Privacy Policy

Temple Bar Advisory is committed to maintaining the trust and confidence of both our clients and the audiences that we wish to communicate with. We operate rigorous data processes and operate in line with General Data Protection Regulations (GDPR), effective 25 May 2018.

This Privacy Policy describes how we obtain, securely store and process that data that we use in our business.

We do not sell, rent or trade any part of our email lists with any organisation outside of Temple Bar Advisory and only communicate with contacts who have a legitimate interest in the material we are sending.

In short, we never share personal information with any third party and we never send ‘spam’ communications.

Our compliance with the three audiences we communicate with – journalists, equity analysts and senior leadership teams of prospective clients – are detailed below.

Journalist Communications:

We obtain the vast majority of our journalists contact data from Roxhill – a trusted media database – which is itself fully compliant with GDPR.

The tools on Roxhill allow us to target specific journalists that will be interested in the content that we are releasing or topical matters we wish to alert them too. It is on this basis that we draw up our targeted media lists and ensure we are not spamming material that will be irrelevant or unwelcome.

From time to time, we will also be passed journalist details – on the grounds of legitimate interest – by third parties such as by media outlets we communicate with regularly, our own connections or through the connections of our clients.

Our relationships with journalists are frequently long-standing: we believe that we only contact them with information they would like to receive for their own benefit and we do not believe that any of our communication with them is unnecessary, burdensome or unwelcome.

As such, we are contacting them on the grounds of ‘legitimate interest’ and have drawn up an assessment to demonstrate compliance. ‘Reasonable expectations’ that journalists would expect, and hope, to hear from us and our ‘relevant and appropriate relationship’ with this audience are key determinations in our assessment.

We collect, store and handle the personal information of all journalists to keep them informed of corporate news via telephone, email contact, press releases, meeting opportunities with client spokespeople, and invitations to hospitality events.

The data we collect is limited to names, email addresses, phone numbers (direct line and mobile), the outlet that the journalist writes for, and specific topics that they are interested in writing on.

All contacts have been informed of the grounds through which we contact them. They are given the opportunity to opt out of our communications and notified of their right to be forgotten or request the data that we hold on them.

We are equipped to process any of these requests immediately and efficiently.

All data is stored securely in a document on our private servers. Access to the servers is protected by our secure network and by log-in details specific to each individual at Temple Bar Advisory.

We do not share log in details (of our servers or indeed of our Roxhill accounts) within or without the Company and no personal data is held elsewhere within the company’s IT infrastructure.

To summarise, Temple Bar Advisory undergoes extensive processes to ensure that all of our communications are only reaching journalists who will have a legitimate interest in the material and that their data is handled securely and appropriately.

We regularly review the data we hold and when it is no longer needed (the retention period is over) it is deleted from our records. Reasons for deletion include; out of date; exercising a right to be forgotten; or no longer relevant to our communications.

Such processes are firmly in the interests of our client’s reputation, Temple Bar Advisory’s reputation, the reputation of our industry and, most importantly, our valued relationships with journalists.

Analyst Communications:

Our communications with analyst communications also form a core part of our business operations.

As part of our investor relations work with clients, we must reach out to equity analysts to invite them to Company results presentations, capital markets days and to give feedback on such financial calendar events and transactions.

Our relationships with analysts are frequently long-standing: we believe that we only contact them with information they would like to receive for their own benefit, or to maintain their relationships with our clients, and we do not believe that any of our communication with them is unnecessary, burdensome or unwelcome.

As such, we are contacting them on the grounds of ‘legitimate interest’ and have drawn up an assessment to demonstrate compliance. ‘Reasonable expectations’ that analysts would expect, and hope, to hear from us and our ‘relevant and appropriate relationship’ with this audience are key determinations in our assessment.

We legally obtain the data of equity analysts through either publicly available sources or through the personal connections of the team at Temple Bar Advisory, our clients, or through analysts themselves.

The personal data we store is limited to names, email addresses and phone numbers and is stored in the same way as the data of journalists that we handle.

We are equipped to process any of these requests immediately and efficiently.

All data is stored securely in a document on our private servers. Access to the servers is protected by our secure network and by log-in details specific to each individual at Temple Bar Advisory.

We do not share log in details of our servers within or without the Company and no personal data is held elsewhere within the company’s IT infrastructure.

To summarise, Temple Bar Advisory undergoes extensive processes to ensure that all of our communications are only reaching analysts who will have a legitimate interest in the materials and invites we distribute and that their data is handled securely and appropriately.

Prospective Clients:

Another essential part of our operations is the specific targeting of companies that we feel would benefit from our propositions. These include companies, for example, that may be approaching an IPO or have been identified as being poorly positioned in the media.

We collect data from publicly available sources, through recommendations and from connections.

Our approaches are highly tailored and offer a service that is essential for many listed companies or those who are approaching the IPO stage of their lifecycle. We believe the communications are of legitimate interest and is a relationship that is well understood and respected.

As such, we are contacting them on the grounds of ‘legitimate interest’ and have drawn up an assessment to demonstrate compliance. ‘Reasonable expectations’ that leadership teams would expect to hear from Financial PR agencies was a key determination in our assessment.

We are equipped to process any of these requests immediately and efficiently.

All data is stored securely in a document on our private servers. Access to the servers is protected by our secure network and by log-in details specific to each individual at Temple Bar Advisory.

We do not share log in details of our servers within or without the Company and no personal data is held elsewhere within the company’s IT infrastructure.

To summarise, Temple Bar Advisory undergoes extensive processes to ensure that all of our communications are only reaching potential clients who will have a legitimate interest in the services we offer and that their data is handled securely and appropriately.

USE OF COOKIES:

Cookies are small files saved to the user’s computers hard drive that track, save and store information about the user’s information and usage of the website.

This website tracks the number of visitors and the country they are accessing the website from. This data allows us to monitor visitors over a period of time. – no personal information is stored, saved or collected.