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;
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The reason we use your data
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Our legal basis for its use
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For the purposes of providing financial advice, or guidance, handling claims and any other related purposes.
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For the performance of the contract between you and us. Also to satisfy our duties under the FCA regulatory “know your customer” requirements.
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For offering policy, research, renewal or provision of portfolio review purposes.
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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
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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.
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Where you have provided consent
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To administer our site and for internal operations, including troubleshooting, data analysis, testing, research, statistical and survey purposes
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Our legitimate interests - for us to analyse activity and traffic and for testing, research, statistical and survey purposes.
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To notify you about changes to our service.
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Our legal and regulatory obligations.
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To safeguard against fraud and money laundering.
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Our legal and regulatory obligations.
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To meet general legal or regulatory obligations
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Our legal and regulatory obligations.
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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:
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to providers of financial services, insurance and investment products and services in respect of whom you request us to submit applications on your behalf and to receive updates from such providers in order for us to provide our services to you throughout the lifetime of our relationship with you;
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to our suppliers and partners in order for them to help us provide our services to you, this includes:
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our IT systems providers to assist us with providing you with an efficient, secure, modern and professional service;
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our suppliers of audit and regulatory compliance support services who may review our records containing your personal information in order to audit and report to us on our compliance with applicable laws and regulatory requirements;
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our accountants, solicitors, insurer(s) and insurance broker(s) and any other provider of professional services to us;
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to Credit Reference Agencies and Fraud Prevention Agencies to help us make the best possible assessment of your financial situation before we decide whether we can provide you with services. We are also required to provide information to such agencies so that they can update the information which they hold about you and which they may share with other organisations;
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to other financial institutions or regulatory bodies with whom information is shared for money laundering checks, credit risk reduction and other fraud and crime prevention purposes;
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to a prospective buyer (and its agents and advisers) under a non-disclosure agreement, in the event we intend to sell any part of our business or its assets or if substantially all of our assets are acquired by a third party, in which case your personal information could form part of one of the assets we sell, provided that we inform the buyer it must use your personal information only for the purposes described in this Notice. We will never rent or sell your personal information other than as part of a sale of our business;
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to any national and/or international regulatory, enforcement body, government agency or court where we believe disclosure is necessary
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as a matter of applicable law or regulation (including where we are required by law to provide information to organisations such as HMRC),
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to exercise, establish or defend our legal rights, or
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to protect your vital interests or those of any other person; and
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to any other person with your consent to the disclosure or where we are permitted to do so by law.
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, 122 Salisbury House, 29 Finsbury Circus, London. EC2M 5QQ .
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
