Last updated December 2020
Personal data is any information relating to an identified or identifiable living person. When “you” or “your” are used in this policy or our notices, we are referring to the relevant individual who is the subject of the personal data. SEI processes personal data for numerous purposes, and the means of collection, lawful basis of processing, use, disclosure, and retention periods for each purpose may differ.
Our processing activities
To find out more, please see the documents relevant to you below. (All links are to PDF files.)
- Business contacts: Marketing Privacy Notice
- If you have been directed to our website by us or by your wealth manager as we provide custody services to you: Client Privacy Notice
- Corporate Clients (and individuals associated with our corporate clients): Client Privacy Notice
- Vendors (including subcontractors and individuals associated with our suppliers and subcontractors): Client Privacy Notice
Visitors to our website
Visitors are also able to send an email to us through the website. Their messages will contain the user’s screen name and email address, as well as any additional information the user may wish to include in the message. We ask that you do not provide special categories of personal data (such as race or ethnic origin; political opinions; religious or philosophical beliefs; trade union membership; physical or mental health; genetic data; biometric data; sexual life or sexual orientation; and, criminal records) to us when using our website.
- Where you submit your contact details, unless we are asked not to, we may contact you with information about SEI’s business, services and events, and other information which may be of interest to you. Should visitors subsequently choose to unsubscribe from mailing lists or any registrations, we will provide instructions on the appropriate webpage, in our communication to the individual, or the individual may contact us;
- To administer and manage our website, including to confirm and authenticate your identity and prevent unauthorised access to restricted areas of the site;
- To communicate with you in order to distribute requested materials or ask for further information;
- To personalise and enrich your browsing experience by displaying content that is more likely to be relevant and of interest to you;
- To understand how people use the features and functions of our websites in order to improve the user experience; and
- Any other purposes for which you provided the information to SEI (such as to subscribe you to the updates you request).
Our websites do not collect or compile personally identifying information for sale to non-SEI parties for their marketing purposes.
Personal data collected via our websites will be retained by us for as long as it is necessary (e.g. for as long as we have a relationship with the relevant individual).
We take the security of all the data we hold very seriously. There are dedicated SEI information security policies, controls and practices document that sets out an information security framework and corporate controls. Reports are made on a regular basis to SEI senior management and on a quarterly basis to the SIEL Board Risk Committee. SIEL have a Nominated Data Protection Officer and a framework of policies, procedures and training in place covering data protection, confidentiality and security and regularly review the appropriateness of the measures we have in place to keep the data we hold secure.
When and how we share personal data and locations of processing
We will only share personal data with others when we are legally permitted to do so. When we share data with others, we put contractual arrangements and security mechanisms in place as appropriate to protect the data and to comply with our data protection, confidentiality and security standards.
- We may share your personal data outside of SEI and our affiliates for the following purposes:
- to the extent required by law, for example if we are under a duty to disclose your personal data in order to comply with any legal obligation
- to third party agents or contractors for the purposes of providing services to us and to help provide, run and manage our information technology systems
- Where we transfer your personal data outside the European Economic Area (“EEA”), we will ensure that it is protected in a manner that is consistent with how your personal data will be protected by us in the EEA and that all transfers of personal data outside the EEA are done lawfully. This can be done in a number of ways, for instance, under an agreement which covers the EU requirements for the transfer of personal data outside the EEA, such as the European Commission approved standard contractual clauses.
Data controller and contact information
We are generally controllers for the personal data we process, however, we provide some services as a processor (in which case our client is the controller). If you have any questions about this privacy statement, how and why we process personal data and/or your rights over your personal data and how to exercise them (as described below) please contact us at:
Data Protection Officer
SEI Investments (Europe) Limited
1st Floor Alphabeta,
14-18 Finsbury Square
London EC2A 1BR
Phone: +44 (0)20 3810 8000
Alternatively, if you are a resident in the European Union (“EU”), please contact our EU Representative, SEI Investments – Global Fund Services Limited, who can be contacted by email at the following address: Art27rep@seic.com.
As we do not have an establishment in the EU, we have appointed a representative, based in Ireland, in accordance with Regulation (EU) 2016/679 ('the GDPR') Article 27, where EU residents may address any issues or queries relating to our processing of your Personal Data to.
Individuals’ rights and how to exercise them
Individuals have certain rights over their personal data and controllers are responsible for fulfilling these rights.
Individuals’ rights may include the right of access to personal data, to rectification of personal data, to erasure of personal data / right to be forgotten, to restrict processing of personal data, to object to processing of personal data, to data portability, the right to withdraw consent at any time (where processing is based on consent) and the right to lodge a complaint with a supervisory authority.
Please see further information about these rights, when they are available and how to exercise them in the relevant privacy notice above.
We hope that you won’t ever need to, but if you do want to complain about our use of personal data, please send an email with the details of your complaint to our Data Protection Officer. We will look into and respond to any complaints we receive.
You also have the right to lodge a complaint with the supervisory authority in your country of residence, place of work or the country in which an alleged infringement of data protection law has occurred within the EU. The Information Commissioner's Office (“ICO”) is the UK data protection regulator/supervisory authority. For further information on your rights and how to complain to the ICO, please refer to the ICO website.