Privacy Statement – INFORMATION HELD ABOUT YOU

By providing us with your personal data:

1. The purpose of processing your data is for the provision of financial advice and services and/or the recommendations we will make to you.  It is also the administration and management of your investment, pension and protection contracts.  This may also be for the purposes of consumer credit and mortgage advice and other financial services;
2. “Processing” your data includes obtaining, recording or holding information or data, transferring it to other companies associated with us, such as, product providers, investment service providers, fund managers, the Financial Conduct Authority or any other statutory, governmental or regulatory body for legitimate purposes. Also, where relevant, to solicitors, professional advisers, such as our auditors and compliance consultants and other credit agencies and other third parties to enable us to conduct business on your behalf;
3. You may be assured that we will treat all personal and sensitive personal data as confidential and will not process it other than for legitimate purposes.  Steps will be taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. You also have the right to have any inaccurate information rectified and to have the processing of your data restricted if the data is inaccurate.  You also have the right to complain to us about how we have stored or processed your data (please see contact details below);
4. Measures will also be taken to safeguard against unauthorised or unlawful processing and accidental loss or destruction or damage to the data;
5. As part of our service to you we will contact you by email, telephone or by post.  This contact is in relation to the service we have agreed with you to provide.  
6. “Personal data” means any information relating to an identified or identifiable natural person (“data subject”).  This includes “sensitive data”, such as your age, medical details, health, racial or ethnic origin, political opinions, religious or philosophical beliefs, trade-union membership, health or sex life and sexual orientation, genetic data or biometric data;  
7. Some of this information may be required for applications for protection insurance.  If at any time you wish us or to cease processing your personal or sensitive personal data please contact the Controller of your data;
8. You may access the information you have provided to us for the purposes of viewing/ amending or updating it. Any changes you make will be stored on our secure database and we will be notified that changes have been made;
9. We aim to take all reasonable and appropriate steps to protect the personal information that you provide to us from unauthorised access or disclose;
10. You agree that any information which you give us, including sensitive personal data as defined by the Data Protection Act 1998 and the GDPR (General Data Protection Regulation), such as health and medical records, may be disclosed to third parties (e.g. credit reference agencies and medical practitioners, where relevant, product providers and anyone whom we may use to process your application on our behalf) for the purpose of processing your application and for the on-going administration of your investment or policy, but for no other purpose;
11. Your information may also be accessed by us for the purpose of providing financial services, administration, the Financial Conduct Authority (FCA) for investigative work and Fraud Prevention Agencies if requested to do so in order to meet our responsibilities under the Financial Services and Markets Act 2000 and general United Kingdom Law;
12. Where stored on our secure web server, we undertake to password protect your data giving direct access only to yourself, ourselves and third parties who may need to maintain the database;
13. You agree that the information we hold about you can be held on computer (whether local or web-based) and/or paper files;
14. We may also contact you (including by telephone) with details of our services or for related marketing purposes which we think you may be interested.  We require your consent to do this.  We will not sell your data;  
15. You do have the “right to be forgotten” – to have your data removed or destroyed in certain circumstances, such as, the data is incorrect or it has been processed unlawfully.  However, under the FCA regulations we are required to hold our information on you for certain periods of time, indefinitely in some circumstances.  By using this site you are giving your explicit consent to hold your records under the rules of the FCA, provided it is held and processed correctly.  

Please note that we are not responsible for the accuracy or content of any sites linked from our own site, nor for the way in which those linked sites might handle any information that you choose to provide them with. We cannot be responsible or liable for any direct or indirect loss caused by your use of these linked sites.

These terms shall be governed by and construed in accordance with English law and the English courts shall have jurisdiction over any disputes between us.

The majority of this site may be accessed without you having to provide any personal or identification details whatsoever. 

However, in order to advise you properly, we must obtain certain information from you about your financial and personal circumstances to assess your suitability for particular products and services. If you wish for us to provide advice you can telephone us to arrange a meeting, or you will need to register through the secure area of our site. 

Alternatively you can complete an enquiry form to provide us with basic personal and contact details and in some cases, further personal data such as health and medical conditions.  We will not keep this information for longer than is necessary; you either become a client or we will delete this information.

Contact: Jamie Ware

Tel: 01934 844 444

Email: Info@www.churchillinvestments.co.uk