Privacy Policy

Charities Property Fund - Privacy Policy

1. Introduction

Savills IM undertakes to protect your personal privacy and our processing of your personal information is governed by this Privacy Policy. “Savills Investment Management”, "Savills IM", "our" and "we" each mean all of the companies in the Savills IM group including but not limited to Savills Investment Management LLP and its respective subsidiaries) which collect and use your information in the manner set out in this Privacy Notice. Any reference to “you” or “your” refers to anyone whose personal information we process.

References to "you", "your" or "you’re" refer to all our personal data processed by us. Our processing of your personal information will be governed by this Privacy Policy. Savills IM is personally responsible for the personal data collected and processed by you. We will process your personal information subject to confidentiality and in accordance with applicable data protection laws and your personal information will only be shared with other parties in accordance with this Privacy Policy.

This Privacy Policy explains:

What constitutes personal data
How we collect your personal information
The categories of personal data we collect
How we process your personal information
The legal basis for processing your personal data
How we share your personal information
How long we retain your personal information
How we keep your personal information secure
Transfers of your personal data outside the EU / EEA
Your rights in relation to your personal data
How complaints can be made and how we can be contacted If there are any changes in the way your personal information is processed, this Privacy Policy will be updated.

2. What is personal data?

Personal data consists of all information that tells us something about you. This may include, for example, names, contact details, date of birth, bank account information or information about your needs or circumstances that enable us to identify you.

Certain personal data are classified as "special" data under data protection legislation. These include information on health, racial or ethnic origin, religious conviction or political opinion and sexual orientation. Such information is more sensitive and requires further actions / reasons for collecting, storing or using such information.

There are also additional restrictions on the conditions under which we may collect and process criminal records. References to personal data contained in this Privacy Policy will include personal data and, where applicable, specific categories of personal data.

3. What personal data do we collect?

We will collect your full name and contact details (such as phone number, email address and postal address) from you when you hire us. In addition, if we provide our services to you or on your behalf, and if we are required by law, we will collect information pertaining to you, which will include at least one form of photo identification (such as passport, driving license or other ID document) and a form of documentation that shows where you live.

We will also verify whether you have relatives or associates working for Savills IM so that we can consider potential conflicts of interest and, as far as they exist, how these should be treated in accordance with our obligations under laws and ordinances. Depending on the services we provide to you (or on your behalf) we may also collect additional personal information as described below.

Investment

When you hire Savills IM as an individual investor, we will collect the information needed to identify you to meet the requirements to counter money laundering and terrorist financing. If the investor is a legal person such as a company or foundation, we may need to collect personal information about representatives and other principals / stakeholders of the legal entity.

Other

If you subscribe to share information about research, news or other market updates from us, we will collect, in addition to the above, details about the industry in which you work and what kind of content you would like to share.

4. How we use your personal information

What legal basis do we have for managing data?

According to applicable data protection laws, we only have the right to use your personal information in cases where we have legal basis for the treatment.

Our processing of your personal data is based on the following legal bases;

Your employment contract or to fulfil labour law obligations;
Information required to fulfil an agreement we have made with you;
Complying with our legal obligations;
When processing is necessary for purposes related to Savills IM, or third party legitimate interests, provided that your interests or fundamental rights and freedoms do not contemplate these interests, including:
Treatment necessary to promote our business, brands and products, and to measure the scope and effectiveness of our campaigns. This will include sending market information to you from time to time after hiring us to provide services or after receiving services from us that may be similar and of interest to you or if you explicitly indicated that you would like to receive such information. You may at any time decline the receipt of the information
Treatment necessary to increase our knowledge in the real estate market - which will include market analysis and research so that we can better understand the trends in the market and provide better knowledge along with more tailor made and relevant services to our customers in the future
Processing that is necessary to effectively manage the administrative and technical aspects of our business - which will include: to verify the accuracy of the information we store about you and create a better understanding of you as a customer; processing for administrative efficiency purposes, such as investigating the cases in which we use externally specialized skills to manage certain administrative tasks; processing related to network and information security, i.e. in order for us to take action that protects your personal data from loss, damage, theft and unauthorized access or to fulfil your request related to your rights as described below.

In some more limited cases, we may also rely on the following legal bases:

· When we need to protect your fundamental interests (or someone else's interests), and/or

· When it is called for in the public interest or for the exercise of authority.

· Under the following limited circumstances, we may process special categories of personal data and criminal records:

· When applicable legislation requires or allows us to process such categories of personal data.

How we process your personal information

For specific information about how your personal information will be used in the framework of the services that you use, please choose one of the options below:

Investment

In the event that you hire us to provide portfolio management, we may share your personal information with external lenders to the extent that it is necessary for us to fulfil our obligations to you, to arrange financing for you and for to carefully manage and advise you in your real estate investments.
In case you hire Savills IM, we will collect and store your personal data in order to maintain a register of investment holdings to comply with relevant laws and regulations.
Other processing of your personal data:

If we sell parts of our business and / or integrate with another organization, your personal information may be disclosed to our advisors and to prospective buyers or joint venture partners and their advisors. If this happens, the new owners will be the business and may only have permission to use your personal information in the same or similar manner as set forth in this Privacy Policy.
We will share personal data with the legislators, state or governmental organizations, law enforcement agencies, as well as the courts, tribunals and arbitration tribunals that will, from time to time, be required to fulfil our obligations arising from laws and regulations;
When we use external service providers who process personal information on our behalf in order to provide us with services. This includes providers of IT systems and IT consultants as well as external reference or screening organizations for the purpose of detecting and preventing crimes.
If there is a need for us to fulfil our obligations to you, we may share your personal information with any or all of the people working in the Savills Group.
We will store your personal information in our CRM systems and use them to provide marketing related services provided by Savills IM and similar to the services you hired us to provide and which we believe may be useful to you from time to time. You may at any time decline the receipt of the information.

Other recipients of personal data

We may transfer your personal information to other Savills IM companies, which may include, but not limited to, transfers of personal data to Savills IM Group's parent company Savills Investment Management LLP in the United Kingdom. Any possible transfer of personal data outside the EU / EEA will be subject to the safeguards provided by this Privacy Policy.

What happens if you do not provide us with the information we request?

We need some information to fulfil our legal obligations. For example, we may need identity documents from you to fulfil our anti-fraud and money laundering obligations. If you do not provide the necessary information to fulfil these purposes, we will not be able to fulfil our agreement with you and may be prevented from providing services to you or to continue providing certain services to you. If such a situation arises, you will be notified of this when we collect information from you.

5. How we keep your information safe

The security of personal data is very important for us and we have taken measures designed to prevent unauthorized access to your personal information, including but not limited to:

Our client files are stored on our secure CRM system. Access to CRM systems is limited to those in the business that for legitimate business purposes need access to your information.
Physical copies are stored in locked cabinets.

All personal data is stored in data centres, which have systems and on-site protection to protect against unauthorized access, as well as other external factors that could harm your personal data. There are strict eligibility requirements in place and the access is limited to those persons whose access is strictly necessary.

We ensure that access to personal data for Savills IM employees and employees or other persons working within the Savills IM Group is limited on a demand basis. Education is provided to Savills IM employees and workers who need access to personal data.

6. How long do we store your personal information?

The time during which we store your personal information will vary depending on the type of service you have requested. The storage period may be longer than the time during which we provide you services if it is by law or regulation that we have a duty to store personal data for a long time or in cases where we may need to store the information due to legal claims.

7. Transfers of personal data outside the EU / EEA

We may transfer, store or process your personal data in locations outside the United Kingdom and the European Economic Area (EEA). In cases where the countries where your personal data have been transferred does not have the corresponding privacy data provided under laws of the United Kingdom, we will ensure that appropriate safeguards are in place.

We will take one of the following safeguards:

Transfer the information to a non-EEA country with data protection laws that provide the same protection as in the EEA. Read more on the European Commission website.
Agrees with the recipient of the information that they must protect it accordingly, as in the EEA. Read more on the European Commission website.
Transfer the information to organizations that are certified under the EU / US Privacy Shield. This is a framework that provides for security levels for personal data transmitted between US and EU countries. The framework ensures that the safety levels correspond to those used in the EEA. You can read more about data protection on the European Commission website.

8. Your rights in relation to your personal data

You have a number of rights in relation to your personal information, which includes the right to:

Be informed about how we use your personal information
Access your personal information as we process
Request that your personal information be corrected if you feel incorrect, incomplete or incorrect.
Request that we delete your personal information in the following circumstances:

If Savills IM continues to process personal data beyond the time during which it is necessary to do so for the purpose for which personal data was originally collected
If Savills IM relies on consent as the legal basis for the processing and you revoke your consent
If Savills IM relies on the legitimate interest as a legal basis for treatment and you oppose treatment, and there are no critical legitimate reasons that allow us to continue treatment
If personal data has been processed in violation of law (i.e., contrary to the requirements of data protection legislation
If it is necessary to delete personal data to comply with legal obligations

Ask us to limit our treatment when:

You believe that personal information is incorrect
You believe that our processing of your personal information is in violation of law
We no longer need your personal information, but you request that we keep them in order to determine, enforce or defend a legal claim
You have objected to our processing of your personal data
Request a copy of certain personal data that you have provided to us on a commonly used electronic format. This right includes personal information that you have provided to us as we need to fulfil our agreement with you and processing of personal data that relies on consent as a legal basis
Oppose our processing of personal data where we rely on the legitimate interest as a legal basis or performance of data that is of public interest. If you make an objection, we will assess whether we have a decisive legitimate reason, which allows us to continue processing your personal information; and
Do not be subject to automated decisions that have legal consequences, or which may have consequences of equivalent importance to you.

If you would like to exercise any of your rights, please contact [email protected].

9. Complaints and contact details

Complaint
If you have complaints about how we use your personal information, please contact us via [email protected] who will try to resolve your case. If we cannot find a solution, you are entitled to bring your complaints to the Information Commissioner’s Office in the United Kingdom. If you need further information on how to contact the Information Commissioner’s Office, please inform us via [email protected].

Contact details
If you have any questions, comments or other requests regarding any part of this Privacy Policy, please do not hesitate to contact us by emailing [email protected] or by writing to Data Protection Champion, Savills Investment Management LLP, 33 Margaret Street, London W1G 0JD.

Cookies

When you visit Charities Property Fund’s website, Investis uses cookies, which are small pieces of information that allow them to maintain your connection to the website. This website may use cookies for detecting what kind of device you have in order to present content in the best way, for a language switch and/or for other purposes. These cookies do not collect or store any personally identifiable information. You can refuse the use of cookies.

Cookies Wording for Savills IM websites

What is a cookie?

A cookie is a small text file that is downloaded onto your computer when you visit certain websites and allows a website to recognise a user's computer. Cookies are used to help users navigate websites more efficiently and to perform certain functions, as well as to provide information to the owners of the website.

What cookies do Savills IM use?

The table below lists the cookies used by this website and provides a description of how each cookie works, clicking the '+' symbol will expand the box to give further explanation on each cookie. Where further information about a cookie exists on an external website a link has

Cookie Name	Description	Duration	Type
ext_cookie	Site JS disclaimer cookie	28 years	Functionality
_gat_INVDSitecore	This cookie name is associated with Google Universal Analytics and is placed by Investis Digital's Sitecore platform on which this website is built. It is used to throttle the request rate-limiting the collection of data on high traffic sites.	1 min	Performance
_gat	This cookie name is associated with Google Universal Analytics, and it is used to throttle the request rate-limiting the collection of data on high traffic sites.	1 min	Performance
_ga	This cookie is associated with Google Universal Analytics and is used to distinguish unique users by assigning a randomly generated number as a client identifier. It is included in each page request in a site and used to calculate visitor, session, and campaign data for the site's analytics reports. By default, it is set to expire after 2 years, although this is customizable by website owners.	730 days	Performance
_gid	This cookie is installed by Google Analytics. Used to distinguish users. The cookie is used to store information of how visitors use a website and helps in creating an analytics report of how the website is doing.	24 hours	Performance
ASP.NET_SessionId	ASP.Net_SessionId is a Microsoft cookie which is used to identify the users session on the server. The session is an area on the server which can be used to store data in between HTTP requests. ASP.NET_SessionId is created by the webserver when the session starts so in the next requests, the Request Header has that ASP.NET_SessionId and it is the same as the Response Header. This ASP.NET_SessionId will be used to identify the specific user session and ensures that this request is from the same client that created the previous request.	Session	Strictly Necessary
AWSALBCORS	AWS Application Load Balancer Cookie: This cookie is managed by AWS and is used for load balancing as well. With cross-origin resource sharing (CORS) requests, some browsers require SameSite=None; Secure to enable stickiness. In this case, the load balancer generates a second stickiness cookie, AWSALBCORS, which includes the same information as the original stickiness cookie, AWSALB, plus the SameSite attribute. Clients receive both cookies.	7 days	Strictly Necessary
AWSALB	AWS Application Load Balancer Cookie: This cookie is used to introduce stickiness across the session. Used to map the session to the instance. When the load balancer (the server) first receives a request from a client, it routes the request to a target, generating this encrypted cookie that encodes information about the selected target, and includes it in the response to the client. Also, it registers which server cluster is serving the visitor, and this is used in context with load balancing to optimize the user experience.	7 days	Strictly Necessary
__utma	Used to distinguish users and sessions. The cookie is created when the javascript library executes and no existing __utma cookies exists. The cookie is updated every time data is sent to Google Analytics. (Investis video)	2 years	Performance
__utmb	Used to determine new sessions/visits. The cookie is created when the javascript library executes and no existing __utmb cookies exists. The cookie is updated every time data is sent to Google Analytics.	34 mins	Performance
__utmc	Not used in ga.js. Set for interoperability with urchin.js. Historically, this cookie operated in conjunction with the __utmb cookie to determine whether the user was in a new session/visit.	Session	Performance
__utmz	Stores the traffic source or campaign that explains how the user reached your site. The cookie is created when the javascript library executes and is updated every time data is sent to Google Analytics.	6 months	Performance
AWSALBTGCORS	AWS Application Load Balancer Cookie: This load-balancing cookie is managed by AWS and is for Weighted Target Groups associated with cross-origin resource sharing (CORS) requests. With CORS requests, some browsers require SameSite=None; Secure to enable stickiness. In this case, the elastic load balancer generates a second stickiness cookie, AWSALBCORS, which includes the same information as the original stickiness cookie, AWSALBTG, plus the SameSite attribute. Clients receive both cookies in response.	7 days	Strictly Necessary
AWSALBTG	AWS Application Load Balancer Cookie: The ASWALBTG cookie is a load balancer-generated cookie for Weighted Target Groups. It is used to honor sticky sessions and enable target group stickiness. When the load balancer first routes a request to a weighted target group, it generates an encrypted cookie named AWSALBTG that encodes information about the selected target group and includes the cookie in the response to the client. When the load balancer receives a request from the same client that matches a rule with target group stickiness enabled and contains the cookie, the request is routed to the target group specified in the cookie.	7 days	Strictly Necessary

How do I restrict or delete cookies?

13 of the cookies we use are essential for parts of the website to operate and have already been set. You may delete and block all cookies from this website, but please be aware that restricting or deleting cookies may impact on the functionality of the website.

Your web browser may allow you to restrict or delete cookies set by this website. The Help function within your browser should tell you how. Alternatively, you can visit www.allaboutcookies.org which provides general information about cookies and how you can manage cookies on your computer.

To opt out of being tracked by Google Analytics across all websites visit http://tools.google.com/dlpage/gaoptout.

Google Analytics

This website uses Google Analytics, a web analytics service provided by Google, Inc. (‘Google’). Google Analytics uses cookies (text files placed on your computer) to help the website operators analyse how users use the site. The information generated by the cookie about your use of the website (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the website, compiling reports on website activity for website operators and providing other services relating to website activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google's behalf. Google will not associate your IP address with any other data held by Google. By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out above.

How to refuse the use of cookies

You may refuse the use of cookies by selecting the appropriate settings in your browser. However, if you do this you may lose some useful functionality such as personalisation and ‘keep me signed in’ and ‘remember me’ features.

How to disable cookies in your browser

Disclaimer

This website ("Site") is made available by Savills Investment Management (UK) Limited, a private limited company authorised and regulated by the Financial Conduct Authority (FCA) of the United Kingdom under firm reference number 193863, registration number 3680998 (England), and having its registered office at 33 Margaret Street, London W1G 0JD (the "Manager").

The Charities Property Fund (the "Fund") is a Common Investment Fund which is an open-ended investment vehicle, similar to unit trusts, but designed specifically for charities and established under Section 24 of the Charities Act 1993 (now Section 96 of the Charities Act 2011). This Fund is categorised as a non-mainstream pooled investment and cannot be marketed to the general public. Units in this Fund are available only to such charities that may be lawfully promoted to under COBS 4.12B.7R(5) (Exemption 2) of the FCA Handbook (Enterprise and charitable funds) and this Site must not be used by any other person.

By accepting this notice, you represent, warrant and agree that you are an Eligible UK Charity.

Nothing on this Site shall be regarded or taken as financial advice or any other type of advice and should not be relied on as such. Access to this Site is provided only for the purpose of general information. If you are in any doubt you should refer to your authorised financial adviser.

The information contained on this Site does not constitute an offer or solicitation to anyone in any jurisdiction where such an offer is not lawful or to anyone to whom it is unlawful to make such an offer or solicitation.

The basis of taxation and any applicable relief, and the rates of taxation, may change in the future, and independent advice should be sought.

Past performance is not a reliable indicator of future performance.

The value of investments, and the income derived from them may go down as well as up and investors may receive less than the original amount invested.

When reviewing the information contained in this Site, potential investors should consider the following general duties and responsibilities of trustees as set out by the Charity Commission:

Charity Trustees must from time to time review the investments of the charity and consider whether, having regard to the investment criteria (set out in paragraph 2 below) imposed by charity law, the investments are appropriate or should be varied.
The investment criteria are: the suitability to the charity of investments of the same kind as any particular investment proposed to be made or retained of that particular investment as an investment of that kind; and the need for diversification of investments of the charity; in so far as is appropriate to the circumstances of the charity.
Before exercising the power of investment of the charity, the charity trustees must obtain and consider proper advice about the way in which, having regard to the investment criteria, the power should be exercised.
'Proper advice' is the advice of a person who is reasonably believed by the charity trustees to be qualified to give it by his ability in, and practical experience of, financial and other matters relating to the proposed investment.

This Site uses cookies as described in the Manager's privacy policy and cookies policy. By accepting this notice, you agree to the Manager's use of cookies.

Privacy Policy

The pages on the website (‘the website’) are published by Investis Limited (“Investis”) on behalf of Charities Property Fund (“Charities Property Fund”, “us” or “we”).

Investis will not collect any information about individuals, except where it is specifically and knowingly provided by them.

When you visit Charities Property Fund’s website, Investis’ web server collects some basic information such as your internet service provider's domain name, which pages you accessed on the site, and when.

We and Investis use this information only to analyse the use of our website to help guide improvements. We do not collect any personally identifiable information.

If you register for the alert service, you will need to provide your name and email address. This information will be held by Investis and may be accessed by Investis Corporate Communications PVT. Ltd (a subsidiary of Investis) from its premises in India for administration of the alert service. The information will not be used for any other purpose; it will be stored securely and will not be shared with third parties. By registering for the alerts, you consent to this use of your name and email address.