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Privacy policy

Cudlipp & Partners LTD

Address: 124 Stucley Road, Bideford, Devon,
United Kingdom, EX39 3EJ

Contact Email:
info@cudlippandpartners.com

Introduction:

Cudlipp & Partners LTD is dedicated to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you visit our website and use our services.

Information Collection:

We may collect personal information in various ways, including:

  • Direct Interactions: When you sign up for our services, subscribe to newsletters via MailChimp, fill out forms, or contact us directly.
  • Automated Technologies: When you interact with our website, we use cookies, server logs, and other technologies to collect usage data (e.g., IP address, browser type, pages viewed).

Use of Information:

We use your information to:

  • Provide and manage our services
  • Process transactions and send administrative information
  • Send marketing communications (with your consent)
  • Respond to inquiries and offer customer support
  • Analyse usage patterns and improve our website
  • Comply with legal obligations

Data Sharing:

We do not share your personal information with third parties except:

  • With service providers who perform services on our behalf (e.g., Google Analytics, MailChimp)
  • To comply with legal obligations and protect our rights
  • With your consent

Data Security:

We implement security measures to protect your information from unauthorised access, alteration, disclosure, or destruction. However, no method of transmission over the internet or electronic storage is 100% secure.

Your Rights:

You have the right to:

  • Access your personal data
  • Request correction of your data
  • Request deletion of your data
  • Object to data processing
  • Withdraw consent at any time

Cookies:

Our website uses cookies to enhance user experience and analyse site traffic. You can manage cookies through your browser settings, but disabling cookies may affect website functionality.

Third-Party Links:

Our website may contain links to third-party sites. We are not responsible for the privacy practices of these sites. Please review their privacy policies.

Changes to This Policy:

We may update our Privacy Policy periodically. Any changes will be posted on this page, and the updated policy will be effective immediately upon posting.

Contact Us:

If you have any questions or concerns about this Privacy Policy, please contact us at info@cudlippandpartners.com.

SOPHISTICATED INVESTOR AND/OR HIGH NET WORTH INVESTOR STATEMENT

I make this statement so that I can receive promotional communications which are exempt from the restriction on the promotion of non-mainstream pooled investments. The exemption relates to self-certified sophisticated investors and certified high net worth investors. I declare that I qualify as such because at least one of the following applies to me:

Sophisticated Investor

I qualify as a Sophisticated Investor because at least one of the following applies to me:

  1. I am a member of a network or syndicate of business angels and have been so for at least the last six months prior to the date below.
  2. I have made more than one investment in an unlisted company in the two years prior to the date below.
  3. I am working, or have worked in the two years prior to the date below, in a professional capacity in the private equity sector or in the provision of finance for small and medium enterprises.
  4. I am currently, or have been in the two years prior to the date below, a director of a company with an annual turnover of at least £1 million.

High Net Worth Investor

I qualify as a High Net Worth Investor because at least one of the following applies to me:

  1. I had, throughout the financial year immediately preceding the date below, an annual income to the value of £100,000 or more. Annual income for these purposes does not include money withdrawn from my pension savings (except where the withdrawals are used directly for income in retirement).
  2. I held, throughout the financial year immediately preceding the date below, net assets to the value of £250,000 or more. Net assets for these purposes do not include:
    • (a) the property which is my primary residence or any money raised through a loan secured on that property; or
    • (b) any rights of mine under a qualifying contract of insurance; or
    • (c) any benefits (in the form of pensions or otherwise) which are payable on the termination of my service or on my death or retirement and to which I am (or my dependants are), or may be, entitled; or
    • (d) any withdrawals from my pension savings (except where the withdrawals are used directly for income in retirement).

I accept that the investments to which the promotions will relate may expose me to a significant risk of losing all of the money or other property invested. I am aware that it is open to me to seek advice from an authorised person who specialises in advising on non-mainstream pooled investments.