Privacy Policy

How CoInvestor stores, manages and protects your data.


References in this privacy policy to "we ", "us" and "our" means CoInvestor Limited, a company registered in England and Wales under company number 07233697 and registered office at 37 St Margaret's Street, Canterbury, Kent, CT1 2TU. We respect your privacy and are committed to protecting your personal data in accordance with the applicable data protection laws, including the General Data Protection Regulation and the Data Protection Act 2018. This privacy policy explains how and why we collect personal data about you and how we use it.

In this privacy policy references to "Portal" means the CoInvestor Connect Platform available at or any online technology solution supplied by CoInvestor to investment fund managers (each a "Manager Portal ") and independent financial advisers (each an " Adviser Portal "). This privacy policy also applies to the visitors to our website at ("Website"). References to "you" and "your" mean references to any user of our Portal(s) (including investors, their authorised representatives and any personnel nominated to use a Manager Portal (or an Adviser Portal), any visitors to our Website, any other recipient of our services or our business contact.

1. Our role

Our Portals connect investors, independent financial advisers and investment fund managers and make it easier to invest in, and report on, the performance of a wide range of direct and fund investments. Our Portals enable investment fund managers to list various investment opportunities, which the investors and their authorised representatives (including their independent financial advisers) can browse online and invest in via the relevant Portal. In making our Portals available to their users, we are acting as an intermediary between various parties participating in an investment process, and we are authorised by the Financial Conduct Authority to carry on such activities. Our role is not limited to simply passing on information from one user to the other. This means that we are not simply processing personal data on behalf of third parties; we have independent regulatory and contractual obligations in relation to the activities carried out by our Portals users and as a result, we receive and process various personal information about our Portals users as data controllers of their personal data.

2. Personal Information we collect

3. How we use your personal information

4. Lawful processing

5. Will we disclose your personal data to anyone?

6. Keeping your personal data secure

7. Transfers of your information out of the EEA*

7.1 We may need to transfer your personal data outside the European Economic Area (EEA*), for example if one of our suppliers or group companies is located outside the EEA. We will ensure that any transfer of your data will be subject to appropriate safeguards, such as for example a European Commission approved contract (if appropriate) that will ensure you have appropriate remedies in the unlikely event of a security breach.
*(for the purposes of this section, "EEA / European Economic Area" includes the UK)