Regulatory
Legal Disclaimer
Green Investment Partners Limited (“GIP”) is authorised and regulated by the UK Financial Conduct Authority (“FCA”).
This communication is for informational purposes only and does not constitute an offer, invitation or recommendation to buy, sell, subscribe for or issue any securities. The material is based on information that we consider correct and any estimates, opinions, conclusions or recommendations contained in this communication are reasonably held or made at the time of compilation. However, no warranty is made as to the accuracy or reliability of any estimates, opinions, conclusions or recommendations. It should not be construed as investment, legal, or tax advice and may not be reproduced or distributed to any person.
In the United Kingdom, this communication is issued and approved by Green Investment Partners Limited, which is authorised and regulated by the UK Financial Conduct Authority (“FCA”). This material constitutes a financial promotion for the purposes of the Financial Services and Markets Act 2000 (the “Act”) and the handbook of rules and guidance issued from time to time by the FCA (the “FCA Rules”). This material is for information purposes only and does not constitute an offer to subscribe for or purchase of any financial instrument. All information provided is not warranted as to completeness or accuracy and is subject to change without notice. This communication and any investment or service to which this material may relate is exclusively intended for persons who are Professional Clients or Eligible Counterparties for the purposes of the FCA Rules, or fall into a relevant category under COBS 4.12 in the FCA Rules and other persons should not act or rely on it. This communication is not intended for use by any person or entity in any jurisdiction or country where such distribution or use would be contrary to local law or regulation.
Privacy and Cookies
This page contains important information explaining how this internet site uses cookies. Please read this information carefully.
Privacy
This notice describes how Green Investment Partners Limited (“GIP”) uses personal data. It outlines our data protection obligations and your data protection rights under the Data Protection Act 2018 and General Data Protection Regulation 2018 (“GDPR”).
Our policy is to protect your privacy and your personal information. This Privacy Policy sets out the information we collect from you in order for you to use our services, and how we manage that data and our reasons for holding it. We respect the confidentiality of your information and your right to privacy and are bound by the General Data Protection Regulation and relevant laws and regulations. We train our employees who handle personal information to respect the confidentiality of customer information and the privacy of individuals in line with this regulation.
GIP processes a very limited amount of personal data. We may, however, collect the following types of information through our website, third parties, and information provided in the course of ongoing communication;
Your full name
Your email address
Your phone number
Your country/city of residence
Your professional and employment details
We may record and hold any communications and data (obtained electronically, by telephone, or in person) in our secure CRM server in the case that we have a legitimate interest to do so. The information collected will be used for the purposes of administering the relationship between us, monitoring and analysing our activities and complying with applicable legal or regulatory requirements. This may include general business administration, including communicating with you, where necessary communicating with service providers on your behalf, risk monitoring and administration of IT systems. If we consider your information to no longer be required or you have requested no further contact from us, your data will be archived in order to eliminate further outreach. The timeframe personal data is held for may vary subject to legal and regulatory obligations. If you are currently or have been a client of GIP, we shall retain much of your information for five years further to the closure of your account, unless regulatory requirements dictate otherwise.
To fulfil our contract with you as a client, we may share information with third parties, examples of which are detailed below:
IT providers and services providers in order maintain the provision of our services.
Appointed auditors, accountants, lawyers and other professional advisers. (Only to the extent that they require access to the information to provide advice).
ID verification and fraud prevention agencies and other organisations that allow us to complete the relevant regulatory checks.
Providers of investments or services we recommend, including providers of pensions, offshore bonds, onshore bonds, trusts, investment platforms, discretionary management services, custodians, insurance products or other such products or services. (We may also at times be required to share information with the auditors appointed by the providers of such products or services).
The Financial Conduct Authority, the Information Commissioner's Office, or any relevant regulatory authority where they are entitled to require disclosure.
If required to do so to meet applicable law, a Court Order or market rules and codes of practice applicable to the circumstances at the time.
Relevant authorities to investigate or prevent fraud or activities believed to be illegal or otherwise in breach of applicable law.
If tax regulations require us to collect information about tax residency, then in certain circumstances (including if we do not receive a valid self-certification from you), we may be obliged to share information about your account with the relevant tax authority, who may in turn pass this on to tax authorities based in other jurisdictions.
Transfer of data outside of the European Economic Area (EEA)
GIP will not lend or sell your information to third parties without your permission. Your personal information may need to be shared with our service providers and this may involve transferring it to countries outside the European Economic Area (EEA). Where this is required, we will ensure that this in accordance with current data protection legislation by only transferring your data to jurisdictions where there is a European Commission adequacy decision in place. Where this is not the case, we will use model clauses, approved by the European Commission, obliging them to protect personal data in accordance with GDPR.
Your personal data rights
The UK GDPR provides the following rights for individuals in relation to the personal data that GIP may hold about you:
The right to be informed
The right of access
The right to rectification
The right to erasure
The right to restrict processing
The right to data portability
The right to object
Rights in relation to automated decision making and profiling
Make a request or complaint
If you wish to act on any of the above rights or if you are concerned about us any aspect of our conduct regarding your privacy, please email us at ir@greeninvestp.com. We will respond and address, without delay, any request, question, complaint or enquiry you have about your personal information or our conduct in processing it free of charge. If you are not satisfied with the way we handled your response, or you believe we have not adequately resolved a matter, you have the right to complain to the Information Commissioner’s Officer (the ‘ICO’). You can find further details on the ICO website at https://ico.org.uk/. As an independent UK authority, the ICO upholds information rights in the public interest, and promotes openness by public bodies and data privacy for individuals. Green Investment Partners Limited is registered with the Information Commissioner’s Office.
We will endeavour to keep your information accurate, however if at any time after providing information it becomes out of date, then please notify us directly and we shall remove, amend or update the information within a reasonable time frame, in accordance with legislative requirements.
We do not sell or share any information about individual users. From time to time we may update this Privacy Policy and will notify you of these changes by posting the updated terms on our website.
Cookies
A cookie is a piece of text which asks permission to be placed on your computer’s hard drive. Once you agree (or your browser agrees automatically if you have set it up in that way), your browser adds that text in a small file. A cookie helps analyse web traffic or lets website operators know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences. Green Investment Partners Limited will not use cookies to collect personally identifiable information about you.
How to control and delete cookies
We know that people have concerns about cookies, but we believe that the benefit that you and Green Investment Partners Limited gain from their proper use and it is worthwhile. You can delete the files that contain cookies – those files are stored as part of your internet browser. If you wish to restrict or block the cookies which are set by the Green Investment Partners Limited website, or indeed any other website, or if you wish to receive notification of cookie placement requests or decline cookies completely, you can do this through your browser settings. The Help function within your browser should tell you how. Please be aware that declining or denying cookies may prevent you from being able to use the website to its highest capability. Alternatively, you may wish to visit the About Cookies website which contains comprehensive information on how to do this on a wide variety of browsers. You will also find details on how to delete cookies from your computer as well as more general information about cookies. For information on how to do this on the browser of your mobile device you will need to refer to your manual.
Sustainability Disclosures
Please click on the below to view the Sustainability-Related Disclosures.
Green Investment Partners Limited (“GIP”) is a committed signatory and/or member of the following associations;
UK Stewardship Code
Please click on the link below to view GIP’s statement on the UK Stewardship Code (the “Code”).
Shareholder Rights Directive
Please click on the link below to view.
Principles of Adverse Impact Statement
Under Article 4 of the SFDR directive, this statement has been produced to describe how GIP may take into consideration principal adverse impacts of our investment decisions on sustainability factors, subject to data availability.
Please click the link below to view the Principal Adverse Impact Statement.
Remuneration Policy and Sustainability Risk
The Remuneration Policy includes various Principles that GIP is expected to consider and apply as appropriate, covering all aspects of remuneration that could have a bearing on effective risk management including sustainability risks as defined in Article 2(22) of the SFDR. The policy promotes sound and effective risk management with respect to sustainability risks, ensuring that the structure of remuneration does not encourage excessive risk-taking with respect to sustainability risks. GIP also consider the effect of potential conflicts of interest on remuneration in a way that is consistent with the integration of sustainability risk, including (but not limited to), any activities that give rise to greenwashing, misselling, or misrepresentation of investment strategies.
The employees having a material impact on the managed financial products’ risk profile comprises of fixed and variable remuneration. Remuneration levels shall be justified according to performance of the individual concerned and the overall results of the financial product, as well as the conduct of the employee under the internal procedures, compliance requirements, and Responsible Investing Policy thereby reducing sustainability risk and contributing to the sustainability objectives.
The Remuneration Policy is approved by the Board. It shall be reviewed by the Board at least annually and updated if deemed necessary.
Please click the link below to view the full Remuneration Policy.