Legal and Privacy

Important notice

EIRIS Foundation is a registered charity number 1020068 and a company registered in England and Wales no. 2460330.

The EIRIS Foundation does not and cannot provide financial advice. Any prospective investor in any financial product should obtain full information from the green and ethical product provider, an independent financial adviser, or other sources.

The EIRIS Foundation strongly recommends that independent financial advice is taken before any investment is entered into. The ‘Get Financial Advice’ page on EIRIS’ ethical consumer website www.yourethicalmoney.org provides access to a database of financial advisers, each of which have experience in offering ethical investment advice.

There is risk involved in acquiring or holding any investment. In every case its value may decrease or increase. Investments should only be chosen on the basis of a balanced and considered judgement taking full account of the circumstances of the prospective investor and other relevant factors. If a prospective investor wishes to apply ethical criteria to their choice of investment, this should not be to the exclusion of a full consideration of the financial aspects of the relevant investment.

The EIRIS Foundation compiles information on this or its other websites from financial product providers themselves, other public domain sources, and further research and data compilation undertaken by the EIRIS Foundation and other reputable organisations. The EIRIS Foundation has endeavoured to ensure that all information in this website was materially accurate at the time is was researcherd. However the EIRIS Foundation cannot guarantee the accuracy or completeness of such information or that it is error free as the management of information of this type is inherently likely to involve some inaccuracy, incompleteness and error. No prospective investor should take any action or not take any action on the basis of this website. It is intended to lead such an investor to the sources of full information he or she may wish to consider. The EIRIS Foundation will not accept any responsibility for any loss suffered by any person as a result of that or any other person acting or not acting as a result of any material contained in this website.

The material is freely downloadable for browsing purposes only. None of the material, nor its content, nor any copy of it, may be altered in any way, transmitted to, transcribed, stored in a retrieval system, translated into any language, copied or distributed to any other party, without the prior express written permission of the EIRIS Foundation. The EIRIS Foundation is providing this website on an ‘as is’ basis. It is current only on its stated date and the EIRIS Foundation expressly disclaims any obligation to update such information.

All trademarks, service marks and logos used on this site are trademarks or service marks or registered trademarks or service marks of the EIRIS Foundation. Whilst the EIRIS Foundation has taken care to ensure the accuracy of this site and its content, the EIRIS Foundation accepts no liability for any damage, costs, injury or financial loss of any kind incurred as a result of reliance on the information or opinions within this site.

Should you choose to gain access to this site from any location other than the United Kingdom, you do so by your own choice and are responsible for compliance with all applicable local laws. Any person providing information to this website or to the EIRIS Foundation via this website agrees that such information is not confidential and that the EIRIS Foundation may reproduce, publish and use such information in any way that the EIRIS Foundation sees fit. The EIRIS Foundation shall not be required to answer any emails.

Copyright

© Copyright the EIRIS Foundation 2022

All material presented on this site, unless specifically indicated otherwise, is under copyright to the EIRIS Foundation.

The material on this website is protected by copyright throughout the world and is owned by the EIRIS Foundation . Material from this website may be read, printed and downloaded for private use only. No part of this website may be reproduced, transmitted or used commercially in any form without our prior written consent.

We do not accept any responsibility and offer no endorsements, warranties or representations for content in or availability or use of any site to which a hypertext link from this website relates. Such linked sites are independent of, and not operated by us. It is the user’s responsibility to take precautions to ensure that any site or content he or she uses is free from viruses, Trojan horses, worms, time bombs, cancelbots or other harmful or deleterious programming routines

Linking policy

Subject to compliance with the conditions of our linking policy set out below, you may direct users of your website to the URL www.eiris.org using a hypertext link without requiring prior consent from us. However, the EIRIS Foundation may require the removal of such a link from any website at any time.

Hypertext links to any other page/s of the website may only be used with the prior written authority of the EIRIS Foundation. Requests for such links should be made to [email protected]

The conditions with which any link must comply are:

  1. The link must display the text www.eirisfoundation.org
  2. The link must not create the false impression that your organisation or entity is sponsored or recommended by or affiliated or associated with the EIRIS Foundation in any way or that the EIRIS Foundation gives any warranties or makes any representations about your organisation, services or products
  3. The existence of the link, its position, appearance or any other aspect of it, must not damage or be likely to damage the name or reputation of the EIRIS Foundation iv. the use and existence of the link shall not cause the transmission to the www.eiris.org website of viruses, Trojan horses, worms, time bombs, cancelbots or other harmful or deleterious programming routines

You agree to indemnify the EIRIS Foundation for any loss suffered by either company as a result of the breach of any of the conditions of this linking policy.

The EIRIS Foundation may revoke its consent to the insertion or use of a link at any time for any reason.

The link should be used with the following text: ‘The EIRIS Foundation is a charity working to help organizations and individuals maximise their contribiution to the responsible business and investment agenda’

The EIRIS Foundation logo can be used with the prior permission of the EIRIS Foundation. Please contact [email protected].

EIRIS Foundation Privacy Policy

Who we are 

The EIRIS Foundation is a registered charity (No. 1020068) and a company (No. 206874) registered in England and Wales working in the area of responsible investment.  

The EIRIS Foundation is committed to protecting your personal data and respecting your privacy.  This privacy policy sets out the type of information we collect, what we use it for and the rights that you have in relation to this information. 

The EIRIS Foundation is registered under the Data Protection Act 1998 under registration number ZA274714. 

The information we collect 

We process personal information to enable us to communicate with those who may be interested in our research and other work or to carry out our research into responsible investment, corporate responsibility or attitudes to the same; to promote services that advance responsible investment or corporate responsibility that we or others provide; to administer records of supporters; to fundraise and promote the interests of the charity; manage our employees and volunteers and; maintain our own accounts and records. 

We process information relevant to the above reasons/purposes. This may include: 

  • Personal details 
  • Professional roles, interests and experience 
  • Supporter details 
  • Services or publications used 
  • Financial details 
  • Education and employment details 
  • Visual images 

We also process sensitive classes of information that may include:

  • Data for equal opportunities monitoring 
  • Interest in particular approaches to responsible investment or corporate responsibility (e.g. faith based investing, or interest in particular corporate responsibility issues like climate change or animal welfare) 

We process personal information about:

  • Members 
  • Staff, volunteers 
  • Supporters 
  • Journalists 
  • Complainants, enquirers 
  • Advisers 
  • Shareholders or decision makers (including politicians, regulators, civil servants or those in public office) 
  • Representatives or staff of other organisations 

 We sometimes need to share the personal information we process with the individual themselves and also with other organisations. Where this is necessary we are required to comply with all aspects of the Data Protection Act (DPA). What follows is a description of the types of organisations we may need to share some of the personal information we process with for one or more reasons.>

Where necessary or required we share information with:

  • Members 
  • Employees 
  • Current, past and prospective employers 
  • Referees or exam bodies in relation to staff, job applicants or volunteers 
  • Healthcare and pension organsiations in relation to staff 
  • Providers of goods and services
  • Financial organisations 
  • Survey and research organisations 
  • Business associates and professional advisers 
  • Police forces 
  • Local and central government to meet tax and other regulatory requirements 
  • Other companies in the same group as the data controller 
  • Other voluntary and charitable organisations 

 The legal basis that we rely upon for processing your personal information will depend on the circumstances in which it is collected and used.  In most cases, the legal basis will fall into one of the following categories: 

Where you have provided consent for us to use your data in a certain way 

Where the processing is necessary for the performance of a contract with you 

Where the processing is necessary for compliance with a legal obligation we have 

Where processing is necessary for our legitimate interest, for example inviting an attendee to an event we are organising or sending communications where our legitimate interest is to deliver our charitable purposes.  

We may use your personal information for the following purposes: 

Providing you with access to the information, services, products and support you asked for 

Administering arrangements concerning volunteer work to be undertaken by you 

Sending you communications about, for example, campaigns, fundraising initiatives, political and legal developments in the field of responsible investment, projects we are undertaking 

Compiling statistics on, for example gender and ethnicity, in order to report to our trustees and supporters on the diversity of our projects 

We may also use your personal information for other purposes which we specifically notify you about and, where appropriate, obtain your consent. 

Who we will share your information with 

We will not sell your details to third parties or share them with other charities. 

We may sometimes share your information with our trusted service providers who perform services and functions on our behalf to support our interactions with you.  

We may also share information with organisations we work with in partnership to provide our services and further our mission. The organisations that we partner with may change from time to time.  We vet the organisations that we work with, and when passing your information to such organisations, will ensure that they maintain appropriate measures to protect the security of your personal data. 

We may also have to disclose your information in order that we comply with a legal obligation imposed on us. 

Where we will store your information 

Your information will be stored in the EEA, unless we expressly state that we need to transfer your data outside of the EEA for a purpose connected with our work. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this privacy policy. 

Unfortunately, the transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access. 

Cookies 

A cookie is a small text file that can be stored and accessed from your device when you visit our website.  Cookies allow us to recognise you as a user when you return to our website using the same device and browser.  You can find more information at www.allaboutcookies.org and www.youronlinechoices.eu if you are located in Europe or www.aboutads.info/choices if in the United States. 

We use both first party cookies and third party cookies on our website.  First party cookies are cookies that are put on your device directly by the website provider and are often used to recognise your device when it revisits a site and to remember your preferences as you browse the site.  Third party cookies are served by a service provider on behalf of the website operator and are commonly used for website analytics or advertising purposes. 

We also use both session cookies and persistent cookies on our website.  Session cookies are automatically removed from your device when you close your browser.  Persistent cookies remain on your device until the expiry date specified in the cookie is reached.  

How do I refuse or withdraw my consent to the use of Cookies? 

You can stop cookies from being downloaded on your computer by selecting the appropriate settings on your browser. Most browsers will tell you how to stop accepting new cookies, how to be notified when you receive a new cookie, and how to disable existing cookies. 

On Microsoft Internet Explorer this can be done by selecting Tools menu> Internet Options> Privacy> Settings; 

On Firefox, this can be done by selecting Tools> Options> Privacy> Cookies; 

On Google Chrome, this can be done by selecting Settings> Privacy; 

On Safari, this can be done by selecting Preferences> Security menu. 

You can find out how to do this for your particular browser by clicking “help” on your browser’s menu or by visiting www.allaboutcookies.org.  Please note, however, that without cookies you may not be able to access or take full advantage of all our website’s features. 

Most browsers allow users to use a “private mode” by which cookies are deleted after your website visit.  Please read the help section of your browser to learn more about how to activate the “private mode.” You could still visit our website if your browser is in “private mode”; however, the user experience may not be optimal and some utilities may not work. 

If you want to remove previously-stored cookies, you can manually delete the cookies at any time. However, this will not prevent our website from placing further cookies on your device unless and until you adjust your Internet browser setting as described above. 

For more information on the development of user-profiles and the use of targeting/advertising cookies, please see www.youronlinechoices.eu if you are located in Europe or www.aboutads.info/choices if in the United States. 

Links 

Our website may include links to other sites not owned or managed by us.  We cannot be held responsible for the privacy of information collected by websites not managed by us. 

How long will we keep your information for 

We will retain your information for as long as it is required to fulfil the purposes for which we collected it, and for as long as is necessary for the legitimate purposes of our legal rights and obligations.  After that time, we will delete your data from our systems and require that anyone to whom we have passed your information also delete it. 

Your rights 

You have a number of rights under English Data Protection Laws, these include the right to: 

Access a copy of the information we hold about you 

Rectify inaccuracies in information we hold about you 

Have the information we hold about you erased in certain circumstances 

Restrict the processing of your information 

Object to your information being used for direct marketing 

Transfer the information we hold about you to another entity 

Withdraw any consent you have provided 

If you would like access to your information, please send a description of the information you want to see and proof of identity to EIRIS Foundation, The Foundry, 17 Oval Way, London SE11 5RR or [email protected]. 

If you would like to invoke any of your other rights, please contact us as at [email protected]. 

Complaints 

If you have a complaint about the way we are using your information then initially you should contact us at [email protected].  If your complaint remains unresolved then you can contact the Information Commissioner’s Office – please see www.ico.org.uk for further details. 

Changes to this policy 

This privacy policy may change or be updated from time to time so please check back periodically. 

This policy was last reviewed and updated: May 2018