Conditions of use

Welcome to the SRI-CONNECT website. If you continue to browse and use this website you are agreeing to comply with and be bound by the terms and conditions of use outlined below, which, together with the following subsidiary policies governs SRI-CONNECT Ltd’s relationship with you in relation to this website:

• Privacy policy
• Copyright and content licensing policy
• Investment compliance policy

In addition to these policies, the User Agreement details obligations in respect of:

• User conduct on the site
• Third-party links
• Disclaimer of warranties and limitation of liability

These policies are complemented by a ‘Spirit of the site’ position paper which outlines some of the principles underpinning the site and activity within it.

Terminology

The term ‘SRI-CONNECT’ or ‘us’ or ‘we’ refers to the owner of the website - SRI-CONNECT Limited.

The term ‘you’ refers to the user or viewer of our website.

The term ‘Content’ refers to any information, image, media or data recorded on the website in any format.

User conduct on the site

Registration eligibility

All user registrations will be authorised by the SRI-CONNECT Registration Team once they have been verified as being eligible.  If your registration is rejected then you may contact This email address is being protected from spambots. You need JavaScript enabled to view it. to determine the reason for that rejection and to provide further information which may affect the decision on your eligibility.

To be eligible to use the Service, you must meet the following criteria and represent and warrant that you:

1. have a bone-fide direct and active interest or involvement in the Sustainable & Responsible Investment community;
2. are 18 years of age or older;
3. are not currently restricted, banned or not otherwise prohibited from having a SRI-CONNECT user account;
4. are not a competitor of SRI-CONNECT using the services of SRI-CONNECT for reasons that are in competition with SRI-CONNECT;
5. will only maintain one SRI-CONNECT account at any given time;
6. have full power and authority to enter into this Agreement and doing so will not violate any other agreement to which you are a party or contravene any limitation on internet access imposed by your organisation;
7. will not violate any rights of SRI-CONNECT or other users of the website, including intellectual property rights such as copyright or trademark rights.

Log-in credentials.

You agree to:

1. Keep your password secure and confidential;
2. not permit others to use your account;
3. refrain from using other Users’ accounts
4. refrain from selling, trading, or otherwise transferring your SRI-CONNECT account to another party; and
5. refrain from charging anyone for access to any portion of SRI-CONNECT, or any information therein.

Further, you are responsible for anything that happens through your account until you close down your account or prove that your account security was compromised due to no fault of your own. To close your account, please contact This email address is being protected from spambots. You need JavaScript enabled to view it..

Posting

SRI-CONNECT must reserve the right to remove certain content that you may post. As a general matter, you may post content freely to any part of the website, so long as the content is not illegal, obscene, defamatory, threatening, infringing of intellectual property rights, invasive of privacy or otherwise injurious or objectionable.

• You may not use the SRI-CONNECT name to endorse or promote any product, opinion, cause or organisation. Representation of your personal opinions as being endorsed by SRI-CONNECT is strictly prohibited.
• By posting Content to any Market Buzz, Discussion Group, Event, Blog or other feature of the site, you warrant and represent that you either own or otherwise control all of the rights to that content, including, without limitation, all the rights necessary for you to provide, post, upload, input or submit the Content, or that your use of the Content is a protected fair use. You agree that you will not knowingly and with intent to defraud provide material and misleading false information. You represent and warrant also that the content you supply does not violate these Terms, and that you will indemnify and hold SRI-CONNECT harmless for any and all claims resulting from content you supply.
• You acknowledge that SRI-CONNECT does not pre-screen or regularly review posted Content, but that it shall have the right to remove in its sole discretion any Content that it considers to violate this User Agreement.
• SRI-CONNECT is not responsible for a user’s misuse or misappropriation of any content or information posted on SRI-CONNECT.

Accessing

• You understand that all Content posted on SRI-CONNECT by individual user is the sole responsibility of the individual who originally posted the content.
• You understand, also, that all opinions expressed by users of this site are expressed strictly in their individual capacities, and not as representatives of any SRI-CONNECT institution.
• You agree that SRI-CONNECT will not be liable, under any circumstances and in any way, for any errors or omissions, loss or damage of any kind incurred as a result of use of any Content posted on this site.
• You agree that you must evaluate and bear all risks associated with the use of any Content, including any reliance on the accuracy, completeness, or usefulness of such Content.

Payments

If you purchase any services that we offer for a fee, either on a one-time or subscription basis, you agree to SRI-CONNECT recording your payment card information. You also agree to pay the applicable fees for the subscription as they become due plus all related taxes, and to reimburse us for all collection costs and interest for any overdue amounts. Your obligation to pay fees continues through the date you cancel your subscription. All fees and charges are non-refundable and there are no refunds or credits for partially used periods.

Notifications and account messages.

For purposes of account management, notices in the form of an email from SRI-CONNECT to an email address associated with your account will be sent. Even if we have other contact information your email address recorded on your account is the primary means by which we will communicate with you. You agree, therefore that you will at all times maintain the email address recorded against your user account as one which will at no time be rejected as invalid and that regular collection of emails posted to that address is made.

Whilst the primary method of communication will be email you agree that SRI-CONNECT may communicate with you through your SRI-CONNECT account or through other means including email, mobile number, telephone, or mail delivery services about your SRI-CONNECT account or services associated with SRI-CONNECT.

You acknowledge and agree that we shall have no liability associated with or arising from your failure to maintain accurate contact or other information, including, but not limited to, your failure to receive critical information about your SRI-CONNECT account.

Notify us of legal requirements contrary to this Agreement.

If you believe that you are entitled or obligated to act contrary to this Agreement under any mandatory law, you agree to provide us with detailed and substantiated explanation of your reasons in writing at least 30 days before you act contrary to this Agreement, to allow us to assess whether we may, at our sole discretion, provide an alternative remedy for the situation, though we are under no obligation to do so.

Third party links

SRI-CONNECT may include links to third party websites. You are responsible for evaluating whether you want to access or use any third party website. You should review any applicable terms and/or privacy policy of a third party website before using it or sharing any information with it, because you may give the operator permission to use your information in ways SRI-CONNECT would not.

SRI-CONNECT is not responsible for and does not endorse any features, content, advertising, products or other materials on or available from third party websites. Accordingly, if you decide to access a third party website, you do so at your own risk and agree that this Agreement does not apply to your use of any third party website.

Disclaimer of warranties and limitation of liability

This site is provided on an “as is” and “as available” basis. SRI-CONNECT makes no representations or warranties of any kind, express or implied, as to the site’s operation and availability or the information, content or materials included on this site. To the full extent permissible by applicable law, SRI-CONNECT hereby disclaims all warranties, express or implied, including but not limited to implied warranties of merchantability and fitness for any particular purpose. SRI-CONNECT will not be liable for any damages of any kind arising from the use of or inability to use this site. You expressly agree that you use this site solely at your own risk.

Privacy Policy (Summary)

By confirming this User Agreement, users are acknowledging that they have read and will comply with SRI-CONNECT’s Privacy Policy (LINK TO .PDF DOC). A synopsisof the main points can be found below and a .pdf of the full and definitive version can be found via the link above.

Information collected

We collect information:

• About organisations and individuals known by SRI-CONNECT, recorded in public records or on publicly accessible websites.
• When you register an account to become a SRI-CONNECT user (“User”), such as your name, e-mail, employer and a password.
• When you add to your profile with further information about yourself or your private contacts, join or post to SRI-CONNECT Discussion Groups, Events, Market Buzz and other Member-to-Member communication.
• When you add to or update your organisation profile with further information.
• We use cookies and other technologies to recognize you, customize your experience, and serve advertisements.
• Like all websites, we automatically receive from your internet use information like your IP address, the URLs of sites from which you arrive or leave the SRI-CONNECT website, your type of browser, your operating system, your mobile provider, your mobile device, and your ISP.
• We retain information you provide in connection with third party services available through SRI-CONNECT like surveys and polls or other third party research undertaken with your consent.

Access to information

Access to your information and that of your organisation is controlled by our security system which has a tiered structure of allowed access:

• Browsers cannot create profiles and can only view mini-profiles of organisations and individuals
• Registered users can create profiles & view midi-profiles of organisations, individuals, funds & indices
• Subscribed members can create profiles and view maxi-profiles of organisations, individuals, funds & indices

Restriction: asset managers and SRI research agencies cannot, at any level of subscription, see detailed profiles of their competitors).

Uses of information

We use the information you provide to:

• Enable you to share your personal and organisation information and communicate with other Users, or provide your personal details to third parties offering combined services with SRI-CONNECT;
• Enable other registered or subscribed users to search for users and organisations that match certain search criteria.
• Administer your account with us and customize the service we provide to you and other Users; and to
• Send you service or promotional communications through email and notices on the SRI-CONNECT website.
• We do not sell, rent, or otherwise provide your personal identifiable information to any third parties for marketing purposes.

Note: In order to deliver certain services we may share information with third parties. For example, to process subscription payments made by you, we share some of your information with the payment processing company we use.

Your information choices

You can:

• Review, enhance or edit your personal information through your personal profile page;
• If authorised you may review, enhance or edit your organisation’s information by logging on as to the organisation profile;
• Control the messages, emails and newsletters you receive from SRI-CONNECT and other Users and how these messages, emails and newsletters are sent;
• Tell us to close your SRI-CONNECT account, remove your organisation’s profile or use the online membership cancellation.

Your obligations to other users.

Do not abuse the SRI-CONNECT service by using it to spam, abuse, harass, or otherwise violate the User Agreement or Privacy Policy.

Ensure that information provided by you about yourself and your organisation is accurate and updated whenever it changes.

Security

Personal and organisational information you provide will be secured with industry standards and technology. Since the internet is not a 100% secure environment, we cannot ensure or warrant the security of any information you transmit to SRI-CONNECT. There is no guarantee that information may not be accessed, disclosed, altered, or destroyed by breach of any of our physical, technical, or managerial safeguards.

You are responsible for maintaining the secrecy of your and, if authorised, your organisation’s unique password and account information, and for controlling access to your email communications at all times.

How we use cookies

A cookie is a small file which asks permission to be placed on your computer's hard drive. Once you agree, the file is added and the cookie helps analyse web traffic or lets you know when you visit a particular site. Cookies allow web applications to respond to you as an individual. The web application can tailor its operations to your needs, likes and dislikes by gathering and remembering information about your preferences.

We use traffic log cookies to identify which pages are being used. This helps us analyse data about web page traffic and improve our website in order to tailor it to customer needs. We only use this information for statistical analysis purposes and then the data is removed from the system.

Overall, cookies help us provide you with a better website, by enabling us to monitor which pages you find useful and which you do not. A cookie in no way gives us access to your computer or any information about you, other than the data you choose to share with us.

You can choose to accept or decline cookies. Most web browsers automatically accept cookies, but you can usually modify your browser setting to decline cookies if you prefer. This may prevent you from taking full advantage of the website.

Links to other websites

Our 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.

Copyright and Content Licensing Policy (Summary)

By confirming this User Agreement, users are acknowledging that they have read and will comply with SRI-CONNECT’s Copyright and Content Licensing Policy (LINK TO .PDF DOC). A synopsisof the main points can be found below and a .pdf of the full and definitive version can be found via the link above.

• This website contains material which is owned by or licensed to us. This material includes, but is not limited to, the design, layout, look, appearance and graphics. Reproduction is prohibited other than in accordance with the Copyright and Content Licensing Policy.
• It is SRI-CONNECT’s intention that all information recorded on the website either by SRI-CONNECT or individual Users is freely available to the SRI community to promote and enhance Socially Responsible Investment both within that community and the wider financial industry community. As such when you contribute content to the website in Market Buzz, Discussion Groups, Events, Blogs and any other areas you do so on the basis that you permit anyone to copy, distribute, display and use your content, royalty-free, on the condition that they credit your authorship each time they do so.
• By posting your Content using the Services, you are granting SRI-CONNECT a non-exclusive, royalty-free, perpetual, and worldwide license to use your Content in connection with the operation of the Services, including, without limitation, the license rights to copy, distribute, transmit, publicly display, publicly perform, reproduce, edit, translate and reformat your Content, and/or to incorporate it into a collective work
• On a case by case basis SRI-CONNECT may apply more restrictive licensing terms to Content, either from SRI-CONNECT or from individual Users. All such Content must be clearly identified with a label giving a full copyright notice, i.e., your name, the word “copyright” or symbol “©” and the year of first publication.
• When publicly displaying, publicly performing, reproducing or distributing copies of your Content, or Content as incorporated into a collective work, SRI-CONNECT will make best efforts to credit your authorship. You grant SRI-CONNECT permission to use your name for such attribution purposes. You, likewise, agree to represent yourself accurately. You acknowledge that misrepresentation may lead us, in our sole discretion, to cancel your use of the Services and delete any of your Content.
• SRI-CONNECT respects the intellectual property of others, and requires that our users do the same. If you believe that your work has been copied and is accessible on this site in a way that constitutes copyright infringement, or that your intellectual property rights have been otherwise violated, please follow the instructions for reporting copyright infringements contained in the content and copyright licensing policydocument.

Investment Compliance Policy (Summary)

By confirming this User Agreement, users are acknowledging that they have read and will comply with SRI-CONNECT’s Investment compliance policy.

Other

Modification of these terms of use

SRI-CONNECT reserves the right to change, at any time, at our sole discretion, the Terms under which these Services are offered. You are responsible for regularly reviewing these Terms. Your continued use of the Services constitutes your agreement to all such Terms.