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At Reportally (a trading name operated by BondMason Group Ltd), we aim to be open and transparent about how we treat your personal data. We are committed to safeguarding the privacy of all visitors to our website (Guests) and users who have registered an account with us (Registered Users).

 

Please read this policy carefully as it sets out the basis on which we collect, process, use and store your personal data whether you are a Guest or a Registered User.

This policy affects your legal rights and obligations so please read it carefully. If you have any questions, you can contact us at notifications@reportally.com or by post at the address set out below.

 

1. Who we are

We are Reportally (a trading name of BondMason Group Ltd) (we, us and our). We provide a platform via our website, accessible via https://www.reportally.com/ (our Website). Our registered address is 4 Kinsbourne Court, 96-100 Luton Road, Harpenden AL5 3BL. Our registered company number is 08411234.

 

The data controller in respect of your personal data is BondMason Group Ltd. We are registered with the Information Commissioner’s Office; registration reference ZA145612

 

2. Personal data we collect

We collect, process, store and use the following kinds of personal data:

 

(a) Guests

You do not need to provide us with any personal data as a Guest. However, even as a Guest we may collect the information set out in paragraph 3 and you may agree to receive Marketing Communications in accordance with paragraph 4.

 

(b) Registered Users

When you create an account with us, you provide us with your name, email address, date of birth, address and time at the address. We require this information, so we can identify you properly manage your account. We will also store any content and documents you may upload to the Website (for example documents provided for identification purposes).

 

We may also request other information about you that we require to assess your knowledge and experience in the investment field, financial information, and investment objectives. We require this information so that we can better manage your account.

 

All personal data that you provide to us must be true, complete and accurate. You must not register under someone else’s name. If you provide us with inaccurate or false data, and we suspect or identify fraud, we will record this. In addition, we may search at fraud prevention agencies for information on you as part of our due diligence to ensure we comply with anti-money laundering legislation.

 

(c) When you contact us

When you contact us by email or post we may keep a record of the correspondence and we may also record any telephone call we have with you.

 

3. Data we automatically collect

When you use our Website, we, or third parties on our behalf, automatically collect and store information about your device and your activities. This information could include (a) your computer or other device’s unique ID number; (b) your IP address; (c)

technical information about your device such as type of device, web browser or

operating system; (d) your preferences and settings such as time zone and language;

and (e) statistical data about users’ browsing actions and patterns. We collect this

information using cookies in accordance with paragraph 8 below and we use the

information we collect on an anonymous basis to improve our Website and the

services we provide, and for analytical and research purposes.

 

We also allow advertisers and advertising networks to collect information about your

computer or mobile device, activities, and geographic location to enable them to

display targeted ads to you and provide us with anonymous information about our

users’ behaviour. Again, this takes place through the use of cookies in accordance

with paragraph 8

 

4. Marketing Communications

If you opt in to receive marketing communications from us you consent to the

processing of your data to send you such communications, which may include

newsletters, blog posts, surveys, information about new features or products relevant

to our service, changes to this policy and our Terms and Conditions. We retain

evidence of the details of your consent.

 

You can choose to no longer receive marketing communications from us by contacting

us at notifications@reportally.com or clicking unsubscribe from a marketing email.

We shall therefore retain your personal data in our records for marketing purposes

until you notify us that you no longer wish to receive marketing emails from us.

 

5. Use of your personal data

(a) Guests

If you have provided any personal data to us, we shall only use it in accordance with

this policy.

 

(b) Registered Users

You consent to the lawful processing of your personal data to provide you with the

services you have requested from us.

 

We may also use your personal data for our legitimate interests, including dealing

with any customer services you require, for regulatory and legal purposes, for audit

purposes and to contact you with information about your account and to tell you

about changes to this policy and our Terms and Conditions.

 

6. Who do we share your data with?

We may share your personal data with any service providers, sub-contractors and

agents that we may appoint to perform functions on our behalf and in accordance

with our instructions, including payment providers, IT service providers, accountants,

auditors and lawyers.

 

We may share some of your information with carefully selected third parties to

provide you with services and products that you may, or may not choose to use.

If you have consented to receive marketing communications, we use the following

third-party marketing services; Mailchimp, Mailchimp Mandrill, Pipedrive, Zoho CRM

and SharpSpring. These services enable us to analyse the use of these

communications.

 

Under certain circumstances we may have to disclose your personal data by law,

because the police or other law enforcement agency has asked us for it – for example,

as part of anti-money laundering processes or protect a third party’s rights, property,

or safety or to enforce our Terms and Conditions.

 

We may also share your personal data in connection with, or during negotiations of,

any merger, sale of assets, consolidation or restructuring, financing, or acquisition of

all or a portion of our business by or into another company.

 

7. Where we hold and process your personal data

Some or all of your personal data may be stored or transferred outside of the

European Union (the EU) for any reason, including for example, if our email server is

located in a country outside the EU or if any of our service providers are based outside

of the EU. We shall only transfer your personal data to organisations that have

provided adequate safeguards in respect of your personal data.

 

8. Cookies

A cookie is a small text file containing a unique identification number that is

transferred (through your browser) from a website to the hard drive of your

computer. The cookie identifies your browser but will not let a website know any

personal data about you, such as your name and/or address. These files are then used

by websites for a number of reasons, including to identify when users revisit that

website. For more information about cookies, you can visit www.allaboutcookies.org

Our Website uses cookies so that we can recognise you when you return and

personalise your settings and preferences. Most browsers are initially set up to accept

cookies. You can change your browser settings either to notify you when you have

received a cookie, or to refuse to accept cookies. Please note that our Website may

not operate efficiently if you refuse to accept cookies.

 

We also use Google Analytics to monitor how our Website is used. Google Analytics

collects information anonymously and generates reports detailing information such

as the number of visits to our Website, where visitors generally came from, how long

they stayed on our Website, and which pages they visited. Google Analytics places

several persistent cookies on your computer’s hard drive. These do not collect any

personal data. If you do not agree to this you can disable persistent cookies in your

browser. This will prevent Google Analytics from logging your visits.

 

Below is a list of cookies used on our website:

Cookie Cookie Purpose
_ga

Google Analytics (third party): This cookie

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 sites analytics reports.

_gid

Google Analytics (third party): The main

purpose of this cookie is performance. It

stores and update a unique value for each

page visited.

_gat

Google Analytics: The main purpose of this

cookie is performance it is used to throttle

the request rate - limiting the collection of

data on high traffic sites. It expires after 10

minutes.

_gac_<property-id>

Google Analytics: Contains campaign

related information for the user. If you have

linked your Google Analytics and AdWords

accounts, AdWords website conversion

tags will read this cookie unless you optout.

__ss

This cookie is a session cookie. It is used

to handle the SharpSpring session and

allow multiple site visits to be grouped in

the same event in the life of the lead. The

cookie expires after 30 hours.

__ss_referrer

This cookie captures the user’s referral

location for use in SharpSpring. The

cookie expires after 6 hours.

__ss_tk

This cookie is the unique tracking device. It

allows browser visits to be tied to the lead

with the same cookie regardless of session

and referrer. This cookie expires after 25

years.

 

9. Security

We shall process your personal data in a manner that ensures appropriate security of the

personal data, including protection against unauthorized or unlawful processing and

against accidental loss, destruction or damage, using appropriate technical or

organisational measures. All information you provide to us is stored on our secure

servers. Any payment transactions are encrypted using SSL technology.

 

Where we have given, or you have chosen a password which enables you to access

parts of our Website, you are responsible for keeping this password confidential.

However, no system can be completely secure. Therefore, although we take steps to

secure your personal data, we do not promise that your personal data that you

provide to us will always remain secure.

 

10. Your rights

You have the right to obtain from us a copy of the personal data that we hold for you,

and to require us to correct errors in the personal data that we process for you if it is

inaccurate or incomplete. You also have the right at any time to require that we delete

your personal data. To exercise these rights, or any other rights you may have under

applicable laws, please contact us at notifications@reportally.com.

 

Please note, we reserve the right to charge an administrative fee if your request is

manifestly unfounded or excessive.

 

If you have any complaints in relation to this policy or otherwise in relation to our

processing of your personal data, you should contact the UK supervisory authority:

the Information Commissioner, see www.ico.org.uk.

 

Our Website may contain links to other sites of interest. Once you have used these

links to leave our Website, you should note that we do not have any control over that

other Website. Therefore, we cannot be responsible for the protection and privacy of

any information which you provide whilst visiting such sites and such sites are not

governed by this policy. You should exercise caution and look at the privacy policy

applicable to the site in question.

 

11. Retention

Except where we are required to retain your personal data for taxation or accounting

purposes, we may retain your personal data for as long as you remain a Registered

User and for up to 18 months thereafter in order to comply with our obligations under

the Terms and Conditions, for audit purposes and to respond to any queries you have

about your account.

 

If you have consented to receive marketing communication, we may retain your email

address until you opt out of receiving such communications.

If you are a Guest who has contacted us with a question or comment, we may retain

your personal data for up to 6 months following such contact to respond to any

further queries you might have.

 

12. General

If any provision of this policy is held by a court of competent jurisdiction to be invalid

or unenforceable, then such provision shall be construed, as nearly as possible, to

reflect the intentions of the parties and all other provisions shall remain in full force

and effect.

 

This policy shall be governed by and construed in accordance with the law of England

and Wales, and you agree to submit to the exclusive jurisdiction of the English Courts.

We may change the terms of this policy from time to time in response to your

feedback and suggestions, changes imposed by third party suppliers or the decisions

or orders of courts, the Financial Conduct Authority or other authorities, and/or the

need to improve or correct problems in the operation of the Website or changes to

applicable law.

 

We will summarise any such changes at the top of this policy. We will try to give 30

days' notice of when changes take effect, by email and/or in your account if you are a

Registered Use, except where changes do not materially adversely affect you or are

beneficial. If you continue to use the Website after the time we state the changes will

take effect, you will have accepted the changes.

 

Last updated: April 2018




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