1.1 . Invest With Prop Limited (“Propio“, “we” or “us“) may collect, store and use information in accordance with the General Data Protection Regulation (the “GPDR”) and any other relevant legislation and regulations.
1.2 . Some of the data we process will be personal information. By “personal information” we mean all information that relates to, identifies or may identify you. Other data will be anonymous data. For the purposes of the GDPR, we are the data controller of any personal information we process about you. This policy sets out details of how we process data in relation to you.
You acknowledge that Propio may collect, store and use information provided by you. This includes the following:
3.1 . contact details which you provide about you or others including address, telephone numbers, email address and proof of address (for example, bank statement and/or utility bill);
3.2 . biographical information which you provide about you or others including your title, name, gender, date of birth and proof of identity (for example, passport and/or driving licence);
3.3 . bank account and/or card details which you provide about you or others;
3.4 . information that we collect in relation to your computer, laptop or tablet (including, but not limited to, its IP address);
3.5 . details of your visits to the Propio Platform, including traffic data and data in relation to the resources that you access on the Propio Platform;
3.6 . information you provide when you visit the Propio Platform, including any information you provide when you register as a user of the Propio Platform and your account information (including your username and password);
3.7 . details of any transactions you carry out through the Propio Platform;
3.8 . copies of correspondence you send to us, including by post, email or through the Propio Platform; and
3.9 . your responses to surveys or questionnaires we ask you to complete.
We may also collect your personal information from publicly available information such as information on third party websites or from our business partners.
You acknowledge that Propio may collect, store or use information that it holds about you in order to:
4.1 . provide our products and services to you;
4.2 . verify and authenticate your identity, process your payments and investments, complete transactions and process your purchase requests and any other use related to us providing our products and services to you;
4.3 . perform our obligations under contracts between you and us;
4.4 . protect your account and prevent unauthorised access to your account;
4.5 . ensure the content of the Propio Platform is presented in a manner that in our view best meets your requirements and the capabilities of your computer, laptop or tablet
4.6 . provide you with information about opportunities or services that you request or which Propio considers may be of interest to you, including special offers and other related services;
4.7 . allow you to use the various features of the Propio Platform;
4.8 . for our own internal record-keeping requirements;
4.10 . for market research, analysis, testing, monitoring, risk management and administrative purposes; and
4.11 . to contact you, for example, to send service communications through the Propio Platform, email or any other medium such as to notify you to check your account and dashboard where necessary.
5.1 . Data we collect from you may be transferred to and stored in destinations within the European Economic Area (“EEA“) and may be processed by staff operating within the EEA. By submitting your personal information you agree to this transfer, storage and processing.
5.2 . We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this policy. You should be aware that transmission of information via the internet is not entirely secure and we cannot guarantee the security of any data you transmit to the Propio Platform via the internet.
5.3 . We will retain your personal information and other information which we have collected or received to the extent required by applicable laws and as we may require for operational, regulatory and legal purposes.
7.1 . We may aggregate information about you with information about other users of the Propio Platform to create statistical data about users.
7.2 . This is statistical data that does not identify you and we may distribute any such aggregate information to third parties we work with in any way we see fit.
We may share your personal information with:
8.1. any third party or entity to whom we sell or intend to sell any of our business or assets or in connection with such sale or proposed sale, or in connection with financing or merger relating to our business;
8.2. you or those acting on your behalf;
8.4. any third party which provides services to us in relation to the Propio Platform (including payment processing and anti-money laundering and know your customer due diligence), including our professional advisors;
8.5. any third party to who we believe we are required, by law, to disclose the information; and
8.6.any third party to protect and defend our rights, or the rights or safety of third parties, including to defend against legal claims.
8.7. any third party in connection with regulatory compliance matters, or in connection with resolving complaints. This includes but is not limited to the regulator, the Financial Ombudsman, and our Principal.
9.1 . You have a right under the GDPR to access information that we hold about you.
9.2 . You can access this information by making a ‘subject access request’.
9.3 . You are under no contractual agreement to provide the data requested or to continual consent to the usage of the data, however, to use the Propio platform we must have the data outlined above. You may withdraw your consent to the usage of data at any time, however, this will end your ability to use the Propio platform as we depend on certain data processes to operate our platform.
9.4 . If you have any complaints in relation to our handling of your data, you are entitled to make a complaint to the Information Commissioners Office at https://ico.org.uk/concerns.
10.2 . You should read and review this page regularly to see if there have been any changes.
11.2 . Cookies will usually fall into one of the following categories:
11.2.1 . performance cookies which collect information about how visitors use the Propio Platform to create aggregated, anonymous information that does not identify the visitor;
11.2.2 . strictly necessary cookies which are cookies that are essential to allow you to use the Propio Platform and its features;
11.2.3 . functionality cookies which allow the Propio Platform to remember you and provide a more personalised service; and
11.2.4 . targeting or advertising cookies which are used to deliver adverts relevant to you.
11.3 . Some of our cookies remain on your device between your browsing sessions.
11.4 . You can disable our cookies by changing the settings on your browser but doing so might mean you are unable to use certain features of the Propio Platform.
11.5 . The Propio Platform uses the following types of cookies: strictly necessary cookies, performance cookies, functionality cookies and advertising cookies.
12.1 . We will only send you marketing communications by electronic means (e-mail, via our apps or text) if those communications relate to goods, services or opportunities which are similar to those that you have previously purchased or expressed an interest in or if you have consented to us contacting you in this way. We will only permit third parties to send you marketing communications by electronic means if you have consented to this.
12.2 . During your account set-up process you will be able to opt out of receiving marketing communications from us and/or third parties. You can change your marketing preferences at any time by contacting us at firstname.lastname@example.org.
This website is directed at and intended to be used only by those persons categorised as Self-Certified Sophisticated Investors and High Net Worth Individuals. By proceeding, you confirm that you fit into one of these categories. The material on the website is for general information and should not be regarded as an offer or invitation to invest. Only investors who qualify are eligible to invest. If you are unsure of your categorisation, please consult an independent financial adviser.