Disclaimer

Lipper Disclaimer


Privacy/Data Protection Notice
The Lipper/Thomson Reuters respects your privacy and seeks to protect your personal data. The following information describes how we gather and use data. The amount of information the Lipper/Thomson Reuters holds on you and how it uses it depends on your relationship with the Lipper/Reuters Group and on what Lipper/Thomson Reuters service you use, so some of the sections below may not be relevant to you.

What Lipper/Thomson Reuters uses your personal information for
The Lipper/Thomson Reuters collects and uses your information to administer, support, improve and obtain feedback on our services and to detect and prevent faults, breaches of our network security, the law or our contract terms. We will also use all this information to assess what Lipper/Thomson Reuters products and services may be of interest to individuals and to personalise our service and marketing.

If you are registered to use a service Lipper/Thomson Reuters may contact you to obtain feedback on that service and any improvements we could make to it.

Further information/marketing
If you have agreed to such contact, the Lipper/Thomson Reuters may contact you about those of its other services to which you do not subscribe but which may interest you. We may for example invite you to join a free trial of a service. Sometimes we may invite you to client entertainment and similar events. Such contact may be by post, fax, email, instant message and (in certain limited circumstances) by telephone from time to time. You have a right to ask us at any time not to contact you by way of direct marketing. You can do this by contacting Lipper Client Services with the words "personal details" in the subject line. Then you will no longer receive invitations for events or free trials. If you are a user of Lipper/Thomson Reuters On-line subscription services, such as Reuters Messaging you may also use Account Preferences to change your marketing preference at any time.

Calls to Help Desks
Calls to Lipper/Thomson Reuters telephone help desks may be recorded for quality control, regulatory and monitoring purposes.

Personal Information Lipper/Thomson Reuters collects
The Lipper/Thomson Reuters collects and updates information about users of its services, suppliers, account and IT managers and other individuals it deals with in its day-to-day business. It may obtain this information via direct contact with you, from third parties such as your employer or another one of our suppliers and automatically via your use of our services.

Storage methods and duration
The Lipper/Thomson Reuters may store your information in its databases, such as its Customer Relationship database, for reference. The information may be retained and used by the Lipper/Thomson Reuters for a reasonable period, reflecting our need to answer queries or resolve problems, provide improved and new services and any data retention requirements of the law. This means we may retain information after an individual ceases to use Lipper/Thomson Reuters services or after the individual has ceased interacting with us. Except where the law, authorities or regulatory bodies require us to retain it for longer, we retain Traffic Data for a reasonable period after the Traffic Data was generated, including in some circumstances (such as with firewall logs or fault data) after any bill has been paid. The details of money laundering checks, user authentication or verification checks and details of trading or other regulated activity may be retained for so long as the law or the regulator requires or evidence of the trade is required.

Passing your information to others in your own organization
If your employer subscribed for the service on your behalf then we may pass certain information to your employer about your use of the service where your employer has a legitimate reason to receive it. Similarly if you are the point contact person in your organization for a service, we may pass your contact details to those in your organization for this purpose.

Passing your information to third parties
Except where the law permits or unless you specifically agree, the Lipper/Thomson Reuters does not sell or rent your personal data to others outside the Lipper/Thomson Reuters.

In some instances, we may pass information to third parties involved in the relevant Lipper/Thomson Reuters service (such as to stock exchanges or third party information and software providers) who wish to manage and check the distribution of their information/software and obtain payment for it. They may then match it with the data they have for this purpose. You will generally know if such a transfer of your personal data happens, except if the third parties are simply working on our behalf as our subcontractors, administrators (such as companies that process credit card payments) or our professional advisers or if the data is required to be disclosed by law or to a regulator - then we might not inform you.

If we sell a business division to another company and your personal data is used by that business then your data may be transferred to the buyer along with the business for them to use in the same way.