This agreement is issued on behalf of French & Associates Limited of Clearview House, 599-601 London Road, Hadleigh, Essex SS7 2EB who can be contacted at email@example.com or by calling 01702 558828.
French & Associates are committed to protecting your personal information.
What information do we collect about you?
We collect information about you when you engage us for financial planning, financial advice and/or investment management or mortgage services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us
Why do we need to collect and use your personal data?
We take your privacy seriously and we will only ever collect and use information which is personal to you where it is necessary, fair and lawful to do so.
Primarily we use the data to provide advice to you and complete transactions on your behalf.
The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we would also be unable to fulfil our legal and regulatory obligations.
Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.
How will we use the information about you?
We collect information about you in order to provide you with the services for which you engage us.
If you agree, we may email you about other products or services that we think may be of interest to you.
Who might we share your information with?
We won’t share your information for marketing purposes with other companies.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy, professional indemnity or legal services as well as product and platform providers that we use to arrange financial products for you and to regulatory bodies such as the FCA and FOS.
Where third parties are involved in processing your data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.
Where it is necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
How long do we keep hold of your information?
In principle, your personal data should not be held for longer than is required under the terms of our contract for services with you. However, we are subject to regulatory requirements to retain data for specified minimum periods. We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future claim against us. The length of time we keep your information for these purposes will vary depending on the obligations we need to meet.
You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
Your Individual Rights
You have several rights in relation to how we use your information. They are:-
Right to be informed
Right of Access
You have the right of access to your personal information. If you wish to receive a copy of the personal information we hold on you, you may make a Data Subject Access Request (DSAR).
Right to request that your personal information be rectified
If your personal information is inaccurate or incomplete, you can request that it is corrected.
Right to request erasure
You can ask for your information to be deleted or removed if there is not a compelling reason for French and Associates to continue to have it.
Right to Restrict Processing
You can ask that we block or suppress the processing of your personal information for certain reasons. This means that we are still not permitted to keep your information – but only to ensure we do not use it in the future for those reasons you have restricted.
Right to data portability
You can ask for a copy of your personal information for your own purposes to use across different services. In certain circumstances, you may move, copy of transfer the personal information we hold to another company in a safe and secure way. For example, if you were moving your financial advice service to another financial adviser.
Right to object
You can object to French and Associates processing your personal information where: it is based on our legitimate interests (including profiling); for direct marketing (including profiling); and if we were using it for scientific/historical research and statistics.
Rights related to automatic decision making including profiling
You have the right to ask French and Associates to give you information about the processing of your personal information or to carry out regular checks to make sure that any automated decision making and profiling processes that we may use are working as they should.
How can I access the information you hold about me?
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information please email or write to us using the contact details noted below.
When your personal data is processed by automated means, you have the right to ask us to move your personal data to another organisation for their use.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We would like to send you information about our products and services which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.
We do not collect statistics about the way you use our website in the form of cookies.
A cookie is a small text file that is downloaded to your computer when you visit certain websites and allows a website to recognise a user’s computer. Cookies are used to help users navigate websites more efficiently and to perform certain functions , as well, to provide information to owners of the website. Cookies do not contain any personal information about users.
What can you do if you are unhappy with how your personal data is processed?
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:-
Information Commissioner’s Office
0303 123 1113 (local rate)
How to contact us
By email at firstname.lastname@example.org
Or write to us at French and Associates Limited, Clearview House, 599-601 London Road, Hadleigh, Essex SS7 2EB