Privacy Policy – Bourne Asset Management Limited

Definitions and Interpretation

  1. In this privacy policy, the following definitions are used:

Bourne Asset Management Bourne Asset Management Limited, a company incorporated in Limited, We or Us England and Wales with registered number 08623817 whose registered office is 23 Hinton Road, Bournemouth, Dorset, BH1 2EF

Data or Collected Data Collectively all information that you submit to Bourne Asset Management Limited, via the website and other data collections including, but not limited to, emails, letter, telephone and face to face conversation.  This definition incorporates, where applicable, the definitions provided in the Data Protection Act 1998;

Users or You Any third party that access the Website and is not either (i) employed by Bourne asset Management Limited and acting in the course of their employment or (ii) engaged as a consultant or otherwise providing services to Bourne Asset Management Limited and accessing the Website in connection with the provision of such services; and

Website The website that you are currently using,, and any sub domains of this site unless expressly excluded by their own terms and conditions.

  1. In this privacy policy, unless the content requires a different interpretation:
  1. The singular includes the plural and vice versa;
  2. References to sub-clauses, clauses, schedules or appendices are to sub-clauses, clauses, schedules or appendices of this privacy policy;
  3. A reference to a person includes firms, companies, government entities, trusts and partnerships
  4. “including” is understood to mean” including without limitation”;
  5. Reference to any statutory provision includes modification or amendment of it;
  6. The headings and sub-headings do not form part of this privacy policy.

Scope of this privacy policy

  1. This privacy policy applies only to the actions of Bourne Asset Management Limited and users with respect to this Website and Collected Data. It does not extend to any websites that can be accessed from this Website including, but not limited to, any links we may provide to social media websites.

Data Collected

  1. We may collect the following Data, which includes personal Data, from you:
  1. Name
  2. Date of Birth
  3. ID Documents
  4. Proof of address
  5. Contact information such as email addresses and telephone numbers;
  6. Financial information such as bank details;

In each case, in accordance with this privacy policy.

Our use of Data

  1. For purposes of the Data Protection Act 1998, Bourne Asset Management Limited is the “data controller”.
  2. We will retain any Data you submit for the purpose of continued communication to, and with, you unless requested otherwise. Any data related to carrying out transactional or investment opportunity functions will be kept in line with government legislation and English Law.
  3. Unless we are obliged or permitted by law to do so, and subject to any third-party disclosures specifically set out in this policy, your Data will not be disclosed to third parties. This includes our affiliates and / or other companies within our group.
  4. All personal data is stored securely in accordance with the principles of the Data Protection Act 1998. For more details on the security see the clause below (Security)
  5. Any or all of the above Data may be enquired by us from time to time in order to provide you with the best possible service and experience. Specifically, data may be used by us for the following reasons:
  1. Internal record keeping
  2. Transmission by email of promotional materials that may be of interest to you;

In each case, in accordance with this privacy policy.

Third party websites and services

  1. Bourne Asset Management Limited, may from time to time, employ the services of other parties for dealing with certain processes necessary for the operation of the Website. The providers of such services have access to certain personal Data provided by the Users of this Website.
  2. Any Data used by such parties is used only to the extent required by them and to perform the services that we request. Any use for other purposes is strictly prohibited. Furthermore, any Data that is processed by third parties will be processed within the terms of this privacy policy and in accordance with the Data Protection Act 1998.

Links to other websites

  1. This Website may, from time to time, provide links to other websites. We have no control over such websites and are not responsible for the content of these websites. This privacy policy does not extend to your use of such websites. You are advised to read the privacy policy or statement of other websites prior to using them.

Changes of business ownership and control

  1. Bourne Asset Management Limited may, from time to time, expand or reduce our business and this may involve the sale and or/ the transfer of control of all or part of Bourne Asset Management Limited. Data provided by users will, where it is relevant to any part of our business so transferred, be transferred long with that part and the new owner or newly controlling part will, under the terms of this privacy policy, be permitted to use the Data for the purposes for which it was originally supplied to us.
  2. We may also disclose Data to a prospective purchaser of our business or any part of it.
  3. In the above instances, we will take steps with the aim of ensuring your privacy is protected.

Controlling use of your Data

  1. Wherever you are required to submit Data, you will be given options to restrict our use of that Data. This may include the following:
  2. Use of Data for direct marketing purposes; and
  3. Sharing Data with third parties

Functionality of the Website

  1. To use all features and functions available on the Website, you may be required to submit certain Data.

Accessing your own Data

  1. You have the right to ask for a copy of your personal Data held by Bourne Asset Management Limited (where such Data is held).


  1. Data security is of great importance to Bourne Asset Management Limited and to protect your Data we have put in place suitable physical, electronic and managerial procedures to safeguard and secure your Data.
  2. If password access is required for certain parts of the Website, you are responsible for keeping this password confidential.
  3. We endeavour to do our best to protect your personal Data. However, transmission of Data over the internet is not entirely secure and is done at your own risk. We cannot ensure the security of our Data transmitted to the Website.


  1. You may not transfer any of your rights under this privacy policy to any other person. We may transfer our rights under this privacy policy where we believe reasonably your rights will not be affected.
  2. If any court or competent authority finds that the provision of this privacy policy (or part of any provisions) is invalid, illegal or unenforceable, that provision or part-provision will, to the extent required, be deemed to be deleted, and the validity and enforceability of the other provisions of this policy will not be affected.
  3. Unless otherwise agreed, no delay, act or omission by a party in exercising any right or remedy will be deemed a waiver of that, or any other right or remedy
  4. This Agreement will be governed by and interpreted according to the law of England and wales. All disputes arising under the Agreement will be subject to the exclusive jurisdiction of the English and Welsh courts.

Changes to this privacy policy

  1. Bourne Asset Management Limited reserves the right to change this privacy policy as we may deem necessary from time to time or as may be required by law. Any changes will be immediately posted on the website and you are deemed to have accepted the terms of this privacy policy on your first use of the website following the alternations.

Created 17/05/18