Terms and Conditions
Investment Trust Intelligence is published by Kepler Partners LLP. This website is aimed only at providing information to private investors. No information or opinions contained in this site constitute a solicitation or inducement by Kepler Partners LLP to buy, sell or subscribe for any securities mentioned herein or to provide any investment advice or service.
Neither Kepler Partners LLP nor Kepler Trust Intelligence give advice based on personal circumstances so you are responsible for deciding whether an investment is suitable for you. In doing so, please remember that past performance is not necessarily a guide to future performance, the performance of funds is not guaranteed and the value of your investments can go down as well as up, so you may get back less than you invest.
When investments have particular tax features, these will depend on your personal circumstances and tax rules may change in the future. Before investing into a fund, please read the relevant Key Investor Information Document (KIID). You should regularly review your investment objectives and choices and if you are unsure whether an investment is suitable for you, you should contact an authorised financial adviser.
Information on this Website may or may not have been prepared by Kepler Partners LLP, but is made available without responsibility on the part of Kepler Partners LLP, who neither assumes nor accepts any responsibility or liability (including for negligence) in relation thereto.
No action should be taken or omitted to be taken in reliance upon information on this website. Opinions expressed are subject to change at any time. The material is based upon information which is considered reliable, but no representation is made as to accuracy, completeness or timeliness, and should not be relied upon.
Past performance is not an indication of future performance. This document is a marketing communication under FCA rules and has not been prepared in accordance with the legal requirements designed to promote the independence of investment research and is not subject to any prohibition on dealing ahead of the dissemination of investment research.
Kepler Partners LLP reserves the right to change the information available on this Website without notice and expressly disclaim any obligation to keep the information on this Website up-to-date, free of errors or viruses or to maintain uninterrupted access. Kepler Partners LLP may stop producing or updating any part of this Website without notice.
United States persons (as defined in “Regulation S” of the US Securities Act of 1933) and persons who are residents of the United States of America may not use this website.
Information on this website may not be forwarded to any entity in the United States of America. Furthermore, the contents of this site are not intended for distribution to, or use by, any individual or entity in any jurisdiction where their distribution or use would be contrary to local law or regulation or which would subject Kepler Partners LLP to registration with the jurisdiction.
You should be aware that any rules and/or regulations applicable to providing financial services (and the resultant investor protections that may be available), may not apply to persons who obtain information from the internet and its various applications, of which this material forms part.
At Kepler Partners LLP, we are committed to protecting the privacy of your personal data and we summarise here our policies regarding the collection, use and transfer of your personal data, the security measures we employ to protect such data and your rights and choices with regard to access or use of such data.
We may change this Policy from time to time so please check this page occasionally to ensure that you are happy with any changes. By using our websites, you are agreeing to be bound by this Policy.
Any questions regarding this Policy and our privacy practices should be sent by email to [email protected] or by writing to Kepler Partners LLP, 9/10 Savile Row, London, W1S 3PF. Alternatively, you can telephone +44 (0) 20 3887 6342.
Who are we?
We’re is a corporate advisory boutique specialising in the regulated funds market in Europe. Our business is constructed from four core verticals:
- Alternative UCITS research and consultancy
- UCITS asset raising
- Fund Platform -Kepler Liquid Strategies
- Investment trust research &consultancy
Kepler Partners is headquartered in London with offices in Edinburgh and Frankfurt. The company is organised under the laws of the United Kingdom, registered with the Financial Conduct Authority with Companies House Number OC334771 and having an address at First Floor, 9/10 Savile Row, London, W1S 3PF
How do we collect information from you?
We obtain information about you when you use our websites, for example, when you contact us about products and services, or if you register to receive one of our regular updates.
What type of information is collected from you?
The personal information we collect might include your name, address, email address, IP address, and information regarding what pages are accessed, including via Google analytics tracking software. This software tracks the activity associated with the cookies described above during your visits to our websites (but not anywhere else) so we know how long you spend on each page, for example, and where you are located. This software doesn’t tell us anything about your activity elsewhere on the web – only what you do whilst on our own websites.
How is your information used?
We may use your information to:
- To carry out our obligations arising from any contracts entered into by you and/or us;
- Seek your views or comments on the services we provide - where we might mount a survey, asking your views on matters, in which case we might also ask you for personal details directly;
- Notify you of changes to our services;
- Send you communications which you have requested and that may be of interest to you;
We review our retention periods for personal information on a regular basis. We are legally required to hold some types of information to fulfil our statutory obligations. We will hold your personal information on our systems for as long as is necessary for the relevant activity, or as long as is set out in any relevant contract you hold with us.
Who has access to your information?
We will not sell or rent your information to third parties.
We will not share your information with third parties for marketing purposes.
Third Party Service Providers working on our behalf: We may pass your information to our third party service providers, agents, subcontractors and other associated organisations for the purposes of completing tasks and providing services to you on our behalf. However, when we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own direct marketing purposes. Please be reassured that we will not release your information to third parties beyond the network for them to use for their own direct marketing purposes, unless you have requested us to do so, or we are required to do so by law, for example, by a court order or for the purposes of prevention of fraud or other crime.
You have a choice about whether or not you wish to receive information from us. If you do not want to receive direct marketing communications from us, then you can either unsubscribe on the relevant email, or select your choices by ticking the relevant boxes situated on the website form on which we collect your information.
Unless we have identified a legitimate interest or you have given prior consent, we will not contact you for marketing purposes by email or phone. We will not contact you for marketing purposes by post if you have indicated that you do not wish to be contacted. You can change your marketing preferences at any time by contacting us by email: [email protected]
How you can access and update your information
The accuracy of your information is important to us. We are working on ways to make it easier for you to review and correct the information that we hold about you. In the meantime, if you change email address, or any of the other information we hold is inaccurate or out of date, please email us at: [email protected]
Security precautions in place to protect the loss, misuse or alteration of your information
When you give us personal information, we take steps to ensure that it’s kept securely.
Non-sensitive details (your email address etc.) are transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information you transmit to us, and you do so at your own risk. Once we receive your information, we make our best effort to ensure its security on our systems.
We may analyse your personal information to create a profile of your interests and preferences so that we can contact you with information relevant to you. Behaviour of our audience is monitored via our websites as well as an email system called Campaign Monitor.
We may make use of additional information about you when it is available from external sources to help us do this effectively.
Use of 'cookies'
It is possible to switch off cookies by setting your browser preferences.
16 or Under
We are concerned to protect the privacy of children aged 16 or under. If you are aged 16 or under‚ please get your parent/guardian's permission beforehand whenever you provide us with personal information.
Transferring your information outside of Europe
As part of the services offered to you through this website, the information which you provide to us may be transferred to countries outside the European Union (“EU”). By way of example, this may happen if any of our servers are from time to time located in a country outside of the EU. These countries may not have similar data protection laws to the UK. By submitting your personal data, you’re agreeing to this transfer, storing or processing. If we transfer your information outside of the EU in this way, we will take steps to ensure that appropriate security measures are taken with the aim of ensuring that your privacy rights continue to be protected as outlined in this Policy.
If you use our services while you are outside the EU, your information may be transferred outside the EU in order to provide you with those services.
Review of this Policy
We keep this Policy under regular review. This Policy was last updated in May 2018.