At Alston & Bird, a leading national and international firm, our people trust the people they work for, take pride in what they do, enjoy the people they work with and serve the communities in which they live. Our workplace culture has been praised as one of the most open and receptive in the United States, not only among law firms, but also among all businesses. Alston & Bird has been ranked on FORTUNE magazine’s "100 Best Companies to work for" list for 19 consecutive y ... (view full description)
At Alston & Bird, a leading national and international firm, our people trust the people they work for, take pride in what they do, enjoy the people they work with and serve the communities in which they live. Our workplace culture has been praised as one of the most open and receptive in the United States, not only among law firms, but also among all businesses. Alston & Bird has been ranked on FORTUNE magazine’s "100 Best Companies to work for" list for 19 consecutive years.
We have offices in Atlanta, Beijing, Brussels, Charlotte, Dallas, Los Angeles, New York, Raleigh, San Francisco, Silicon Valley and Washington, D.C.
Advisors and resources for your real-world legal questions. Businesses need legal advisors who can help them power through the obstacles they face daily; we’ve built a law firm with more than 2,000 lawyers in 38 locations to help you do so effortlessly. From the obscure regulatory question to bet-the-company deals and litigation, GT's team is equipped to guide you through your business's difficult legal decisions.
Since 1972, Phoenix American has focused on serving the needs of the alternative investment fund industry. The company offers an end-to-end fund operations suite including: fund accounting, fund administration, transfer agency, tax services, sales and compliance reporting and printing & fulfillment services specifically designed for alternative investments. Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, Ca ... (view full description)
Since 1972, Phoenix American has focused on serving the needs of the alternative investment fund industry. The company offers an end-to-end fund operations suite including: fund accounting, fund administration, transfer agency, tax services, sales and compliance reporting and printing & fulfillment services specifically designed for alternative investments.
Gus Constantin, Chairman and Chief Executive Officer, founded Phoenix American as an equipment leasing fund sponsor in Marin County, California. From the company’s origins as a fund sponsor technology platforms and operation procedures were developed and perfected to make Phoenix American a premier back office service provider for alternative funds.
Today, Phoenix American has offices in California, New Hampshire, England, Ireland, India and Cuba. The company is an SEC registered transfer agent and provides a complete range of SOC 1, Type II certified back office outsourcing services performed by experienced operations staff trained by the Securities Transfer Association (STA). Services include: fund administration, fund accounting, transfer agency, tax services, sales reporting, investor accreditation, CRM solutions, printing and fulfillment. Phoenix American also provides administration and accounting services for securitization funds and is an industry leader in the commercial aircraft category.
Phoenix American clients include Hedge Funds, Private Equity, Venture Capital, Non-Traded REITs, BDCs, Securitization Funds, Commodity Pool Operators and Equipment Leasing Funds. The company provides services and consultation for every structure of alternative investment including: 506b funds, 506c funds, Regulation A+, Regulation D, 40 Act Funds, registered public offerings, private funds and Limited Partnerships.
We are 725+ lawyers serving clients from 13 offices located in the leading financial and business centers in the Americas, Europe and Asia. The world’s leading organizations, companies and corporations choose us to be their representatives in their most critical situations. But more, they consider Proskauer a strategic partner to drive their business forward. We work with asset managers, major sports leagues, Fortune 500 companies, entertainment industry legends and other industry-redefin ... (view full description)
We are 725+ lawyers serving clients from 13 offices located in the leading financial and business centers in the Americas, Europe and Asia.
The world’s leading organizations, companies and corporations choose us to be their representatives in their most critical situations. But more, they consider Proskauer a strategic partner to drive their business forward. We work with asset managers, major sports leagues, Fortune 500 companies, entertainment industry legends and other industry-redefining companies.
We are entrepreneurial, inclusive, and committed to making a difference for good.
SC Distributors is a leading provider of select alternative investments to financial advisors and their clients. We partner with leading investment managers to create cutting-edge alternative investments that play a strategic role in helping build a diversified investment portfolio. Through a proven wholesale distribution model, we deliver these products to financial advisors and their clients throughout the United States.
Securities Transfer Corporation has been providing quality service since 1987. We are one of the largest Transfer Agents in the Southwest United States. Securities Transfer Corporation combines people-oriented service with the latest technology to ensure that stock transfers and shareholder activities are carried out promptly and efficiently. We provide the finest, most responsive transfer services available anywhere. We pride ourselves with personal attention to our client's needs. We suppl ... (view full description)
Securities Transfer Corporation has been providing quality service since 1987. We are one of the largest Transfer Agents in the Southwest United States. Securities Transfer Corporation combines people-oriented service with the latest technology to ensure that stock transfers and shareholder activities are carried out promptly and efficiently. We provide the finest, most responsive transfer services available anywhere. We pride ourselves with personal attention to our client's needs. We supply online access for our clients and shareholders to download necessary forms. Securities Transfer Corporation works with all our clients to bring quality service at the lowest possible cost.
Securities Transfer Corporation is an approved Registrar and Transfer Agent for major Stock Exchanges, including NYSE and NASDAQ. We are registered with the Securities & Exchange Commission, operating under its authority and guideline. See our Services Page for our full line of quality services we offer to our clients.
We look forward to having the opportunity to show you why Securities Transfer Corporation should be your transfer agent of choice for your public or private company. Please contact us with any questions you may have concerning your company's needs.
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world. We strive to be the leading global business law firm by delivering quality and value to our clients. We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in ... (view full description)
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world.
We strive to be the leading global business law firm by delivering quality and value to our clients.
We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in all matters we undertake.
Our clients range from multinational, Global 1000, and Fortune 500 enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidiaries. We also advise governments and public sector bodies.
Duff & Phelps is the global advisor that protects, restores and maximizes value for clients in the areas of valuation, corporate finance, disputes and investigations, compliance and regulatory matters, and other governance-related issues. Our clients include publicly traded and privately held companies, law firms, government entities and investment organizations such as private equity firms and hedge funds. We also advise the world’s leading standard-setting bodies on valuation and gov ... (view full description)
Duff & Phelps is the global advisor that protects, restores and maximizes value for clients in the areas of valuation, corporate finance, disputes and investigations, compliance and regulatory matters, and other governance-related issues. Our clients include publicly traded and privately held companies, law firms, government entities and investment organizations such as private equity firms and hedge funds. We also advise the world’s leading standard-setting bodies on valuation and governance best practices. The firm’s nearly 2,500 professionals are located in over 70 offices around the world. For more information, visit www.duffandphelps.com.
Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. Equity Trust Company is one of the oldest and largest custodians of alternative assets. We have more than $25 billion under custody and administration. Our goal is to make alternative investing easy so ... (view full description)
Equity Institutional (through Equity Trust Company) offers IRAs, qualified retirement plans and non-qualified custodial accounts for alternative and traditional assets. We service RIAs, registered reps, broker-dealers, investment sponsors, precious metals dealers and other financial professionals. Equity Trust Company is one of the oldest and largest custodians of alternative assets. We have more than $25 billion under custody and administration. Our goal is to make alternative investing easy so that your clients can achieve the diversification they are seeking. In addition to traditional asset categories you can hold in IRAs, Qualified- and Non-Qualified Retirement Plans, you can also hold a wide array of alternative investments such as:
· Real Estate Investment Trusts (REITs)
· Private Equity/Private Debt
· Public Entities (LPs, LLCs)
· Hedge Funds
· Gold, Silver, Platinum and Palladium (which meet minimum fineness requirements)
· Oil and Gas
· Residential and Commercial Real Estate
· Undeveloped or Raw Land
· Promissory Notes and Corporate Debt
· Managed Futures, FOREX
· Tax Lien Certificates
· And much more
For more information, please visit www.EquityInstitutional.com.
Equity Institutional Sales: 855-871-ALTS (2587) |
EISales@equityinstitutional.com
Disclosure: Equity Institutional services institutional clients of Equity Trust Company. Equity Trust Company is a passive custodian and does not provide tax, legal or investment advice. Any information communicated by Equity Institutional is for educational purposes only and should not be construed as tax, legal or investment advice. Whenever making an investment decision, please consult with a licensed investment, legal, tax or accounting professional.
Herrick maintains one of the country’s largest and most accomplished commercial real estate practices. Herrick also features venerable, full-service litigation and corporate departments, a world-renowned international art law group and a preeminent sports law group. A full-service firm with offices in New York City, Newark and Istanbul, Herrick lawyers also advise public companies, privately held businesses and private clients in bankruptcy and restructuring, employment, government relations, in ... (view full description)
Herrick maintains one of the country’s largest and most accomplished commercial real estate practices. Herrick also features venerable, full-service litigation and corporate departments, a world-renowned international art law group and a preeminent sports law group. A full-service firm with offices in New York City, Newark and Istanbul, Herrick lawyers also advise public companies, privately held businesses and private clients in bankruptcy and restructuring, employment, government relations, insurance, intellectual property, white collar defense, and tax and personal planning concerns.
INFINITY is an industry leader in Mortgage Due Diligence that has been reviewed by and meets all of the major rating agencies required standards. INFINITY also offers Pre-Fund QC, Post-Close QC, Pre-Purchase QC, O&E Searches, Tax, BPO and Appraisal Review Services, and Specialized Mortgage Staffing. Whether you are an Investment Bank, Originator, Regional & Community Bank, Servicer, Hedge Fund, Real Estate Investment Trust, or a Mortgage Insurance provider, INFINITY is your partner for all your ... (view full description)
INFINITY is an industry leader in Mortgage Due Diligence that has been reviewed by and meets all of the major rating agencies required standards. INFINITY also offers Pre-Fund QC, Post-Close QC, Pre-Purchase QC, O&E Searches, Tax, BPO and Appraisal Review Services, and Specialized Mortgage Staffing. Whether you are an Investment Bank, Originator, Regional & Community Bank, Servicer, Hedge Fund, Real Estate Investment Trust, or a Mortgage Insurance provider, INFINITY is your partner for all your mortgage fulfillment requirements. With more than 18+ years of industry experience coupled with cutting edge technology, INFINITY delivers competitive turnaround times, customized reporting and an unmatched services value.
For more information, please contact us at www.infinity-data.com phone number (877) 463-8485.
Morris, Manning & Martin is a full-service law firm with national and international reach. We dedicate ourselves to the constant pursuit of our clients' success. In order to provide our clients with optimal value, we combine market-leading legal services with a total understanding of their needs to maximize effectiveness, efficiency and opportunity. Our Firm and lawyers possess a keen understanding of our clients' businesses and the sectors in which they operate. Legal solutions are ... (view full description)
Morris, Manning & Martin is a full-service law firm with national and international reach. We dedicate ourselves to the constant pursuit of our clients' success. In order to provide our clients with optimal value, we combine market-leading legal services with a total understanding of their needs to maximize effectiveness, efficiency and opportunity.
Our Firm and lawyers possess a keen understanding of our clients' businesses and the sectors in which they operate. Legal solutions are delivered by industry-focused, diverse, involved lawyers who are dedicated to their clients' success, whether in a transaction, in court or in the everyday course of business.
Over the last 25 years, Resource* has cultivated the expertise necessary to identify investment opportunities and to deliver innovative investment solutions. We strive to be a best-in-class asset manager as measured by risk-adjusted returns to investors and the quality of the funds and businesses we manage. Resource has sponsored a range of investment vehicles, including limited partnerships, joint ventures with institutional partners, publicly traded and non-traded REITs, and interval funds. As ... (view full description)
Over the last 25 years, Resource* has cultivated the expertise necessary to identify investment opportunities and to deliver innovative investment solutions. We strive to be a best-in-class asset manager as measured by risk-adjusted returns to investors and the quality of the funds and businesses we manage.
Resource has sponsored a range of investment vehicles, including limited partnerships, joint ventures with institutional partners, publicly traded and non-traded REITs, and interval funds.
As change drives new investment uncertainties, Resource and its parent company, C-III Capital Partners, seek to expand your investment options and deliver true alternatives to traditional portfolio choices.
Founded in 1966, Time Equities, Inc. (TEI) has been in the real estate investment, development and asset & property management business for 50 years. TEI currently holds in its own portfolio approximately 28.1 million square feet of residential, industrial, office and retail property – including more than 3,800 multi-family apartment units. In addition, TEI is in various stages of development and pre-development of constructing approximately 1.4 million square feet of various property ... (view full description)
Founded in 1966, Time Equities, Inc. (TEI) has been in the real estate investment, development and asset & property management business for 50 years. TEI currently holds in its own portfolio approximately 28.1 million square feet of residential, industrial, office and retail property – including more than 3,800 multi-family apartment units. In addition, TEI is in various stages of development and pre-development of constructing approximately 1.4 million square feet of various property types. With properties in 30 states, five provinces, including Newfoundland, New Brunswick, Nova Scotia, Ontario, and Quebec, Canada, Berlin, Germany, the Netherlands, and Anguilla, British Virgin Islands, the TEI portfolio benefits from a diversity of property types, sizes and markets. There are concentrations in the Northeast, Southwest, Midwest and West Coast, and new markets are always being evaluated. Our disciplined investment strategy focuses on staying "ahead of the curve." In addition to space for lease or purchase, a number of TEI’s professional services are available to third parties.
The Alternative & Direct Investment Securities Association (ADISA) is a national trade association of decision makers who influence over 30,000 professionals involved in alternative investments, primarily non-traded alternatives. These typically include non-traded Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), Master Limited Partnerships (MLPs) and private and public funds (LPs/LLCs), 1031 exchange programs (DSTs/TICs), energy and oil and gas interests, equipme ... (view full description)
The Alternative & Direct Investment Securities Association (ADISA) is a national trade association of decision makers who influence over 30,000 professionals involved in alternative investments, primarily non-traded alternatives. These typically include non-traded Real Estate Investment Trusts (REITs), Business Development Companies (BDCs), Master Limited Partnerships (MLPs) and private and public funds (LPs/LLCs), 1031 exchange programs (DSTs/TICs), energy and oil and gas interests, equipment leasing programs, and other alternative and direct investment offerings. The association was founded in 2003 and has approximately 4,500 members who are key decision makers who represent more than 220,000 professionals throughout the nation, including sponsor members that have raised in excess of $200 billion in equity and serve more than 1 million investors. We work to maintain the integrity and reputation of this industry by promoting the highest ethical standards, providing education and networking opportunities, and in representing our industry in the public and political arena. ADISA connects members directly to key industry experts through exemplary events forums providing timely trends and education, helping create a diversified portfolio for their clients.
The IPA supports individual investor access to a variety of asset classes with low correlation to the traded markets and historically available only to institutional investors, including: lifecycle real estate investment trusts (REITs) and perpetual life REITs, lifecycle business development companies (BDCs), interval and closed-end funds, energy and equipment leasing programs and real estate private equity offerings. These portfolio diversifying investment (PDI) products have been held in the a ... (view full description)
The IPA supports individual investor access to a variety of asset classes with low correlation to the traded markets and historically available only to institutional investors, including: lifecycle real estate investment trusts (REITs) and perpetual life REITs, lifecycle business development companies (BDCs), interval and closed-end funds, energy and equipment leasing programs and real estate private equity offerings. These portfolio diversifying investment (PDI) products have been held in the accounts of more than 3 million individual investors. They remain a critical component of an effectively balanced investment portfolio and serve an essential capital formation function for the U.S. economy. The mission of the IPA is to advocate for PDIs through education and public awareness.
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in spe ... (view full description)
Best Attorneys Online: bestattorneysonline.com, a premium service provided by bestattorneysonline.com LLC, started in 2009, ranks law firms through research and evaluation to identify the most respectable and dedicated law teams in the United States. Our goal is to provide our users with a new way to locate and contact an attorney or a law firm while providing firms a way to get their image out and into the open. We advertise and provide access to the best law firms around the country and in specific areas and also list a directory showing many opportunities for a client to get in touch with legal help. www.bestattorneysonline.com.
Commercial Observer is the leading platform to connect and inform commercial real estate leaders, delivering authoritative news on market-moving real estate and finance information. Commercial Observer provides an essential mix of breaking news, interviews, features, exclusive industry columnists, in-depth analyses of market trends, and live events for the industry’s most powerful players – including building owners and managers, brokers, commercial lenders, architects, engineers, co ... (view full description)
Commercial Observer is the leading platform to connect and inform commercial real estate leaders, delivering authoritative news on market-moving real estate and finance information. Commercial Observer provides an essential mix of breaking news, interviews, features, exclusive industry columnists, in-depth analyses of market trends, and live events for the industry’s most powerful players – including building owners and managers, brokers, commercial lenders, architects, engineers, contractors and professional services firms.
InstitutionalAssetManager is a news and information and fund data service for institutional investors and institutional asset managers focusing on the traditional asset management sector worldwide. InstitutionalAssetManager offers a daily newsletter service and a full web site. Click here to access- http://www.institutionalassetmanager.co.uk/
Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund ... (view full description)
Institutional Real Estate, Inc.’s flagship publication, Institutional Real Estate Americas, has been the industry’s go-to resource for more than 25 years. It is a monthly publication offering analysis of market trends related to pension fund investment in private equity real estate. It covers the people, trends, and events driving this dynamic market, and features the industry's most extensive information on manager searches, new product offerings and pension fund real estate allocations, plus features on pension fund investment capital flows, investment strategy and portfolio management.
Our readers include staff and investment committee members of the largest and most active pension, foundation and endowment fund real estate investors in North America, their advisers and consultants.
You will also receive our investment guides as part of your subscription. These will be sent directly to your email address and always be available on our Website.
Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends a ... (view full description)
Since 1987, Institutional Real Estate, Inc. (IREI) has been a leading force in industry knowledge, providing institutional real estate and infrastructure investors with decision-making tools via its publications, conferences, and consulting services. IREI publishes a diversified portfolio of news magazines and special reports for the benefit of the global institutional real estate investment community. Each publication provides subscribers with news, insights and perspective on the trends and events shaping the investment landscape in private equity real estate. Our products include: Institutional Real Estate Americas, Institutional Real Estate Asia Pacific, Institutional Real Estate Europe, Institutional Real Estate Newsline (IREN), Real Assets Adviser, Institutional Investing in Infrastructure, Institutional Real Estate FundTracker, and FundTracker database.
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series. Click here to access - http:/ ... (view full description)
Property Funds World is the property fund industry’s leading portal on news and topical features, including updates on new fund launches, investment trends, regulatory news and distribution strategies, and a regular series of market surveys and fund manager interviews. Property Funds World produces a free weekly and a daily newsletter covering essential news and features within the property fund industry as well as an extensive special reports series.
Click here to access - http://www.propertyfundsworld.com
Scotsman Guide is the leading media provider for the residential and commercial mortgage-origination industry. Our award-winning monthly magazines, lender search, online news and Scotsman Guide Community are free for qualified mortgage professionals.
The DI Wire is the definitive news source for the illiquid alternative investment industry. The only media site dedicated exclusively to the coverage of non-traded REITs, business development companies, interval funds, closed end funds, DSTs and the full range of private placement offerings, The DI Wire has grown to become the most trusted news source for the community of sponsors, broker-dealers and wealth advisors who provide these investment offerings to millions of American retail investors. ... (view full description)
The DI Wire is the definitive news source for the illiquid alternative investment industry. The only media site dedicated exclusively to the coverage of non-traded REITs, business development companies, interval funds, closed end funds, DSTs and the full range of private placement offerings, The DI Wire has grown to become the most trusted news source for the community of sponsors, broker-dealers and wealth advisors who provide these investment offerings to millions of American retail investors. Visited more than 100,000 times per month by wealth advisors and industry leaders, www.TheDIWire.com is an invaluable resource for anyone interested in the illiquid alternative investment industry.
Wealthadviser offers investment fund news and information, research and fund data for wealth advisers and private banks working in the advisory industry around the world. Wealthadviser offers a daily newsletter service and a full web site with fund data designed to help wealth advisers. Click here to access http://www.wealthadviser.co/
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(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.
*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.
*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.
*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.
*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.
*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).
*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.
*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.
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
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).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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.
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.
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.
You have certain rights in relation to your personal data which include the following:
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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.
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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.
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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 KingdomEmail: 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.
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.
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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