IMPORTANT INFORMATION FOR INVESTORS
The following terms and conditions set out the basis of our relationship with you as a potential investor. We reserve the right to cease communicating with you at any time at our absolute discretion and we reserve the right to vary these terms and conditions.
YOUR INFORMATION
Your information (including information we already hold and may receive now and in the future) may be held by us or transferred in accordance with our registration under the Data Protection Act. Your information may be shared with our sister company B&Y Private Equity Ltd. A copy of our registration is available from the Office of the Data Commissioner or from our head office at the address below. If you do not wish your information to be used for these purposes, you should write to us at the address below. With limited exceptions, you have the right to access and, if necessary, rectify the information that we hold about you.
GENERAL DATA PROTECTION REGULATION
Under the General Data Protection Regulation (“GDPR”), Beer & Young Ltd operates both as Controller and Processor of data. We are required to collect, hold, process and store personal and sensitive data of our clients so as to provide them with our products and services.
This data collection and processing will be kept to a minimum and done for the sole purpose of providing our products and services, whilst complying with various statutory and regulatory obligations.
Should you continue applying for a product or service (be it successful or not), you are hereby entering a voluntary contract with Beer & Young Ltd for products and services and this contractual GDPR processing justification of your personal data is a condition of this agreement or application.
Should you not want to undertake providing personal data on this contractual basis, then please don’t start or cease continuing your application.
Investment opportunities communicated to you by Beer & Young Ltd are filtered according to the criteria which you have given to us on registration and in subsequent discussions, to ensure these are appropriate to you. This filtering must not be taken to imply advice that any opportunity will suit your investment requirements. If you require investment advice then please contact a suitable professional adviser. This is not a service offered by Beer & Young Ltd.
Investment opportunities communicated to you by Beer & Young Ltd are filtered according to the criteria which you have given to us on registration and in subsequent discussions, to ensure these are appropriate to you. This filtering must not be taken to imply advice that any opportunity will suit your investment requirements. If you require investment advice then please contact a suitable professional adviser. This is not a service offered by Beer & Young Ltd.
Beer & Young Ltd will communicate with you by telephone, fax, e-mail, in writing, and in person and you should expect to receive unsolicited calls in relation to Beer & Young Ltd from time to time. All communications with and from Beer & Young Ltd will be in English.
This form collects the information necessary for us to verify your identity for the purposes of the prevention of money laundering, terrorist financing, and any other financial crime. Please note you will need to provide proof of identity, this is proof of address with a copy of photo ID (passport, driving licence). Please post to Beer & Young Ltd, 57-58 Russell Square, London, WC1B 4HS or email InvestorRelations@beerandyoung.com when requested.
INVESTMENT INFORMATION AND RISK
You are required to make your own risk assessment. Investment in unquoted businesses carry high risks as well as the possibility of high rewards and an investor’s capital is at risk in making such investments. It is highly speculative and potential investors should be aware that no established market exists for the trading of shares in private companies. Your capital is at risk.
Please note that any tax treatments referred to in documentation issued by Beer & Young Ltd will depend on the individual circumstances of the investor. Investors should be aware that other costs and taxes may arise for them in relation to making investments. All of Beer & Young Ltd’s fees are payable by the client companies to whom it provides services.
You may have the right to protection under the Financial Services Compensation Scheme and the right to refer complaints to the Financial Ombudsman Service; this depends on the type of business and the circumstances of the claim or complaint. Where a particular investment contains an overseas element, these protections may not be available. Further information about applicable compensation and protection is available from the FSCS and FOS.
All information given to you by Beer & Young Ltd is confidential and must not be passed to others without first seeking the approval of Beer & Young Ltd. It may not be used for any purpose other than to consider whether you should enter into discussions with the business described.
OUR RESPONSIBILITIES TO YOU
We will act with reasonable skill and care in our dealings with you. Subject to the duties of confidentiality we owe to our clients, we will use our reasonable endeavours to bring to your attention any matter of which we become aware that we believe might materially affect any investment decision. Unless we have been negligent, we and our Associates cannot and do not accept responsibility or liability for any loss of whatever nature, in connection with any investment proposal introduced to you by us.
YOUR RESPONSIBILITIES TO US
You warrant that the information you have given to us is complete and accurate in all material respects and further you undertake to keep us informed of any material changes to your contact details and/or financial position and/or investment requirements.
