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Privacy Policy

The General Data Protection Regulation (GDPR) is EU legislation and replaces the UK’s existing Data Protection Act. This document details the personal information that we may collect and how we use it.

The team at Wise Funds are committed to long term relationships with our clients. We also hope to build similar relationships with those that just visit our website. We understand that your privacy is important and that long-term relationships are built on trust and confidence. No matter if you are an existing client or or just a visitor to this site, Wise Funds will not sell, rent or trade the personal information that you provide us as part of your visit, filling in our contact form or posting any comments. In this Privacy Policy, we provide detailed information on when and why we collect your personal information, how we use it, and the limited conditions under which we may disclose it to others and how we keep it secure.

Cookie Policy

Like many websites, we do use cookies in order to provide you with a better user experience. Specifically, we use cookies for Google Analytics, which help us understand how people use our website so that we can continually improve it. All information gathered is anonymous, unless you willingly pass your details to us by registering or submitting our contact form and helps provide you with a better browsing experience.

If you want to disable cookies you need to change your website browser settings to reject cookies. How you can do this will depend on the browser you use. Further details on how to disable cookies for the most popular browsers are set out below:

For Microsoft Internet Explorer:
Choose the menu “tools” then “Internet Options”
Click on the “privacy” tab
Select the setting the appropriate setting

For Google Chrome:
Choose Settings> Advanced
Under “Privacy and security,” click “Content settings”.
Click “Cookies”.

For Safari:
Choose Preferences > Privacy
Click on “Remove all Website Data”

For Mozilla Firefox:
Choose the menu “tools” then “Options”
Click on the icon “privacy”
Find the menu “cookie” and select the relevant options

For Opera 6.0 and further:
Choose the menu “Files”> “Preferences”

Privacy

Third Party Cookies

|We do not share your personal information with other organisations or persons, unless we have detailed that we do so in this policy, or have your express permission to do so, or under special circumstances for example if required by law to do so.

When you visit our website, we use a third-party service, specifically Google Analytics and Hotjar, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website.

WiFi

If you visit our offices and use our guest wi-fi we can access data about your device, the volume of data which you use and your usage by access time, frequency and location. However, we do not retain these records.

Mailing Lists

We do not rent or trade email lists with other organisations and businesses.

Security

We are committed to ensuring that your personal information is kept secure. To prevent unauthorised access or disclosure, we have in place suitable physical, electronic and department procedures to protect the information that we collect from you.

Access to your Personal Information

Under GDPR, you have the right to view, amend or delete the personal information that we hold. Contact us either by post by writing to:

The Compliance Officer
Wise Funds Limited
The Great Barn
Chalford Park Barns
Oxford Road
Chipping Norton
Oxfordshire
OX7 5QR

Or email us at john.newton@wise-funds.co.uk

Changes to this Privacy Policy

This policy was put in place to meet the requirements of GDPR which came into force 25th May 2018. We will review and update this document at the time we make any changes to the data we collect or the way we use the data. However, the review will take place no less than annually from the date it was published.

Important notice:

Whilst the funds we act as investment manager for are available to retail investors via third party providers, please note that we do not have permissions from the FCA to deal directly with retail clients and the information provided on this website is for information purposes only.

If you are not an investment professional you may still wish to visit the website to find out information about Wise Funds and the funds we manage but we recommend that if you wish to obtain advice regarding the suitability of these funds for you, you should contact a financial adviser.

Applications to invest in any fund referred to on this website can only be made through a third party and must only be made on the basis of the offering documents relating to the specific investment.

Confirmation

I understand that this website is provided for information purposes only and does not constitute an invitation, offer or solicitation to engage in any investment activity including to buy or sell any investment. I understand that nothing contained in this website should be deemed to constitute the provision of financial, investment, tax or any other professional advice in any way.

I understand that I should refer to the fund prospectus and KIID before making any investment decisions.

I understand that the value of investments and the income from them can fluctuate (this may partly be the result of exchange rate fluctuations) and that I may not get back the full amount invested. I understand that past performance is not a reliable indicator of future results.

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