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The content of www.homeinvestor.fund (‘This Website’), has been approved as a financial promotion under Section 21 of the Financial Services and Markets Act 2000 by Thesis Asset Management Limited.

Hearthstone Investments Ltd (Hearthstone) is the parent company of the Hearthstone Investments Group. Regulated business is carried out by Hearthstone Asset Management Limited. Hearthstone Asset Management Limited is an appointed representative of Thesis Asset Management Limited which is authorised and regulated by the Financial Conduct Authority (114354). Hearthstone Investments Ltd (06379066) and Hearthstone Asset Management Limited (07458920) are both registered in England and Wales. The registered office for both companies is c/o Bridgehouse Company Secretaries, 1-2 Faulkners Alley, Cowcross Street, London EC1N 6DD.

Thesis Unit Trust Management Limited is the Authorised Corporate Director of the TM home investor fund. Authorised and regulated by the Financial Conduct Authority (186882).

Terms and Conditions
1. Use of This Website
This Website is intended for the use of retail investors, financial services professionals and their clients, associated businesses and trade bodies.

The information provided on this site is subject to change and any information used should be considered as ‘for information only’ unless validated by a relevant Hearthstone or Thesis Asset Management Limited employee.

Information downloaded from this site is subject to change and documents should be validated on a regular basis to ensure they are the current and correct versions.

Before publishing a link to this site you must obtain permission from Hearthstone.

Nothing in these pages can be deemed to constitute financial advice (either financial or professional) or a recommendation to invest. Users should seek professional financial or taxation advice, and be aware that:

a) All statements with respect to taxation on This Website are Hearthstone’s understanding of current taxation legislation. The rules governing Taxation are subject to review and can change. Taxation will depend on individual circumstances.

b) Past Performance is not a reliable indication of future performance and nothing on this website should be interpreted to state or imply otherwise. The value of investments may fall as well as rise and investors may not get back the full amount invested.

c) Residential property values are affected by factors such as interest rates, economic growth, fluctuations in property yields and tenant default.

d) Property investments are relatively illiquid compared to bonds and equities and can take a significant amount of time to trade.

Investors should always read the relevant Key Investor Information Document and the information on this page before investing.

2. Copyright and Trade Marks
Unless otherwise stated all rights in any information which appears on this site (including the screen displays, the content, the text, graphics and look and feel of the site) belong to Hearthstone.

Unless specifically prohibited by a notice published on any page of this site, you may print a copy of the pages for your own personal non-commercial use, provided that any copy has attached to it the relevant proprietary notices and disclaimers. Except as outlined above you agree not to download, copy, reproduce, modify, store, archive, show in public, redistribute or commercially exploit in any way any part of the content without prior written permission. You agree not to use any material from this site for any illegal or improper purpose

3. Residence
The pages of This Website are prepared and issued in the United Kingdom and are intended for the information and use of United Kingdom residents only. English Law governs this statement and your use of this site.

4. Liability
The information contained within This Website does not constitute financial, professional or investment advice. Neither the information nor any opinion expressed on this site is an offer to provide any product.

Whilst every reasonable care has been taken in the preparation of the content of This Website, we do not accept any liability for any error or emission. Nor do we accept any liability for any errors in data transmission, machine, software or operating error or any other cause. Nor do we make any representations as to the availability, suitability, reliability or otherwise of This Website or do we accept any liability for any loss whatsoever arising out of your use of This Website.

This Website may contain material provided by third parties and links to other websites. These links and material are provided for general information purposes only and the sites concerned are not endorsed or promoted by us in any way. We do not accept liability in relation to any materials on websites that our not under our direct control.

Privacy Policy

Hearthstone Investments Ltd Privacy Policy

Hearthstone Investments Ltd [‘Hearthstone’] is the parent company of the Hearthstone Investments Group. Regulated business is carried out by Hearthstone Asset Management Limited. Hearthstone Asset Management Limited is an appointed representative of Thesis Asset Management Limited which is authorised and regulated by the Financial Conduct Authority (114354).

Hearthstone Investments Ltd is registered in England (06379066), and is registered in the UK as a Controller in accordance with Data Protection legislation under registration number Z1070904. Our trading address is 23 Austin Friars, London, EC2N 2QP.

The information in this Privacy Policy describes how Hearthstone uses the personal data that it processes with regard to its business activities with its customers and with financial services professionals.

Personal data supplied to Hearthstone by any means will be treated in accordance with the applicable legislation intended to protect your personal information and privacy.

From time to time we may need to make changes to our Privacy Policy, for example, as the result of government regulation, new technologies, or other developments in data protection laws or privacy generally. You should check the Hearthstone websites at https://hearthstone.co.uk and https://homeinvestor.fund periodically to view the most up to date Privacy Policy.

What information does Hearthstone collect, and how?

This may include

  • – contact details such as name, address, email address, and telephone number;
  • – your company name and market share data if you are a financial services professional (the information is collected from sources which include Matrix Solutions under our Financial Clarity Consortium Membership, seminars and events, as well as publicly available sources such as the FCA Register and social media).

You can read our full GDPR statement here.

Financial Information

We never ask for, or hold, any of your financial information whatsoever.

We will only ever ask for your name and email and perhaps your phone number, company and address.

What is the information used for?

We mainly use your personal information to provide you with services and information relating to our products.
We may also use the data for other purposes, such as preparing management information or analytical or training purposes and to assist in improving processes, products and services.

What is the basis for processing?

Hearthstone will only process your personal data where it is necessary or we have a legitimate business interest to provide you with information about our products and services.

Whenever we send you information about our products and services, we will always provide you with an option to opt-out of receiving further information.

We may also have a legitimate business need to use your personal data to understand our business and monitor or improve performance and services and to maintain appropriate records.

Who do we share your data with? 

Hearthstone may use other Group companies for our general business administration. These Group companies will treat your data in accordance with the relevant regulations.

We may also disclose your information to any of our third-party service suppliers which administer our systems.

Disclosure of your personal information to a third party will only be made where the third party has agreed to keep your information strictly confidential and shall only be used for the specific purpose for which we provide it to them. In the case of our third-party service suppliers, they will only do so whilst working under contract with us and only as directed by us.

Transfers to another country

Some of the recipients set out above may be in countries outside of the EEA, such as the providers of CRM software or email servers.

Where we make a transfer of your personal information outside of the EEA we will take the required steps to ensure that your personal information is protected. Such steps may include placing the party we are transferring information to under contractual obligations to protect it to appropriate standards.

Data storage and deletion

Hearthstone will only keep your personal data for as long as reasonably necessary to fulfil the relevant purposes set out in this Privacy Policy and in order to comply with our legal and regulatory obligations.

Use of cookies

Cookies are small text files that are placed on your computer by websites that you visit. We use cookies to help ascertain the routes that visitors take on the website to help us with our marketing.

They can also help fill out forms in advance saving you time.

You can use http://www.cookie-checker.com/check-cookies.php?url=homeinvestor.fund to check which cookies our website employs in real time.

Your legal rights

Hearthstone is committed to delivering the rights that the GDPR provide to individuals.

  • – The right to access
  • – The right to rectification
  • – The right to erasure
  • – The right to restrict processing
  • – The right to data portability
  • – The right to object
  • – The right to withdraw consent

Complaints

If you have a complaint relating to the processing of your personal data, please use the following contact details:

Hearthstone Complaints
29 Throgmorton Street
London
EC2N 2AT

info@hearthstone.co.uk

020 3301 1300

You are also entitled to lodge a complaint with a supervisory authority at any time. In the UK this would be the Information Commissioners Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF, Telephone: 0303 123 1113 (local rate) or 01625 545 745 if you prefer to use a national rate number.