No Platform Fees

Whale Tail
Whale Tail

The Fund Management Centre is Waystone Management (UK)'s platform which enables investors to buy and sell shares in the WS Blue Whale Growth Fund online.

Submitting this form will redirect you to the Fund Management Centre to register and complete your order.

No Platform Fees

Most investment platforms levy an administration charge for holding your funds, which is based on a percentage of your investment or a flat fee. Some platforms also impose a fund dealing charge which you pay when you buy or sell shares in a fund.

By investing in the WS Blue Whale Growth Fund directly through Waystone Management (UK) there are no platform fees or fund dealing charges to pay.

 

Fund Management Centre (FMC) Terms of Use View

Do you want to receive the latest news and updates on WS Blue Whale Growth Fund?

Read our Privacy Policy here >

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Privacy Policy.

 

BLUE WHALE DATA PROTECTION AND PRIVACY POLICY

This privacy policy applies to the web site of bluewhale.com and any content from or through any web site (referred to in this document collectively as the “Web Site”), which is published by Blue Whale Capital LLP, a limited liability partnership incorporated in England & Wales (registered number OC414255) and/or any of its subsidiary undertakings (referred to either as “Blue Whale”, “we”, “our” or “us”).

This privacy policy describes how Blue Whale collects, uses, shares and secures the personal information you provide on the Web Site (referred to as “Personal Data”). It also describes the choices available to you regarding our use of your Personal Data and how you can access and update this information.

Blue Whale will seek to protect the confidentiality and security of your Personal Data in accordance with the EU General Data Protection Regulation (“GDPR”).

By visiting and/or accessing services on the Web Site, you acknowledge and where required you consent to the collection, use and transfer of your information as set out in this privacy policy.

 

INFORMATION COLLECTION AND USE

We may collect the following Personal Data from or about you:

  1. Information that you provide by filling in forms on the Web Site.
  2. Details of your visits to the Web Site including, but not limited to, traffic data, location data, weblogs and other communication data, and the resources that you access.
  3. information about your interests in our services and products.
  4. Records of any correspondence if you contact us.

We use this information for our legitimate business interests, including to:

  1. send you requested product or service information and to market to you, for example by sending you our Factsheet, stock research, investor insight or new product launches. The legal basis for this processing is our legitimate interest in marketing our business or, if you are an individual for data protection law purposes, your consent.
  2. administer and manage delivery of our services and products to you. The legal basis for this processing is performance of our contract with you.
  3. improve our websites and marketing efforts. The legal basis for this processing is our legitimate interest in continually improving our offering to you, and
  4. comply with our legal obligations, such as regulatory reporting.

 

INFORMATION RECEIVED FROM THIRD PARTIES

We may be passed your Personal Data from third parties who we work closely with. In such cases, the third party is responsible for obtaining the relevant consents to ensure you are happy with how your Personal Data will be used.

 

INFORMATION SHARING

We will only share your Personal Data with third parties in the ways set out in this privacy policy. We do not sell your Personal Data to third parties for them to market their services to you.

We may share your Personal Data with our suppliers as necessary for our business activities, such as managing our client relationship system. In all cases we will have a written processor agreement with these companies safeguarding your Personal Data, including that it may only be processed for the purposes of that agreement and on our instructions.

We may also disclose your Personal Data:

  1. as required by law, such as to comply with a regulatory obligation subpoena, or similar legal process
  2. as allowed by law, such as when we believe in good faith that disclosure is necessary for our legitimate interest such as investigating fraud, to make or defend a legal claim, to protect your safety or the safety of others, or to maintain our compliance or that of our personnel with applicable laws, regulations and/or professional obligations,
  3. if Blue Whale is involved in a merger, acquisition, or sale of all or a portion of its assets, we may disclose such Personal Data as is necessary for our legitimate interests in completing that transaction and always provided that appropriate safeguards are in place including limitations and restrictions on use, access and retention,
  4. in other situations, only with your prior consent

 

SECURITY, DATA TRANSFERS AND DATA RETENTION

We take steps to protect your Personal Data from unauthorised access and against unlawful processing, accidental loss, destruction and damage. We will only keep your Personal Data for as long as we reasonably require and, in any event, only for as long as Data Protection Legislation allows.

Where we transfer your Personal Data outside the EEA (including the United Kingdom post-Brexit) we will ensure that we have appropriate safeguards in place including a valid legal ground for the transfer under EU law and a processing agreement with any processor that safeguards your Personal Data, including that it may only be processed for the purposes of that agreement and on our instructions.

The nature of the Internet is such that it is not a secure medium so Blue Whale cannot guarantee the security of any Personal Data transmitted thereon. Blue Whale does not accept responsibility for unauthorised access to such data by a third party.

 

YOUR RIGHTS

You have the right to ask whether Blue Whale processes your Personal Data and to request a copy, and in certain circumstances to object to the processing of your Personal Data, to correct it, to restrict its processing and to port your Personal Data to another controller. For requests of this nature please email GDPR@bluewhale.com

We will respond to your request within 30 days. You also have the right to lodge a complaint with the supervisory authority although we would hope you would contact us to give us the opportunity to resolve any issue.

Where processing is based on your consent, you may also withdraw your consent at any time. You have the right to object to direct marketing at any time. To remove yourself from our marketing mail list, please use the unsubscribe link.

 

COOKIES

When you visit the Web Site, we use cookies (which are small pieces of information) that allow us to maintain your connection to the Web Site. This Web Site may also use cookies for detecting what kind of device you have in order to present content in the best way, for a language switch and/or for other purposes. These cookies do not collect or store any personally identifiable information. You can control the use of cookies at the individual browser level but if you choose to disable cookies, it may limit your use of certain features or functions on our Web Site or service.

This Web Site also uses Google Analytics, a web analytics service provided by Google, Inc. (‘Google’). Google Analytics uses cookies (text files placed on your computer) to help the Web Site operators analyse how users use the site. The information generated by the cookie about your use of the Web Site (including your IP address) will be transmitted to and stored by Google on servers in the United States. Google will use this information for the purpose of evaluating your use of the Web Site, compiling reports on Web Site activity for Web Site operators and providing other services relating to Web Site activity and internet usage. Google may also transfer this information to third parties where required to do so by law, or where such third parties process the information on Google's behalf. Google will not associate your IP address with any other data held by Google. By using this Web Site, you consent to the processing of data about you by Google in the manner and for the purposes set out above.

 

CHANGES TO THIS POLICY

We may update this privacy policy to reflect changes to our information practices. If we make any material changes we will notify you by email (sent to the e-mail address specified in your account) or by means of a notice on the Web Site prior to the change becoming effective. We encourage you to periodically review this page for the latest information on our privacy practices. CONTACT US We welcome questions, comments and requests for further information regarding this Privacy Policy. Please contact us at GDPR@bluewhale.co.uk or write to Data Compliance, Blue Whale Capital LLP, 20-21 Grosvenor Street, London, W1K 4QJ.