We have worked with Yellowstone Advisory for a number of years and they transformed our investor relations strategy which significantly increased the interest of our business to both institutional and retail investors. We have been impressed by their understanding of the smaller companies market and their results focussed approach to IR. I would recommend their services without hesitation.
Yellowstone Advisory provided valuable input into the interim results announcement and presentation, helping to ensure the investment messaging was consistent throughout the documents. Great relationships and credibility with investors enables them to solicit useful feedback which we have used in developing our future investor messaging.
Yellowstone Advisory (“we” or “us”) value your privacy and want to be clear about the data we collect, how we use it and your rights to control that information. We respect your personal data and we have never and will never sell it to third parties.
As an investor relations advisory firm Yellowstone Advisory is privy to sensitive and confidential corporate information. We protect this information using technical and administrative security measures to reduce the risks of loss, misuse, unauthorised access, disclosure and alteration. All personal information you provide will be stored on our secure servers, which incorporate both password and firewall protection.
When you share information with us you can rest assured that we take the utmost care to protect your privacy.
Any personal information that we hold on you will only be shared with your permission and in
your legitimate interests.
If you have any questions or concerns regarding this statement, you should contact us.
What we collect:
We may collect the following information:
Name and job title
Contact information including email address and work address
Demographic information such as postcode, preferences and interests
Other information relevant to arranging company meetings and customer surveys
What we do with the information we gather:
We require this information to understand your needs and provide you with a better service, and in particular for the following reasons:
We may also use your information to contact you to invite you to or arrange meetings with company management. We may contact you by email, phone, fax or mail.
Internal record keeping.
We may use the information to improve our products and services.
We may periodically send promotional emails about information which we think you may find interesting using the email address which you have provided.
deal with enquiries and complaints made by or about you relating to our services;
We may record webinars. Panellists and hosts are filmed while other attendees are not filmed.
When you share information with us you should be comfortable with the fact that we will only use your personal information in your best interests.
Mobile phone numbers, and personal email addresses do not change much over long periods of time, and sometimes we may need to contact you some considerable time after our last contact, so we never delete personal contact information. We reserve the right to keep your personal information indefinitely.
From time to time we process publicly available data from 3rd party sources such as FE Trustnet or LinkedIn to enable us to understand and map the investor market. Publicly available data is constantly being updated, and we endeavour to keep pace with this, regularly updating our organisational charts.
to the extent that we are required to do so by law;
in connection with any legal proceedings or prospective legal proceedings (including proceedings contemplated by a third party, whether against us, you or another third party);
in order to establish, exercise or defend our legal rights (including providing information to others for the purposes of fraud prevention and reducing credit risk); and
to the purchaser (or prospective purchaser) of any business or asset which we are (or are contemplating) selling.
International data transfers
If you are in the European Economic Area, information which you provide may be transferred to countries which do not have data protection laws equivalent to those in force in the European Economic Area.
You expressly agree to such transfers of personal information.
Security of your personal data
We will take reasonable technical and organisational precautions to prevent the loss, misuse or alteration of your personal information.
All personal information you provide will be stored on our secure servers, which incorporate both password and firewall protection.
Data transmission over the internet is inherently insecure, and we cannot guarantee the security of data sent over the internet.
You may instruct us to provide you with any personal information we hold about you. We will not charge you for this service and will respond within 30 days.
You may instruct us not to process your personal data for marketing purposes by email or by phone call at any time.
We will only store your information for as long as you have provided consent to receive our communications.
Third party websites
The Yellowstone Advisory website may contain links to other websites of interest. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.
Please let us know if the personal information which we hold about you needs to be corrected or updated.