An Elite Investment Service for the Individual Investor

If you're an individual investor who'd love convenient, affordable access to some of the most astute investment information on the market, then TheLeadingEDGE is for you.


Our service is unique. The team from Variant Perception, an investment research firm serving large institutions, specifically designed a product for the everyday investor. What sets us apart is our premium information and accessible, actionable advice (all without the consuming jargon, distracting adverts or time-killing fluff).


Each month you'll receive a concise, finely tuned issue, loaded with expert analysis and real-time projections which provide you with a critical investment edge.


Every week we'll send you a dashboard report highlighting the most extreme moves in global indices, commodities, FX and US sectors.


Subscribe

Who We Are

We're an elite investment team whose members hail from all over the world. By integrating our diverse backgrounds (NASA, Wall Street, the military), experience and specific skill sets, we bring our clients and customers some of the finest investment information on the market.


In fact, here's a quick video to give you a closer look at our team's approach...  


What Motivates Us?

Simply put, we believe the individual investor deserves access to the same level of knowledge the pros get. So our mission is to provide you with premium insights and analysis at a practical cost.

We know your time is a precious - irreplaceable - commodity. So when you invest in our service, you’ll no longer have to burn precious days/weeks/months searching the internet swamp for the occasional nugget of profitable financial advice. This means you’ll be able to make wiser investment decisions, while spending more time doing the things you love.

TheLeadingEDGE eliminates the guesswork. Our service gives you exclusive access to a team of institutional level investment pros, offering a level of insight otherwise very difficult for most go-it-alone investors to gather – and correctly analyze – on their own. 

What TheLeadingEDGE Offers You

Just some of what you receive each month includes:  

  • Razor sharp insight on investment performance (each issue starts with a big picture overview of the HOW and WHY the market is behaving in a certain way at the particular time)
  • Inside tips on how to more easily avoid losses (successful investing isn’t just about making money, it’s also about dodging the bears in bull’s clothing too – in every issue we’ll help put your farther in the black by keeping you out of the red)
  • Key investment opportunities you might never know about otherwise (there’s a reason the free info plastered all over the net NEVER seems to be ahead of the curve – we’ll show you the golden opportunities everyone else is missing)
  • A clear, concise overview on crucial financial topics
  • An efficient, always-at-your-side tool to gain superior investment knowledge while saving you the countless hours you’d spend doing – often dead end - research if you went it alone 

Testimonials

But as they say, don’t just take our word for it…

We find VP’s highly creative forward-looking crunching of macro-economic data for the purpose of forecasting future turning points and trends in financial markets highly useful. VP provides research that has a genuine claim on both originality and practical value – in other words, the rare kind of research that is almost certain to pay for itself, because it will really help your investment process. Readers should definitely check it out. 

- The Acting Man Blog

As someone who is constantly monitoring the macro landscape, I find Variant Perception to be a great resource in getting a quick high-level view of global markets. In addition to this big picture view, they are also very good at drilling down into more detail on specific themes and market drivers they find compelling. 

- San Francisco hedge fund

Our subscribers are saying...


Quote Icon

I like how the report ends with a verdict that distills the above information.


Quote Icon

Clear, concise and actionable advice.


Quote Icon

LOVE the "How to Position your portfolio" and "Asset Allocation" sections

Quote Icon

Factual and to the point. Some research reports waft on a bit too much.

Quote Icon

Confirmed my bias with nuance and easy to read charts I had not seen before

Quote Icon

Concise ideas with insight into inner workings of market


Quote Icon

Great concise material with fantastic visuals. Descriptions of the technical factors enrich the content.


Quote Icon

Actionable analysis on "leading" indicators.


Quote Icon

I like how it starts with the macro and then moves onto more concrete individual ideas.


Quote Icon

I like how the report ends with a verdict that distills the above information.


Quote Icon

Clear, concise and actionable advice.


Quote Icon

LOVE the "How to Position your portfolio" and "Asset Allocation" sections

Quote Icon

Factual and to the point. Some research reports waft on a bit too much.

Quote Icon

Confirmed my bias with nuance and easy to read charts I had not seen before

Quote Icon

Concise ideas with insight into inner workings of market


Quote Icon

Great concise material with fantastic visuals. Descriptions of the technical factors enrich the content.


Quote Icon

Actionable analysis on "leading" indicators.


Quote Icon

I like how it starts with the macro and then moves onto more concrete individual ideas.

Now, if you’re a big-picture sort of thinker who appreciates the value of a great investment at a (relatively) low cost, then why not give TheLeadingEDGE a shot?

Our offer to you

When you join TheLeadingEDGE, you'll receive at just a dollar a day a powerful investment 'weapon' to vastly improve your knowledge and guide you towards making the most lucrative financial decisions possible.  


This includes: 

  • Strategic monthly asset allocation insight (through concise explanation and clean, vibrant graphs we break down exactly where you should AND shouldn’t be investing your money)
  • Weekly dashboard highlighting the extremes in global assets
  • Expert analysis to preserve and grow your capital 
  • Easy-to-read educational guidance (what the market internals are and how they affect your investments, deep analysis of current bear/bull markets, the state of the U.S. economy, portfolio positioning…etc.)
  • And much more…  

Plus no more wasting time weeding through the overwhelming amounts of info on your own. You’ll get exactly what you need to know, all at your fingertips!  

TheLeadingEDGE:

No jargon or fluff, just actionable recommendations and spot-on insights.

$149.75/Quarter

Subscribe

$359.00/Year
Only $89.75/Quarter

Subscribe

TheLeadingEDGE:

No jargon or fluff, just actionable recommendations and spot-on insights.

$149.75/Quarter

Subscribe

$359.00/Year
Only $89.75/Quarter

Subscribe

Not quite ready yet?

We understand! Sometimes you need to get your feet wet before jumping in the big pool.  

That’s why we’re also offering curious individual investors like you the chance to sign up for our VP Lite service (at zero cost). 

With VP Lite you’ll get: 

  • A chance to build your investing knowledge base  
  • Exposure to institutional thought leadership 
  • Access to sample research, thought pieces, and white paper alerts 
  • A regular email highlighting market themes
  • Variant Perception blog updates

And it’s all in one nice, neat place and TOTALLY FREE.  

Subscribe to VP Lite

Preserve and Grow Your Portfolio

TheLeadingEDGE is an elite investment service built for the individual investor. 

No jargon or fluff, just actionable recommendations and spot-on insights

An Elite Investment Service for the Individual Investor

If you're an individual investor who'd love convenient, affordable access to some of the most astute investment information on the market, then TheLeadingEDGE is what you're looking for.  


Our service is unique - as an institutional level investment firm, we've specifically designed it to bring the everyday investor premium information and accessible, actionable advice (all without the confusing jargon, distracting adverts or time-killing fluff).  


Each month you'll receive a concise, finely tuned issue, loaded with expert analysis and the sort of real-time projections which provide you with a critical investment edge.  


Every other week we'll send you a dashboard report highlighting the most extreme moves in global indices, commodities, FX and US sectors.


All at a fraction of the cost of using a professional advisor.

Who We Are

We're an elite investment team whose members hail from all over the world. By integrating our diverse backgrounds (NASA, Wall Street, the military), financial experience and specific skill sets, we bring our clients and customers some of the finest investment information on the market.


In fact, here's a quick video to give you a closer look at our team's approach...  


What Motivates Us?

Simply put, we believe the individual investor deserves access to the same level of knowledge the pros get. So our mission is to provide you with premium insights and analysis at a financially practical cost.

We view your time as a precious - irreplaceable - commodity. So when you invest in our service, you’ll no longer have to burn precious days/weeks/months searching the internet swamp for the occasional nugget of profitable financial advice. This means you’ll be able to make wiser investment decisions, while spending more time doing the things you love. 

Now, you might think your investment knowledge is already sharp enough… But the all-too-common truth is, most people don’t know what they don’t know.  

TheLeadingEDGE eliminates the guesswork. After all, investing is about seeing the highest returns possible. Our service gives you exclusive access to a team of institutional level investment pros, offering a level of insight otherwise very difficult for most go-it-alone investors to gather – and correctly analyze – on their own. 

What TheLeadingEDGE Offers You

Just some of what you receive each month includes:  

  • Razor sharp insight on investment performance (each issue starts with a big picture overview of the HOW and WHY the market is behaving in a certain way at the particular time)
  • Inside tips on how to more easily avoid losses (successful investing isn’t just about making money, it’s also about dodging the bears in bull’s clothing too – in every issue we’ll help put your farther in the black by keeping you out of the red)
  • Key investment opportunities you might never know about otherwise (there’s a reason the free info plastered all over the net NEVER seems to be ahead of the curve – we’ll show you the golden opportunities everyone else is missing)
  • A clear, concise overview on crucial financial topics (confidence is one of the most powerful personal assets you can build – with TheLeadingEDGE you’ll develop the peace-of-mind and inner strength of knowing what you’re doing)
  • An efficient, always-at-your-side tool to gain superior investment knowledge while saving you the countless hours you’d spend doing – often dead end - research if you went it alone 

Testimonials

But as they say, don’t just take our word for it…

We find VP’s highly creative forward-looking crunching of macro-economic data for the purpose of forecasting future turning points and trends in financial markets highly useful. VP provides research that has a genuine claim on both originality and practical value – in other words, the rare kind of research that is almost certain to pay for itself, because it will really help your investment process. Readers should definitely check it out. 

- The Acting Man Blog

As someone who is constantly monitoring the macro landscape, I find Variant Perception to be a great resource in getting a quick high-level view of global markets. In addition to this big picture view, they are also very good at drilling down into more detail on specific themes and market drivers they find compelling. 

- San Francisco hedge fund

Our subscribers are saying...


Quote Icon

I like how the report ends with a verdict that distills the above information.


Quote Icon

Clear, concise and actionable advice.


Quote Icon

LOVE the "How to Position your portfolio" and "Asset Allocation" sections

Quote Icon

Factual and to the point. Some research reports waft on a bit too much.

Quote Icon

Confirmed my bias with nuance and easy to read charts I had not seen before

Quote Icon

Concise ideas with insight into inner workings of market


Quote Icon

Great concise material with fantastic visuals. Descriptions of the technical factors enrich the content.


Quote Icon

Actionable analysis on "leading" indicators.


Quote Icon

I like how it starts with the macro and then moves onto more concrete individual ideas.


Quote Icon

I like how the report ends with a verdict that distills the above information.


Quote Icon

Clear, concise and actionable advice.


Quote Icon

LOVE the "How to Position your portfolio" and "Asset Allocation" sections

Quote Icon

Factual and to the point. Some research reports waft on a bit too much.

Quote Icon

Confirmed my bias with nuance and easy to read charts I had not seen before

Quote Icon

Concise ideas with insight into inner workings of market


Quote Icon

Great concise material with fantastic visuals. Descriptions of the technical factors enrich the content.


Quote Icon

Actionable analysis on "leading" indicators.


Quote Icon

I like how it starts with the macro and then moves onto more concrete individual ideas.

Now, if you’re a big-picture sort of thinker who appreciates the value of a great investment at a (relatively) low cost, then why not give TheLeadingEDGE a shot?

Our offer to you

When you join TheLeadingEDGE, you'll receive at just a dollar a day a powerful investment 'weapon' to vastly improve your knowledge and guide you towards making the most lucrative financial decisions possible.  


This includes: 

  • Strategic monthly asset allocation insight (through concise explanation and clean, vibrant graphs we break down exactly where you should AND shouldn’t be investing your money)
  • Expert analysis to preserve and grow your capital 
  • Easy-to-read educational guidance (what the market internals are and how they affect your investments, deep analysis of current bear/bull markets, the state of the U.S. economy, portfolio positioning…etc.)
  • Weekly dashboard highlighting the extremes in global assets
  • And much more…  

Plus no more wasting time weeding through the overwhelming amounts of info on your own. You’ll get exactly what you need to know, all at your fingertips!  

TheLeadingEDGE:

No jargon or fluff, just actionable recommendations and spot-on insights.

$149.75/Quarter

Subscribe

$359.00/Year
Only $89.75/Quarter

Subscribe

Our offer to you

When you join TheLeadingEDGE, you'll receive at just a dollar a day a powerful monthly investment 'weapon' to vastly improve your knowledge and guide you towards making the most lucrative financial decisions possible.  


This includes: 

  • Strategic asset allocation insight (through concise explanation and clean, vibrant graphs we break down exactly where you should AND shouldn’t be investing your money)
  • Expert guidance to preserve and grow your capital 
  • Easy-to-read educational guidance (what the market internals are and how they affect your investments, deep analysis of current bear/bull markets, the state of the U.S. economy, portfolio positioning…etc.)
  • And much more…  

Plus no more wasting time weeding through the overwhelming amounts of info on your own. You’ll get exactly what you need to know, all at your fingertips!  

TheLeadingEDGE:

No jargon or fluff, just actionable recommendations and spot-on insights.

$149.75/Quarter

Subscribe

$599.00 
$359.00/Year

Subscribe

Not quite ready yet?

We understand! Sometimes you need to get your feet wet before jumping in the big pool.  

That’s why we’re also offering curious individual investors like you the chance to sign up for our VP Lite service (at zero cost). 

With VP Lite you’ll get: 

  • A chance to build your investing knowledge base  
  • Exposure to institutional thought leadership 
  • Access to sample research, thought pieces, and white paper alerts 
  • A weekly email highlighting top themes
  • VP blog updates

And it’s all in one nice, neat place and TOTALLY FREE.  

Preserve and Grow Your Portfolio

TheLeadingEDGE is an elite investment service built for the individual investor. 

No jargon or fluff, just actionable recommendations and spot-on insights

Terms of Service 

We recommend that you carefully read these Terms of Service (this “Agreement”) that govern your access to and use of the Variant Perception website and the information, financial tools and materials contained in it (this “Site”, our “Services”). This Agreement supplements any other agreement between you and VP Research, Inc. By accessing and using this Site or Services, you agree to be bound by the terms of this Agreement.  

Variant Perception may change the terms of this Agreement at any time without notice. Any change will be posted at www.leadingedgereport.com under “Terms of Service”. Your use of this Site after any changes have been posted will constitute your agreement to the modified Terms of Service. Therefore, you should read these Terms of Service from time to time for changes. This Site is not directed at, or intended for use or distribution by, any person or entity which is a citizen or resident of or located in any jurisdiction or country where such use, distribution or availability would be contrary to law or regulation or which would subject VP Research or its officers, directors, employees, subsidiaries, agents or affiliates (collectively, “VP”) to any licensing or registration requirements within such jurisdiction or country. 

Right to Use Services 

Parts of the Site may be accessed only with a User ID and Password. You agree that such access to the Site or its content distributed by any means will be limited to the named user(s) only. You agree further that you will not, under any circumstances, allow your user ID or password to be used by any other person. “Named User” means the identity of the person that is provided to us as the subscriber to the Site. No Solicitation, Offer or Recommendation 

The information, financial tools and other material presented in this Site have been prepared and provided to you for informational purposes only and are not to be used or construed as an offer or a solicitation to sell or an offer or solicitation to buy or subscribe for securities or other financial instruments, nor do they constitute any advice or recommendation with respect to such securities or other financial instruments. The information and materials presented in this Site have been obtained or derived from sources believed by VP to be reliable; however, VP has not verified this information and VP does not represent that this Site is accurate, current, or complete and it should not be relied upon as such. VP shall not be liable for any loss arising from the use of the information, financial tools and other material provided through the use of this Site. 

Disclaimer of Warranties; No Liability for Content 

You agree that your use of the Site is at your sole risk. VP makes no warranty whatsoever to you, express or implied, regarding the security of this Site, including with respect to the ability of unauthorized persons to intercept or access information transmitted by you through this Site. The information, financial tools, materials and other services provided through this Site are on an “AS IS” basis. Neither VP nor any of its third party providers shall have any responsibility to maintain or update the information and materials available on this Site or to supply any corrections or updates thereto. VP maintains the right to add, delete or modify information on this Site without prior notice. VP expressly disclaims all warranties, express or implied, regarding this Site and any results to be obtained from the use of this Site, including, but not limited to, all warranties of merchantability, fitness for a particular purpose or use and all warranties arising from course of performance, course of dealing and/or usage of trade or their equivalents under the applicable laws and regulations of any jurisdiction. VP does not warrant or guarantee, and VP shall not incur any liability (contingent or otherwise) regarding, the accuracy, timeliness, suitability, completeness, correctness, quality or availability of this Site or the information or results obtained from the use of this Site, or that this Site or such information or results will be free from inaccuracies or errors. Under no circumstances and under no theory of any law, regulation, tort, contract, strict liability or otherwise, shall VP be liable to anyone for any damages resulting from access to or use of, or the inability to access or use, this Site regardless of whether they are direct, indirect, special, incidental, consequential, punitive or damages of any character, including damages for trading losses or lost profits, or for any claim or demand by any third party, even if VP knew or had reason to know of the possibility of such damages, claim or demand. 

Termination of Your Subscription 

We hope that you will be fully satisfied with our Services. You will be charged on the quarterly/annual anniversary of your subscription depending on the billing frequency you selected when you first subscribed. The following terms apply in the event that you would like to terminate your subscription to our Services:

If for any reason during your trial period, if any such trial period exists, you are not satisfied with our services, you may cancel your subscription by contacting us within such trial period and you will not receive any charges. After your trial period, you may still cancel your subscription at any time. You will continue to have access to the Services until the end of your current billing period and will not receive any further charges in subsequent billing periods. 

Our Right to Terminate your Subscription 

We reserve the right to terminate your subscription to any of our Services at any time in our sole discretion. If we do so, we will promptly refund to you a pro-rated refund of the amount of the subscription payments you previously paid which relate to the remaining subscription period. Termination of your subscription to any of our Services may result from your violation of these Terms or any unauthorized use or reproduction or rebroadcast of any of our publications or information contained in our Services, any infringement or misappropriation of our proprietary rights, or any other reason determined in our sole discretion. You agree that if your account is terminated by us for these reasons, you will not attempt to establish a new account under any name, real or assumed. 

No Liability Arising From Use 

Neither VP nor any of its third party vendors will be liable or have any responsibility of any kind for any loss or damage that you incur in the event of any failure or interruption of this Site, or resulting from the act or omission of any other party involved in making this Site or the data or tools contained herein, or from any other cause relating to your access to, inability to access, or use of this Site, whether or not the circumstances giving rise to such cause may have been within the control of VP or of any vendor providing software or services support. In no event will VP or any such parties have any liability, contingent or otherwise, to you or to third parties for the continued availability, completeness, delays, omissions, or interruptions in the delivery of the data and services available on this Site or for any other aspect of the performance of this Site or for any failure or delay in the execution of any transactions through this Site. VP will have no responsibility to inform you of any difficulties experienced by VP or third parties with respect to the use of the Site or to take any action in connection therewith. 

No Determination of Suitability 

The fact that VP has made the information and financial tools and services provided on this Site available to you constitutes neither a personal recommendation that you enter into a particular transaction nor a representation that any financial tool described on this Site is suitable or appropriate for you. Nothing in this Site constitutes business, financial, investment, hedging, trading, legal, regulatory, tax or accounting advice. You should not make this service the primary basis for any investment decisions made by or on behalf of you, your accountants or your managed or fiduciary accounts. 

Permitted Uses of this Site 

You are permitted to store, display, analyze, modify and print the information and results made available to you through this Site solely for your own internal use. You shall not disclose, publish, transmit or otherwise reproduce these information or results, in whole or in part, in any format to any third party without the express written consent of VP. This Agreement is not intended to, and does not, transfer or grant any rights in or licenses to the information and financial tools provided in this Site other than those which are specifically granted by VP, and all rights not expressly granted by VP are reserved by and for VP or the third party providers from whom VP has obtained the information. You are required to read and abide by any additional terms and conditions that may be posted on this Site from time to time concerning information obtained from specific third party providers. 

Please see our Privacy Policy for information regarding our collection and use of your personal information.  

FAQ

General Public Information

How is The Leading Edge different from your Institutional offering? 

Variant Perception offers a very broad suite of tools and global coverage to our many institutional investors. We are also available to answer our clients questions and to guide their thought process. We essentially act as an outsourced macro strategy group. 

We realize that many individual investors do not need, nor indeed want, that level of service. We decided to open up some of our best tools to individual investors. 

What is the publication schedule?

Our main LeadingEDGE report is published on the third Thursday of each month. 

Our Extremes Dashboard is published every Friday.

How will I be notified of a new publication?

Subscribers will receive an email on the day of publishing containing a link to the new publication.

How do I view the publication?

Each issue is produced as a PDF file. You may download the PDF by clicking on the link provided in the email you receive each month.  

I stopped receiving emails, what should I do?

We never drop emails from our distribution list. If you are a current subscriber, an email will be sent to the email you registered when you subscribed. From time to time, some email providers may classify our emails as “spam”, so be sure to check your “Spam” folder. A great way to avoid spam filtering is by adding our email address, edge@variantperception.com, to your contact list or address book. 

If you still do not see an email from us, contact edge-support@variantperception.com.

How do I change the email address at which I receive publications?

Please email edge-support@variantperception.com with any email change requests.

Billing and Subscription Management

How will I be billed?

You will be billed at the beginning of each payment period. If you selected the quarterly plan, you will be billed every three months, on the anniversary of your initiation subscription. If you selected the annual plan, you will be billed on the anniversary of your initial subscription.

When will my subscription end?

Your subscription will automatically renew and will continue for however long you would like. You may cancel the subscription at any time. If you cancel, you will continue to receive access to emails and reports until the end of the billing cycle in which you canceled.

Whom should I contact if I have a problem with my subscription?

If you experience any kind of problem with your subscription, please do not hesitate to contact us at edge-support@variantperception.com

Will I be able to cancel my subscription?

You may cancel your subscription any time. If you cancel, you will continue to have access until the end of the current billing cycle.  

Please note that unsubscribing from the email you receive will not cancel your subscription. Unsubscribing from the emails you receive will simply remove you from our email distribution list. You will continue to be billed until you cancel your subscription, as outlined below.  

How do I cancel my subscription?

Visit https://variantperception.onfastspring.com/account. Enter your email and check your inbox for a log in link. 

Once logged in, navigate to the "subscriptions" tab. Click the "manage" dropdown, then "cancel".

Can I view my payment history/subscription details?

Visit https://variantperception.onfastspring.com/account. Enter your email and check your inbox for a log in link. Your orders will be visible upon navigating to that link. 

Can I update my billing/payment information?

Yes. Visit https://variantperception.onfastspring.com/account. Enter your email and check your inbox for a log in link.  

Once logged in, navigate to the "Account Details and Payment Methods" tab. 

I'm paying quarterly but want to save some money and switch to annual payments, how?

Nice! You can do so with a quick email to: edge-support@variantperception.com. We'll take care of the rest and move you over to our annual subscription plan. You'll be billed for the annual plan at the end of your current billing cycle.

Did we miss something?

I have a question that is not covered here, what should I do?

Please email us at edge-support@variantperception.com and we will be happy to answer any questions you may have.


Privacy Policy

We respect your Privacy  

VP Research, Inc (“VP”) collects, holds, uses, verifies and discloses (“processes”) information about individuals which may constitute personal data, under applicable data protection and privacy laws. Unless advised otherwise, all references to VP, “we”, or “our” in this Privacy Policy includes, individually and collectively, VP entities located in the United States and Europe that process personal data as controllers. In connection with specific products or services offered by VP, you will also be provided with additional privacy policies or statements which are relevant to those specific products or services.

This Privacy Policy describes: 

  • What personal data we collect; 
  • How we collect your personal data; 
  • What personal data is obtained from other sources; 
  • The purposes for which we use your personal data; 
  • The monitoring we do; 
  • When we disclose your personal data; 
  • How we protect your personal data; 
  • How we retain your personal data; 
  • What marketing we do;  
  • Your rights under applicable law; 
  • How we update this Privacy Policy; and 
  • How you can contact us.


Please read this Privacy Policy carefully to understand how we process your personal data.  

1. What personal data we collect?  

If you deal with VP in your individual capacity (i.e. as an employee or prospective employee), then, depending on the jurisdiction you are in, we collect the following types of personal data about you: 

  • Personal details, such as name, age, date of birth, gender, citizenship, occupation and marital status; 
  • Contact details, such as current and previous address, telephone, email, in some cases both private and work related contact details;
  • Identification documents, such as your passport, copies which generally include a head and shoulders photograph from, as applicable, your passport, national identity card or driver’s license, as required and permitted by applicable laws and regulations addressing due diligence and related matters; 
  • A government-issued personal identifier, such as depending on your country of residence, your Social Security Number, National Insurance Number, Tax File Number or Medicare Number etc. (as permitted by law); and 
  • Personal details relating to your immediate family members and details relating to any senior political figures (e.g. senior military or government official) to whom you are connected.  

If you deal with VP in the capacity of an officer, employee, director and or principal of a corporate or institutional clients, the personal data we collect about you personally includes: 

  • Your name and contact details; 
  • Your role/position/title and area of responsibility; 


Of course, you are not required to supply any of the personal data that we request. However, failure to supply any of the personal data that we request may result in our being unable to open or maintain your account, provide services to you or your company, discuss any other opportunities with you or deal with other matters. 

While we make every effort to ensure that all personal data we hold about you is accurate, complete and up to date, you can help us considerably in this regard by promptly notifying us if there are any changes to your personal data. To the extent permissible under applicable law, we shall not be responsible for the authenticity of any personal data or sensitive personal data or any losses arising from any inaccurate or deficient personal data or sensitive personal data that you supply to us.

2. How do we collect your personal data?

The personal data we collect regarding you comes primarily from information that you submit to us or that is otherwise captured during the course of your relationship with us. 

For clients, we obtain personal data about your officers or control persons from the forms and documents used when you apply for an account with us, from your transactions with us and from your access to or use of our products and services. 

For employees or applicants for employment, we obtain personal data about you from your resume or job application form or other forms required for employment. 

For individuals employed by a company providing service to VP, we request personal data about you from your employer. 

We also collect personal data when we monitor or record our communications with you or through use of certain technology as detailed further below.

3. Personal data obtained from other sources

We also obtain your personal data from our agents or service providers acting on our behalf, from third parties authorized to provide us with such information, such as credit reporting bodies, other credit providers or other agencies used for running due diligence checks, authorized third parties performing identity verification procedures on our behalf and/or from third parties who provide services to you such as your financial adviser, financial planner, dealer group, accountant or other professional adviser. 

The personal data we obtain through these sources may include personal details, contact details, identification documents, personal identifier, financial account information, and where permitted by applicable law and only to the extent needed information relating to trade union membership or criminal convictions. In addition, where VP is offering employment to you and these sources are performing identity verification functions in relation to such employment as part of a background check, they will disclose name, date of birth and address to a credit reporting agency if permitted by applicable law. In such instance, the credit reporting agency will perform an assessment of whether the information matches its record, either in whole or part, and provide the assessment results to us. Please inform VP using the contact information supplied below in the event you do not want your personal data verified against credit reporting agency information for identity verification purposes, and the firm will discuss other options available to you. 

Some of this information is publicly accessible and/or reliable and independent databases that we access through an authorized third party to whom we disclose your personal data for the purpose of performing required identity verification procedures. 

Where you are an individual associated with a corporation or institution with whom VP does business, your personal data will also be provided to us via that corporation or institution. Such personal data includes personal and contact details, financial information, identification documents and, where permitted by applicable law and only to the extent needed, information relating to political connections or criminal convictions.

4. What are the purposes and legal basis for which we use your personal data?

We are not allowed to process personal data if we do not have a valid legal ground. Accordingly, we, our associated firms and/or other persons acting on our or their behalf will only process and use your personal data: 

(a) if necessary for our legitimate interests, (in each case provided such interests are not overridden by your privacy interests) or necessary for taking steps to enter into or executing a contract with you for the services or products you request, or for carrying out our obligations under such a contract, such as when we use your personal data including: 

  • Administer and operate services in accordance with the customer documents (including without limitation authorizing or confirming transactions and for billing purposes); 
  • To provide operational support and development of our businesses including to evaluate customer service, efficiency and cost, as well as risk management purposes; 
  • To contact you about other services and products we offer (with your prior consent where required by applicable law); 
  • For monitoring purposes specified section 5 below; and 
  • For other legitimate interest as listed in (b) to (d) inclusive below. 


(b) When dealing with us as an individual, where necessary for taking steps to enter into or executing a contract with you for employment; or for carrying out our obligations under such a contract or agreement, in this case, the provision of your personal data is a requirement necessary to enter into employment with us, meaning that you are obliged to provide your personal data to us in order to be employed by VP, including: 

  • For recruitment purposes, to confirm your references and educational background and to consider your suitability for any current or future recruitment requirements; 
  • In case of employees, to carry out the employment relationship, to fulfill our duties as an employer and to make use of our rights as employer; and 
  • For internal training purposes. 


(c) To exercise and defend our legal rights anywhere in the world including in relation to any litigation, disputes or contentious matter we or that of any VP affiliate anywhere in the world are involved in and/or to assist with investigations, complaints, regulatory requests, litigation, arbitration, mediation or requests from individuals; 

(d) In order to comply with legal and regulatory obligations and requests, (including any legal or regulatory guidance, codes or opinions), applicable to us anywhere in the world or for the performance of a task carried out in the public interest, including: 

  • To carry out credit, money laundering and conflict checks and for fraud, financial crime prevention purposes (and this may include consideration of information regarding political affiliations and criminal offences committed or alleged to have been committed); to verify your personal data we collect from you for such credit, money laundering and conflict checks; 
  • For reporting (including without limitation transaction reporting) to, and audits by, national and international regulatory, enforcement or exchange bodies and complying with court orders associated with us; and for monitoring purposes specified below.

5. What are the purposes and legal basis for which we use your personal data?

To the extent permitted by applicable law, we, our affiliates or any other persons on our or their behalf access, review, disclose, intercept, monitor and/or record (“Monitor”) (i) verbal and electronic messaging and communications (e.g., telephone, facsimile, sms, instant message, email, Bloomberg and any other electronic or recordable communications) with you and your agent (“Communications”) and (ii) your use of technology owned by or made accessible by us, our affiliates or any other persons on our or their behalf, including but not limited to systems that facilitate Communications with you or your agent, information processing, transmission, storage and access, as well as remote access (collectively “Systems”).

We will only Monitor Communications and Systems to the extent permissible under applicable law from time to time for the following purposes: 

  • a) to establish the existence of facts (e.g., keeping records of transactions); 
  • b) to ascertain compliance with regulatory or self-regulatory practices or procedures which relate to our business; 
  • c) to ascertain or demonstrate standards which are achieved or ought to be achieved by persons using Systems, including compliance with any terms of use associated with use of Communications and Systems; 
  • d) to prevent, detect or investigate crime, money laundering, fraud, financial crime and/or other breaches of applicable law; 
  • e) to comply with applicable laws and regulations, this Privacy Policy and any applicable policies and procedures; 
  • f) to safeguard against the loss, theft, unauthorized and unlawful collection, use, disclosure, destruction or other processing or misuse of confidential and proprietary information 
  • g) to prevent, detect or investigate unauthorized use of Communications and Systems and/or data (e.g., Monitoring to ensure compliance with the our policies and procedures, including without limitation those relating to information security and cyber security); 
  • h) to ensure the effective operation of VP’s Systems (including telephones, email and internet) systems; 
  • i) for security or health and safety purposes; 
  • j) for support and administration purposes; 
  • k) to assist with investigations, complaints, regulatory requests, litigation, arbitration, mediation or requests from individuals; or 
  • l) for evaluating the quality of customer service, efficiency, cost and risk management purposes.  

Monitoring is conducted by us using various methods, including: (i) the use of “intelligent” automated monitoring tools; (ii) IT filtering tools which randomly review Communications and Systems; (iii) through random monitoring of Communications and Systems, e.g. by authorized supervisors randomly selecting certain electronic communications for review; (iv) specific monitoring of key Communications and Systems e.g. in relation to investigations, regulatory requests, subject access requests, litigation, arbitration or mediation or; (v) data tracking, aggregation and analysis tools that pull data from various disparate data sources to draw linkages and/or detect behavioral patterns, interactions or preferences for analysis (including predictive analysis); and/or (vi) using other similar Monitoring technology that may become available from time to time. 

We also use cookies and similar technologies to collect information about you when you visit our websites or interact with us on-line e.g. via email or other electronic means. To find out more about how we use cookies and similar technologies, how we process the information obtained through cookies and how to reject cookies, see Our Global Cookies Policy at www.variantperception.com/cookie-policy.

6. When do we disclose personal data we collect about you?

You should know that: 

  • VP does not sell, rent or trade your personal data; and 
  • VP does not disclose your personal data, except as described in this Privacy Policy. 


Our processing and use of your personal data, for the purposes specified in this Privacy Policy, includes disclosure of your personal data:

Between us and our affiliates, a list of which may be referred to in the corporate website of VP. 

  • To other persons processing your personal data on our behalf or otherwise providing us or them with professional or other services including our associated firms and vendors which conduct operational, technology and customer service functions in various jurisdictions; 
  • To third parties such as settlement agents, overseas banks or exchange or clearing houses to whom we disclose personal data in the course of providing products and services to you; 
  • To credit reference, fraud prevention and other similar agencies, and other financial institutions, with whom information is shared for credit and money laundering checking and fraud prevention purposes; 
  • To persons to whom we assign or novate our rights or obligations; 
  • To a prospective seller or buyer in the event that we sell or buy any business or assets or if all or substantially all of our assets are acquired by a third party, in which case personal data held by it about its customers will be one of the transferred assets; 
  • To national and international regulatory, enforcement or exchange bodies or courts anywhere in the world as required by applicable law or regulations anywhere in the world or at their request; and 
  • To any third party to whom you authorize us to disclose your personal data. 


These disclosures may involve overseas storage and other overseas transfer, processing and use of your personal data, and disclosure to these third parties, including in or to countries or territories where the laws may provide a different level of data protection. Without limiting the foregoing, your data will be disclosed by us to our affiliates and vendors which conduct operational, technology and customer service functions in various jurisdictions including the United Kingdom and the United States of America and other countries where VP operates. When personal data is transferred to such countries or territories not recognized under applicable law as offering an adequate level of data protection, we have put in place appropriate data transfer mechanisms as required under applicable law to ensure personal data remains protected. You can obtain a copy of the relevant data transfer mechanism we have put in place to protect personal data by contacting our Data Protection Office as described below.

7. How do we protect your personal data we collect about you?

VP maintains appropriate physical, technical and procedural safeguards designed to protect any information that you provide to us from accidental or unauthorized loss, misuse, damage, modification, access or disclosure. 

  • VP has established information security procedures and processes designed to:  
  • Safeguard the confidentiality and privacy of information resources; 
  • Properly classify information resources; 
  • Meet legal and regulatory obligations concerning the protection of information resources; 
  • Implement and maintain information security policies and procedures; Integrate protection of information resources into the process lifecycles of the business;
  • Educate those working for or on behalf of VP on Information Security policies and responsibilities; and 
  • Authenticate users and limit access to information resources based on authorization that has been granted. 


Third parties who process your personal data on our behalf are required to adhere to appropriate security standards designed to protect such information against unauthorized access, destruction or loss.

8. How do we retain your personal data?

We retain personal data in an identifiable form in accordance with our records retention policy which establishes general standards and procedures regarding the retention, handling and disposition of personal data. Personal data is retained as long as necessary to meet legal, regulatory and business requirements. Retention periods will be extended if we are required to preserve personal data in connection with litigation, investigations and proceedings. Upon request, we and/or our affiliates will provide you with more information on the exact retention periods applying to Your Information in each case.

9. What marketing do we conduct?

If there are any products or services that we or our affiliates believe may be of particular interest to you, whether provided by us, by our affiliates, we or our affiliates will contact you by mail, email, telephone, etc., including outside standard working hours or if you are traveling overseas. Where required by applicable law, we will request your prior consent before we or our affiliates use your personal data for marketing purposes. If you do not wish us to use or provide to our affiliates Your Information for marketing purposes, you may notify us at dataprotectionofficer@variantperception.com any time or as directed in any marketing materials we send to you from time to time. Please note that if you do not wish us or our affiliates to contact you for such purposes, we or our affiliates may need to limit the range of products and services which we or our affiliates will offer to you or we or our affiliates may not be able to open an account for you or continue our relationship with you.

10. What rights do you have?

To the extent provided by applicable law and subject to exemptions thereunder, you have the right to request access to and rectification or erasure of personal data; to obtain restriction of the processing of personal data; to object to the processing of personal data (including direct marketing); and to data portability. If we have collected personal data with your consent, please note that you have the right to withdraw this consent at any time, subject to applicable law and exemptions thereunder. If you wish to exercise any of your data protection rights or if you consider that we have processed personal data in violation of applicable law, please contact our Data Protection Office at described below. You may be required to supply a valid means of identification as a security precaution to assist us in preventing the unauthorized disclosure of your personal data. We will process your request within the time provided by applicable law. If you consider that we have processed personal data in violation of applicable law and failed to remedy such violation to your reasonable satisfaction, you may also lodge a complaint with a competent data protection authority. 

In the case of a request for access to personal data, we reserve the right to charge an appropriate fee, if applicable and where permitted under applicable law. If a fee is chargeable we will advise you of the likely fee in advance where required under applicable law.

11. How do we update this Privacy Policy?

We may change or update portions of this Privacy Policy to reflect changes in our practices and or applicable law and regulation. Please check this Privacy Policy from time to time so you are aware of any changes or updates to the Privacy Policy, which may be indicated by a change in the effective date noted at the beginning of the Privacy Policy. Where required under applicable data protection and privacy laws, we will notify you of any change or update portions of this Privacy Policy by individual message or by disclosing the changes to the data processing on a publicly available medium.

12. How can you Contact Us?

If you would like to contact us in respect of any element of this Privacy Policy, including, without limitation and subject to applicable data protection law, where you wish to exercise any of your data protection rights or where you wish to raise a complaint or grievance please contact our Data Protection Office on the details below. 

 If you make a complaint about a breach of applicable data protection laws by VP, VP will respond as soon as possible to let you know who is responsible for managing your complaint. VP will investigate the complaint and where necessary we will consult with third parties who may be involved in the processing of your personal data. VP will respond to all complaints within such timeframes required under applicable law. If further investigation is required, it will be carried out and then you will be notified of a proposed remedy. This will be confirmed to you in writing.

If you do not receive a response from us within such timeframes required under applicable law or your complaint is not resolved within that time to your satisfaction, you may apply to the applicable data protection authorities to have your complaint heard and determined. 

We will investigate any complaint and will notify you of the making of a decision in relation to your complaint as soon as is practicable after it has been made.

Contact Details: By email: dataprotectionofficer@variantperception.com By post: Data Protection Officer VP Research, Inc 1355 Greenwood Cliff, Suite 250 Charlotte, NC 28204 USA

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