EQ Foundation

Privacy policy

This policy explains what information we receive about you, what we use it for, and how we keep it safe.

Personal data is information that, by itself or together with other data, can be used to identify you. The EQ Foundation (‘we’, ‘EQ’) is the controller of your information. We respect the confidentiality of your personal data and are committed to handling it securely.

The types of personal data that we collect

We collect:

How we collect your data

We collect personal information directly from you through:

Use of cookies on this website

A cookie is a text-only string of information that a website transfers to your browser so that the website can remember who you are. Cookies in themselves contain no personal information: they typically consist of the name of the domain from which the cookie has come, a value (such as a unique, randomly generated number) and an expiry time (after which they are deleted automatically).

We use cookies to authenticate you when you log in to our online services,. We also use cookies to compile anonymous, aggregated usage statistics that allow us to understand how users use our site and to help us improve it, and to identify whether you have previously registered for downloads.

Can I disable cookies?

You have the ability to accept or decline cookies by modifying the settings in your browser. However, you may not be able to use certain tools or services if cookies are disabled.

How and why we use your data

We only ever use your data where:

Sharing your data

We treat all personal data as confidential. We only disclose details to third parties outside of the EQ group of companies subject to applicable data protection law:

We will never sell your details to someone else. Whenever we share your personal information, we will do so in line with our obligations to keep your information safe and secure.

Storing and processing your data

Your personal information will be stored on systems owned or operated by EQ or those of our specific suppliers. The majority of this information is processed in the UK and European Economic Area (EEA). However, some of your information may be processed by us or the third parties we work with outside of the EEA, including countries such as the United States.

Where your information is being processed outside of the EEA, we take additional steps to ensure that your information is protected to at least an equivalent level as would be applied by UK / EEA data privacy laws e.g. we will put in place legal agreements with our third party suppliers and do regular checks to ensure they meet these obligations.

Your information will be stored on our secured systems in accordance with EQ’s Information Security & Privacy Policy. Where your information is stored in countries outside the EEA or an approved country we will ensure it is protected by encryption during transmission.

We will only store your data for as long as is necessary for the purposes for which it was provided. What this means in practice will vary between different types of information. When determining the period for retaining your data, we take into account factors including:

In accordance with legal and regulatory requirements, this may mean that we retain your information for a number of years following the termination of your relationship with us.

In certain situations we may be required by the FCA to retain records indefinitely.

Keeping your data secure

Your information is protected by controls designed to minimise against loss or damage through accident, negligence or deliberate actions. Our employees also protect sensitive or confidential information when storing or transmitting information electronically and must undertake regular training on this.

If a data breach does occur we will endeavour to report this to the ICO and yourselves within 72 hours of identification of the breach.

Our security controls are aligned to industry standards and good practice; providing a control environment that effectively manages risks to the confidentiality, integrity and availability of your information.

Understanding your rights

You have several rights in relation to how we use your personal data. They are:

Right to be informed

You have a right to receive clear and easy to understand information on what personal data we have, why and who we share it with. This is the purpose of this privacy policy.

Right of access

You have the right of access to your personal data. If you wish to receive a copy of the personal information we hold on you, you may make a data subject access request.

Right to request that your personal data be rectified

If your information is inaccurate or incomplete, you can request that it is corrected.

Right to request erasure

You can ask for your information to be deleted or removed if there is not a compelling reason for EQ to continue to have it.

Right to restrict processing

You can ask that we block or suppress the processing of your personal data for certain reasons. This means that we are still permitted to keep your information – but only to ensure we don’t use it in the future for those reasons you have restricted.

Right to data portability

You can ask for a copy of your personal information for your own purposes to use across different services. In certain circumstances, you may move, copy or transfer the personal information we hold to another company in a safe and secure way. For example, if you were moving your pension to another pension provider.

Right to object

You can object to EQ processing your personal information where: it’s based on our legitimate interests (including profiling); for direct marketing (including profiling); and if we were using it for scientific/historical research and statistics.

Rights related to automatic decision making including profiling

You have the right to ask EQ to:

Accessing your information

You have a right to obtain a copy of the personal information that we hold about you: this will be collated and distributed to you within 30 days of a formal data request being made.

If you believe that any information held is incorrect or incomplete, you should contact our Data Protection Officer at our usual address. Any information that is found to be incorrect or incomplete will be amended promptly.

If you have any questions or concerns about our use of your personal information or wish to request a copy of the personal data we hold about you please contact:

The Data Protection Officer (DPO)
EQ Investors
Centennium House
100 Lower Thames Street

Please note that we are not currently accepting unsolicited applications for funding as we are concentrating on our existing relationships.

About us

EQ Foundation is a registered charitable institution that has donated over £3,000,000 since 2015 to carefully selected charities and social enterprises. Details of our grants can be found here We have also developed two innovative initiatives to help donors discover the most effective charities:

Giving is Great is a website dedicated to making it simpler to identify highly effective charities. In our experience, most people give money reactively, in response to an 'ask' and never really feel comfortable with their decision. So we've looked at some of the principles that work when selecting investments to provide a basis for making better selections. Try it now.

Tythe is a donation platform that allows people to make modest sized, regular donations to a fund of climate action charities that we have analysed and found to be effective. Subscribers benefit from monthly updates on key developments from the charities and are shielded from requests to donate more. Further details here

Our Impact

Download our latest impact report and financial statements to see which themes attract us and our impact so far.

EQ Foundation Annual Report

Improve your Giving

Our free guide to making your giving great

  • Essential principles
  • Common misconceptions
  • Make full use of tax incentives

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