Advantage Access

Advantage Access · Legal

Privacy notice

This notice explains how we collect and use personal information when you receive an invitation, create an account or use the Advantage Access member portal.

Last updated:

1. Who we are

Advantage Access is operated by Advantage Investment Ltd (company number 12531064), whose registered office is 3.14 The Plaza, Old Hall Street, Liverpool, England, L3 9QJ. Advantage Investment Ltd is the controller of the personal information described in this notice and is referred to as “we”, “us” or “our”.

Questions about this notice or our use of your information can be sent to contact@advantageinvestment.co.uk.

2. Information we collect

Depending on how you use the portal, we may collect:

  • Account and access information, including your email address, account identifier, verification state and invitation status.
  • Google sign-in information, if you choose that option, including your verified email address and the limited profile details Google supplies for authentication.
  • Profile information, including your name, mobile number, country and preferred contact method.
  • Event information, including invitations, responses, guest numbers, preferred call times and any dietary or accessibility requirements you choose to provide.
  • Opportunity information, including the opportunities you ask to discuss and your preferred follow-up details.
  • Communication choices, including marketing preferences and records of when a choice was made or changed.
  • Staff workflow information, including follow-up status, assigned staff member and internal operational notes.
  • Technical and security information, such as sign-in, browser, device, diagnostic and security-event information generated when the service is used.

We do not use the portal to collect payment-card details or to complete an investment transaction. Please do not enter unnecessary financial, identity-document or medical information into free-text fields.

Dietary or accessibility information may reveal health or disability information. Providing it is optional. Where you choose to submit it, you explicitly consent to our using it to discuss and make appropriate event arrangements. You can instead ask to provide this information by telephone.

3. How and why we use your information

PurposeTypical lawful basis
Issue and validate invitations, create your account and provide the portalTaking steps at your request, performing our agreement with you and our legitimate interest in providing a secure member service
Maintain your profile and respond to your requestsPerforming our agreement with you and taking steps at your request
Manage event invitations, responses and attendanceTaking steps at your request and our legitimate interest in operating member events; explicit consent where optional information reveals health or disability information
Respond to opportunity enquiries and arrange staff follow-upTaking steps at your request and our legitimate interest in responding to genuine member enquiries
Send optional news and marketingYour consent, which you can withdraw at any time
Protect the portal, investigate misuse and maintain audit evidenceOur legitimate interests in security, fraud prevention and accountable operations, and compliance with legal obligations
Establish, exercise or defend legal claims and meet regulatory requirementsCompliance with legal obligations and our legitimate interests

We do not make decisions about you based solely on automated processing that produce legal or similarly significant effects. The portal does not provide automated investment advice.

4. Who we share information with

We share information only where necessary with:

  • authorised Advantage Investment staff and consultants who need it to manage membership, events or requested follow-up;
  • cloud hosting, authentication, database, security and email providers acting on our instructions, including Amazon Web Services;
  • Google, when you choose Google sign-in, so that Google and Amazon Cognito can authenticate and securely link your identity to your portal account;
  • approved customer relationship, communications or event providers where they are introduced into the service;
  • professional advisers, insurers, auditors and service providers subject to appropriate confidentiality obligations; and
  • courts, regulators, law-enforcement bodies or other parties where disclosure is required by law or necessary to protect legal rights.

We do not sell member personal information.

5. International processing

The portal's core authentication and data services use Amazon Web Services infrastructure in US East (N. Virginia). This means portal information may be processed in the United States as well as the United Kingdom. If you choose Google sign-in, Google may also process authentication data in accordance with its own privacy terms and global service infrastructure.

When information is processed outside the UK, we use an applicable UK adequacy regulation or appropriate contractual and organisational safeguards, such as the UK International Data Transfer Addendum or equivalent safeguards provided under our supplier agreements. You can contact us for more information about the safeguard relevant to a transfer.

6. How long we keep information

We keep information only for as long as it is needed for the purpose for which it was collected, to provide your membership, to record your choices, to resolve disputes and to meet legal, accounting, security or regulatory requirements.

When setting a retention period, we consider:

  • whether your account or a related enquiry is still active;
  • the sensitivity and amount of information involved;
  • event-operational needs, including removing dietary and accessibility details when no longer required;
  • the need to retain consent, suppression, security and audit evidence; and
  • legal limitation periods and any obligation to preserve records.

Information that is no longer required is deleted, anonymised or securely restricted.

7. Your rights

Depending on the circumstances, you may have the right to:

  • ask for a copy of your personal information;
  • correct inaccurate or incomplete information;
  • ask us to erase or restrict the use of information;
  • object to processing based on legitimate interests;
  • receive certain information in a portable format; and
  • withdraw consent at any time, without affecting processing that occurred beforehand.
You have the right to object to direct marketing at any time. Use the unsubscribe option in a marketing message, update your portal preference or contact us.

We may need to confirm your identity before acting on a request. Some rights are subject to legal exemptions, which we will explain if they apply.

8. Security, storage and cookies

We use access controls, encryption, monitoring and organisational safeguards designed to protect portal information. No internet service is completely secure, so you should use a unique password and tell us promptly if you believe your account has been compromised.

The portal uses technical storage needed for authentication, security and core service operation. It does not currently use advertising cookies or third-party behavioural advertising. If optional analytics or marketing technologies are introduced, we will update this notice and provide any consent controls required by law.

The service is intended for adults and is not directed at children under 18.

9. Contact, complaints and changes

Contact us at contact@advantageinvestment.co.uk or write to Advantage Investment Ltd, 3.14 The Plaza, Old Hall Street, Liverpool, England, L3 9QJ.

You can also complain to the Information Commissioner's Office. Details are available at ico.org.uk/make-a-complaint. We would appreciate the opportunity to address your concern first.

We may update this notice as the portal and our suppliers change. We will publish the updated version here and highlight material changes where appropriate.