PROTECTING YOUR PERSONAL INFORMATION
Aspinalls Family Office LLP, Aspinalls Management Ltd and Aspinalls Private Clients Ltd are part of Aspinalls Group. We are committed to protecting and respecting your privacy and this privacy notice explains how we use any personal information we collect about you.
WHAT INFORMATION DO WE COLLECT ABOUT YOU?
We collect information about you when you or your partner engage us for financial planning and wealth management 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. If you contact us, we may keep a record of that correspondence
Our website may, from time to time, contain links to and from the websites of our members and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.
INFORMATION ABOUT CONNECTED INDIVIDUALS
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We will provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.
WHY DO WE NEED TO COLLECT AND USE YOUR PERSONAL DATA?
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you or your partner. The information that we collect about you is essential for us to be able to carry out the services that you or your partner 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 will 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 or your partner with the services for which you or your partner engage us.
WHO MIGHT WE SHARE YOUR INFORMATION WITH?
If you agree, we may email you about other products or services that we think may be of interest to you.
We will not share your information for marketing purposes with other companies.
In order to deliver our services to you or your partner effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you or your partner.
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, using password protection and encryption where available.
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 or your partner. 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.
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.
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 newsletters and 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.
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
HOW TO CONTACT US
Or write to us at Aspinalls, 1 King William Street, London EC4N 7AF