YOUR PERSONAL DATA AND THE DATA PROTECTION ACT
We are licensed under the Data Protection Act 1998. In accordance with legal and regulatory requirements, we will retain your records for a minimum period of six years following the termination of this Agreement.
By entering this Agreement, you consent to our keeping information about you in written and electronic format in accordance with the Data Protection Act 1998. You have the right to review this information at any time.
The information you give us may be disclosed to third parties, such as the CUSTODIAN, our regulators the Financial Conduct Authority, who have the legal authority to check all our records our Compliance Consultants who help us ensure that in your interests we abide by the Financial Services Act 2012 and other regulations] and our auditors.
We will collect personal data from you when you send your details to us. It is your responsibility to ensure that your personal data is accurate and up to date and to inform us of any changes that need to be made.
We process personal data collected for the following purposes; providing you with information about our services, notifying you of any new services we offer, understanding your needs, marketing profiles, strategic development and keeping you informed about events, selected products and services which may be of interest to you or providing you with information from carefully selected third parties.
We have taken steps to ensure that we have taken all appropriate administrative and technical measures to prevent the unauthorised or unlawful use of your personal data and to prevent any accidental loss, destruction or damage to such personal data.
We will treat all information we hold about you as private and confidential even when you are no longer a client. We will not disclose any information we hold about you to others except to the extent we are required to do so by any applicable regulations, where there is a duty to the public to disclose, where our interests require disclosure, to your Clearing Firm, at your request or with your consent or where at our discretion we consider it necessary.
You agree that we and our associated companies may hold and process by computer or otherwise any information we hold about you and may use any of that information to administer and operate your account and to provide any service to you.