Privacy Policy

Last updated: January 2026

1. Introduction

Axis Allocation ("we", "us", "our") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, store, and protect your personal information when you use our website and services.

By using our services, you consent to the practices described in this policy.

2. Information We Collect

2.1 Information You Provide

When you submit a mandate or contact us, we collect:

  • Contact information (name, email address, phone number)
  • Entity information (if submitting on behalf of an organisation)
  • Jurisdiction and investor classification
  • Mandate specifications (asset classes, deal sizes, return targets, etc.)
  • Additional criteria or preferences you provide
  • Payment information (processed by third-party payment providers)

2.2 Information Collected Automatically

When you visit our website, we may automatically collect:

  • IP address and approximate location
  • Browser type and version
  • Device information
  • Pages visited and time spent
  • Referring website

3. How We Use Your Information

We use your information to:

  • Process and review mandate submissions
  • Source opportunities matching your mandate parameters
  • Communicate with you about your mandate and opportunities
  • Process payments and refunds
  • Improve our services and website
  • Comply with legal obligations
  • Prevent fraud and ensure security

4. Legal Basis for Processing

We process your personal information based on:

  • Contract: Processing necessary to perform our services
  • Consent: Where you have given explicit consent
  • Legitimate interests: For business operations, security, and service improvement
  • Legal obligation: Where required by law

5. Information Sharing

5.1 Opportunity Sourcing

To fulfil sourcing obligations, we may share relevant mandate details with potential opportunity providers. This includes parameters such as asset class, deal size, and structure preferences. We do not share your contact information without your consent.

5.2 Service Providers

We may share information with third-party service providers who assist with:

  • Payment processing
  • Email communications
  • Website hosting and analytics

These providers are contractually obligated to protect your information and use it only for specified purposes.

5.3 Legal Requirements

We may disclose information if required by law, court order, or government request, or if we believe disclosure is necessary to protect our rights, prevent fraud, or ensure safety.

5.4 No Sale of Personal Information

We do not sell, rent, or trade your personal information to third parties for marketing purposes.

6. Data Security

We implement appropriate technical and organisational measures to protect your information against unauthorised access, alteration, disclosure, or destruction. However, no method of transmission or storage is completely secure, and we cannot guarantee absolute security.

7. Data Retention

We retain your information for as long as necessary to:

  • Fulfil the purposes for which it was collected
  • Comply with legal obligations
  • Resolve disputes and enforce agreements

Mandate information is typically retained for 3 years after mandate closure or last activity. You may request earlier deletion subject to legal requirements.

8. Your Rights

Depending on your jurisdiction, you may have the right to:

  • Access: Request a copy of your personal information
  • Rectification: Correct inaccurate or incomplete information
  • Erasure: Request deletion of your information
  • Restriction: Limit how we process your information
  • Portability: Receive your information in a structured format
  • Objection: Object to certain processing activities
  • Withdraw consent: Where processing is based on consent

To exercise these rights, contact us at john@axisallocation.com. We will respond within 30 days.

9. Cookies

Our website uses essential cookies for basic functionality. We may also use analytics cookies to understand how visitors use our site.

Types of cookies we use:

  • Essential: Required for website functionality
  • Analytics: Help us understand site usage (anonymised)

You can control cookies through your browser settings. Disabling certain cookies may affect website functionality.

10. International Transfers

Your information may be transferred to and processed in countries outside your jurisdiction. Where we transfer data internationally, we ensure appropriate safeguards are in place to protect your information.

11. Children's Privacy

Our services are not directed at individuals under 18 years of age. We do not knowingly collect information from children. If we become aware that we have collected information from a child, we will delete it.

12. Changes to This Policy

We may update this Privacy Policy from time to time. Changes will be posted on this page with an updated revision date. Material changes will be notified to active mandate holders.

13. Contact

For questions about this Privacy Policy or to exercise your rights, contact us at:

Email: john@axisallocation.com

14. Complaints

If you believe we have not handled your information appropriately, you have the right to lodge a complaint with a supervisory authority. In the UK, this is the Information Commissioner's Office (ICO).