Infrastructure assets are owned by investors but belong to the communities they serve. It is critical they are built and managed for the long term.
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Adelaide Airport served more than 8 million passengers in 2019 as Australia’s fifth largest airport by passenger volume. Adelaide Airport is the domestic and international gateway to South Australia, with a recently expanded airport terminal. The airport is a vital element of the South Australian economy, and is the largest single site employment precinct in the State. Its aeronautical revenue base is supported by diversified revenue streams including retail, parking and property.
Atmos Renewables is an Australian renewables operator with interests in eight operational utility-scale wind and solar farms across four states – Victoria, Queensland, South Australia and Tasmania – with a gross capacity of 754 megawatts. Atmos benefits from long-term energy offtake contracts with investment grade counterparties. The manager’s strategy is to become a leading Australasian renewables owner and operator with a diversified portfolio of assets by technology and geography.
Brisbane Airport served 23 million passengers in 2019 as Australia’s third largest airport by passenger volume. Brisbane Airport is the key domestic and international gateway to Brisbane and Queensland, with Australia’s largest domestic network and strong links to growing international markets. Brisbane Airport opened a new runway in 2020, and operates curfew free 24 hours a day, seven days a week, Brisbane Airport is the largest capital city airport in Australia by land size occupying 2,700 hectares, with a large and diversified property portfolio.
CPE Renewable Investment Unit Trust (CPERI) develop, own and operate multi-utility behind-the-meter assets. The CPERI portfolio includes three operational multi-utility sites as well as 30 operational, or under construction, rooftop solar and battery assets for commercial and industrial clients. Once construction is completed, the portfolio will have 29.5MW of solar capacity, 33.4MWh of battery capacity and 79.8MW of thermal capacity.
Coriance operates a portfolio of 38 district heating concessions in France and Belgium. Coriance delivers heat to residential, social and commercial buildings, and co-generated electricity to EDF under long-term Power Purchase Agreements. The Company generates the majority of its revenues from long-term concession contracts, typically with a duration of 20-30 years. With 65% of its heat generated from renewable sources (e.g. biomass, geothermal) Coriance has the greenest energy profile amongst the four leading participants in the French district heating sector.
enfinium is the largest pure-play energy-from-waste portfolio in the UK, with a total waste processing capacity of 2.3 million tonnes per annum and a total power generation capacity of 265 megawatts. The portfolio includes four operational plants and two plants in construction, all strategically located in attractive waste catchment areas across the UK.
Evos is an independent liquid energy and chemical storage company operating a network of 8 tank terminals with a combined storage capacity of 6.2 million cbm. The company provides critical infrastructure in key trading hubs in Europe covering the ARA region, Germany’s largest port Hamburg and the Mediterranean. Evos offers safe handling of a range of liquid bulk products, and is a frontrunner in the storage of sustainable fuels and supporting the energy transition.
Finerge is Portugal’s second-largest renewable energy producer and for over 20 years has worked to provide access to more sustainable energy sources to the world. Finerge operates 69 Wind Farms and 17 PV solar plants located in more than 46 municipalities across Portugal and 3 provinces in Spain. Day and night, more than 770 turbines harness the energy of the wind, and thousands of photovoltaic modules that collect energy from the sun, transforming it into clean electricity at a rate of 3.200Gwh. All this means that more than 1,661 k tons of CO2 emissions are avoided.
First Gas owns and operates gas transmission and distribution networks in the North Island of New Zealand. Its networks consist of the entire gas transmission system, transporting gas from New Plymouth spanning the North Island with a total length of over 2,500 km and a gas distribution system which services more than 60,000 end customers, primarily in central and northern regions of the North Island. First Gas is also the owner and operator of the Ahuroa gas storage facility, which is contracted under long-term fixed price arrangements; and of Rockgas LPG distribution business, the largest LPG retailer in New Zealand with c. 40% market share.
ForSea is the largest ferry operator between Helsingør-Helsingborg and the crucial link in the infrastructure connecting Denmark and Sweden, crossing one of northern Europe’s busiest sea lanes. The operator transports more than 7 million passengers and 1.8 million vehicles across this route annually. With a strong commitment to sustainability, in 2018 ForSea introduced two battery-powered vessels within its fleet of 5 ferries becoming the first ferry company in the world to drive such large RoPax vessels using electricity alone. The company has a further interest in infrastructure and property assets on either side of its main route.
International Parking Group owns and operates hospital car parks across Australia. With locations at nine sites across Sydney, Brisbane and Perth, the company provides over 14,000 parking bays. Its largest site, the Queen Elizabeth II Medical Car Park in Perth, has over 5,000 parking spaces.
MVV Energie is a German-based integrated utility company supplying industrial, commercial and private household customers. Present across the whole energy value chain, MVV is active across generation, distribution, trading and supply in power, district heating, gas and water. In addition to its regulated networks, the Company has a strong focus on renewable energy generation, including energy-from-waste, biomass and bio-methane plants in addition to onshore wind farms. MVV holds a top decile ESG rating by Institutional Shareholder Services (ISS) and is a multiple award winner for its efforts in the German energy transition.
Navigator Terminals is the owner and operator of four independent portside bulk liquid storage terminals across the United Kingdom in London (Thames), Teesside (Seal Sands and North Tees) and Barry (Windmill) storing a mix of petroleum products, petrochemicals, chemicals, gases, and fats and oils across a combined total capacity of 1.3 million cubic metres.
Nordion Energi was formed through the integration of three acquisitions; Swedegas (2018), Weum Gas (2018) and Falbygdens Energi (2021). The activities of the company include the ownership and operation of the sole gas transmission network in Sweden, located in the south-western part of the country (Swedegas), the country’s largest gas distribution network, mainly in the Malmo metropolitan area (Weum Gas), as well as the electricity distribution network of Falkoping (Falbygdens Energi). Nordion Energi has been formed to drive the transition towards 100% green energy in Sweden, and it is a leader in the development of biogas and hydrogen related infrastructure in Sweden.
OLT owns and operates the FSRU Toscana, a floating LNG regasification terminal. The FSRU was converted from an LNG tanker and is anchored off the Italian coast of Livorno. The terminal has an annual regasification capacity of 3.75 bcm (approx. 4% of domestic demand) and is connected to the Italian gas transmission network via a subsea pipeline. The FSRU Toscana is a core infrastructure asset for the importation of LNG to the Italian energy system and as such operates under a long term concession and is regulated by ARERA, the Italian Regulatory Authority for Energy, Networks and Environment.
Parkia is the largest pure off-street car park operator in Spain, with 72 car parks in prime city locations spanning 43 cities across both Spain and the Principality of Andorra and capacity of almost 39,000 spaces. The car parks operate on a 24/7 basis under concession contracts with local municipalities and enjoy the strongest EBITDA margins in the sector.
Based in Jacksonville, Florida, Patriot Rail operates a portfolio of 13 short line freight railroads encompassing more than 610 track miles across 14 states in the United States. In addition to railroads the company’s operations include rail-related services such as railcar storage, trans-loading, railcar cleaning, and contract switching. Patriot has a high quality, diversified customer and commodity mix across its portfolio, with a focus on safe and reliable service as a core value.
Quantem is the owner and operator of bulk liquid storage facilities across twelve locations in Australia and New Zealand with total terminal capacity of approximately 600,000 cubic metres. The business provides storage for products including industrial chemicals, fats and oils petrochemicals and bulk petroleum with the ability to handle hazardous and non-hazardous, and flammable and combustible products.
Based in Carlsbad, California, Rialto Bioenergy Facility is an organic waste-to-energy plant developed by Anaergia Services, a global leader in the production of clean energy, fertiliser and recycled water from waste streams. It is the largest food waste diversion and energy recovery facility in North America and has the capacity to convert 700 tons per day of organic waste and 300 tons per day of biosolids into renewable natural gas.
*website link is to Igneo's partner.
Scandlines is the sole operator of the Rodby-Puttgarden and Gedser-Rostock ferry routes, connecting Denmark with Germany. Scandlines transports 7m passengers and 700k freight units pa. Both routes are fully integrated into the road infrastructure and a critical part of the European transportation network as extensions of the E47 and E55 motorways. As such, Scandlines is the most convenient choice for cars and freight to travel between Denmark and Berlin or Hamburg. Scandlines operates 8 ferry vessels, 6 of which hybrid. It also owns and manages one of the world’s largest floating border shop in its Puttgarden harbor.
Terra-Gen develops, constructs, owns, and operates utility-scale wind, solar and battery storage throughout the United States, with the majority of its operations located in California. Terra-Gen’s portfolio spans across 26 generating facilities and operates more than 1,500 megawatts of facilities and has more than 3,000 megawatts of projects under advanced development or construction.
Tuatahi First Fibre provides wholesale ultra-fast fibre to a range of internet service providers who deliver internet to households, schools, businesses and healthcare facilities across New Zealand’s Waikato, Bay of Plenty, Taranaki and Whanganui regions.
Utilitas is the largest district heating operator and renewable energy producer in Estonia providing heat to 8 cities in Estonia, including Tallinn the capital of Estonia. The company operates 547km of district heating network, providing over 2GWh of heat to 174,000 households across the country. Over 65% of heat and electricity produced is generated from renewable fuels and the company is committed to be carbon neutral by 2030.
Water Utilities Australia is an integrated water utility comprising four portfolio assets – Rosehill Recycled Water Scheme, Willunga Basin Water Company, Lightsview ReWater and Kooragang Industrial Water Scheme. The assets are a combination of regulated and unregulated utilities providing recycled water for industrial users, irrigation and for domestic use. The company is the fund’s water platform to access future opportunities in the Australian water utilities sector.
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First Sentier Investors (FSI) is committed to maintaining high standards of corporate governance, ethics and behaviour in all of its activities, as part of which FSI requires that its employees display the highest levels of professionalism in all aspects of their work to facilitate compliance with its code of conduct and all applicable laws.
FSI is also committed to providing a culture where all staff are encouraged to raise concerns about unacceptable practice and misconduct. This extends to others with a connection to FSI such as directors, contractors, consultants, suppliers and service providers or a relative or dependent of these individuals or their spouse.
Individuals as noted above with information in relation to serious wrongdoing (including unethical, illegal, corrupt or other inappropriate conduct) are encouraged to contact the FSI Whistleblowing Protection Officer via:
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The global direct access telephone hotline on +1-844-319-1607, or a local toll free number in the following locations:
• Australia: 1-800-515-184
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In Hong Kong, this website is issued by First Sentier Investors (Hong Kong) Limited and has not been reviewed by the Securities & Futures Commission in Hong Kong.
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It is important that you read this page. The use of www.igneoip.com (this “Website”) is subject to the following terms and conditions (the “Terms”). If you do not agree to these Terms, please refrain from using this Website.
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In the UK and Switzerland this Website is operated and communicated by First Sentier Investors International IM Limited, registered office 23 St Andrew Square, Edinburgh, Scotland, EH2 1BB, which is authorised and regulated by the Financial Conduct Authority of the United Kingdom (FCA reference number 122512). Igneo Infrastructure Partners is a UK trading name of First Sentier Investors International IM Limited. In the EEA this website is operated and communicated by First Sentier Investors (Ireland) Limited, registered office 70 Sir John Rogerson’s Quay, Dublin 2, Ireland, (CBI registration number C182306). The information on this Website constitutes a financial promotion and an invitation or inducement to engage in investment activity and/or a marketing communication.
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Information posted on this Website is current only as at the date it is first posted and may no longer be true or complete when viewed by you. Igneo Infrastructure Partners cannot guarantee that content will be accurate, complete and current at all times. To the extent that any information on this Website relates to a third party, such information has been provided by that third party and is the sole responsibility of such third party and Igneo Infrastructure Partners accepts no liability for such information. All content on the Website is subject to modification from time to time without notice. Please contact Igneo Infrastructure Partners for further information regarding the validity of any information contained on this Website.
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The internet is not a completely reliable transmission medium and neither Igneo Infrastructure Partners nor any of its affiliates accept any liability for any data transmission errors such as data loss or damage or alteration of any kind or for the security or confidentiality of information transmitted across the internet to or from Igneo Infrastructure Partners or any of its affiliates. Any such transmission of information is entirely at your own risk and any material downloaded from this Website is downloaded at your own risk.
The information on this Website is provided “as is”. To the extent permitted by law, Igneo Infrastructure Partners, its affiliates and its and their directors, officers, employees and agents expressly exclude all conditions, warranties, representations and other terms which might otherwise be implied by statute, common law or the law of equity. Igneo Infrastructure Partners and its affiliates will only be liable to you in respect of any direct losses arising from your use of, or inability to use, this Website in the event of Igneo Infrastructure Partners’ gross negligence, wilful default or fraud. In no event will Igneo Infrastructure Partners or any of its affiliates be liable to any person for any indirect, special or consequential damages arising out of any use of, or inability to use, this Website or the information contained on it or on any other hyper-linked site including, without limitation, any lost profits, business interruption, loss of programs or data on your equipment or otherwise, even if Igneo Infrastructure Partners is expressly advised of the possibility or likelihood of such damages. This does not affect Igneo Infrastructure Partners’ liability for any loss or damage which cannot be excluded or limited under applicable law.
Nothing in these Terms is intended to exclude or restrict any duty or liability that Igneo Infrastructure Partners has to its clients under the "regulatory system" in the United Kingdom (as such term is defined in the Financial Conduct Authority Rules), under applicable local regulatory rules or which may not be excluded or restricted as a matter of applicable law.
Access: Igneo Infrastructure Partners reserves the right to suspend or withdraw access to any page(s) included on this Website without notice at any time and accepts no liability if, for any reason, these pages are unavailable at any time or for any period.
Compliance with Law and Regulation: When using this Website you must comply with all applicable local, national and international laws including those related to data privacy, international communications and exportation of technical or personal data. It may be illegal to download the information contained on this Website in certain countries and Igneo Infrastructure Partners, its affiliates and its and their directors, officers, employees and agents disclaim all responsibility if you download any information from this Website in breach of any law or regulation of the country in which you reside.
(a) Unless otherwise specified, Igneo Infrastructure Partners is the owner or the licensee of all intellectual property rights in and to this Website, its content and the information, imagery and data published on it including but not limited to copyright and trade mark rights (whether registered or unregistered). Those works are protected by copyright laws and treaties around the world. All such rights, save as expressly granted, are reserved.
(b) Notwithstanding paragraph (a) above, no warranty or indemnity is given that the use of the Website, or any information or material taken or downloaded from the Website will not infringe the intellectual property rights of any third party.
(c) Reproduction in any form of any part of the content, information, imagery or data from, or underlying, this Website, save for in strict compliance with these Terms, is prohibited without the prior written consent of Igneo Infrastructure Partners. All such intellectual property rights shall continue to be held by Igneo Infrastructure Partners or its licensors and no rights of any kind in such rights shall pass to you.
(d) The information held on this Website is for your own personal use only. You may print off or download copies of, or extracts from, pages from this Website for your personal reference but you must not modify those copies or extracts in any way. Igneo Infrastructure Partners (and any identified contributors), as the authors of material on this Website, must always be acknowledged.
(e) Any unauthorised downloading, re-transmission or other copying or modification of any of the contents of the Website may be in breach of statutory or common law rights which could be the subject of legal action. Igneo Infrastructure Partners disclaims all liability which may result from any unauthorised reproduction or use of the information on the Website.
(f) All trade marks, service marks, company names or logos are the property of their respective holders. The display of any trade names or trade marks on the Website does not imply that any licence has been granted to any third party in respect of the same. Any use by you of these marks, names and/or logos may constitute an infringement of the holders’ rights.
The Internet: Please note that there is no guarantee that any e-mail sent by you will be received by us, or that the contents of any such e-mail will remain private during internet transmission. Any information is sent at your own personal risk.
Data Protection: Please see our Privacy Notice for information relating to how Igneo Infrastructure Partners and other companies associated with it protect your personal data. In agreeing to these Terms you agree to the terms of our Privacy Notice.
Amendment: Igneo Infrastructure Partners may delete or make changes to these Terms and to the information contained on this Website at any time. Where we make any changes to these Terms, you will be required to accept such changes in order to continue to use the Website. If you do not accept such revised Terms, you may no longer be able to access this Website.
If any provision of these Terms is found by any court or authority of competent jurisdiction to be illegal, void or invalid under the laws of any jurisdiction, the legality, validity or enforceability of the remainder of these Terms in that jurisdiction shall not be affected and the legality, validity and enforceability of the whole of these Terms in any other jurisdiction shall not be affected.
Third Parties: Igneo Infrastructure Partners’ affiliates shall have the benefit of the rights conferred on them by these Terms but otherwise no person who is not a party to these Terms may enforce its terms under the Contracts (Rights of Third Parties) Act 1999.
Applicable Law: These Terms and any non-contractual obligations arising from or connected with them shall be governed by, and these Terms shall be construed in accordance with, the laws of England and Wales.
Jurisdiction: You agree that the English courts shall have exclusive jurisdiction in relation to any legal action or proceedings arising out of or in connection with these Terms (whether arising out of or in connection with contractual or non-contractual obligations) (“Proceedings”) and waive any objection to Proceedings in such courts on the grounds of venue or on the grounds that Proceedings have been brought in an inappropriate forum. You further agree that this paragraph operates for the benefit of Igneo Infrastructure Partners and accordingly Igneo Infrastructure Partners shall be entitled to take Proceedings in any other court or courts having jurisdiction.
Contact Us: If you have any enquiries in relation to this Website or the information on it, please contact Igneo Infrastructure Partners at IR@igneoip.com
Important information about access to this website
GENERAL TERMS AND CONDITIONS OF THIS WEBSITE
All users of services accessible through this site acknowledge and agree to the terms and conditions set out below. If you do not accept the terms and conditions, you are not authorised to use this site.
Information on this site is provided by First Sentier Investors (US) LLC (“First Sentier Investors”), which is a member of MUFG, a global financial group (the “Group”). First Sentier Investors provides its services to or through wholly owned subsidiaries of the Group. Information provided on, and available from, this site does not constitute financial, insurance, legal, accounting or taxation advice, and shall not be relied upon by you in that regard. The information does not purport to be comprehensive, nor does it take into account the objectives and circumstances of the individual investor. You are responsible for ensuring that you are properly informed about any securities, taxation or other legislation or law that could affect your investment decision. You should obtain advice specific to your investment objectives, financial situation and particular needs before making any investment decision. This site shall not be used, or relied upon by you, as a substitute for your independent research or professional advice that may be provided to you in consultation with a First Sentier Investors representative and/or your other advisers.
You acknowledge and agree that past performance is not an indicator of future returns and that references to performance on this site are provided as historical benchmarks only.
First Sentier Investors’ products and services are available only in jurisdictions where they may be lawfully offered for sale or provided, and not all of First Sentier Investor’s products and services are available in all geographic regions. As such, certain products and services may not be available in your jurisdiction. You are responsible for complying with all relevant local, national and other laws. All First Sentier Investors’ products and services shall be subject to the terms and conditions of any applicable agreements. You agree that your use of this site shall be on an “as is” basis entirely at your risk. None of the Group, nor its affiliated companies, nor any officer, director, or employee thereof, nor any person associated with the creation of this site or its contents, shall be liable or responsible to any person for any harm, loss or damage that may arise in connection with your use of this site or the information contained thereon, including without limitation any direct, indirect, special, third party or consequential damages. Without limiting the foregoing, none of the Group, nor any of its affiliated companies shall be responsible for any detrimental reliance that you may place upon this site or its contents whatsoever.
Unless otherwise specifically stated, the material on this site is for information purposes only and nothing on this site:
- constitutes an offer of any financial product or an offer generally;
- constitutes an invitation to subscribe for a financial product, or
- amounts to a solicitation for any business in Australia, the United States or in any other place.
ACCURACY OF INFORMATION AND LIMITATION OF LIABILITY
The information contained on this site is subject to modification and update from time to time without notice. None of the Group, nor any of its affiliated companies warrants as to the accuracy, completeness or currency of information that is made available on or through this site.
None of the Group, nor any of its affiliated companies will be liable for or in connection with any harm, loss or damage that may arise in connection with your use of this site or the information contained thereon, including without limitation any direct, indirect, special, third party or consequential damages, arising from any inaccuracies, errors or omissions in information made available through this site (whether arising in contract, from negligence or otherwise). However, First Sentier Investors will endeavour to update the information on this site as soon as practicable when it becomes aware that material changes have occurred.
THE INVESTMENT RISK
Investments in the products described on this site are not investments, protected accounts, deposits or liabilities of the Group or any of its affiliated companies for the purpose of the Banking Act of 1959 of Australia and are subject to investment and other risks. Furthermore, investments in the products described on this site are not insured or guaranteed by the United States Federal Deposit Insurance Corporation or any other governmental agency of the United States, Australia or any other jurisdiction. Neither the Group nor any of its affiliated companies guarantee the repayment of capital or the performance of any of the funds or any particular rate of return from the fund, or any taxation consequences of, any investment in a fund which is made under the information available from this site.
First Sentier Investors and related logos are trademarks registered in United States. Copyright in the information provided on, and available from this site is owned by First Sentier Investors and its affiliates. You may not alter or modify this information in any way. This information may be viewed on-line and may be reproduced in hard copy only for your personal reference. You may only use the trademarks and copyright material at this site with First Sentier Investor’s express permission and in accordance with First Sentier Investor’s directions from time to time. The use of, and creation of links to, this site are at the risk of the user and are subject to First Sentier Investor’s rights and the user's general legal obligations. First Sentier Investor’s Limited makes no warranty and accepts no liability in relation to use of the trademarks outside Australia. For further information about creating links to this site and about using the First Sentier Investor’ material, see our guidelines below or contact our office on +1 212 497 9980 or email@example.com.
If you wish to create a link from your site to this site, in addition to the general terms and conditions you have read and agreed to above, you acknowledge and agree to the following.
If First Sentier Investor’s allows you to use its copyright material you may use it only in accordance with its directions from time to time, using only material supplied or approved by it, without any alteration and incorporating notices indicating First Sentier Investor’s ownership of copyright material.
First Sentier Investor’s may take legal action in respect of any use of the its name or copyright material, without the its permission, other than in accordance with the its directions or in breach of the Group 's rights or your general legal obligations.
Reference on this site to products or services of third parties does not mean that First Sentier Investors endorses or approves such products or services, and is provided only for convenience. First Sentier Investors neither endorses nor approves links to other web sites or third parties and their products or services, and is not responsible for any incompatibility, inconvenience, or contamination by computer viruses or worms, Trojan horses or any other destructive agent originating from these sites. Linking to other sites is at your own risk, and First Sentier Investors will not be held liable for any damage caused by such links.
Internet e-mails and other electronic communications
The confidentiality and security of transmission of e-mails and other electronic communications via the Internet are not guaranteed. E-mail and other electronic communications are not confidential and may be intercepted, lost, or even modified. First Sentier Investors is not responsible for any harm or damage that you or any other person may incur by transmitting via the Internet to First Sentier Investments e-mails or other electronic communications containing personal or confidential information, or by receiving from First Sentier Investors e-mails sent to you at your request. Please click the "I have read and agree to the above information" button below if you have read and understood this page and agree to abide by its contents, otherwise click "Cancel" to leave the website.
First Sentier Investment (US) LLC, as a member of the Mitsubishi UFJ Financial Group (MUFG), a global financial group. MUFG Group respects your concerns about privacy. This Privacy Notice describes the types of personal information we obtain about users in connection with First Sentier Investments (US) LLC products and services that link to this Privacy Notice, how we may use the information, with whom we may share it, and the choices available to users regarding our use of the information. The Privacy Notice also describes the measures we take to safeguard the personal information and how individuals can contact us about our privacy practices. This Privacy Notice does not apply to other MUFG Group products and services that post separate privacy notices.
1. How is your personal data dealt with?
In the course of doing business we outsource certain tasks to third party administrators or agents. These third parties are bound by confidentiality arrangements when handling your personal data. Your personal data may also be used by us to:
establish your identity and assess applications for products and services
price and design our products and services
administer our products and services
manage our relationship with you
manage our risks and help identify and investigate illegal activity, such as fraud
contact you, for example if we suspect fraud on your account or need to tell you something important
conduct and improve our businesses and improve the customer experience
comply with our legal obligations and assist government and law enforcement agencies or regulators
identify and tell you about other products or services that we think may be of interest to you.
We may also collect, use, and exchange your information in other ways where permitted by law.
If you used a financial advisor in relation to your investment then details of your investments may also be provided to such financial advisor (or any replacement or additional advisor which you inform us of).
We aim to ensure that the personal information we retain about you is accurate, complete, and up to date. If you provide us with incomplete or inaccurate information, we may not be able to provide you with the products or services you are seeking.
2. What personal data do we collect?
First Sentier Investors (US) LLC collects personal data on investors, clients, intermediaries and business contacts via application forms, other First Sentier Investors (US) LLC forms, investment management agreements, correspondence, business cards, phone, fax, e-mail, and on-line. Personal data collected may include:
your mailing address
your phone numbers
your e-mail address
your personal and financial information (e.g., income, net worth, marital status, etc.)
your social security or tax identification number
3. How we protect personal information
We maintain administrative, technical, and physical safeguards designed to protect personal information we obtain in connection with the Services against accidental, unlawful, or unauthorized destruction, loss, alteration, access, disclosure, or use.
We use analytics cookies to collect information on website activity (such as the number of users who visit our website, the date and time of visits, the number of pages viewed, navigation patterns, what country and what systems users have used to access the site and, when entering our website from another website, the address of that web site). This information on its own does not identify an individual but it does provide us with statistics that can be used to analyze and improve our website. These cookies are ‘session’ cookies.
The browsers of most computers, smartphones, and other web-enabled devices are usually set up to accept cookies. If your browser preferences allow it, you can configure your browser to accept all cookies, reject all cookies, or notify you when cookies are set. Each browser is different; check the "Help" menu of your browser to learn about how to change your cookie preferences.
Please remember that cookies are often used to enable and improve certain functions on our website. If you choose to switch certain cookies off, it will affect how our website works and certain functionality may not work. More information about cookies can be found on allaboutcookies.org.
5. Links to other web sites
Our web site may contain links to non-First Sentier Investors (US) LLC web sites. While such links are provided for your convenience, you should be aware that the information handling practices of the linked websites might not be the same as ours. You should review any privacy policies on those linked websites. We are not responsible for any linked websites.
6. Telephone services
We may monitor and record telephone calls for training and security purposes.
7. Data transfers
We may transfer the personal information we obtain about you to countries other than the country in which the personal information originally was collected, including the United States. Those countries may not have the same data protection laws as the country in which the information initially was provided. To the extent required by applicable law, when we transfer your personal information to recipients in other countries, we will take measures to protect that information.
8. Retention of personal information
To the extent permitted by applicable law, we retain personal information we obtain about you as long as (1) it is needed for the purposes for which we obtained it, in accordance with the provisions of this Privacy Notice or (2) we have another lawful basis for retaining that data beyond the period for which it is necessary to serve the original purpose for collecting the data.
9. Updating your information
It’s important that we have your correct details, such as your current address and telephone number. You can check or update your information by contacting your relationship manager. If the information we hold is inaccurate, incomplete or outdated, please inform us so that we can correct it. If we deny access to your personal information, we will, unless prevented by law or regulation, let you know why.
If you have any questions or would like further information on our privacy and information handling practices, please contact us.
10. Children’s personal information
We do not knowingly collect or solicit personal information from children under the age of 13. If you believe that a child under the age of 13 may have provided us with personal information, please contact us as specified in the How to Contact Us section of this Privacy Notice.
11. Updates to our Privacy Notice
This Privacy Notice may be updated periodically and without prior notice to you to reflect changes in our personal information practices. We will post or provide a notice to notify you of significant changes to our Privacy Notice and indicate at the top of the notice when it was most recently updated.
12. How to contact us
If you have any questions about this Privacy Notice, or if you would like us to update information we have about you or your preferences, please contact us by e-mail at firstname.lastname@example.org, or by phone at (212) 497-9980.
You also may write to us at:
First Sentier Investors (US)
10 East 53rd Street, Floor 21
New York, NY 10022
United States of America