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Staffan Ahlner

Senior Managing Director, Global Head of Collateral Management
State Street

Trevor Amoils

Securities Finance and Collateral
AustralianSuper

Trevor Amoils joined AustralianSuper in Jan 2022 in the Securities Lending and Collateral Management team. Trevor’s role includes relationship management, optimization of securities lending and collateral, with strategic product input to ensure the department grows in line with the funds’ projected growth. Trevor has over 25 years of financial markets experience, both in securities finance and treasury. Prior to joining AustralianSuper, Trevor was Desk Head of Treasury and Market Services, at RBC (Sydney) - Investor and Treasury services.  He was responsible for all trading linked to Custody Market Services (Stock Lending, FX and Cash) and Management of Treasury Services (Funding ... (view full description)

Dimitri Arlando

Head of Data and Analytics, EMEA and APAC
DataLend

Dimitri Arlando is the Head of Data and Analytics, EMEA and APAC, EquiLend. He has over 20 years of experience in securities lending, having started his career with Deutsche Bank in 2001. He has held a number of sales and relationship management roles at some of the largest agent lenders, including State Street, BNY Mellon and Northern Trust.
 
Dimitri holds a Bachelor of Science degree in Banking and Finance from Loughborough University in the UK.
 

Kevin Bourne

Managing Director
S&P Global Sustainable1

Kevin Bourne is Head of S&P Global Sustainable One Investment Research. In this role Kevin is responsible for setting the firms global agenda for ESG and climate research across financial markets and into investors, in support of S&P Global’s broader business visions and product objectives.    Previously, Kevin was Managing Director and Co-Head of Sustainable Finance at IHS Markit and prior to this was Global Head of Sustainable Investment at LSEG/FTSE Russell. Kevin has deep knowledge of financial markets and the ESG/Climate Change linked challenges faced by clients, especially regulation. Prior to focusing on these issues, Kevin spent 25 years in Equity Markets, latterly as M ... (view full description)

Xavier Bouthors

Head of Securities Lending
NN Investment Partners

Xavier Bouthors is head of the Securities Lending & Collateral team at NN Investment Partners. His team manages securities lending, repo, currency and collateral optimization for portfolios and mandates within NN Investment Partners. Xavier joined NN Investment Partners in 2009 to develop securities lending and collateral optimization. Xavier started his career in 2000 in the Luxembourg fund industry and moved to Boston USA in 2005 prior joining NN Investment Partners in The Netherlands.
Xavier holds a B.S. in finance and a master degree in economy from the University of Lille 1.
 

Verena Charvet

Founder
Merlys

Managing Director and Founder of Merlys Verena is a specialist consultant to the Funds industry.  By training, she is a regulatory and governance lawyer.  Her early career was spent as a litigator advising on regulatory investigations and specialist risks impacting asset managers. Verena also spent several years as a regulator and latterly worked in-house for a number of well-known banks and asset managers.  Verena has also held operational and business positions including running the middle office of a large bancassurer and as the head of European regulatory affairs for an asset manager.  After obtaining her MBA in 2015, Verena founded her own consultancy, Merlys.  Today M ... (view full description)

Matthew Chessum

Director, Securities Finance
S&P Global

Matt Chessum is a Director within the Securities Finance team at S&P Global Market Intelligence and is responsible for market commentary and media requests.  He was previously an Investment Director at abrdn with his main responsibilities covering both Securities Lending, Collateral Management and Money Markets. Matt also worked at BNP Paribas Securities Services as a Securities Lending Trader as well as Barclays Global investors and BNP Paribas Securities Services in Paris, as a member of the Securities Lending back office teams. Matt is a former member of the Bank of England’s Securities Lending Committee and a former board member of the International Securities Lending Ass ... (view full description)

Valentina Crovato

Product Solutions Specialist
Euroclear Bank SA/NV

Valentina has been with Euroclear since 2018, based in London. As a Product Specialist for Collateral Management, she advises both internal and external stakeholders in defining, prioritising and launching new products, as well as managing changes to the existing Euroclear offerings in Collateral Management. Valentina has 15 years of experience in the sector, having covered a variety of roles across the market, including a sell-side bank, a clearing house and an agent lender. She holds a Masters’ degree in Finance and Accounting.

 

Sunil Daswani

Global Head of Securities Lending
Standard Chartered

Sunil joined Standard Chartered Bank in August 2020 and is the Global Head of Agency Securities Lending. He has over 25 years of experience in the industry. He is responsible for the business, strategy and development of securities lending for our clients. This entails ensuring that client’s revenues are maximized while mitigating and minimising risks, through new trade types, reviewing the network of markets we lend in and the counterparties we selectively add to our program. A key objective of his is to ensure clients receive full transparency in their lending activities through close collaboration with beneficial owners, borrowers and industry associations.   Sunil previously ... (view full description)

Akber Datoo

Managing Partner
D2 Legal Technology

Akber Datoo is Founder and CEO at D2 Legal Technology (D2LT), an award winning global legal data consultancy advising firms on the use of technology and data to unlock business value through legal change.  Mr. Datoo advises financial institutions at the intersection of Fintech and Legaltech to achieve business optimisation, regulatory compliance and operational efficiencies. Prior to D2LT, he started his career at UBS, working as part of the front office IT team within fixed income derivatives and leading its participation in industry initiatives such as FpML. He then requalified as a lawyer with Allen & Overy LLP, qualifying as an associate in the Derivatives and ... (view full description)

Grant Davies

Head of Sales
EquiLend

James Day

UK Head of Securities Finance and Global Head of Product Development
State Street

James Day is the Global Head of Product Development for State Street Securities Finance. James is responsible for the strategic direction and product development across Securities Finance including Agency Lending, Enhanced Custody and Alternative Financing Solutions.  James has 20 years of experience in the securities financing industry and was a board member of the International Securities Lending Association (ISLA), and sat on the Securities Trading Committee at the Association for Financial Markets in Europe (AFME). Prior to joining State Street, James was a Managing Director and Head of Securities Finance EMEA for BNY Mellon, and before that was Executive Director and Global ... (view full description)

Stuart Day

Director, Securities Finance
S&P Global

Stuart Day is a Director within Securities Finance at S&P Global. Prior to joining S&P Global, Stuart has had 20 years experience on the buy side and sell side working within the Repo Trading and Fixed Income sectors.
 

Samir Dhrolia

Sr Managing Director, Global Derivatives, Trading and Index Portfolio Management (DTI)
British Columbia Investment Mgmt Corp

A Toronto native, returning back to Canada after spending 15+ years internationally in New York, London, and Asia.  Samir previously held senior positions at HSBC as Head of Index Derivatives; Goldman Sachs as Head of Canada, Emerging Market and Latin America Derivatives (CEMLA); and, Merrill Lynch in Equity Derivatives trading. Outside of work, Samir enjoys spending time with his 3 young children. Samir joined BCi in 2016 as Senior Portfolio Manager, Derivatives.  In 2017, Samir’s roll expanded to Vice President of Indexing and Trading in Public Markets.   Samir is responsible global derivatives, trading, securities lending & financing and overseas 40B in passive investments at BC ... (view full description)

Andrew Dyson

CEO
International Securities Lending Association (ISLA)

In March 2013, Andrew became the Chief Operating Officer of the International Securities Lending Association (ISLA). Previously, Andrew held the role of Director Specialist Sales and Head of Account Management, Europe, Middle East and Africa at Data Explorers, now Markit Securities Finance, where he was instrumental in the development of the group’s securities lending risk services as well as day to day responsibility for the groups business in Europe. Andy joined Data Explorers from Prudential M&G, where he was Head of Business Development and Risk for Securities Lending with responsibility for sales, marketing and product development. He was also directly responsible for Risk ... (view full description)

Mark Faulkner

Co- Founder
Credit Benchmark

Mark has an established track record in bringing transparency to rapidly-developing areas of financial services. Alongside his business partner Donal Smith, he co-founded Credit Benchmark in 2013, introducing the world’s most comprehensive source of consensus credit risk data. In 1994, Mark spotted an opportunity to provide customers in the securities financing industry with independent specialist advice and services. The company he founded, Data Explorers, became the leading provider of securities lending data across all global market sectors, and was acquired by IHS Markit in 2012. Mark graduated from the London School of Economics and held management roles at LM Moneybrokers, Gol ... (view full description)

Remy Ferraretto

Senior Sales - Securities Finance and Repo
CACEIS BANK

Remy started his career working for a total of 5 years as middle officer and then portfolio manager assistant on OTC derivatives for different Asset Managers.He moved in 2005 to a position of securities lending, liquidity manager and synthetic swaps trader at Candriam in Paris where he finished as head of desk.In 2020, he joined CACEIS Bank as Senior Sales to expand the CACEIS Group’s Securities Lending service portfolio through its Equity Finance desk, developing tailor-made revenue-enhancing products for institutional, asset manager and corporate clients of the CACEIS group.Remy is post graduated from SKEMA Business school majoring in Liquid ... (view full description)

Bill Foley

Director
SecFinHub

Bill Foley is the Founder/Director of SecFinHub, a securities finance specialist consultancy, founded in 2016.    SecFinHub works with clients across the securities finance industry covering a full range of products and has worked extensively with buy-side clients advising on their securities lending, cash and collateral management and financing activity.   Bill has worked in the Securities Finance industry for over 25 years and boasts a track record of success in a number of senior roles covering trading, sales and product development. Bill began his securities finance career as a Stock Exchange Money broker, before moving to ABN AMRO NV as head of Equity Finance tra ... (view full description)

Jonathan Ford

Managing Director
RBC Capital Markets

Kabin George

Executive Director, Securities Finance
S&P Global

Kabin George: Global Head of the Securities Finance Product Management, S&P Global Market Intelligence

Kabin is responsible for innovation and development of new products and technology to the Securities Finance business. Having joined S&P Global (Formerly IHS Markit) in August 2006, he has over 15+ years' experience in the securities lending industry in a number of roles, including product development, relationship management & business development.

 

Joseph Gillingwater

Global Head of Fixed Income Agency Lending Trading
Northern Trust Company

Joseph Gillingwater is a Senior Vice President and Global Head of Fixed Income Agency Lending Trading at Northern Trust Capital Markets. Based in London, he joined Northern Trust in 2016, and is responsible for the distribution of bonds within the Securities Finance programme, in addition to all aspects of fixed income trading strategy and initiatives. Previously, Joseph was a Senior Portfolio Manager at State Street Global Advisors where he was responsible for the management of securities lending investments and short-term fixed income portfolios.

 

Brooke Gillman

Managing Director, Head of Client Relationship Management
eSecLending

Brooke Gillman manages the Client Relationship Management globally and is responsible for leading the firm’s service model for all client programs and is also responsible for overseeing the firm’s marketing and communications activities.  Brooke has been in the securities lending industry and with eSecLending since its inception in 2000, when she was one of the firm’s founding members that started the business. Brooke has held various senior positions at eSecLending including Business Development, Relationship Management and Head of Marketing and Communications.  Brooke received her Bachelor of Arts in Business Administration from the University of Washington. 

Melissa Gow

VP, Securities Finance
S&P Global Market Intelligence

Melissa Gow, Managing Director of Securities Finance at S&P Global Market Intelligence, which IHS Markit is now a part of.  Melissa has over 25 years’ experience in the financial services industry, with the last 15 focused on securities finance.  She joined Data Explorers in 2008 as the Head of Account Management for North America, and became part of the Markit/IHS Markit/S&P Global team through the 2012 acquisition. Prior to Data Explorers, Melissa worked at EquiLend as the head of Sales and Marketing, and also had roles at Goldman Sachs and Swiss Bank Corporation (now UBS).  Melissa holds an M.B.A in Finance and Information Systems from New York University, and a B.A. in Economics ... (view full description)

Morten Jacobsen

Head of Cash Management
Norges Bank Investment Management

Runs the money market trading desk for the Financing team in NBIM, covering products like repos, fx-swaps and bills. Has over 15 years' experience in the industry, covering securities lending, trading and portfolio management.

Stuart Jarvis

EMEA Head of Agency Securities Lending and Collateral Management
Citi

Matthew Johnson

Director, Digital Platform Management & Industry Relations
DTCC

Matt Johnson serves as a Director on the ITP Industry Relations and participates on the Strategic Initiatives team at DTCC. Within this role, Matt is responsible for collaborating with his product management peers to develop a robust and comprehensive strategy for the firm’s Institutional Trade Processing (ITP) suite of services to ensure it meets evolving client and industry needs in Europe and beyond. He also serves as an EU expert on several local regulations, including CSDR. Matt has been with DTCC for over seven years, with a focus on client relationship management, trade association relationships and industry & infrastructure engagement. Prior to DTCC, Matt held several ... (view full description)

Stefan Kaiser

Managing Director
BlackRock

Stefan Kaiser, Managing Director, is responsible for Securities Lending clients in EMEA and APAC within BlackRock's Trading & Liquidity Strategies Group. This includes all securities lending client relationships across Retail, ETF and Institutional clients as well as regulatory engagement. Mr. Kaiser's service with the firm dates back to 2005, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. Prior to joining BGI, Mr. Kaiser worked for Commerzbank in a variety of positions, including Mergers & Acquisitions, Corporate Banking, Investor Relations and Asset Management in London, Shanghai, Frankfurt and Si ... (view full description)

Simon Lee

Managing Director
eSecLending

Simon is managing director and head of business development for the EMEA and APAC regions, and is responsible for developing and implementing eSecLending’s business development strategy across Europe, the Middle East, Africa and Asia. Simon joined eSecLending (Europe) Ltd. in 2008 and has been employed in the financial services industry since 1992. Before working at eSecLending, Simon spent 16 years at JPMorgan Chase, including three years in the company’s Sydney office from 2002-2005.
 

Joseph Molloy

Head of Systematic Equity
HSBC Global Asset Management

Anthony Murphy

Managing Director
Prime Advocates

Anthony is an industry leading impact and finance lawyer, ESG strategist and social entrepreneur. Anthony has advised foundations, financial organisations, hedge funds and innovative technology businesses on impact, ESG and legal matters. Formerly, Anthony was the EMEA head of Prime Services and Equity Finance for J.P. Morgan and Bear Stearns where he led the legal build-out of the EMEA Prime Brokerage business platform.  Anthony has a wealth of experience in the alternatives and social finance space, having assisted social finance groups and organisations for over 18 years. He is also an expert in EU and UK corporate finance, financial regulatory, hedge fund regulation analysis and ES ... (view full description)

Simon Nottage

Managing Director
State Street Global Markets

Simon Nottage is a Managing Director in State Street’s Securities Finance team.  As Head of SF Product Management in EMEA, Simon is a member of the Securities Finance EMEA management team and is responsible for bringing new products, regulation and technology to the Securities Finance business and its clients.
 
Simon has over 15 years’ experience in the securities lending industry in a number of roles that have covered across product development, relationship management & business development.
 
Prior to joining State Street, he was heading up synthetic product management for securities finance in EMEA for Barclays Bank plc. 

Robert Nunn

Director, Securities Finance
S&P Global Market Inteligence

Rob Nunn, Director, S&P Market Intelligence Rob joined in March 2019 as a Product Manager responsible for services and solutions for Institutional Investors within EMEA, as well as being a member of the Securities Finance consultancy team.  He has over 35 years’ experience in the financial securities industry, with over 20 years focused on the Securities Lending business.  Before joining S&P Market Intelligence, he spent 10 years at JPMorgan within Agency Lending as a Product Manager, Relationship Manager, before becoming Head of Agency Lending Sales for EMEA.  He has held positions at Merrill Lynch, HSBC, Gartmore and UBS Global Asset Management, where he spen ... (view full description)

Craig Starble

CEO
eSecLending

Craig Starble is the Chief Executive Officer at eSecLending where he leads the development and implementation of eSecLending’s overall strategy. Craig joined eSecLending in 2013 and began his career in financial services in 1984. Prior to eSecLending, Craig was the Founder and CEO of Premier Global Securities Lending, LLC (PGSL), Executive Vice President and Head of State Street Bank’s global securities lending division from 2004 to 2009, was a Co-Founder and CFO for Shoebuy.com, and was Managing Director for the Treasury Funding Group at BankBoston Corporation. Craig received a Bachelor of Arts in Economics and Government from Connecticut College.

 

Radek Stech

CEO
Global Principles for Sustainable Securities Lending

Radek Stech (PhD) is the Founder and CEO of the Global Principles for Sustainable Securities Lending community interest company (Global PSSL) and a senior impact driven academic at the University of Exeter. He has more than 15 years of solid research, consultancy and advisory experience in sustainable finance, banking and environmental law. Most recently, Radek has worked with with asset owners, institutional investors, alternative investment fund managers, banks and other key stakeholders towards a principles-based approach to sustainable and transparent securities lending. Radek co-founded the International Securities Lending Association Council for Sustainable Finance (ICSF). In 2020, he ... (view full description)

Travis Whitmore

Vice President, Senior Quantitative Researcher
State Street

Travis Whitmore is a senior quantitative researcher at State Street Associates, the partnership between State Street Global Markets® and renowned academics at Harvard Business School, MIT Sloan School of Management, Boston College and EDHEC Business School. Based out of Frankfurt, he works with clients in continental Europe across State Street Associate’s entire research offering and helps drive global research initiatives. Before moving to his role in Frankfurt, Travis worked closely with Harvard Professor Ken Froot to develop new investment applications with our proprietary flows and holdings information. Additionally, he worked with the academic partners at MediaStats, a firm specia ... (view full description)

Andy Wiblin

MD, Europe
GLMX

Andy is an experienced product manager, having worked in all aspects of product development predominantly in the securities financing domain. He spent a combined 18 years at ION Trading and Anvil Software, starting in technology, working through client services, business development to product owner. He was responsible for all aspects of product management covering electronic trading, trade execution and processing and post-trade management for repo and securities lending. Andy holds a BA/Computation from the University of Oxford.
 

Darren Wilson

Vice President, Financing and Collateral Solutions, Business Development
StateStreet

Roy Zimmerhansl

Practice Lead
Pierpoint Financial Consulting

Roy Zimmerhansl is Practice Lead at Pierpoint Financial Consulting, a boutique securities finance consultancy.  Roy is a recognised expert with many decades’ experience in securities finance and collateral management with a strong custody and clearing background.   ​ One of Pierpoint’s key goals is to provide insights that result in improved transparency for investors, trustees and other key stakeholders.  Roy has taught public and in-house training sessions in 15 cities around the world and brought his robust approach to the conferences he has chaired, moderated or been a panellist at, for over two decades.  ​ He has been vice-chair of the International Securities Le ... (view full description)
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Event Contacts for 25th Anniversary European Beneficial Owners' Securities Finance & Collateral Management Conference

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*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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