A Fund managed by Swiss Life Asset Managers UK Limited

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The Fund

Privacy Policy

This policy is issued by Swiss Life Asset Managers UK Limited ("Swiss Life Asset Managers UK"), a company incorporated in England and Wales under number 04846209, authorised and regulated by the Financial Conduct Authority ("FCA") with FRN 229228 and its registered office is at 55 Wells Street, London, W1T 3PT.

This policy summarises how Swiss Life Asset Managers UK use, share and store the data collected from you when you visit Swiss Life Asset Managers UK website or associated fund website, when you become an investor in a fund managed by Swiss Life Asset Managers UK, when you become a tenant in a property owned by one of our funds or when you apply for a job with Swiss Life Asset Managers UK. This privacy policy applies to Swiss Life Asset Managers UK site and all products and services offered by Swiss Life Asset Managers UK and by entering our site you are agreeing to the policies described herein.

Swiss Life Asset Managers UK is committed to safeguarding the personal information which you may provide to us and to the extent that Swiss Life Asset Managers UK collects any personal information, Swiss Life Asset Managers UK will hold it in confidence in accordance with the Data Protection Act 1998 and the General Data Protection Regulation (GDPR) (EU) 2016/679 which came into force on 25 May 2018.

Information you share with us

You may be asked to voluntarily provide certain personal information details about you such as your name, address, telephone number, email address and other information in connection with Swiss Life Asset Managers UK customer or tenant registration procedures and job application process. Swiss Life Asset Managers UK will use this information for the administration and servicing of your investments, performing its obligations under lease contracts, evaluating job applications and other related activities and to ensure compliance with its obligations under the UK regulatory regime. Swiss Life Asset Managers UK may disclose the information to its agents and service providers.

Please note that by submitting personal information you are consenting to such information being processed for the purposes referred to above. You agree that Swiss Life Asset Managers UK has the right to use and store such data on its internal systems and to transfer it to its associated companies and third- party agents and service providers where applicable, whether inside or outside the European Union to countries having an adequate level of data protection.

Information we collect from you

The Swiss Life Asset Managers UK site collects both behavioural data (information about how you use our site); and technical data (information about the device you use to access our site). Swiss Life Asset Managers UK uses the Google Analytics service provided by Google Inc. (“Google”) to collect this data.

Examples of behavioural data collected:

  • Terms entered via our search facility
  • Pages visited
  • Length of time spent on each page
  • The referring site from which you visited

Examples of technical data collected:

  • Your web browser type and version
  • Your device type and operating system

The site does not collect any data that makes you personally identifiable. The information obtained via Google Analytics is anonymised and cannot be attributed to any one individual. Google Analytics is set to retain data for a duration of 38 months.

Google provides a method to opt out of their Google Analytics service completely. Opting out will prevent Google Analytics from collecting your data from any site that uses their service.

Why we collect this information

This information provides us with a better understanding of how our site is being used. This understanding informs any improvements we undertake and ensures that the site and its content continue to best serve the needs of our visitors.

How we keep data safe

Swiss Life Asset Managers UK adheres to the following practices to help keep the data that we process safe:

  • We encrypt and protect the transmission of information using Secure Sockets Layer (SSL).
  • We host our site and its contents with Moore-Wilson on a secure server within the European Economic Area (EEA).
  • We limit server access by Internet Protocol (IP) address to only those that require it.
  • We have a server firewall in place that permits only standard inbound internet traffic – HTTP, HTTPS & SSH (restricted by IP).
  • We control and regulate access to our Swiss Life Asset Managers UK data files and email accounts.
  • We enforce strong passwords and 2 factor authentication (2FA) wherever possible.

Cookies

We use cookies and similar technologies to offer you a better browsing experience, analyse site traffic and personalise content. Continuing to use our site will imply that you consent to our use of cookies. Please refer to our cookie policy for further information.

Provision of Information to Third Parties

A Data Processor is a third party with which we are required to share personal detail in the provision of investment and property management services. Swiss Life Asset Managers UK will only share personal information in the following circumstances:

  • where the transfer is necessary to fulfil the requirements of the contract or operation for which the information was provided, and the third party is a Data Processor;
  • as required by a court order or any other legal or regulatory requirement.

Swiss Life Asset Managers UK does not collect or compile personal data or information obtained through the Website for dissemination or sale to outside parties.

We may share your personal information with third party organisations:

  • Professional firms, agents and advisers who we use to help run your accounts and services, collect what you owe, administer funds, manage properties and explore new ways of doing business;
  • HM Revenue & Customs, regulators and other authorities;
  • Third parties as required through Swiss Life Asset Managers UK regulatory requirements arising from the provision of investment services;
  • Fraud prevention agencies;
  • Companies we have a joint venture or agreement to co-operate with;
  • Companies within the Swiss Life group
  • Organisations that introduce you to us;
  • Independent Financial Advisors, or other regulated entities or parties involved in the management of your relationship with Swiss Life Asset Managers UK; or
  • Companies you ask us to share your data with.

We require all third parties with whom we share your personal information to respect the security of your data and to treat it in accordance with the law. We do not allow such third parties to use your personal data for their own purposes. We only permit them to process your personal data for specified purposes and in accordance with our instructions.

Your Rights and Your Personal Data

Unless subject to an exemption under the GDPR, you have the following rights with respect to your personal data:

  • The right to request a copy of your personal data which Swiss Life Asset Managers UK holds about you;
  • The right to request that Swiss Life Asset Managers UK corrects any personal data if it is found to be inaccurate or out of date;
  • The right to request your personal data is erased where it is no longer necessary for Swiss Life Asset Managers UK to retain such data;
  • The right to withdraw your consent to the processing at any time;
  • The right to request that Swiss Life Asset Managers UK provide the data subject with his/her personal data and where possible, to transmit that data directly to another data controller, (known as the right to data portability);
  • The right, where there is a dispute in relation to the accuracy or processing of your personal data, to request a restriction is placed on further processing;
  • The right to object to the processing of personal data;
  • The right to lodge a complaint with the Information Commissioners Office.

How long we keep your Data

We are required under the Markets in Financial Instruments Directive II (MIFID II) rules to retain all client related information for up to 7 years, after which time it will be destroyed. Personal information that we use for marketing purposes will be kept with us until you notify us that you no longer wish to receive this information. After you stop being a client, we may keep your data for up to 7 years for one of these reasons:

  • To respond to any questions or complaints;
  • To show that we treated you fairly; or
  • To maintain records according to rules that apply to us.

CVs in respect of unsuccessful applicants are deleted promptly following completion of the job application process.

Marketing

We may use your personal information to tell you about relevant products and offers. This is what we mean when we talk about ‘marketing’.

The personal information we have for you is made up of what you tell us, and data we collect when you use our services, or from third parties we work with.

We study this to form a view on what we think you may want or need, or what may be of interest to you. This is how we decide which products, services and offers may be relevant for you.  We can only use your personal information to send you marketing messages if we have either your consent or a ‘legitimate interest’. That is when we have a business or commercial reason to use your information. It must not unfairly go against what is right and best for you.  You can ask us to stop sending you marketing messages by contacting us at any time. If at any point you believe the information we process on you is incorrect you can request to see this information and have it corrected or deleted. If you wish to raise a complaint on how we have handled your personal data, you can contact us on the details below to have the matter investigated.

Hotjar

We use Hotjar in order to better understand our users’ needs and to optimize this service and experience. Hotjar is a technology service that helps us better understand our users experience (e.g. how much time they spend on which pages, which links they choose to click, what users do and don’t like, etc.) and this enables us to build and maintain our service with user feedback. Hotjar uses cookies and other technologies to collect data on our users’ behavior and their devices (in particular device's IP address (captured and stored only in anonymized form), device screen size, device type (unique device identifiers), browser information, geographic location (country only), preferred language used to display our website). Hotjar stores this information in a pseudonymized user profile. Neither Hotjar nor we will ever use this information to identify individual users or to match it with further data on an individual user. For further details, please see Hotjar’s privacy policy by clicking on this link.

You can opt-out to the creation of a user profile, Hotjar’s storing of data about your usage of our site and Hotjar’s use of tracking cookies on other websites by following this opt-out link.

Privacy policy changes

We may update this privacy policy from time to time in order to reflect, for example, changes to our practices or for other operational, legal or regulatory reasons. For clarity, we shall include the date of the most recent revision at the bottom of the page. The amended privacy policy shall be effective as from that date. We therefore recommend that you refer back to this periodically.

Your rights

If you are a European resident, you have the right to access personal information we hold about you and to ask that your personal information be corrected, updated, or deleted. If you would like to exercise this right, please contact us through the contact information below.

Data controller

For the purpose of the Data Protection Act (1998) and the General Data Protection Regulations (GDPR) (EU) 2016/679 the Data Controller Swiss Life Asset Managers UK Limited.

Contact us

Swiss Life Asset Managers UK is not required to appoint a Data Protection Officer. For more information about our privacy policies or if you have any questions, we welcome your comments. Please contact Graham Langlay-Smith on graham.langlay-smith@swisslife-am.com, by telephone 020 7495 1929 or by mail:

Swiss Life Asset Managers UK Limited
55 Wells Street,
London,
W1T 3PT

 

 

Latest Insights

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18/10/2023
2023 Results for The Global Real Estate Sustainability Benchmark (GRESB)

We are delighted to announce that the PITCH Fund has received its 2023 GRESB results, with PITCH gaining an additional “Green Star” from 2022, to achieve a four “Green Star” status. The Fund’s score has increased by over 10%, achieving 83 out of 100, and ranking 5th in a peer group of 100 participants.

Get in touch                                            

Please contact James Lloyd, Georgina Lockwood or Charlotte Cook

Contact us

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James Lloyd
Head of Charities and Endowments
Send email
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Georgina Lockwood
Sales Team Assistant
Send email
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Charlotte Cook
Investment Associate, Charities and Endowments
Send email

The value of investments may go down as well as up, and investors may not get back all or any amount originally invested. Income or other returns from investments are subject to change and may be lower than estimated. Past performance is not a reliable indicator of future performance.

Property Income Trust for Charities

A Fund managed by Swiss Life Asset Managers UK Limited

Terms & Conditions

This website is not suitable for retail clients

Information on this Site

The information on this site is issued by Swiss Life Asset Managers UK Limited ("Swiss Life Asset Managers UK"), a company incorporated in England and Wales under number 04846209, authorised and regulated by the Financial Conduct Authority ("FCA") with FRN 229228 and its registered office is at 55 Wells Street, London, W1T 3PT.  Swiss Life Asset Managers UK is a member of Swiss Life Asset Managers.

The Property Income Trust for Charities (“PITCH”) is a pooled property vehicle, in the form of a UK exempt unauthorised unit trust, which is managed by Swiss Life Asset Managers UK.

The following terms and conditions apply to the use of this site. By using this site, you consent to these terms and conditions and the privacy policy and cookies policy available on this site. If you do not accept these terms and conditions, privacy policy and cookies policy, you must not use this site.

Sales Restrictions

PITCH is not a recognised collective investment scheme for the purposes of the Financial Services and Markets Act 2000 of the United Kingdom (the "Act"). The promotion and the distribution of offering materials in relation to PITCH in the United Kingdom is accordingly restricted by law.

PITCH is categorised by the FCA as a Non-Mainstream Pooled Investment which cannot be marketed to the general public.  PITCH is only available to charities who qualify under section 96 or 100 of the Charities Act (2011) or section 25 of the Charities Act (Northern Ireland) 1964 (“Eligible Charity”).

PITCH is not regulated under the UK's financial services regulations and investors will not benefit from the rules and regulations made under the Act for the protection of investors as would apply to authorised schemes, or from the Financial Services Compensation Scheme.

The information on this site is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to subscribe for units in PITCH.  The information on this site does not constitute a recommendation or investment advice and should not be relied upon. Should you have any queries about PITCH, you should contact your financial adviser.

Risk Factors

The value of investments may go down as well as up, and investors may not get back all or any amount originally invested. Income or other returns from investments are subject to change and may be lower than estimated. Past performance is not a reliable indicator of future performance.

PITCH invests in real property in the UK and uses leverage which means the fund may be subject to higher risk and volatility than other funds and may not be suitable for all Eligible Charity investors.  Further, PITCH’s portfolio of assets may lack diversification thereby increasing the risk of loss.

The levels and bases of and reliefs from taxation may change. Any tax reliefs referred to are those currently available and their value depends on the circumstances of the individual investor. Investors should consult their own tax adviser in order to understand any applicable tax consequences.

Accuracy of Information

Information on this site (including any expression of opinion or forecast) has been obtained from, or is based on, sources believed by Swiss Life Asset Managers UK to be reliable, but is not guaranteed as to its accuracy or completeness and should not be relied upon. The information is provided without obligation on the part of Swiss Life Asset Managers UK and on the understanding that any person who acts upon it or changes their investment position in reliance on it does so entirely at their own risk.

Information is current only as at the date it is first posted and may no longer be true or complete when viewed by you. All information may be changed or amended without prior notice although Swiss Life Asset Managers UK does not undertake to update this site regularly. Swiss Life Asset Managers UK shall not be obliged to remove any outdated information from the website or to expressly mark it as being outdated.

No Liability

Whilst reasonable steps have been taken to ensure the accuracy and completeness of the information on this site, no representation, warranty or undertaking is given as to the accuracy or completeness of the information by Swiss Life Asset Managers UK or any of its associated companies and no liability is accepted by such persons for the accuracy or completeness of such information. In no event will Swiss Life Asset Managers UK or any of its associated companies be liable to any person for any direct, indirect, special or consequential damages arising out of any use of the information, or on any other hyper-linked site, including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment, or otherwise, even if Swiss Life Asset Managers UK is expressly advised of the possibility or likelihood of such damages. This does not exclude or restrict any duty or liability that Swiss Life Asset Managers UK has to its customers under the regulatory system in the United Kingdom.

You should be aware that the internet is not a completely reliable transmission medium and access to and use of this website is at your own risk. Swiss Life Asset Managers UK does not accept any liability for any data transmission errors such as data loss or damage or alteration of any kind, including, but not limited to any direct, indirect or consequential damage, arising out of the use of the products or services referred to herein. Furthermore, we accept no liability in respect of losses or damages arising out of changes made to the content of the website by unauthorised third parties. This does not exclude or restrict any duty or liability that Swiss Life Asset Managers UK has to its customers under the regulatory system in the United Kingdom.

Indemnity

You agree to indemnify, defend, and hold harmless Swiss Life Asset Managers UK and its directors, officers, employees, agents, licensors and affiliates from and against any and all claims, liabilities, damages, losses, or expenses, including legal fees and costs, arising out of or in any way connected with your access to or use of this website and the information.

Copyright, Trademarks and Other Rights

Copyright, trademarks, database rights, patents and all similar rights in this site and the information contained in it are owned by Swiss Life Asset Managers UK, its licensors or relevant third party providers. You may use the information and reproduce it in hard copy for your personal reference only. The information may not otherwise be reproduced, distributed, stored or transmitted without Swiss Life Asset Managers UK’s written consent. Nothing on this site should be considered as granting any licence or right under any trademark of Swiss Life Asset Managers UK or any third party.

Internet e-mail

Messages sent over the internet cannot be guaranteed to be completely secure. They could be intercepted, lost or possibly altered. Swiss Life Assset Managers UK cannot and will not take responsibility for this, and will not be liable to you or anyone else for any damages or otherwise, in connection with any message sent, either by you to Swiss Life Asset Managers UK, or by Swiss Life Asset Managers UK to you, over the Internet.

Linked Websites

This site may be linked to third party websites or contain information provided by third parties. These links are provided only as a convenience. Swiss Life Asset Managers UK does not make any representation as to the accuracy or completeness of such websites or information, has not and will not review or update such websites or information. You acknowledge and agree that, as you have chosen to enter the linked website, use made of such websites or information is at your own risk. Swiss Life Asset Managers UK does not accept any liability arising out of the information contained on any linked website or information provided by a third party and the use of such sites and information is at your own risk. This does not exclude or restrict any duty or liability that Swiss Life Asset Managers UK has to its customers under the regulatory system in the United Kingdom. You should also be aware that the terms and conditions of such website and the website's statement relating to the collection and use of your personal information may be different from those applicable to your use of this website.

Governing Law

You agree that your use of this site and any dispute arising from the use of this site is subject to English law and you submit to the jurisdiction of the English courts.

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