1. Introduction
Oakridge Capital Partners Ltd (“Oakridge”, “we”, “us” or “our”) is committed to protecting the privacy and personal information of individuals who visit our website, contact our business or engage with our services.
This Privacy Policy explains how we collect, use, store, share and protect personal information in accordance with applicable UK data protection legislation, including the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018, as amended.
2. Who We Are
Oakridge Capital Partners Ltd is a company registered in England and Wales under company number 16547555.
Registered office:
Riverside House
Riverside
Bishop’s Stortford
England
CM23 3AJ
Email: info@oakridgecapitalpartners.co.uk
Website: www.oakridgecapitalpartners.co.uk
For the purposes of applicable data protection legislation, Oakridge Capital Partners Ltd is the data controller in respect of personal information for which it determines the purposes and means of processing.
3. Information We Collect
Depending on how you interact with us, we may collect the following categories of personal information:
Personal and contact details: Name, email address, telephone number, postal address, professional position and company information.
Investor information: Information provided through investor classification, self-certification, investment-related enquiries or investment documentation, including relevant financial circumstances and investment experience.
Communications: Enquiries, correspondence, meeting records and information voluntarily provided when communicating with Oakridge.
Technical information: IP addresses, browser information, device details, website usage data and information collected through cookies or similar technologies, where used.
Compliance information: Records reasonably necessary to establish eligibility for receiving restricted financial promotions and to meet applicable legal and regulatory obligations.
We seek to collect only personal information that is necessary and proportionate for the relevant purpose.
4. How We Use Your Information
We may process personal information for the following purposes:
- Responding to enquiries and communicating with prospective investors, companies and professional contacts.
- Providing information about Oakridge and its business activities.
- Assessing whether individuals satisfy applicable investor classification requirements.
- Administering business relationships and responding to requests.
- Maintaining appropriate records and complying with legal obligations.
- Protecting our website, systems and business against misuse, fraud or security threats.
- Sending relevant business updates or marketing communications where permitted by law.
- Improving our website and understanding how visitors interact with it, where applicable.
5. Legal Basis for Processing
We process personal information only where a lawful basis applies.
Depending on the circumstances, this may include:
Consent: Where you have provided valid consent for a particular activity, such as certain electronic marketing communications or optional website tracking.
Contractual necessity: Where processing is necessary to take steps at your request before entering into a contract or to perform an existing contract.
Legal obligation: Where processing is necessary to comply with applicable legal or regulatory requirements.
Legitimate interests: Where processing is necessary for our legitimate business interests, provided those interests are not overridden by your rights and freedoms. Such interests may include responding to business enquiries, maintaining professional relationships, securing our systems and administering our business.
We assess the appropriate lawful basis for each processing activity.
6. Investor Classification Information
Where an individual seeks access to restricted investment communications, Oakridge may request information to determine whether the individual falls within an applicable investor category.
This may include information relevant to High Net Worth Individual or Self-Certified Sophisticated Investor classification.
Such information will be used for investor classification, compliance assessment, record-keeping and related purposes, as applicable.
Providing information does not automatically entitle an individual to receive investment opportunities.
7. How We Obtain Information
We generally obtain personal information directly from individuals through website forms, emails, telephone calls, meetings or documentation.
Where lawful and relevant, we may also receive information from professional introducers, publicly available business sources or third parties involved in an existing or proposed business relationship.
Where we obtain personal information indirectly, we will provide the relevant privacy information as required by law.
8. Sharing Personal Information
We do not sell personal information.
Where necessary and lawful, personal information may be shared with appropriate service providers and professional advisers, including IT and website hosting providers, secure data storage providers, legal and compliance advisers, and other organisations supporting our business operations.
We may also disclose information where required by law, regulatory obligation or a lawful request from a competent authority.
Where information is shared with third-party service providers acting on our behalf, appropriate contractual and security arrangements will be used.
9. International Data Transfers
Some service providers may process or store personal information outside the United Kingdom.
Where an international transfer is subject to UK data protection restrictions, we will ensure that an appropriate lawful transfer mechanism or safeguard applies.
These safeguards may include applicable UK adequacy regulations or approved contractual arrangements, as appropriate.
Individuals may contact us to request further information about the safeguards relevant to their personal information.
10. Data Security
We take reasonable and appropriate technical and organisational measures to protect personal information against unauthorised access, alteration, disclosure, loss or misuse.
Access to personal information is restricted according to business need, and we review our data protection practices as appropriate.
No internet-based transmission or storage system can be guaranteed to be completely secure.
11. How Long We Retain Information
We retain personal information only for as long as reasonably necessary for the purpose for which it was collected, including any applicable legal, regulatory, accounting, dispute-resolution or record-keeping requirements.
Retention periods may differ depending on the type of information, the nature of the relationship and the purpose for which the information is processed.
In determining appropriate retention periods, we consider the nature and sensitivity of the information, the purposes for which it is used, applicable legal requirements and whether those purposes can be achieved through other means.
Once information is no longer required, it will be securely deleted, anonymised or otherwise disposed of as appropriate.
12. Your Data Protection Rights
Subject to applicable law and exemptions, individuals may have the right to:
- Request access to personal information held about them.
- Request correction of inaccurate or incomplete information.
- Request erasure of personal information in certain circumstances.
- Request restriction of processing.
- Object to processing based on legitimate interests.
- Request portability of certain personal information.
- Withdraw consent where consent is the lawful basis for processing.
Right to object to direct marketing: You have the right to object at any time to the processing of your personal information for direct marketing purposes.
To exercise your rights, contact info@oakridgecapitalpartners.co.uk.
We will respond to requests in accordance with applicable data protection law.
13. Marketing Communications
Where permitted by law, we may contact individuals with information about Oakridge, relevant business developments and services.
We will obtain consent where required and provide a straightforward method of opting out of electronic marketing communications.
You may request that we stop sending marketing communications at any time.
14. Cookies and Website Analytics
Our website may use cookies and similar technologies to support its operation, maintain security, remember preferences and understand website usage.
Some cookies are necessary for the website to function correctly, while others may be used for analytics, performance measurement or improving the user experience.
Where consent is legally required for a particular cookie or tracking technology, we will request that consent before using it.
Visitors will be provided with appropriate information about relevant technologies and controls for managing their preferences.
You may also be able to manage or disable certain cookies through your browser settings.
15. Complaints
If you have a concern about how we process your personal information, please contact us in the first instance at:
info@oakridgecapitalpartners.co.uk
You also have the right to raise a complaint with the Information Commissioner’s Office (ICO), the UK’s data protection regulator.
Website: www.ico.org.uk
16. Changes to This Privacy Policy
We may update this Privacy Policy to reflect changes in our business practices, technology or legal requirements.
The latest version will be published on our website with an updated revision date.
Oakridge Capital Partners Ltd
Company number: 16547555
Registered in England and Wales
Riverside House, Riverside, Bishop’s Stortford, England, CM23 3AJ
Email: info@oakridgecapitalpartners.co.uk
Website: www.oakridgecapitalpartners.co.uk