Privacy

This policy covers Shareview, Shareview Portfolio, EQ Boost and ESP Portals

Last updated: March 2026

We understand how important your personal data is and are committed to protecting and respecting your privacy.

‘Personal Data’ means any information relating to or which identifies you. This can include items such as your name, address, phone number, identification numbers (such as an account number or your national insurance number), location data or online identifiers. Personal data can be held electronically or in certain paper records.

The UK General Data Protection Regulation (GDPR) regulates the processing of personal data. The UK GDPR seeks to protect your rights to your personal data by setting out, amongst other things, the conditions under which the processing of personal data is lawful, the rights of data subjects and the standards that organisations handling personal data must adopt. This Privacy Notice is issued in compliance with UK GDPR and seeks to explain:

1. Who we are;

2. The website addresses covered by this Privacy Notice;

3. How we collect your personal data;

4. Why we collect your personal data;

5. How long we hold your personal data for;

6. The conditions under which we may share your personal data with others;

7. Overseas Processing;

8. How we keep your personal data secure;

9. Your Rights;

10. Children (16 years and under) and Vulnerable Adults;

11. Any further questions about this Privacy Notice;

EU Representative.

1. Who we are

Equiniti Limited (EQ) is one company within the Equiniti Group. Our main business is administration services. Our registered address is Highdown House, Yeoman Way, Worthing BN99 3HH and our ICO registration number is: Z1028602.

EQ is a ‘Data Controller’. This means that we are responsible for deciding how and why we hold and use personal data about you.

In this Privacy Notice, ‘we’, ‘us’ and ‘our’ will always mean EQ, as Data Controller.

If you have any questions about accessing our portal services, please contact us:

Equiniti Employee Helpline - +44 (0)371 384 2040

Equiniti Shareview Helpline - +44 (0)371 384 2030

2. The website addresses covered by this Privacy Notice

Employee suite of Portal services including:
- ESP Portal
- Equiniti Premier Portal
- tOption Portal
Shareview services including:
- Shareview Portfolio
- Share Vote
- EQ Boost

Important

This Privacy Notice relates only to the webpages that you log into as part of our portal services listed above and relates to your online account to access a range of products and services. The products and services each have their own privacy notices, Privacy Notices - Equiniti Privacy.

3. How we collect your personal data

We may collect and process the following personal data about you:

Information you provide to us

Using our websites and apps
Through correspondence by post, phone, email, or live chat
By completing application and registration forms
When participating in surveys, competitions, or promotions
Reporting a problem or complaint about our site, products or services

Information we collect about you

Data from your visits to our websites, including your IP address, browsing history, and device details
Information about what you view, click on, and interact with in our marketing emails or text messages
Details from your social media platforms when using this as a way of communicating with us

Information we receive from third parties

Identity checks and fraud prevention details from credit reference agencies
Information passed to us by third parties when you have instructed or agreed for them to share data with us
Data from advertising networks (e.g. Google) to help tailor our services and marketing efforts
Social network details where your privacy settings allow us to validate our records or track ad performance

You can block or delete cookies using settings options in your browser (the software you use to access websites). If you do this some features on this website may not work correctly. This website, like many others, does not respond to Do Not Track ('DNT') requests made through browser settings.

Special types of data

Data protection law classifies certain types of personal information as special category data due to their sensitive nature. We will only collect and use special category data where permitted by law and, where required, with your consent.

Keeping your personal data up to date

Please help us by reviewing the information we hold about you regularly and notifying us as soon as any details need to be updated or corrected.

Other people’s personal data

If you provide us with personal information about another person, you confirm that they are authorised to act on your behalf, that they consent to you providing their personal data to us and to our processing of it, and that you have informed them of our identity and the purposes for which their personal data will be processed, as set out in this privacy notice.

4. Why we collect your personal data

In the following table we demonstrate why and how we use your personal data as well as providing the legal reasons which we rely upon.

Under Data Protection legislation we must always have a legal reason for processing your personal data. One of the legal reasons is when we use your personal data for our legitimate interests, this is usually when we have a business reason. However, we must always ensure that we take your interests into consideration and ensure that the use is fairly balanced. We use legitimate interests for: keeping our records up to date, defining types of customers for new products and services, seeking your consent when we need it to contact you, operating efficiently, enabling and monitoring your use of our website and services and to meet our regulatory requirements.

Why we use your personal data	How we use your personal data	Lawful basis
Provision of services, including the administration and management of customer records	To manage and operate your online account with us to facilitate the provision of services, this includes retaining records of your instructions and telephone calls and keeping your online account records up to date. To respond to any data rights that you invoke. To complete any transaction or instructions that you provide us, and any legal obligations we have in relation to the transactions / instructions. To keep our websites and portals secure and permit you safe access to our services. Enforcing or obtaining a settlement of debts owed to us or in relation to investments made on your behalf.	Contract Consent Legal Obligation Legitimate Interests
Marketing our products and services	To allow you to participate in interactive features of our website, when you choose to do so. Identifying if any of our other products or services may be of interest to you and making suggestions and recommendations to you about them. To provide you with the information, products and services that you request from us. To administer any prize draws that you are offered and elect to enter as an incentive. To ask you if you wish to hear from other entities within the Equiniti Group of Companies that offer complementary services. We can ask you from time to time to confirm or update your choices, such as when there is a change in the law or the structure of our business. Important You can withdraw from marketing at any time, please use the unsubscribe button in our emails or contact us using the details noted above.	Consent Legitimate Interests
Improving our products and services	To measure or understand the effectiveness of advertising we serve to you and others, and to deliver relevant advertising to you, which may be based on your activity on our website(s) or the website of another Equiniti Company or third parties’ websites. We may do this ourselves or appoint an agency to do this on our behalf. To identify service improvements such as when troubleshooting, undertaking data analysis, testing new products, using your personal data for research, statistical and survey purposes. To ensure that content from our websites are presented in the most effective manner for you and for your device (via cookies). How we manage and work with other companies in the delivery of our products and services. To study how you and our other customers use our products and services. To measure or understand the effectiveness of advertising we serve to you and others, and to deliver relevant advertising to you, which can be based on your activity on our website(s) or the website of another Equiniti Company or third parties’ websites. We can do this ourselves or appoint an agency to do this on our behalf.	Consent Legal Obligation Legitimate Interests

Why we use your personal data

How we use your personal data

Lawful basis

Provision of services, including the administration and management of customer records

To manage and operate your online account with us to facilitate the provision of services, this includes retaining records of your instructions and telephone calls and keeping your online account records up to date.
To respond to any data rights that you invoke.
To complete any transaction or instructions that you provide us, and any legal obligations we have in relation to the transactions / instructions.
To keep our websites and portals secure and permit you safe access to our services.
Enforcing or obtaining a settlement of debts owed to us or in relation to investments made on your behalf.

Contract
Consent
Legal Obligation
Legitimate Interests

Marketing our products and services

To allow you to participate in interactive features of our website, when you choose to do so.
Identifying if any of our other products or services may be of interest to you and making suggestions and recommendations to you about them.
To provide you with the information, products and services that you request from us.
To administer any prize draws that you are offered and elect to enter as an incentive.
To ask you if you wish to hear from other entities within the Equiniti Group of Companies that offer complementary services.
We can ask you from time to time to confirm or update your choices, such as when there is a change in the law or the structure of our business.

Important

You can withdraw from marketing at any time, please use the unsubscribe button in our emails or contact us using the details noted above.

Consent
Legitimate Interests

Improving our products and services

To measure or understand the effectiveness of advertising we serve to you and others, and to deliver relevant advertising to you, which may be based on your activity on our website(s) or the website of another Equiniti Company or third parties’ websites. We may do this ourselves or appoint an agency to do this on our behalf.
To identify service improvements such as when troubleshooting, undertaking data analysis, testing new products, using your personal data for research, statistical and survey purposes.
To ensure that content from our websites are presented in the most effective manner for you and for your device (via cookies).
How we manage and work with other companies in the delivery of our products and services.
To study how you and our other customers use our products and services.
To measure or understand the effectiveness of advertising we serve to you and others, and to deliver relevant advertising to you, which can be based on your activity on our website(s) or the website of another Equiniti Company or third parties’ websites. We can do this ourselves or appoint an agency to do this on our behalf.

Consent
Legal Obligation
Legitimate Interests

5. How long we hold your personal data for

Personal data will not be retained for longer than necessary for us to achieve the purpose for which we obtained your personal data. We will then either securely delete it or anonymise it so that it cannot be linked back to you. We review our retention periods for personal data on a regular basis.

We will retain personal data for as long as is necessary for you to access your records and for the following reasons:

To respond to enquiries and complaints.
To demonstrate that your instructions were carried out properly.
To maintain records to meet rules and regulatory requirements that are applicable to the request you made, or the service you were using.

For full details of our retention policies, please Contact Us - Equiniti Privacy Centre.

6. The conditions under which we may share your personal data with others

We only share personal data where it is necessary to provide our products and services. This may include sharing information in the following situations:

With your permission – where you ask us to share your information, or where consent has been provided by you or a relevant third party.
To deliver our services – with other Equiniti companies and trusted partners such as agents, banks, printers, and insurers who help us provide our services.
For day to day operations – including IT support, fraud prevention, credit checks, and obtaining professional advice.
To meet legal requirements – with regulators, courts, law enforcement agencies, or other organisations where we are required to do so by law, including for debt recovery.
For financial and reporting purposes – such as tax compliance, financial reporting, or carrying out transactions.
During business changes – for example, if our business is sold, restructured, or becomes insolvent. In these cases, appropriate safeguards will always be in place to protect your information.
Data storage – your information is stored on secure, encrypted, cloud based servers located within the country or region where we provide our services to you.

7. Overseas Processing

Some of our data processing occurs outside the country where the data originates. As a global organisation, Equiniti operates offices and processes data in multiple countries. We also work with third-party suppliers who may process data internationally.

When personal data is transferred across international borders, we implement robust safeguards to ensure compliance with applicable data protection laws. This includes using data transfer agreements, standard contractual clauses (SCCs), and conducting Transfer Risk Assessments (TRAs).

Examples of international data transfers include:

Sharing personal data with members of the Equiniti Group outside the UK, such as Equiniti India Private Limited, for purposes described in this Privacy Notice.
When you contact us by email or use our microsites, some of the service providers who support these services may be based outside the country where your data was originally collected.

Data Privacy Framework

For transfers to the US Equiniti complies with the EU-US Data Privacy Framework (EU-US DPF) and the UK Extension to the EU-US DPF, as set forth by the US Department of Commerce. Equiniti has certified to the US Department of Commerce that it adheres to the EU-US Data Privacy Framework Principles (EU-US DPF Principles) and the UK Extension to the EU-US DPF, with regard to the processing of Personal Information received from the European Union and the United Kingdom in reliance on the EU-US DPF and the UK Extension to the EU-US DPF. If there is any conflict between the terms in this Privacy Statement and the EU-US DPF Principles and the UK Extension to the EU-US DPF, the Principles shall govern. To learn more about the Data Privacy Framework (DPF) Program, and to view our certification, please visit www.dataprivacyframework.gov.

The legal entities of Equiniti that are adhering to the EU-U.S. DPF Principles, including as applicable under the UK Extension to the EU-U.S. DPF, and are covered by the Equiniti Trust Company, LLC DPF submission include: Amor Holdco, Inc., Armor Intermediate Company LLC, Armor Holding II LLC, Canadian Stock Transfer Holdings LLC, Equiniti (US) Holdings, LLC, Equiniti (US) LLC, DF King & Co, Inc, DF King Acquisition LLC, DF King Holding LLC, EQ Fund Solutions, LLC, LINK Shareholder Services, LLC and EQ Private Company Solutions, Inc.

In compliance with the EU-US DPF and the UK Extension to the EU-US DPF, Equiniti commits to cooperate and comply respectively with the advice of the panel established by the EU data protection authorities (DPAs) and the UK Information Commissioner’s Office (ICO) with regard to unresolved complaints concerning our handling of Personal Information received in reliance on the EU-US DPF and the UK Extension to the EU-US DPF.

Equiniti will arbitrate claims and follow the terms as set forth in the EU-U.S. DPF Principles and the UK Extension to the EU-US DPF, provided that an individual has invoked binding arbitration by delivering notice to Equiniti and following the procedures and subject to conditions set forth in Annex I of the EU-US DPF Principles and the UK Extension to the EU-US DPF. Under the EU-US Data Privacy Framework (EU-US DPF) and the UK Extension to the EU-US DPF Equiniti remains a liable party in cases of onward transfers to third parties if its supplier processes information in a manner that is inconsistent with the DPF principles, unless Equiniti proves that it is not responsible for the event giving rise to the damage. Equiniti is subject to the investigatory and enforcement powers of the US Federal Trade Commission (FTC) regarding personal data received or transferred pursuant to DPF.

If you would like any further details about transfers of your personal data, then please contact our Data Protection Office at DPO@equiniti.com.

8. How we keep your personal data secure

We take the security of your personal data seriously. We use a range of strong technical and organisational measures to protect your information, including encryption, anonymisation, secure communications, and controlled data retention. Our information security practices align with ISO 27001 standards.

9. Your Rights

Under data protection law, you have several important rights designed to give you control over your personal information:

Right to be Informed - You have the right to clear and transparent information about how we collect, use, share and protect your data.
Right of Access - You can request a copy of the personal data we hold about you, along with details of how we use it. These are referred to as a Data Subject Access Request, to make a DSAR visit LogicGate.
Right to Rectification - If any personal data we hold is inaccurate or incomplete, you can ask us to correct or update it.
Right to Erasure - In certain circumstances, you can ask us to delete your personal data (also known as the “right to be forgotten”). We may not always be able to delete your data due requiring it for certain time periods to meet legal requirements.
Right to Restrict Processing - You can ask us to limit how we use your data, for example if there is a disagreement with how we are using your data while this is being investigated.
Right to Data Portability - You may request your personal data in a structured, commonly used, machine readable format, and ask us to transfer it to another organisation where technically possible.
Right to Object - You can object to how we use your data, including for direct marketing or where we rely on legitimate interests.
Automated Decision Making & Profiling - You have the right not to be subject to decisions made solely by automated means that have legal or significant effects on you. You can ask for a human review of such decisions.

If you would like to exercise any of your rights please Contact Us - Equiniti Privacy Centre.

10. Children (16 years and under) and Vulnerable Adults

We are committed to protecting the privacy of children and vulnerable adults. We will only collect and use their personal data where the appropriate permissions are in place.

11. Any further questions about this Privacy Notice

You can contact our Data Protection Officer at the details below if you require further information about privacy compliance at Equiniti or have any questions that remain unanswered:

By email - DPO@equiniti.com
By Post - Data Protection Officer, PO Box 5243, Worthing, BN99 9FY

EU Representative

If you are located in the European Union you can contact Equiniti’s EU representative. Notified is Equiniti’s designated EU representative under Article 27 of the UK GDPR, located in France.

By email - DPO@equiniti.com
By Post - Notified, Legal Department, 4 Rue Charras, Paris 75009, France