Privacy Notice for Kent Soper Life & Pensions Ltd – 20 Manor Courtyard, Hughenden Avenue, High Wycombe, HP13 5RE (Companies House Number 1675667)
Kent Soper Life & Pensions Ltd is an Independent Financial Adviser and is closed to new business. This is a statement that explains the type of information we hold about you, why we hold it, what we do with it and how long it will be retained, as part of our service provision.
What we need:
Kent Soper Life & Pensions Limited is a Data Controller and will collect personal data about you which will include your name, address, e-mail address, telephone numbers, date and place of birth, national insurance number, marital status, details of any dependents or non-dependent potential estate beneficiaries, nationality, residency and domicile arrangements, assets (including bank balances, investments and pensions) and liabilities, employment details, income and expenditure. We will also ask you for proof of your identity and address as we are required to do under Anti-Money Laundering legislation.
The legal basis that we are using for the collection and processing of your personal data is “contract”
We may also require information relating your health, medical details which is Special Category data and we need your consent to collect, store, and provide this information to third party providers in order for us to assess suitability and formulate our advice.
The basis on which we are collecting and processing your Special Category data is “Explicit Consent”.
Why we need it:
We need to collect and store this information to provide the agreed services including;
• To ensure the initial and ongoing suitability of our advice..
• To monitor your investments and pensions, including sending you information relating to your finances.
• To meet our regulatory obligations.
• To notify you about changes to our service.
We will only collect data from you to enable us to provide and oversee our services to you. The personal data we gather will be that which is adequate and relevant to what is necessary in relation to the purposes outlined above.
How long we keep it:
We are required by our regulator to retain the data obtained from you for specific periods, and indefinitely for certain types of advice.
What we do with it
Your personal information will be held on our I.T. systems, access to which is secured by password protected log-ins and also paper files. All the personal data we process is processed by our staff in the UK. We have a Data Protection policy in place to oversee the effective and secure processing of your personal data.
Your information will only be made available to Third Parties such as investment, pension, mortgage and insurance providers where it is required as part of delivering the advice and services that we agree upon.
What are your rights?
You can request to see the information we hold about you and have it corrected or archived. If you wish to obtain a copy of the data that we hold relating to you, we will provide it to you free of charge but reserve the right to charge a nominal fee for repeated or frequent requests are made for the same data. If you wish to raise a complaint on how we have handled your personal data, you can contact our Data Protection Officer Mark Soper at mark@kentsoper.co.uk who will investigate the matter.
If you are not satisfied with our response or believe we are processing your personal data not in accordance with the law you can complain to the Information Commissioner’s Office (ICO). 23 May 2018 Our Cookie Policy
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