguards in place to ensure that your personal data is protected.

Marketing 

Where we have your consent, we may market our services to you or provide your personal data to our related companies or business partners for marketing purposes. You can opt out of marketing communications at any time by clicking on the link at the bottom of any email or by contacting us.

Further Information

For further information on how your personal data is used and your rights in relation to your personal data please refer to our Privacy Policy or contact our Data Protection Officer at Beaufort House, Brunswick Road, Gloucester GL1 1JZ or on 0345 6073274 or email compliance@edentreeim.com.


The value of an investment can fall as well as rise as a result of market and currency fluctuations, you may not get back the amount originally invested. Past performance should not be seen as a guide to future performance. If you are unsure which investment is most suited to you, the advice of a qualified financial adviser should be sought. EdenTree Investment Management Limited (EdenTree) Reg. No. 2519319. Registered in England at Beaufort House, Brunswick Road, Gloucester, GL1 1JZ, UK. EdenTree is authorised and regulated by the Financial Conduct Authority and is a member of the Investment Association.