Privacy Policy:

Introduction:

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This is a notice to inform you of our policy regarding all information that we record about you. It sets out the conditions under which we may process any information that we collect from you, or that you provide to us. It covers information that could identify you (“personal information”) and information that could not. In the context of the law and this notice, “process” means to collect, store, transfer, use or otherwise act on information.

We take the protection of your privacy and confidentiality seriously. We understand that you are entitled to know that your personal data will not be used for any purpose unintended by you and will not accidentally fall into the hands of a third party.

We undertake to preserve the confidentiality of all information you provide to us and hope that you reciprocate.

Our policy complies with applicable law, including that required by the EU General Data Protection Regulation (GDPR).

The law requires us to tell you about your rights and our obligations to you in regard to the processing and control of your personal data. We do this now, by requesting that you read the information provided at www.knowyourprivacyrights.org

Except as set out below, we do not share, or sell, or disclose to a third party, any information collected through our website or otherwise.

 

Personal information we may process:

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We process data, whether personal data or not, only to the extent necessary for us to provide our clients with our services and for other agreed purposes.

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Client information:

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If you are a client, personal information may include your identity and contact information, information about your family members, and financial information.

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We may collect information about you from a variety of sources. This includes information we collect directly from you; information we collect when you visit our sites, and view our online content or use our mobile applications or other services.

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Information we collect directly from you:

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We collect information directly from you when you choose to call or email us, participate in our offers, register on our websites or in our mobile applications, or otherwise provide information directly to us. The following are examples of information we may collect directly from you:

• Name

• Email address

• Postal address

• Telephone and/or mobile number

• Date of birth

• Payment information (such as a debit card) and bank account details

• Future communication preferences

• Telephone number

Information we collect when you visit our sites, view our online ads or promotions, or use our mobile applications or other services.

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How we use this information:

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We use the information we collect to provide you products, offers and services, to deliver to you, advertisements, offers or other content tailored to your interests, and to conduct other business operations. The following are examples of how we may use the information we collect:

• Answer your questions or respond to your requests.

• Develop new products and services.

• Enroll you in contests, programs, or offers that you request.

• Protect against or identify possible fraudulent transactions.

• Send you email and/or postal messages with information about our and others’ content we think may be of interest to you.

• Telephone you about our content we think may be of interest to you.

• Enforce our Terms and Conditions and otherwise manage our business.

We will only process your information in pursuance of our legitimate interest.  If we receive any requests related to, for example, a product or service, a call-back, or specific marketing materials; we will use your personal information to fulfil your request. Where we need to manage your account and protect you against or identify possible fraudulent transactions, we will do so in accordance with our legal obligation placed on us under law. We will seek consent from you if we need to process your data solely identified purposes. To ensure meaningful consent is obtained from you, we will provide you with reasonable notice ensuring that your consent is provided on an informed basis.

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Related third party information:

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We may process your personal data if you have a personal or business connection with any of our clients or suppliers. For example, you may be a family member, business partner, other adviser, supplier or transaction counterparty.

The data we process may include contact information, information about your business activities, and financial information such as that relating to income and expenses.

We may be given your personal data by our clients or suppliers, or by third parties acting on the instructions of a client or a supplier.

Specific Uses of Information You Provide to Us

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Communicating with you:

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When you contact us, whether by telephone, through our website or by email, we collect the data you have given to us in order to reply with the information you need.

We keep personally identifiable information associated with your message, such as your name and email address so as to be able to track our communications with you to provide a high-quality service.

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Dealing with complaints:

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When we receive a complaint, we record all the information you have given to us.

We use that information to resolve your complaint.

If the complaint relates to information on our website and we feel it is justified or if we believe the law requires us to do so, we shall remove the content while we investigate. If we think your complaint is vexatious or without any basis, we shall not correspond with you about it.

We may compile statistics from information relating to complaints to assess the level of service we provide, but not in a way that could identify you or any other person.

 

Disclosure and Sharing of Your Information:

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Information we obtain from third parties:

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Although we do not disclose your personal information to any third party (except as set out in this notice), we sometimes receive data that is indirectly made up from your personal information from third parties whose services we use. No such information is personally identifiable to you.

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Removal of information:

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If you wish us to remove personally identifiable information from our database, you should contact us.

This may limit the service we can provide to you.

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Verification of your identity:

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When we receive any request to access, edit or delete personal identifiable information we shall first take reasonable steps to verify your identity before granting you access or otherwise taking any action. This is important to safeguard your information.

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Retention period for personal data:

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Except as otherwise mentioned in this privacy notice, we keep your personal information only for as long as required by us:

• to provide you with the services you have requested;

• to comply with other law, including for the period demanded by our tax authorities;

• to support a claim or defense in court.

 

Other Matters:

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If you are not happy with our privacy policy

If you are not happy with our privacy policy or if you have any complaint, please notify us.

You can find further information about our complaint handling procedure by contacting us by email.

If a dispute is not settled, then we hope you will agree to attempt to resolve it by engaging in good faith with us in a process of mediation or arbitration.

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Compliance with the law:

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Our privacy policy has been compiled so as to comply with the law of every country or legal jurisdiction in which we aim to do business. If you think it fails to satisfy the law of your jurisdiction, we should like to hear from you.

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Review of this privacy policy:

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We may update this privacy notice from time to time as necessary. The terms that apply to you are those posted here on our website on the day you use our website. We advise you to print a copy for your records.

If you have any questions regarding our privacy policy, please contact us.