So we can provide you with a service that meets your precise financial goals and needs, we obtain certain information about your personal and financial situation and this may include the following information:
We may record our phone calls with you where we have a regulatory obligation to do so.
We may also collect some special categories of personal data, such as information about health conditions, where this is relevant to the service we are providing to you.
We may be provided with the information listed above by either yourself, such as when engaging with us or using our services, or by others, such as:
How and why we use this information
We may use your personal data as follows:
We only use your personal data where such use is permitted by laws that protect your privacy rights. We will process your personal data in the ways described below:
We may share your personal data with:
You acknowledge that your personal data may be sent internationally, including to countries outside of the European Economic Area. We will always take steps to ensure that any such transfer complies with applicable data protection laws.
We have a legitimate interest to keep all records relating to our business for our internal purposes and to deal with queries or complaints which may arise.
As a regulated business we also need to keep records for 5 years or longer if required.
We keep personal data of clients only where and for so long as it is necessary to provide you with our products and services while you are a client and afterwards for so long as necessary to meet our legal or regulatory obligations or, if longer, for in relation to claims which could be made against us. Our normal practice is to keep client information for at least 5 years after you cease to be a client.
You have several rights under data protection law with respect to how your personal information is held and used by us. More information can be obtained from the Information Commissioner’s website. If you wish to request to exercise any of these rights or if you would like further information about them, you can contact us using the details set out in the ‘How to Contact Us’ section below. We will grant your request only to the extent that it follows from our assessment of your request that we are allowed and required to do so under data protection law.
Where we use consent as the lawful basis for processing your personal data, you have the right to withdraw this consent at any time. This will not affect the lawfulness of any processing of this personal data that we carried out before your withdrawal. If you choose to withdraw your consent to us processing your personal data, we may not be able to provide you with certain products and services.
You have the right to ask for a copy of the personal information we hold about you in a written format, free of charge.
You also have the right, at no cost, to require us, and any third parties who we have shared your personal information with, to correct any inaccuracies in your personal information. In order for us to do so, you must inform us of any changes to your personal information so that we can keep it up to date.
In some cases, you have the right to restrict or suppress further use of your personal information. When you have exercised this right, we can still store your personal information but may not use it further unless you provide your consent for us to do so or as otherwise permitted by law.
You have the right to have the personal information we hold about you erased in certain circumstances unless it prevents us from carrying out the services you have requested or prevents us from meeting our legal obligations. We may not be able to provide our products and services to you if you ask us to erase your personal information.
You have certain rights to obtain and reuse your personal information for your own purposes across different organisations for example, if you wish to move to a new financial services provider. This enables you to move, copy or transfer your personal information easily between our IT systems and another provider’s safely and securely, without affecting its usability.
Partners Wealth Management
20 St Andrew Street
Email us: firstname.lastname@example.org
If you are not satisfied with our response to your complaint or believe our processing of your information does not comply with data protection law, you can make a complaint to the Information Commissioner’s Office (ICO) at:
Information Commissioner’s Office,
Tel: 0303 123 1113
For further information on how we can help you build and protect your wealth, please contact us.