Privacy Policy

1. Who We Are

Generation Investment Management (UK) Limited (“we”, “us”, “our”) is the data controller for personal information collected through gengroup-uk.com. We are authorised and regulated by the Financial Conduct Authority (FCA 402126). Our registered office is 20 Air Street, Westminster, London W1B 5AN, United Kingdom.

2. Information We Collect

We may collect and process the following categories of personal data:

• Identity data: name, title, date of birth, nationality.
• Contact data: postal address, email address, telephone number.
• Financial data: indicative wealth band, source of funds, mandate of interest.
• Suitability data: investment experience, knowledge of day trading and forex markets, risk tolerance, objectives.
• KYC & AML data: identification documents, proof of address and other regulatory verification material.
• Technical data: IP address, browser type, device identifiers, pages visited, referrer URL.
• Marketing data: preferences for receiving communications.

3. How We Use Your Data

We process personal data for the following purposes:

• Responding to enquiries and arranging private consultations.
• Assessing suitability for investment mandates, including day trading, forex and discretionary services.
• Complying with our legal and regulatory obligations (FCA, AML, KYC, sanctions, tax reporting).
• Operating and securing the Site, including fraud prevention.
• Sending market commentary, where you have opted in.

4. Lawful Bases

We rely on the following lawful bases under the UK GDPR and EU GDPR: performance of a contract (or steps prior to entering one), compliance with a legal obligation, our legitimate interests in operating a regulated financial business, and consent (for marketing and non-essential cookies).

5. Sharing Your Data

We may share personal data with regulators (including the FCA), law enforcement, custodians and brokers used to execute mandates, professional advisors, KYC and AML verification providers, and technology service providers acting as our data processors under written contracts.

6. International Transfers

Where we transfer personal data outside the UK or EEA, we ensure appropriate safeguards are in place, including UK International Data Transfer Agreements or EU Standard Contractual Clauses.

7. Retention

We retain personal data only for as long as is necessary to fulfil the purposes for which it was collected, including to satisfy any legal, regulatory, tax or accounting requirements. Financial records are typically retained for a minimum of seven years.

8. Your Rights

Under UK and EU data protection law, you have rights including access, rectification, erasure, restriction, portability, and the right to object to processing. You may also withdraw consent and lodge a complaint with the UK Information Commissioner’s Office (ICO).

9. Cookies

The Site uses strictly necessary cookies to function, and may use analytics cookies where you consent, to understand how visitors use the Site. You can manage cookie preferences through your browser settings.

10. Security

We maintain technical and organisational measures designed to protect personal data against unauthorised access, alteration, disclosure or destruction. No transmission of information over the internet is, however, entirely secure.

11. Contact

For any data-protection enquiry, write to our Data Protection Officer at support@gengroup-uk.com or 20 Air Street, Westminster, London W1B 5AN, United Kingdom.