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Cookie Policy

PROACTIVE INVESTORS LIMITED

Version: 1.0 - March 2026

Last Updated: March 2026

Review Due: March 2027

Applies to: www.proactiveinvestors.com, www.proactiveinvestors.co.uk and all regional Proactive Investors sites

Data Controller: Proactive Investors Limited (Company No. 05639690)

Your privacy matters: This policy explains what cookies are, which ones we use, why we use them, and how you can manage your preferences. It applies globally across all Proactive Investors sites. Where your jurisdiction gives you specific additional rights, including under US, Canadian, or UK/EU law, these are set out in the dedicated regional sections below.

Jurisdiction-specific sections in this policy cover the United Kingdom & EEA, United States, Canada, and Australia.

1. What Are Cookies?

Cookies are small text files placed on your device when you visit a website. They are widely used to make websites work efficiently, remember your preferences, and provide website owners with information about how their sites are used.

Cookies are not programs and cannot carry viruses or install malware. They contain only small amounts of data and can only be read by the website that created them or, in the case of third-party cookies, by the third-party service that set them.

In addition to cookies, we may use similar technologies including web beacons, pixel tags, and local storage. References to "cookies" in this policy include these similar technologies unless otherwise stated.

2. Who We Are

Proactive Investors Limited (Company No. 05639690), registered at 95 Southwark St, London, SE1 0HX, is the data controller for personal data processed through cookies across all Proactive Investors sites globally.

Regional sites operate under the same data controller with local compliance obligations applied as set out in the regional sections of this policy.

3. Legal Basis for Using Cookies

Our legal basis for placing cookies varies by region and cookie category.

Jurisdiction Legal Framework & Basis
United Kingdom PECR and UK GDPR. Strictly necessary cookies: legitimate interest. All other cookies: your consent.
European Economic Area ePrivacy Directive and EU GDPR. Strictly necessary cookies: legitimate interest. All other cookies: your consent.
United States Applicable state privacy laws including CCPA/CPRA. Consent obtained for non-essential cookies via our consent management tool.
Canada PIPEDA and Quebec Law 25. Express consent required for non-essential cookies for Quebec residents.
Australia Privacy Act 1988 and the Australian Privacy Principles. Consent-based approach for non-essential cookies.

4. Categories of Cookies We Use

We group cookies into four categories based on their purpose. When you first visit any of our sites, you will be asked to set your preferences. You can update them at any time via the Cookie Settings link in the footer.

4.1 Strictly Necessary Cookies

No consent required: these cookies are essential for our sites to function. They cannot be switched off in our systems.

Cookie Name Provider Purpose Duration
session_id Proactive Investors Maintains your browsing session and keeps you logged in while you navigate the site. Session
auth_token Proactive Investors Manages authenticated states securely. Session
consent_status Proactive Investors Stores your cookie consent preferences. 12 months
csrf_token Proactive Investors Protects against cross-site request forgery attacks. Session
region_pref Proactive Investors Routes you to the correct regional site based on your location or stated preference. 12 months

4.2 Analytics & Performance Cookies

These cookies allow us to count visits and measure traffic so we can improve the performance of our sites.

Cookie Name Provider Purpose Duration
_ga Google Analytics Registers a unique ID to generate statistical data on how you use the site. 2 years
_ga_[ID] Google Analytics Persists session state. 2 years
_gid Google Analytics Registers a unique ID used to generate statistical data. 24 hours
_gat Google Analytics Throttles the request rate to Google Analytics. 1 minute
_gat_UA-[ID] Google Analytics Used to throttle request rate. 1 minute

We use Google Analytics with IP anonymisation enabled across all regional sites. You can opt out of Google Analytics tracking across all websites by installing the Google Analytics Opt-out Browser Add-on available at tools.google.com/dlpage/gaoptout.

4.3 Functional Cookies

Functional cookies enable enhanced functionality and personalisation. If you disable these cookies, some features of our sites may not work as intended.

Cookie Name Provider Purpose Duration
pref_region Proactive Investors Remembers your preferred regional site. 12 months
pref_display Proactive Investors Stores display preferences such as text size or content layout settings. 12 months
recently_viewed Proactive Investors Remembers recently viewed articles or company pages. 30 days
video_prefs Proactive Investors Remembers video player settings such as volume and playback quality. 6 months

4.4 Third-Party & Embedded Content Cookies

Some pages include content embedded from third-party services such as financial data feeds, video players, and social media tools. These third parties may set their own cookies. We do not control these cookies, so please refer to each provider's own privacy and cookie policy.

Provider Type Purpose Further Information
Morningstar Analytics / Data Powers financial data charts, price feeds, and equity data on the Site. morningstar.com/privacy-policy
YouTube (Google) Functional Set when embedded videos are played. policies.google.com/privacy
Vimeo Functional Set when embedded Vimeo videos are played. vimeo.com/privacy
Twitter / X Functional Set by embedded tweet or share button widgets. twitter.com/privacy
LinkedIn Functional Set by embedded LinkedIn share or follow widgets. linkedin.com/legal/privacy-policy

We use privacy-enhanced embed modes, such as YouTube's nocookie domain, wherever technically possible to minimise third-party cookie placement on page load.

4.5 Marketing & Targeting Cookies

Marketing cookies may be used to build a profile of your interests and show you relevant advertising on our sites and on third-party platforms.

Cookie Name Provider Purpose Duration
_fbp Meta (Facebook) Used by Meta to deliver and measure advertising and to track conversions. 90 days
IDE Google (DoubleClick) Registers and reports actions after viewing or clicking an ad. 13 months
NID Google Remembers your preferences and may show personalised ads. 6 months
AnalyticsSyncHistory LinkedIn Stores information about the time a sync took place with the lms_analytics cookie. 30 days

5. How Long Cookies Last

Cookies are either session cookies or persistent cookies:

  • Session cookies are temporary and are deleted when you close your browser.
  • Persistent cookies remain on your device for a set period of time after you close your browser.

6. Data Sharing & International Transfers

Cookie data collected directly by Proactive Investors is not sold or rented to third parties. Where we share anonymised or aggregated analytics data with service providers such as Google Analytics, this is done under appropriate data processing agreements.

Some third-party cookies may involve the transfer of data outside your country of residence. Where such transfers occur, they are subject to appropriate safeguards including Standard Contractual Clauses, adequacy decisions, or other legally recognised transfer mechanisms.

7. Your Choices & How to Manage Cookies

When you first visit any of our sites, you can:

  • Accept all cookies.
  • Reject all non-essential cookies.
  • Customise your preferences by category.

Your choices are stored for 12 months and can be updated at any time via Cookie Settings in the footer. You can also control cookies through your browser settings. Additional opt-out tools:

We currently do not alter our data collection practices in response to Do Not Track signals, as there is no universally recognised standard for how websites should respond to them.

8. Morningstar Data

Certain financial data, price feeds, and market data across our sites is powered by Morningstar. This data is provided at your own risk, is not warranted to be accurate or complete, and may not be copied or redistributed beyond incidental personal use. "Data: Morningstar" attribution is displayed adjacent to relevant data visualisations and feeds.

9. Changes to This Cookie Policy

We may update this Cookie Policy from time to time to reflect changes in the cookies we use, changes in applicable law, or improvements to our disclosure practices.

Where changes are material, we will notify you via a refreshed consent banner when you next visit.

10. Regional Jurisdiction Supplements

The sections below set out additional rights and obligations that apply to users in specific jurisdictions. These supplements apply in addition to the global provisions above.

  • United Kingdom & European Economic Area: UK GDPR, PECR 2003, EU GDPR.
  • United States: CCPA / CPRA and applicable state privacy laws.
  • Canada: PIPEDA and Quebec Law 25.
  • Australia: Privacy Act 1988 and the Australian Privacy Principles.

11. Contact Us & How to Complain

If you have any questions about this Cookie Policy, please contact:

If you are not satisfied with how we handle your data, you have the right to lodge a complaint with the Information Commissioner's Office:

  • Website: ico.org.uk
  • Telephone: 0303 123 1113
  • Post: Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF

Proactive Investors Limited | Company No. 05639690 | 95 Southwark St, London, SE1 0HX

Cookie Policy Version 1.0 - March 2026. Reviewed annually. Next review due March 2027.

Related documents: Terms of Use | Site-Wide Disclaimer | Editorial Standards | Privacy Policy