Financial advice

Authorised processors

Xplan (including CommPay, Client Portal Mobile Application and Client Portal)

The table below sets out the trading companies within the Iress Group which may process Customer Personal Data. This list applies globally and consequently the Iress entity with which you have contracted will be named in the table below - please disregard the Iress entity with which you have contracted for the purposes of reviewing the Authorised Processors.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Iress FS Limited 02958430 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development  services 
Iress Portal Limited 02596452 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Limited 47060313359 Level 1, 10 Shelley Street, Sydney, New South Wales, Australia 2000 Australia Implementation, maintenance, support and development  services 
Iress (NZ) Limited 9429039268846 Level 11, 57 Fort Street, Auckland 1010, New Zealand New Zealand Implementation, maintenance, support and development  services 
Iress Market Technology Canada LP 1 4041 2008 199 Bay Street, Commerce Court West, Toronto, Ontario M5L 1B9 Canada Implementation, maintenance, support and development  services
IRESS Wealth MNGT (Proprietary) Ltd 2000/009471/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development  services
Iress MD RSA (Pty) Ltd 1965/002808/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development  services 
Iress Financial Markets (Pty) 2003/017207/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development  services 
Iress Market Technology (Singapore) Pte Ltd 200923761E 18 Robinson Road, #19-01, Singapore, 048547 Singapore Implementation, maintenance, support and development services

Authorised processors outside of the Iress group.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Bomgar  578 Highland Colony Pkwy, Suite 200, Ridgeland, MS 39157, USA United Kingdom Supply of incident management software used to provide support services
Zoom Video Communications Inc 55 Almaden Boulevard 6th Floor, San Jose, California, US United States* Supply of video and audio conferencing services which may be used in the provision of training and support services

The authorised processors listed below will be applicable if the customer is based in the UK or Australia and has a licence for any of: CommPay, Client Portal or Client Portal Mobile App or enables integrations via the Iress Open Initiative.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Amazon Web Services, Inc (AWS) 410 Terry Avenue North, Seattle, WA, 98109-5210 Customers based in the United Kingdom - Customer data will be hosted by AWS in the United Kingdom.
Customers based in Australia - Customer data will be hosted by AWS in Australia
Provision of a secure cloud services platform offering compute power, storage, connectivity and service delivery

Authorised Processors outside of the Iress Group that are applicable to the UK only:

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Qualitest Group UK Limited 04394772 1 Appold Street, London, EC2A 2UT United Kingdom System Testing services

*Iress has entered into a data processing agreement with Zoom Video Communications, Inc (Zoom) – this includes Standard Contractual Clauses which will apply to any transfer of personal data to Zoom outside of the EEA.

Prime

The table below sets out the trading companies within the Iress Group which may process Customer Personal Data. This list applies globally and consequently the Iress entity with which you have contracted will be named in the table below - please disregard the Iress entity with which you have contracted for the purposes of reviewing the Authorised Processors.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Iress FS Limited 02958430 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Portal Limited 02596452 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Limited 47060313359 Level 1, 10 Shelley Street, Sydney, New South Wales, Australia 2000 Australia Implementation, maintenance, support and development services
Iress (NZ) Limited 9429039268846 Level 11, 57 Fort Street, Auckland 1010, New Zealand New Zealand Implementation, maintenance, support and development services
Iress Market Technology Canada LP 1 4041 2008 199 Bay Street, Commerce Court West, Toronto, Ontario M5L 1B9 Canada Implementation, maintenance, support and development services
IRESS Wealth MNGT (Proprietary) Ltd 2000/009471/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services
Iress MD RSA (Pty) Ltd 1965/002808/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services
Iress Financial Markets (Pty) 2003/017207/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development  services 
Iress Market Technology (Singapore) Pte Ltd 200923761E 18 Robinson Road, #19-01, Singapore, 048547 Singapore Implementation, maintenance, support and development  services 

Authorised processors outside of the Iress group.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Bomgar  578 Highland Colony Pkwy, Suite 200, Ridgeland, MS 39157, USA United Kingdom Supply of incident management software used to provide support services
Zoom Video Communications Inc 55 Almaden Boulevard 6th Floor, San Jose, California, US United States* Supply of video and audio conferencing services which may be used in the provision of training and support services

The authorised processors listed below will be applicable if the customer is based in Australia.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Amazon Web Services, Inc (AWS) 410 Terry Avenue North, Seattle, WA, 98109-5210 Customers based in Australia - Customer data will be hosted by AWS in Australia Provision of a secure cloud services platform offering compute power, storage, connectivity and service delivery

*Iress has entered into a data processing agreement with Zoom Video Communications, Inc (Zoom) – this includes Standard Contractual Clauses which will apply to any transfer of personal data to Zoom outside of the EEA.

Lumen

The table below sets out the trading companies within the Iress Group which may process Customer Personal Data. This list applies globally and consequently the Iress entity with which you have contracted will be named in the table below - please disregard the Iress entity with which you have contracted for the purposes of reviewing the Authorised Processors.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Iress FS Limited 02958430 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Portal Limited 02596452 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Limited 47060313359 Level 1, 10 Shelley Street, Sydney, New South Wales, Australia 2000 Australia Implementation, maintenance, support and development services
Iress (NZ) Limited 9429039268846 Level 11, 57 Fort Street, Auckland 1010, New Zealand New Zealand Implementation, maintenance, support and development services
Iress Market Technology Canada LP 1 4041 2008 199 Bay Street, Commerce Court West, Toronto, Ontario M5L 1B9 Canada Implementation, maintenance, support and development services
IRESS Wealth MNGT (Proprietary) Ltd 2000/009471/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services
Iress MD RSA (Pty) Ltd 2000/009471/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services
Iress Financial Markets (Pty) 2003/017207/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services
Iress Market Technology (Singapore) Pte Ltd 200923761E 18 Robinson Road, #19-01, Singapore, 048547 Singapore Implementation, maintenance, support and development services

Authorised processors outside of the Iress Group.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Bomgar  578 Highland Colony Pkwy, Suite 200, Ridgeland, MS 39157, USA United Kingdom Supply of incident management software used to provide support services
Zoom Video Communications Inc 55 Almaden Boulevard 6th Floor, San Jose, California, US United States* Supply of video and audio conferencing services which may be used in the provision of training and support services

The authorised processors listed below will be applicable if the customer is based in the UK.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Amazon Web Services, Inc (AWS) 410 Terry Avenue North,
Seattle, WA, 98109-5210
Customers based in the UK - Customer data will be hosted by AWS in the UK Provision of a secure cloud services platform offering compute power, storage, connectivity and service delivery

*Iress has entered into a data processing agreement with Zoom Video Communications, Inc (Zoom) – this includes Standard Contractual Clauses which will apply to any transfer of personal data to Zoom outside of the EEA.

Exchange/Exchange Services

The table below sets out the trading companies within the Iress Group which may process Customer Personal Data. This list applies globally and consequently the Iress entity with which you have contracted will be named in the table below - please disregard the Iress entity with which you have contracted for the purposes of reviewing the Authorised Processors.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Iress FS Limited 02958430 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Portal Limited 02596452 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Limited 47060313359 Level 1, 10 Shelley Street, Sydney, New South Wales, Australia 2000 Australia Implementation, maintenance, support and development services
Iress (NZ) Limited 9429039268846 Level 11, 57 Fort Street, Auckland 1010, New Zealand New Zealand Implementation, maintenance, support and development services
Iress Market Technology Canada LP 1 4041 2008 199 Bay Street, Commerce Court West, Toronto, Ontario M5L 1B9 Canada Implementation, maintenance, support and development services
IRESS Wealth MNGT (Proprietary) Ltd 2000/009471/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services
Iress MD RSA (Pty) Ltd 1965/002808/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services
Iress Financial Markets (Pty) 2003/017207/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development services

Authorised processors outside of the Iress Group.

Company name Company number Registered address Territory in which Customer Personal Data is Processed Services performed by the Authorised Processor
Bomgar 578 Highland Colony Pkwy, Suite 200, Ridgeland, MS 39157, USA United Kingdom Supply of incident management software used to provide support services
Zoom Video Communications Inc 55 Almaden Boulevard 6th Floor, San Jose, California, US United States* Supply of video and audio conferencing services which may be used in the provision of training and support services

*Iress has entered into a data processing agreement with Zoom Video Communications, Inc (Zoom) – this includes Standard Contractual Clauses which will apply to any transfer of personal data to Zoom outside of the EEA.

Adviser Office (including Client Portal)

The table below sets out the trading companies within the Iress Group which may process Customer Personal Data. This list applies globally and consequently the Iress entity with which you have contracted will be named in the table below - please disregard the Iress entity with which you have contracted for the purposes of reviewing the Authorised Processors.

Company name Company number Regsistered address Territory in which the Customer Personal Data is Processed Services performed by the Authorised Processor
Iress FS Limited 02958430 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development  services 
Iress Portal Limited 02596452 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services

Applicable only to Adviser Office Client Portal.

Company name Company number Registered address Territory in which the Customer Personal Data is Processed Services performed by the Authorised Processor
Iress Portal Limited 02596452 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development  services 
Iress (NZ) Limited 9429039268846 Level 11, 57 Fort Street, Auckland 1010, New Zealand New Zealand Implementation, maintenance, support and development services
Iress Market Technology Canada LP 1 4041 2008 199 Bay Street, Commerce Court West, Toronto, Ontario M5L 1B9 Canada Implementation, maintenance, support and development services
IRESS Wealth MNGT (Proprietary) Ltd 2000/009471/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development  services
Iress MD RSA (Pty) Ltd 1965/002808/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development  services
Iress Financial Markets (Pty) 2003/017207/07 Building Two, 2929 on Nicol, 2929 William Nicol Drive, Bryanston, Johannesburg, Gauteng, 2012, South Africa South Africa Implementation, maintenance, support and development  services
Iress Market Technology (Singapore) Pte Ltd 200923761E 18 Robinson Road, #19-01, Singapore, 048547 Singapore Implementation, maintenance, support and development services

Authorised Processors outside of the Iress Group.

Company name Company number Registered address Territory in which the Customer Personal Data is Processed Services performed by the Authorised Processor
Bomgar 578 Highland Colony Pkwy, Suite 200, Ridgeland, MS 39157, USA United Kingdom Supply of incident management software used to provide support services
Zoom Video Communications Inc 55 Almaden Boulevard 6th Floor, San Jose, California, US United States* Supply of video and audio conferencing services which may be used in the provision of training and support services

*Iress has entered into a data processing agreement with Zoom Video Communications, Inc (Zoom) – this includes Standard Contractual Clauses which will apply to any transfer of personal data to Zoom outside of the EEA.

Officeweb

The table below sets out the trading companies within the Iress Group which may process Customer Personal Data. This list applies globally and consequently the Iress entity with which you have contracted will be named in the table below - please disregard the Iress entity with which you have contracted for the purposes of reviewing the Authorised Processors.

Company name Company number Registered address Territory in which the Customer Personal Data is Processed Services performed by the Authorised Processor
Iress FS Limited 02958430 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services
Iress Portal Limited 02596452 1 Kingmaker Court, Warwick Technology Park, Gallows Hill, Warwick, Warwickshire, CV34 6DY United Kingdom Implementation, maintenance, support and development services

Authorised processors outside of the Iress group.

Company name Company number Registered address Territory in which the Customer Personal Data is Processed Services performed by the Authorised Processor
Bomgar  578 Highland Colony Pkwy, Suite 200, Ridgeland, MS 39157, USA United Kingdom Supply of incident management software used to provide support services
Zoom Video Communications Inc 55 Almaden Boulevard 6th Floor, San Jose, California, US United States* Supply of video and audio conferencing services which may be used in the provision of training and support services

*Iress has entered into a data processing agreement with Zoom Video Communications, Inc (Zoom) – this includes Standard Contractual Clauses which will apply to any transfer of personal data to Zoom outside of the EEA.