Guidance Owner: Data Guardian
Quilter Financial Planning Client Privacy Notice
This notice sets out the basis on which any personal data we collect from you, or that you provide to us, will be processed by us. Please read the following carefully to understand our views and practices regarding your personal data and how we will treat it.
This privacy notice explains:
- Who we are;
- Your rights;
- What personal information we collect;
- How we use your personal information;
- Who we share your information with and why;
- How we keep your information secure;
- How to manage your marketing consents; and
- How to contact us.
In this document, “We”, “Us” and refers to Camouse Financial Management Ltd, Quilter Financial Planning and its subsidiary companies.
Who we are
Camouse Financial Management Ltd
- an appointed representative of Quilter Financial Services Limited {and Quilter Mortgage Planning Limited}
- an appointed representative of Quilter Wealth Limited {and Quilter Mortgage Planning Limited}
- an appointed representative of Quilter Mortgage Planning Limitedand Positive Solutions are trading styles of Quilter Financial Planning Solutions Limited
- an appointed representative of Quilter Financial Planning Solutions Limited
is a registered individual of Quilter Financial Planning Solutions Limited - an appointed representative of Quilter Financial Limited]
Camouse Financial Management Ltd provide financial planning solutions and advice through experienced and qualified advisers based in the UK.
Currently, Camouse Financial Management Ltd and Quilter Financial Planning (Quilter) jointly determine the purposes and means of processing personal client data relating to giving advice. This means we’re joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance.
However, Camouse Financial Management Ltd is solely responsible for some activities, for example any direct marketing that we undertake.
We will comply with relevant data protection law. Such laws require that the personal information we hold about you must be:
- Used lawfully, fairly and in a transparent way;
- Collected only for valid purposes that we have clearly explained to you;
- Relevant to the purposes we have told you about and limited only to those purposes;
- Accurate and kept up to date;
- Kept only as long as necessary for the purposes we have told you about; and
- Kept securely.
Your rights
We try to be as open as it can be in terms of giving people access to their personal information and therefore have outlined your rights below
You have the right to ask us:
- whether we are processing your personal information and the purposes (the right to be informed) – this is delivered through ‘fair processing information’ such as this Privacy Notice;
- for a copy of the personal information that we hold about you (the right of access);
- to update or correct your personal information (the right to rectification);
- to delete your information (the right to erasure); and
- to restrict processing of your personal information where appropriate (the right to restrict processing).
In certain circumstances you also have the right to:
- object to the processing of your personal information (the right to object);
- object to automated decision making and profiling (the right not to be subject to automated decision-making including profiling); and
- request that information about you is provided to a third party in a commonly used, machine readable form (the right to data portability).
Exercising your rights
For information about your individual rights, including how to correct, restrict, delete, make changes to your personal information or if you wish to request a copy of the personal information we hold about you, please contact us by emailing us at QFPDataGuardian@quilter.com.
More information about your data protection rights can be found on the Information Commissioner’s Office (ICO) website.as well as on other regulators’ websites.
If you would like to write to us, our postal address for data protection matters is:
The Office of Data Protection
Quilter Financial Planning
Senator House
85 Queen Victoria Street
London
EC4V 4AB