Privacy Policy

Wardour Partners is a trading style of Wardour Partners Asset management LLP. This privacy policy explains how we use any personal information we collect about you when you use our services or this website.

What information do we collect about you?

We collect information about you when you register with us, sign our terms of business or provide advice  or related services. We also collect information when you voluntarily complete customer surveys, provide feedback and  visit our website (through cookies) .

We collect the following information if you are seeking to obtain financial advice from ourselves;

Your contact details including your name, phone, postal and email address/es and other personal details about you including your title, job title, marital status and date of birth.

Details of contact that we have had with you such as meetings with you, fact-finding discussions and documentation, recommendations, referrals and quotes.

Below are the reasons we collect the above data, and legal purpose for use;

 

 The reason we use your data

Our legal basis for its use

 For the purposes of providing financial advice, or guidance, handling claims and any other related purposes.     

For the performance of the contract between you and us. Also to satisfy  our duties under the FCA regulatory “know your customer” requirements.

 For offering policy, research, renewal  or provision of portfolio review purposes.

 

Our legitimate interests –to comply with statutory FCA ongoing requirements, develop new systems and processes.  Also to update our records in accordance with FCA requirements 

 To provide you with information, products or services that you request from us or which we feel may interest you, where you have consented to be  contacted for such purposes.

 Where you have provided consent

 To administer our site and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes

Our legitimate interests - for us to analyse activity and traffic and for testing, research, statistical and survey purposes.

 To notify you about changes to our service.

Our legal and regulatory obligations.

 To safeguard against fraud and money laundering.

Our legal and regulatory obligations.

 To meet general legal or regulatory obligations

Our legal and regulatory obligations.

 

How will we use the information about you?

We collect information about you to manage your account and, if you consent, to email you about other products and services we think may be of interest to you.

We use your information collected from the website to personalise your repeat visits to our website.

With your consent, we shall pass on your personal information to associated companies that may offer you their products and services.

Wardour Partners will not share your information for marketing purposes with any external companies.

We may share your data with third parties to obtain products or services that relate to the advice and guidance provided only , such as those below:

We periodically check that these third parties have appropriate safeguards in place to protect your data and that they are compliant with Data Protection Regulations.

In providing advice and guidance, we may send your details to, and also use information from credit reference agencies and fraud prevention agencies.

 

Marketing

We would like to send you information about products and services which may be of interest to you. If you have consented to receive marketing, you may opt out at any time by sending us an email at info@wardourpartners.co.uk.

You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other companies.

 

Access to your information and correction

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 at the following address. Wardour Partners, 4th Floor, 46 Gresham Street, London EC2V 7AY.

We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.

 

Cookies

Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity.

For further information visit www.aboutcookies.org or www.allaboutcookies.org.

You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.

 

Other websites

Where our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

 

Changes to our privacy policy

We keep our privacy policy under regular review and we will place any updates on this web page. This privacy policy was last updated on 16th May 2018.

 

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you:

Our data protection contact is Graham Duckett who can be contacted at the above address if you have any questions or concerns about privacy or data protection.

 

Your right to complain

If at any time you wish to complain about anything we have done or you have any concerns about how we treat your privacy or data you can complain to https://ico.org.uk