Privacy Policy
Last updated
1. Who we are
PROALLOCATE LTD (company number 17436010, registered office 66 Paul Street, London EC2A 4NA) is the controller of the personal data described in this policy. We are registered with the Information Commissioner’s Office under registration number ZC250363.
Contact for all privacy matters: support@proallocate.com.
2. Data we collect
Account data. Your email address, any other details you give us when you sign up, and your sign-in history.
Your professional investor certification. A record that you gave the certification required at sign-up, when you gave it, and the version of the wording.
Subscription and billing data. Your plan, subscription status, billing history, and whether you have had a free trial. Card details are collected and held by our payment provider, not by us.
Usage data. The questions you ask Analise and the answers it gives, the summaries and pages you view, the links to source research you click, and the amount of AI processing your use involves.
Communications. Messages you send us.
Share and booking forms. The details you enter when you submit material through our Share form, or book a call with us.
Technical data. IP address, browser and device information, error reports and security logs.
Cookies. See our Cookie Policy.
3. How we use your data, and our lawful bases
| Purpose | Lawful basis |
|---|---|
| Creating and running your account; providing the Platform and your subscription | Contract |
| Checking your professional investor certification and keeping a record of it | Legitimate interests (making sure the Platform is used only by its intended audience) |
| Taking payment, keeping billing records, preventing repeat free trials | Contract; legal obligation (tax records); legitimate interests (preventing abuse) |
| Sending service emails, such as sign-in links, billing notices and the Signals email that forms part of your plan | Contract |
| Sending client newsletters and service updates, which you can manage through your mailing preferences | Legitimate interests (keeping clients informed about the service) |
| Improving the Platform using your usage data | Legitimate interests (product development) |
| Measuring how the website is used, without cookies | Legitimate interests |
| Linking search clicks to searches using browser storage | Consent (analytics cookies) |
| Producing aggregated statistics (see section 4) | Legitimate interests |
| Enforcing fair-use limits and security; detecting misuse and bots | Legitimate interests |
| Sending marketing, such as our events email, where you have signed up for it | Consent, which you can withdraw at any time |
| Responding to enquiries | Legitimate interests |
| Meeting legal and regulatory obligations | Legal obligation |
We do not make decisions about you that produce legal or similarly significant effects based solely on automated processing.
4. Aggregated statistics
We may create and share, including commercially, aggregated statistics about how content on the Platform is used, for example which research notes were most read in a month. These statistics do not identify you. We never sell your personal data, and we never disclose which firms or individuals subscribe to ProAllocate.
5. Who we share data with
We use the following service providers to run the Platform. They process data on our instructions.
| Provider | Purpose |
|---|---|
| Our database provider | Database, authentication |
| Our hosting provider | Website hosting |
| Our AI model provider | AI processing for Analise, summaries and Signals |
| Our payment provider | Payments |
| Our transactional email provider | Sign-in and service emails |
| Our customer-records and newsletter provider | Customer records, newsletters |
| Our business email provider | Our email |
| A bot-protection service | Security checks on forms |
| Our website analytics provider | Website analytics (cookieless) |
We may also share data with professional advisers, with authorities where the law requires it, and with a buyer of our business, in which case this policy will continue to apply to your data.
6. Authors of published research
The research we index may include the names and professional details of its authors, as published by their employers. We process this to attribute research correctly, under our legitimate interests. Authors can contact us to exercise their rights, as set out below.
7. AI processing
When you use Analise, your question and the relevant content from the Platform are sent to our AI model provider to generate an answer. Under that provider’s commercial terms, this data is not used to train its models.
8. International transfers
Some of our providers, including our AI model provider, process data outside the UK. Where they do, we rely on UK adequacy regulations (including the UK Extension to the EU–US Data Privacy Framework, where the provider is certified) or the UK International Data Transfer Agreement or Addendum.
9. How long we keep data
We keep personal data only for as long as we need it for the purposes in this policy. Account and usage data are kept while your account is open, and deleted or anonymised within a reasonable period after it closes, unless we need to keep them longer for legal reasons. Billing records are kept for six years, as tax law requires.
10. Security
We use encryption in transit, access controls and database-level permissions to protect your data, and we limit access to people and systems that need it.
11. Your rights
You have the right to access your personal data, to have it corrected, to have it deleted, to restrict or object to our processing of it, to data portability, and to withdraw consent at any time where we rely on consent. To exercise any of these rights, email support@proallocate.com.
You also have the right to complain to the Information Commissioner’s Office (ico.org.uk). We would appreciate the chance to deal with your concern first.
12. Children
The Platform is not intended for anyone under 18.
13. Changes
We will post any changes to this policy on this page and tell you about significant changes by email.