27-28 Eastcastle Street, London, United Kingdom, W1W 8DH
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personal data collected: cookie and usage data.
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place of processing : USA.
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PortalFunder Ltd is a limited company, registered in England and Wales with registered number 10022156. The term partner is used to refer to a member of PortalFunder Ltd. A list of members is available at the firm’s registered office at Level 2, 16 S Molton St, Mayfair, London W1K 5QS.
This website is designed to tell you about us. We deal with legal matters in general terms within this site and would emphasise that you should always seek specialist legal advice on particular situations. The information on this website is not intended to be advice upon which you should rely. We disclaim all responsibility and liability, to the extent permitted by law, for any reliance on the materials on our site.
We do not accept instructions formally through this website, as we prefer to deal with our clients personally.
Intellectual property rights
All items that appear within this site are © PortalFunder Ltd unless we say differently. Other intellectual property rights in the materials on this site are owned by or licensed to PortalFunder Ltd. You may reproduce such materials for your personal use only. You may make copies provided that they are complete and unchanged, and you make it clear that it is our material.
The contents of other sites that are linked to ours are outside of our control and we do not accept any responsibility for them.
You may link to our home page, provided you do so in a way that is legal and does not damage PortalFunder Ltd’s reputation or take advantage of it. You must not establish a link in such a way as to suggest any form of association, approval or endorsement on the part of PortalFunder Ltd. This website must not be framed on any other site, nor are you entitled to create a link to any part of this website other than the home page.
We reserve the right to withdraw any linking permission without notice.
Access to this website and the information on it
We do not guarantee that this website, or any content on it, will always be available or that access will be uninterrupted. Access to this website is permitted on a temporary basis and we may suspend, withdraw, discontinue or change all or any part of it without notice. We will not be liable to you if for any reason our site is unavailable at any time.
Although we will take reasonable steps to update the information on this website, we make no representations or warranties that the information is accurate, free from errors, complete or up-to-date. If content is out of date at any given time, we are under no obligation to update it.
Electronic Commerce Regulations (EC Directive) 2002
We are required by the above regulations to provide you with the following information:
PortalFunder Ltd is the service provider.
PortalFunder Ltd is situated at Level 2, 16 S Molton St, Mayfair, London W1K 5QS.
PortalFunder Ltd is registered for VAT with the registration number GB 236 081913.
PortalFunder Ltd and the Financial Services and Markets Act 2000
PortalFunder Ltd Limited is NOT authorised or regulated by the Financial Conduct Authority under the Financial Services and Markets Act 2000 (“FSMA”). The information contained in this email does not amount to a financial promotion for the purposes of section 21 FSMA. This email is provided for general information only and nothing contained in the material constitutes a recommendation for the purchase or sale of any security.
Regulation and complaints handling
Responsibility for regulation and complaints handling has been separated from the Law Society’s representative functions. The Solicitors Regulation Authority is the independent regulatory body of the Law Society and the Legal Ombudsman is the independent complaints handling body.
Client cancellation form
Our client cancellation form can be accessed via the following link. This can be used where our client is a consumer and has the right to cancel our engagement within 14 days in accordance with consumer legislation.
Limit of liability
To the extent permitted by law, we exclude all conditions, warranties, representations or other terms which may apply to this website or any content on it, whether express or implied.
We will not be liable to you for any loss or damage, whether in contract, tort (including negligence), breach of statutory duty, or otherwise, even if foreseeable, arising under or in connection with use of, or inability to use, this website or use of or reliance on any content displayed on this website.
If you are a business user, please note that, in particular, we will not be liable for:
If you are a consumer user, we will have no liability to you for any loss of profit, loss of business, business interruption, or loss of business opportunity.
We will not be liable for any loss or damage caused by a virus, distributed denial-of-service attack, or other technologically harmful material that may infect your computer equipment, computer programs, data or other material due to your use of this website or to your downloading of any content on it, or on any website linked to it.
You can contact us at firstname.lastname@example.org
Slavery & human trafficking
Anti-slavery and human trafficking statement
The Modern Slavery Act 2015 (Act) requires any commercial organisation in any sector, which supplies goods or services, and carries on a business or part of a business in the United Kingdom, and is above a specified total turnover, to produce and publish an annual slavery and human trafficking statement.
This statement relates to the actions and activities during the financial year 1 April 2017 to 31 March 2018. PortalFunder Ltd is committed to the prevention of the use of forced labour and has a zero-tolerance policy for slavery and human trafficking.
PortalFunder Ltd is an internationally focused advisory firm, based in London, which provides a broad spectrum of business services for businesses and individuals.
Our policies on slavery and human trafficking
PortalFunder Ltd will not use or allow the use of forced, compulsory labour, slavery, servitude or human trafficking in the course of its business. This includes sexual exploitation, securing services by force, threats or deception and securing services from children and vulnerable persons.
Our employment procedures guarantee that PortalFunder Ltd conducts appropriate checks on all staff to ensure they can legally work in the United Kingdom.
In addition, internal policies are reviewed regularly to ensure continued compliance with the Modern Slavery Act 2015.
PortalFunder Ltd operates the following policies which are relevant to the prevention of slavery and human trafficking in its operations:
As part of our initiative to identify and mitigate risk, we have put in place systems to:
To ensure contractors and those in our supply chain comply with our values and ethics, we have in place a rigorous supply chain compliance programme.
Under this policy, a material service supplier is any service supplier whose services in any twelve-month period equates to or is expected to equate to over 0.25% of the firm’s annual revenue.
Efforts are made to confirm that the Firm’s material service suppliers are as committed to the prevention of human trafficking and slavery as PortalFunder Ltd and each material service supplier’s conduct is carefully considered when awarding or renewing business.
All material service suppliers for PortalFunder Ltd will be contacted to confirm their position with regards to human trafficking and slavery. They will be asked to provide information explaining the efforts made by them to avoid human trafficking and slavery within their organisations, and to confirm that they screen their own suppliers to ensure that they are also compliant with the Act.
Going forward, we will review our supply chain profile annually. Reviews with material service suppliers regarding human trafficking and slavery will also be conducted on an annual basis. If the responses are deemed unsatisfactory, our continued relationship with them will be determined by our Partnership Board and Head of Risk & Compliance. Similar assessments will be carried out when considering the modern slavery and human trafficking risks of each new material service supplier.
To ensure a high level of understanding of the risks of modern slavery and human trafficking in our supply chains and our business, we will provide training to all relevant partners and employees.
The key performance indicators (KPIs) we will use to measure how effective we are in ensuring that slavery and human trafficking is not taking place in any part of our business or supply chain are as follows:
Following a review of the effectiveness of the steps we have implemented this year, we will continue to review this on a regular basis. This statement will be reviewed annually by our board.
Our policy on tax evasion
At PortalFunder Ltd we are committed to giving our clients business advice that is both responsible and top quality. We are equally committed to upholding the law so that business is conducted, by all parties, to the highest ethical standards and completely within the law.
Our policy on tax evasion is unequivocal:
We will not in any circumstances tolerate complicity in tax evasion, or in the facilitation of it, by anyone in our firm or among our clients, suppliers or business partners.
In every jurisdiction in which we or our clients, suppliers or business partners operate, we will comply with all laws and guidelines aimed at preventing tax evasion and the facilitation of it.
This policy has the unqualified backing of our board.
Personal data processing notice
Our processing of personal data
.1. PortalFunder Ltd (“we” “our” or “us”) processes personal data of a number of different categories of individuals where we are the data controller. This information is provided to individuals whose data we process (“you” or “your”) to comply with our obligations under Articles 13 and 14 of the GDPR.
.2. As we are a firm of advisors, we are not required to give you information in certain circumstances where personal data we process is collected and processed by us in the context of our work advising and representing our clients. For more details see the Exemptions page. Because of these exemptions, the information in this notice is in many cases deliberately non-specific and illustrative.
.3. To make this information clear, we have divided the data we receive into the following groups:
.3.1. Data about individuals who are our clients.
.3.2. Data about partners and staff of the firm, consultants, secondees (including referandars), those on work experience, temporary staff, former partners and staff, next of kin, spouses, beneficiaries.
.3.3. Data about contacts who are not clients or personnel of clients.
.3.4. Data about third parties who are involved, directly or indirectly, in matters (including cases or transactions) in relation to which we are asked to advise or represent our clients.
.3.5. Data about our suppliers and supplier personnel.
.3.6. Data about individuals who apply for employment or partnership with the firm.
.3.7. Data about directors, shareholders, consultants, employees or other personnel of our clients.
.4. In addition to the above, individuals who interact with the firm in any of the above capacities should also refer to the following:
.4.1. Data about visitors to our office.
.4.2. Data collected through recording of PortalFunder Ltd-arranged telephone conference calls.
Data Controller details
1.1. PortalFunder Ltd is a limited company, registered in England and Wales with registered number 10022156.
1.2. Our address is Level 2, 16 S Molton St, Mayfair, London W1K 5QS (please mark any correspondence for the attention of the Board. Our telephone number is +44 20 3019 8880. Our email address is email@example.com (please include “Personal Data Request” in your subject heading to ensure it receives the correct attention).
Collection, use and disclosure of data
2.1. You can access more information using the links above to pages which explain:
2.1.1. What categories of information we collect and retain;
2.1.2. Where we will get the information from;
2.1.3. The purpose and legal basis of processing; and
2.1.4. Who we will disclose the information to.
We will not transfer personal data relating to you to a country which is outside the European Economic Area unless:
3.1. The country or recipient is covered by an adequacy decision of the Commission under GDPR Article 45;
3.2. Appropriate safeguards have been put in place which meet the requirements of GDPR Article 46 by us or by our client (on whose behalf we would transfer the data); or
3.3. One of the derogations for specific situations under GDPR Article 49 is applicable to the transfer. These include (in summary):
3.3.1. The transfer is necessary to perform, or to form, a contract to which we are a party:
22.214.171.124. with you; or
126.96.36.199. a third party where the contract is in your interests;
3.3.2. The transfer is necessary for the establishment, exercise or defence of legal claims;
3.3.3. You have provided your explicit consent to the transfer; or
3.3.4. The transfer is of a limited nature, and is necessary for the purpose of our compelling legitimate interests.
Retention of personal data
4.1. Our retention and deletion policy can be found here.
5.1. You have certain rights under existing data protection laws, including the right to (upon written request) access a copy of your personal data that we are processing. If you are based within the UK or the EEA or within another jurisdiction having similar data protection laws, in certain circumstances you will also have the following rights (effective 25 May 2018):
5.1.1. right to access: the right to request certain information about, access to and copies of the personal information about you that we are holding (please note that you are entitled to request one copy of the personal information that we hold about you at no cost, but for any further copies, we reserve the right to charge a reasonable fee based on administration costs);
5.1.2. right to rectification: the right to have your personal information rectified if it is inaccurate or incomplete;
5.1.3. right to erasure/”right to be forgotten”: where the processing of your information is based on your consent, the right to withdraw that consent and the right to request that we delete or erase your personal information from our systems (however, this will not apply if we do not rely on your consent to carry out the processing or if we are required to hold on to the information for compliance with any legal obligation or if we require the information to establish or defend any legal claim);
5.1.4. right to restriction of use of your information: the right to stop us from using your personal information or limit the way in which we can use it;
5.1.5. right to data portability: the right to request that we return any information you have provided in a structured, commonly used and machine-readable format, or that we send it directly to another company, where technically feasible; and
5.1.6. right to object: the right to object to our use of your personal information including where we use it for our legitimate interests or for marketing purposes.
5.3. Please also note that some of the rights above may not be applicable to you (or to all of the information about you that we are processing) due to the application of one or more of the Exemptions.
5.4. If you consider our use of your personal information to be unlawful, you have the right to lodge a complaint with the UK’s supervisory authority, the Information Commissioner’s Office. Please see further information on their website: http://www.ico.org.uk/
What happens if we do not receive the information we need from you?
6.1. If we do not receive the information we require in order to verify the identity of our client or the individuals who control or own our client, we cannot act for that client.
6.2. We will not be able to act for an individual if we do not receive the personal data we require to communicate with that individual.
Automatic decision making
7.1. We do not make decisions based solely on automated data processing, including profiling.
Article 14 of the GDPR states that it is not necessary to supply information about the data we process where that information has not been received from the individual concerned and “where the personal data concerned must remain confidential subject to an obligation of professional secrecy regulated by [English] law”.
In addition, Schedule 2 of the Data Protection Act 2018 exempts us from providing information about:
2.1. disclosures of personal data to us or by us where the disclosure is:
2.1.1. required by an enactment, a rule of law, or an order of a court;
2.1.2. necessary for the purpose of, or in connection with, commercial matters, legal proceedings (including prospective legal proceedings);
2.1.3. necessary for the purpose of obtaining legal advice or otherwise establishing, exercising or defending legal rights.
2.2. processing of personal data that consists of information in respect of which a claim to legal professional privilege could be maintained in legal proceedings.
Other exemptions will relate to the matters on which we are asked to advise our clients including:
3.1. negotiations between our client and the data subject;
3.2. matters relating to management forecasting or management planning in relation to our client;
3.3. certain activities relating to corporate finance.
Data about individuals who are our clients
Clients should also refer to their Client Care Letter(s) and accompanying Terms of Business.
Retention and deletion policy
Client Matter Files
1.1. Our Terms of Business are sent to a client on each occasion a new matter is opened. Clause 9 ‘Files and Documents’ states that:
1.1.1. we may destroy physical copies of documents once we have made electronic copies for our file. Clients are required to make specific arrangements with us if they wish papers to be retained in physical copies.
1.1.2. we will retain files and papers, including in electronic form, for such a period as we consider being reasonable, which will be a minimum of six years but we have the right to destroy them without reference to the client after such period. Clients are required to make specific arrangements with us if they wish papers to be retained.
1.2. All closed client matters will have a retention period of not less than 12 years running from the date of file closure. At the 12 year point the file will be destroyed unless there is a compelling reason for the firm to retain the file and this complies with GDPR.
1.3. Electronic copies of completed transaction documents stored as a transaction “bible” will be retained for 15 years from the date of file closure.
1.4. Accounts records held on our files are handled as set out in 1.2. Hard copies held by the accounts team will be deleted after seven years.
3.1. HR records will be destroyed after 12 years. For the purposes of administration this will be actioned annually in December of each year.
3.2. Webserver Job alerts will be removed 15 months after being added and job applications will be removed three months after the vacancy has been filled.
3.3. Personal data obtained from job applicants will be deleted after 2 years.
3.4. Personal data stored in private workspaces created for partners and managers for HR information (including for appraisals, promotion and probation reviews) will be deleted 15 months after creation.
4.1. Contact information relating to clients and contacts will be held for so long as we believe the information to remain accurate and the individual concerned remains a genuine connection of the firm, or of one of our partners and staff. We have a programme for reviewing our contacts regularly, and removing any information which is considered to be out of date or no longer relevant.
5.1. Routine business records, such as postage receipts, document delivery tracking, health and safety information are destroyed after 12 months.
5.2. Accounts and file opening records are destroyed after seven years.
5.3. Facilities records are destroyed after 12 years.
5.4. CCTV information is destroyed after 60 days.