This is the privacy notice of Fidelity Max Investment Management Group Limited. In this notice, “we”, “us” and “our” refer to the AIM company or companies that use your personal information.
This notice applies to you if:
You are an individual who is a client of ours or an investor in a fund or other investment product that we manage or advise (a “Fund”).
Your information has been provided to us or obtained by us in connection with a client of ours or an investor in a Fund (e.g. you are an employee, agent, director, officer, partner, trustee or direct or indirect owner (a “Representative”) of a client of ours or an investor in a Fund).
You are an individual who is a potential client of ours or a potential investor in a Fund, or a Representative of a potential client of ours or a potential investor in a Fund.
You contact us or our affiliates by email, telephone or any other means.
You are a visitor to any website operated by us or our affiliates (“Fidelity Max Investment Management”).
You are a representative of a supplier, service provider, professional adviser, consultant or business partner of ours or a Fund (“Service Providers”).
You are a director, officer or senior manager of a listed company in which we or a Fund may invest.
If you are a job candidate, please read our candidate privacy notice. This notice and any applicable agreement entered into by you and us set out the basis on which we use your personal information. This notice discloses the information required under the privacy laws that apply to us, including the European Union General Data Protection Regulation and the US law under Title V of the Gramm-Leach-Bliley Act of 1999. We are a data controller of your personal information.
How long we hold your personal information will vary. To determine the appropriate retention period, we consider the amount, nature and sensitivity of the information, the potential risk of harm from unauthorised use or disclosure of the information, the purposes for which we use the information, and applicable legal requirements. We may retain your personal information indefinitely to keep a reasonable record of our dealings with you and to ensure that we do not duplicate communications with you or contact you when you no longer wish us to do so. In some circumstances, we may anonymise your personal information so that it can no longer be associated with you, in which case we may use such information without further notice to you.
You have the following rights in respect of your personal information that we hold:
Access – you may request details of your personal information that we hold and a copy of such information.
Rectification – you may request that we correct or complete any of your personal information that is inaccurate or incomplete.
Erasure – you may request that we delete your personal information, although in some circumstances we may be legally entitled to retain it.
Restriction – you may object to, and request that we restrict, our use of your personal information in some circumstances, although in some circumstances we may be legally entitled to continue to use it or to refuse such request.
Direct marketing – you may request that we do not use your personal information to directly market to you.
Portability – in respect of the information you have provided to us, you may in some circumstances request that we provide it in a structured commonly used and machine-readable format and that we transfer it to a third party where this is technically feasible.
If you exercise your rights of erasure or restriction or if you refuse to provide certain personal information, we may not be able to provide services to you or the person or entity you represent and you or the person or entity you represent may not be able to invest or continue to invest in a Fund. You will not have to pay a fee to exercise any of these rights except that we may charge a reasonable fee if your request for access is clearly unfounded or excessive. Alternatively, we may refuse to comply with the request in such circumstances.
We may update this notice at any time, and we will post updates on the relevant AIM Websites. We may also notify you in other ways from time to time about our use of your personal information. Third-party Links AIM Websites may include links to third-party websites, plug-ins and applications. Clicking on those links or enabling those connections may allow third parties to collect or share data about you. We do not control these third-party websites and are not responsible for their privacy statements. When you leave the AIM Website, we encourage you to read the privacy policy of every website you visit.
If you have any questions about this Notice or how we use your personal information, or if you wish to exercise any of your rights, please email support@Fidelity Max Investment. You have the right to make a complaint at any time to the Information Commissioner’s Office, the UK supervisory authority for data protection issues.
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