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Frank Benhamou

Managing Director, Capital and Credit Structuring
Barclays

Frank Benhamou is a Managing Director in the Capital and Credit Structuring team at Barclays International and joined in 2006. He oversees the origination, structuring and execution of a variety of transactions ranging from credit risk transfer solutions to assets co-investment, cash/synthetic securitisations and structured secured funding. Prior to joining Barclays International, Mr Benhamou worked for a year in the Equity Derivatives Trading team in Calyon Paris. Mr Benhamou holds a Master Degree from Ecole Centrale which comprises a year of specialisation in Applied Mathematics to Finance and Entrepreneurship. He also holds a postgraduate degree from La Sorbonne University in Financial an ... (view full description)

Jeremy Bradley

Managing Director, SPG
Lloyds Bank

Jeremy Bradley Heads the Financial Institutions Securitisation team for Lloyds. The team provides RMBS & ABS capital markets distribution, balance sheet financing, and risk transfer and capital solutions for clients including banks and insurance companies.

Mascha Canio

Head of Credit & Insurance Linked Investments
PGGM

Mascha Canio has been with PGGM since January 2006 and is currently the Head of Credit & Insurance Linked Investments. For more than 25 years she has been responsible for portfolio management with in-depth experience in credit, fixed income, private equity, infrastructure and insurance. Mascha is a specialist in corporate credit, emerging markets and securitisations. Her previous roles include portfolio manager at Shell Pension Fund and head of Octagon Credit Investors’ London office.
 

Timothy Cleary

Partner
Clifford Chance

Timothy Cleary is a partner in the Banking and Finance Group of the London office of Clifford Chance specialising in structured finance and bank capital management. He has a particular focus on synthetic securitization and other credit risk mitigation and risk transfer transactions, and regularly acts for many of the active originator banks across Europe, North America and Asia. Timothy also has extensive experience with the various regulatory and structuring considerations relevant in such transactions.   Timothy also has broad experience in all aspects of OTC derivatives, in particular in connection with asset-backed securitization, whole business securitization, project and as ... (view full description)

Maurits Fliehe Boeschoten

Senior Structured Finance Advisor
FMO

Maurits Fliehe Boeschoten is a senior structured finance advisor in FMO, the Dutch development bank. FMO focuses on emerging markets and developing countries using the UN Sustainable Development Goals as the guiding principles. FMO has recently launched NASIRA, an EUR 500 mln synthetic impact facility leveraging European Commission, Dutch government funds and external investors.

Riccardo Gallina

Head of Loan Management & Advisory
Banca IMI

Riccardo Gallina is Head of Loan Management & Advisory in Banca IMI (Intesa Sanpaolo Group). Within the Global Markets Solutions & Financing business unit, the Loan Management & Advisory desk is responsible for structuring and execution of capital optimisation, deleveraging or financing solutions on performing and non-performing assets for institutional clients. Before joining Banca IMI, Riccardo has been at UniCredit in the Group Credit Treasury in charge for credit portfolio management activities. Riccardo has also worked at Capitalia in the Internal Rating & Loan Pricing desk. He graduated magna cum laude in Banking & Finance at Roma Tre University and earned an exchan ... (view full description)

Steve Gandy

Managing Director, Head of Private Debt Mobilisation
Santander Corporate & Investment Banking

Steve Gandy is Managing Director, Head of Private Debt Mobilisation, Notes and Structuring for Santander Global Corporate Banking in London. He has over 27 years’ experience in the securitisation industry, having completed transactions in Europe, United States, Latin America and Asia. He serves on the Board of Directors of the European Data Warehouse, and has also served as a Member Chairman of the Securitisation forum of AFME, where he participated in the development of the PCS initiative and currently serves as the chairman of the of the PCS Market Committee. Steve is also the current chairman of the Securitisation Working Group of the European Banking Federatio ... (view full description)

Juan Grana

Managing Director
Arrowmark Partners

Juan is a Managing Director on the ArrowMarkcredit team. Prior to joining ArrowMark, Juan spent five years at Nomura where he most recently served as a Managing Director in Nomura’s Structured Solutions Group and previously in the Credit Structuring team. Prior to joining Nomura, he spent over a decade at Credit Suisse where he was a senior member of the Credit Structuring team focusing on bank capital solutions including synthetic risk transfer, and before that a senior member of the Risk Management team implementing Basel II. Prior to this Juan worked as management consultant at Oliver Wyman and Company with a focus on risk management and capital management solutions. Juan has over twenty ... (view full description)

Richard Hopkin

Managing Director & Head of Fixed Income, Capital Markets
Association for Financial Markets in Europe (AFME)

Richard Hopkin is a Managing Director in AFME’s securitisation division. He joined AFME in June 2010 after a 20 year career in European securitisation during which he held leadership positions at J.P. Morgan, Deutsche Bank and Société Générale. He has originated, structured and distributed financings backed by a wide variety of asset classes including residential mortgages, credit cards, auto, consumer and SME loans, from across Europe, Australia and the US.

Born and brought up in Wales, Richard read law at Cambridge University and before embarking on his banking career he qualified as a solicitor with leading international law firm Clifford Chance.

Giovanni Iaquinta

Head of Group Balance Sheet Management
UniCredit S.p.A.

Giovanni joined UniCredit in January 2003 and he is currently Head of Group Balance Sheet Management within the CFO division.   He started his career in Market Risk Management field moving to Finance in 2007 where he contributed to the start-up of the team responsible for structuring and execution of credit related transactions both for hedging and investment purposes.   In January 2012 Giovanni moved to Austria as responsible for Credit Treasury unit in Bank Austria AG where he focused on transactions on performing and non-performing exposures originated in Austria and in CEE countries as well as on loans credit pricing. He moved back to UniCredit headquarter in Mila ... (view full description)

Matthias Korn

Head of Financial Solutions
Caplantic GmbH

Since March 2013 head of division of Financial Solutions at Caplantic. Previously, head of division of Capital Markets Products & Solutions at NORD/LB. During the years 2003 to 2006, positions in (credit) risk controlling at NORD/LB, Dresdner Bank, Allianz Group and Dekabank. Matthias has a degree in business information technology (Diplom-Wirtschaftsinformatiker) from Universität Braunschweig. Mr. Korn successfully arranged and executed several regulatory capital relief transactions and developed synthetic structures for financial institutions and insurance companies. Mr. Korn has set up a specialised team for financial modelling and was involved in the development of rating ... (view full description)

Som-lok Leung

Executive Director
International Association of Credit Portfolio Managers

Som-lok Leung is the Executive Director of the International Association of Credit Portfolio Managers (IACPM).  The IACPM is a non-profit industry association dedicated to advancing the practice of credit portfolio management through advocacy, research, education, communication and promotion of sound practice. Its membership now comprises over 100 financial institutions around the globe.    In his role, Som-lok oversees all aspects of the association, and reports to the IACPM Board of Directors. Previously, Som-lok was a Senior Director in the KMV (now Moody’s Analytics) Client Solutions group, working with a wide range of banks, insurance companies, and asset ma ... (view full description)

Mark Lewis

Managing Director, Head of PCS Operations
Prime Collateralised Securities


Mark Lewis has been a participant in the domestic and international financial markets since 1983 and more particularly, the securitisation markets since 1989 including roles as Head of European Securitisation at UBS and Global Head of Structured capital markets at Unicredit. Mark was Chairman of the securitisation division of AFME in 2011.

Mark studied at Downing College, University of Cambridge (1980-1983) where he gained an MA (Cantab)

Jessica Littlewood

Partner
Clifford Chance

Jessica is a partner in the structured finance and derivatives practice of global law firm, Clifford Chance LLP.  She is recognised as a market leader in synthetic securitisations, risk transfer transactions and other regulatory capital driven structures, having acted for numerous banks and financial investors on such transactions over the past two decades.   Jessica has also been working with AFME and PCS in connection with the current reforms to the EU securitisation regulations as they affect synthetic securitisation, and has participated in discussions with regulators and policymakers on these proposals.  She currently ... (view full description)

Lewis Manson

Associate Conference Producer
IMN

Lewis started his Euromoney career with Information Management Network (IMN) as a Mountbatten Graduate Intern in the role of Conference Coordinator within the Structured Finance Division. After a successful first year he was retained in the role of Associate Conference Producer and Speaker Coordinator working on 18 international events per year including 3 of his own programs. Lewis holds a first class degree in Events Management from the UK Center for Events Management at Leeds Beckett University, has studied as a Business Major at Griffith University in Australia and has a Postgraduate Degree in International Business from the University of Chester.
 

Juan-Carlos Martorell

Managing Director, Co-Head of Structured Solutions
Mizuho International plc

Juan Carlos is responsible for the FI structured solutions business at MHI, which comprises bank balance sheet solutions, structured MTNs and repacks, and funding solutions.  He has worked in several JV structures and executed SRTs attracting ~€1.3bn of equity investors. Prior to joining MHI in 2015, Juan Carlos spent 4 years at Lazard where he co-founded their Derivatives & Credit Advisory platform, focusing on capital relief programmes and advising the non-core units of large global banks on legacy issues and regulators on bank systemic issues.  Juan-Carlos has broad experience of structured finance and derivatives products, in particular gained at ABN AMRO where he worked in South Eur ... (view full description)

Christian Moor

Principal Policy Advisor, Capital Markets Union
European Banking Authority (EBA)

Christian joined the European Banking Authority (EBA) in November 2010 and is responsible for regulation and policy issues on securitisation and covered bonds. While at the EBA, he has been the main architect of the STS securitisation framework and has been one of the driving forces in the implementation of the STS framework into global standards and European regulation. He has also developed a proposal for an EU wide harmonised legal framework for covered bonds and created the best practice principles for European covered bonds legal frameworks.   Prior to this position, Christian worked at De Nederlandsche Bank (DNB) as a banking supervisor and was responsible for prude ... (view full description)

Max Ndiaye

Manager Financial Solutions
African Development Bank

Max Ndiaye is the Manager of Client solutions division at the African Development Bank where he is responsible of the development and implementation of the Bank’s innovative financial products, the balance sheet optimization strategies and the financial structuring and advising of the Bank’s projects across many sectors. Max co manages the Bank’s risk transfer mechanisms including synthetic securitisation, and credit insurance.
 

Salvatore Nuccio

Head of Financial Institutions Solutions
Banca IMI

Salvatore is the head of global markets solutions within the institutional sales group at Banca IMI. He is responsible for tailor made solutions for institutional customers, from capital relief and general risk reduction transactions to structured finance, asset based finance, structured derivatives, credit risk synthetic transfer transactions and deleverage of NPL, distressed loans and illiquid assets.

Salvatore graduated magna cum laude in business administration from the L. Bocconi University in Milan.
 

Pascale Olivie

Director, Asset Backed Products Advisory
Societe Generale

Pascale joined Société Générale at the beginning of 2019 as senior advisor within the Asset-Backed Product team. She is today in charge of developing regulatory capital optimization & de-risking solutions for Financial Institutions. Prior to join SG, she has worked during twelve years at Crédit Agricole CIB, firstly within the Securitization team and then within the Credit Portfolio Management team where she was responsible for the structuring and management of capital relief transactions and secured funding deals for own account ; she built there a solid track record of synthetic securitizations deals and bespoke risk transfer transactions :14 bn€ securitized portfolio since 2014, cover ... (view full description)

James Parsons

Managing Director
PAG

James Parsons has been managing investments in Significant Risk Transfer (SRT) transactions since 2007.   James is currently Managing Director at PAG, where he runs the London office and heads the SRT investment strategy. PAG manages US$ 23bn of investor capital and employs over 350 people in major financial hubs in Asia as well as London, Geneva, and New York.   Previously James was a Portfolio Manager at BlueCrest Capital from 2007 to 2017, where he headed the BlueCrest Mercantile Fund, a fund dedicated to investment in SRT transactions. The BlueCrest Mercantile Fund was one of the earliest funds to invest in SRT transactions structured under Basel II.   ... (view full description)

Syril Pathmanathan

Vice President
D.E. Shaw & Co. LLP

Syril Pathmanathan is a vice president of D. E. Shaw & Co. (London), LLP and a member of the D. E. Shaw group’s Asset-Backed Strategies ("ABS") investment unit operating from the firm's London office. Mr. Pathmanathan is a member of the Securities team within the ABS unit and focuses on bank regulatory capital transactions. Prior to joining the firm in 2016,  he was director at Credit Suisse AG, where he last was head of capital and risk solutions structuring and before that served as head of Asia bank solutions. Prior to that, Mr. Pathmanathan was a partner at Venn Partners LLP, a boutique investment management and advisory firm focused on de-risking opportunities in Europe. From 2005 t ... (view full description)

Bob Penn

Partner
Allen & Overy

Bob Penn is a partner in the financial services regulatory group. He advises on a variety of financial services issues, including bank regulation, regulation of the securities and derivatives markets, and the regulation of funds and structured products. He also has experience on the regulation of market infrastructure providers and exchange regulation, and negotiating investment management agreements, custody agreements, investment terms of business and related documentation, limited partnership agreements and offshore investment fund documentation.

Pablo Sanchez

Structured Finance Manager
European Investment Fund

Pablo Sánchez is an investment manager of the European Investment Fund responsible for the securitization and structured finance activity in Iberia, among other geographies. Prior to joining the European Investment Fund, Pablo worked for Banco Santander taking different responsibilities in the area of ​​structured credit solutions for institutional clients. Pablo has worked on innovative financing and risk transfer operations throughout Europe. Prior to his time at Santander, Pablo worked at Banco Español de Crédito assuming different responsibilities in the areas of structured financing for institutional clients, ACPM and issuance vehicles, always in the area of ​​Tr ... (view full description)

Carlos Silva

Senior Vice President, Head of European Structured Credit
DBRS Ratings Limited

Carlos Silva heads the European Structured Credit team at DBRS in London. The team is responsible for rating SME CLO transactions, synthetic structures, CLO warehouse, direct lending and other structured credit products across Europe. Carlos is also responsible for maintaining and developing the SME CLO methodology and he also contributes to the development of methodologies, research and models used in the rating process. Prior to joining DBRS, Carlos worked in the Structured Credit team at Fitch Ratings between 2006 and 2011 covering a wide spectrum of structured credit products including leveraged loan CLOs, SME CLOs, synthetics and multi-issuer covered bonds. Carlos holds an M ... (view full description)

Oliver Storey

Partner
Slaughter and May

Oliver has a leading financing practice advising commercial, banking and public sector clients on a wide range of matters, including debt capital markets, securitisation, bank lending, acquisition financing and restructuring and insolvency. Highlights include advising: Santander UK on amendments to, and issuances under, its asset backed and unsecured funding programmes Bupa on various issuances of senior and subordinated debt and other treasury matters Punch Taverns on the successful restructuring of its securitisation debt NewDay Cards on its first public securitisation of credit card, store card and instalment credit receivables and various other ... (view full description)

Michael Strevens

Director
British Business Bank

Mike joined the British Business Bank’s Guarantee & Wholesale Solutions team in February 2015. The British Business Bank is an economic development bank, fully owned by the UK government. It is tasked to make finance markets work better for small businesses in the UK at all stages of their development, from starting up to staying ahead. Its 6 key objectives are to: increase the supply of finance available to smaller businesses where markets don’t work well; help create a more diverse finance market for smaller businesses; encourage and enable SMEs to seek the finance best suited to their needs; be the centre of expertise on smaller business finance in the UK, providing advice and support ... (view full description)

Christian Valencia

Director
Freddie Mac

Christian Valencia is the director of Credit Risk Transfer (CRT) in Freddie Mac’s Single-Family division. He manages the core transaction team that issues the Structured Agency Credit Risk debt notes (STACR), Freddie Mac’s flagship CRT program. This includes managing the day to day aspects of the program as well as relationships with different dealers that underwrite the STACR transactions. In addition, he helps to further enhance the programs and/or structures that transfer single family credit risk to private investors. He reports to the head of CRT Securitization.   An industry veteran with over 18 years of experience in capital markets, Mr. Valencia has worked in structured f ... (view full description)

Fiona Walden

Senior Vice President, Credit & Financial Lines
RenaissanceRe

With 15 years of experience in structuring, advising and working on financial transactions, Fiona Walden joined RenaissanceRe in April 2018 and is Head of Credit & Financial Lines. She specializes in the use of insurance for capital solutions, bank capital, mortgage insurance and strategic risks.   Most recently, Ms. Walden was Co-head of the Strategic Capital Products team at Liberty Specialty Markets. Prior to this, she worked at Willis as Deputy Head of Structured Finance, a position she held from 2010 to 2015. Ms. Walden also has experience as a Managing Associate at the law firm Linklaters where she specialized in tax law.   She has a Bachelor of Arts degree ... (view full description)

Molly Whitehouse

Director
Mariner Investment Group LLC

Molly Whitehouse is a Director at Mariner Investment Group, where she specializes in securitized products and regulatory-capital driven transactions. Through this strategy, Mariner has invested in transactions across multiple sectors including infrastructure, commercial real estate, equipment finance, and project finance. Ms. Whitehouse is primarily focused on deal structuring and origination, as well as overseeing the due diligence process.
 

Neil Wilson

Managing Director
Chorus Capital Management Ltd

Neil Wilson is a managing director at Chorus Capital, an alternative credit asset manager investing in risk-sharing transactions with European financial institutions. Prior to joining Chorus, Neil spent 20 plus years in banks in portfolio management, structuring, treasury and trading roles.
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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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