Reinventing Investor Reporting
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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 firstname.lastname@example.org 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:
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
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 email@example.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
If you have provided any personal data to us, we shall only use it in accordance with
(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
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.
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
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:
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.
Google Analytics (third party): The main
purpose of this cookie is performance. It
stores and update a unique value for each
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
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.
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.
This cookie captures the user’s referral
location for use in SharpSpring. The
cookie expires after 6 hours.
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
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 firstname.lastname@example.org.
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
applicable to the site in question.
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.
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
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
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