Privacy Policy

This policy statement sets out the privacy policy of Analyst Alpha Generation Limited ("The Analyst", "We", "Us", "Our") in respect of users of this website and of The Analyst's services (referred to in this policy as "You", "Your").

We take the privacy of Our website users seriously. We ask that You read this Privacy Policy ("Policy") carefully as it contains important information about how We will use Your personal data.

Personal Data We May Collect about You

We may obtain personal data about You (such as Your name, mailing address, email address, contact preferences, phone number, device identifiers, IP address, location information, and profile information where the contact is via social media) whenever You register/subscribe to Our website, use Our website, contact Us for any reason, and sign up to Our Services. We may also collect Your views on particular stock recommendations We make on Our website, which we refer to as The Analyst’s “Sentiment Tracker” (see below). This is a non-exhaustive list and is subject to change from time to time at Our sole discretion.

We may monitor Your use of this website through the use of cookies and similar technologies. For example, We may monitor how many times You visit Our website, which pages You go to, traffic data, location data (estimated using your IP address), and the originating domain name of Your internet service provider. This information helps Us to build a profile of Our users. Some of this data will be aggregated or statistical, which means that We will not be able to identify You individually from it. Please see further the section on "Information Tracking" below.

Lawful Bases for Our Processing

The Analyst is committed to respecting the personal data You supply to Us and all personal data supplied will be treated in accordance with the requirements of the Data Protection Act 2018 and the General Data Protection Regulation 2016/679 (“GDPR”). The Analyst will usually process Your personal data relying on the lawful basis provided by Article 6(1)(b) GDPR: for the purposes of providing services to You and sending to You information about Our products and services, subject to our various terms of use, terms of business and disclaimers. In certain other cases, The Analyst will process Your personal data relying on the lawful basis provided by Article 6(1)(f) GDPR: where we are pursuing our legitimate interests and provided that this is not unfair to You (see below). More rarely, The Analyst may process Your personal data relying on the lawful basis provided by Article 6(1)(c) GDPR: for the purposes of complying with Our legal and regulatory obligations. 

The Analyst will collect only personal data which is relevant to these purposes and We will do Our utmost to ensure that such personal data will be accurate, complete, and kept up to date. Whenever personal data is obtained from You, You will have access to that personal data and we will endeavour to provide You with details as to how it will be used (for example, at the time we collect the data in question).

International Data Transfers

We do not transfer or process data outside the UK or the European Economic Area (“EEA”) unless We have Your specific consent, where we have ensured that this is lawful under the GDPR because there are appropriate safeguards in place to protect Your data (e.g. where ‘standard contractual clauses’ are in place between Us and the data importer based outside the UK / EEA) or where the nature of the processing requires it (for example, because You have chosen to use an email or other communications service which routes data outside the UK / EEA). Please contact Us if You have any questions about how We may transfer Your data overseas.

Promotional Communications

Any personal data supplied to Us will be held on The Analyst's secure database and may be used to keep You informed about services that The Analyst offers.

If at any time You do not wish to receive such communications, You may let Us know by contacting the email address below. 

Data Security and Data Sharing

We take the security of Your personal information very seriously and We will use all reasonable efforts to safeguard Your personal information. However, You should be aware that the use of the Internet is not entirely secure and for this reason We cannot guarantee the security or integrity of any personal information which is transferred from You or to You via the internet.

The Analyst does not sell, trade, or rent Your personal data to any other company or organisation without Your permission. However, where you prefer to view our research using a third party’s platform (e.g. Bloomberg, Sentieo, Refinitiv, S&P Capital IQ, FactSet, RSRCHX/Liquidnet, or Red Deer), we may share certain of Your details with those third party providers in order to facilitate Your access to our research using their platform. In addition, The Analyst may share Your personal data with a third party seeking to acquire the whole or any part of our business (in the context of a merger or acquisition). In all other cases, or where we are compelled to do so by law or regulation (e.g. where ordered by a court of law).

Information Tracking (for The Analyst Sentiment Tracker)

We may obtain Your views on particular stock recommendations We make on Our website – we call this our ‘Sentiment Tracker’ feature. This will typically be in the form of Your answer (yes or no) to the question: “Do you agree with our stock recommendation?” We may use your answers to build a profile of the types of clients who agree or disagree with a particular stock recommendation, and thereby to improve Our Service to You and all Our users. If we publish the results of any Sentiment Tracker survey, we will only publish anonymised and aggregated data.

Cookies and Call Recording

The Analyst may use technology to track the patterns of behaviour of visitors to Our website. This can include the use of “cookies”, a text-only string of information that is stored in Your browser or on Your browsing device. The information We obtain from Our use of cookies will not usually contain Your personal data. Although We may obtain information about Your computer or other electronic device (e.g. tablet, smartphone, etc.), such as Your browser type and version, and/or other internet log information – please note this will not usually identify You personally.

We may use the logs from Our servers to assist Us in Our security and help Us plan Our strategy.

If You change Your mind in the future about letting Us use cookies, You can modify the settings of Your browser to reject cookies. Please see our Cookie Policy, below, for more information about the particular cookies that We use on Our website.

In addition, please note that all telephone calls to and from The Analyst are recorded, and such recordings may be used for regulatory, compliance, training, and quality purposes.

Your Rights

The GDPR provides You with rights in respect of Our processing of Your personal data. You may:

• Request a copy of Your personal data and information about Our processing of it;
• Request that We correct any personal data that We hold on You if it is incorrect or out-of-date;
• Request that We delete information on You in certain circumstances;
• Request that We stop processing Your data or restrict Our processing activities in certain circumstances;
• Object, on grounds relating to Your particular situation, to any of Our particular processing activities where You feel this has a disproportionate impact on You;
• Request to receive from Us the personal data we hold about You which You have provided to Us, in a reasonable format specified by You, including for the purpose of Your transmitting that personal data to another data controller; and
• Where Our processing is based on Your consent, You may withdraw that consent, without affecting the lawfulness of Our processing based on consent before its withdrawal.

If You want to exercise any of these rights, please contact Us. Please note that none of these rights are absolute, and we may be entitled or required to refuse or apply exemptions whenever we respond to a request to exercise any such GDPR rights.

You also have the right to lodge a complaint about Our processing with a supervisory authority. In the UK, this is the Information Commissioner’s Office (https://ico.org.uk/).

Changes to Our Privacy Policy

We keep Our Policy under regular review. If We change Our Privacy Policy, We will post the changes on this page, so that You may be aware of the information We collect and how We use it at all times.

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The Analyst App (“the App”) Privacy Policy

Analyst Alpha Generation Limited built the App as a free app meaning the App is provided by Analyst Alpha Generation Limited at no cost and is intended for use as is.

This page is used to inform visitors regarding our policies with the collection, use, and disclosure of Personal Information if you choose to use the App.

If you choose to use the App, then you agree to the collection and use of information in relation to this Policy. The Personal Information that we collect is used for providing and improving the App. We will not use or share Your information with anyone except as described in The Analyst App Privacy Policy.

The terms used in The Analyst App Privacy Policy have the same meanings as in our Terms of Use, which is accessible at Analyst Alpha Generation Limited unless otherwise defined in The Analyst App Privacy Policy.

For a better experience while using the App, we may require You to provide Us with certain personally identifiable information, including but not limited to Android advertising ID. The information that We request will be retained by Us and used as described in this Privacy Policy.

The App does use third-party services that may collect information used to identify You.

Link to privacy policy of third-party service providers used by the App:

• Google Play Services
• Firebase Analytics
• Fabric
• Crashlytics

Log Data

We want to inform You that whenever you use the App, in a case of an error in the App, We collect data and information (through third-party products) on your phone call Log Data. This Log Data may include information such as Your device Internet Protocol (“IP”) address, device name, operating system version, the configuration of the App, the time and date of Your use of the App and other statistics.

Cookies

Cookies are files with a small amount of data that are commonly used as anonymous unique identifiers. These are sent to Your browser from the websites that You visit and are stored on Your device's internal memory.

For further information, please refer to Our Cookie Policy outlined below.

The App does not use these “cookies” explicitly. However, the app may use third party code and libraries that use “cookies” to collect information and improve their services.

The App: Providers

We may employ third-party companies and individuals due to the following reasons:

• To facilitate The Analyst app;
• To provide The Analyst app on Our behalf;
• To perform The Analyst app-related services; or
• To assist Us in analysing how The Analyst app is used.

We want to inform users of the App that these third parties have access to your Personal Information. The reason is to perform the tasks assigned to them on Our behalf. However, they are obligated not to disclose or use the information for any other purpose. By downloading and/or using the App, You are deemed to have consented to Us engaging with these third-party companies and individuals.

Links to Other Sites

The website or App may contain links to other sites. If You click on a third-party web link, You will be directed to that site. Please note that these external sites are not operated by Us. Therefore, We strongly advise You to review the Privacy Policy of these websites. We have no control over and assume no responsibility for the content, privacy policies, or practices of any third-party sites or services.

Children’s Privacy

The App does not address anyone under the age of 13. We do not knowingly collect personally identifiable information from children under 13. In the case we discover that a child under 13 has provided Us with personal information, We immediately delete this from our servers. If you are a parent or guardian and you are aware that your child has provided us with personal information, please contact Us so that we will be able to carry out necessary actions.

Client Feedback and Data Gathering

You may be asked from time to time, for your feedback, on either the website or App. You can opt in or opt out of giving feedback when prompted.

When you give feedback, we will store the data in line with this Policy. Therefore, if you do not want us to store any of the feedback you give; please feel free to opt out of giving feedback. However, we do welcome your feedback as it is used to improve our services and engage with you.

Changes to The App Policy

We may update The Analyst App Privacy Policy from time to time. You are advised to review this page periodically for any changes. We will notify You of any changes by posting the new The Analyst App Privacy Policy on this page. These changes are effective immediately after they are posted on this page.

Contact Us

If you have any questions or suggestions about Our Privacy Policy, do not hesitate to contact Us. Please email compliance@theanalyst.co.uk . 

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Cookie Policy

Please read this cookie policy carefully as it contains important information on who we are and how we use cookies on our website. This policy should be read together with our https://theanalyst.co.uk/privacy-policy which sets out how and why we collect, store, use, and share personal information generally, as well as your rights in relation to your personal information and details of how to contact us and supervisory authorities if you have a complaint.

Who We Are

This website is operated by Analyst Alpha Generation Limited. We are an independent research firm. Our objective is to provide performance to our clients through single stock idea generation. We generate alpha for our clients and help them differentiate their funds. For more information, see https://theanalyst.co.uk/.

Our Website

This cookie policy relates to your use of our website, https://theanalyst.co.uk/.

Throughout our website we may link to other websites owned and operated by certain trusted third parties to make additional products and services available to you. These other third-party websites may also use cookies or similar technologies in accordance with their own separate polices. For privacy information relating to these other third-party websites, please consult their policies as appropriate.

Cookies

A cookie is a small text file which is placed onto your device (e.g. computer, smartphone, or other electronic device) when you use our website. We use cookies on our website. These help us recognise you and your device and store some information about your preferences or past actions.

For example, we may monitor how many times you visit the website, which pages you go to, traffic data, location data, and the originating domain name of your internet service provider. This information helps us to build a profile of our users. Some of this data will be aggregated or statistical, which means that we will not be able to identify you individually.

For further information on our use of cookies, including a detailed list of your information which we and others may collect through cookies, please see below.

For further information on cookies generally, including how to control and manage them, visit the guidance on cookies published by the UK Information Commissioner’s Office, www.aboutcookies.org or www.allaboutcookies.org.

Consent to Use Cookies and Changing Settings

We will ask for your permission (Consent) to place cookies or other similar technologies on your device, except where they are essential for us to provide you with a service that you have requested (e.g. to enable you to use our Subscription Services).

You can withdraw any consent to the use of cookies or manage any other cookie preferences by clicking here. It may be necessary to refresh the page for the updated settings to take effect.

How to Turn Off All Cookies and Consequences of Doing So

If you do not want to accept any cookies, you may be able to change your browser settings so that cookies (including those which are essential to the services requested) are not accepted. If you do this, please be aware that you may lose some of the functionality of our website.

For further information about cookies and how to disable them please go to the guidance on cookies published by the UK Information Commissioner’s Office, www.aboutcookies.org, or www.allaboutcookies.org.

How to Contact Us

Please contact us if you have any questions about this cookie policy or the information we hold about you.

If you wish to contact us, please send an email to info@theanalyst.co.uk or call 020 7498 6593.

Changes to This Policy

This policy was published on 01 October 2019 and last updated on 01 December 2022.

We may change this policy from time to time. When we do we will inform you via a pop-up message on our website.