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This site is not financial advice. The information is to be used for information purposes only and for you to make your own financial decisions.
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Description of processing
The following is a broad description of the way this organisation/data controller
processes personal information. To understand how your own personal information
is processed you may need to refer to any personal communications you have
received, check any privacy notices the organisation has provided or contact the
organisation to ask about your personal circumstances.
Reasons/purposes for processing information
We process personal information to enable us to provide financial services and
advice, to maintain our own accounts and records and to support and manage our
Type/classes of information processed
We process information relating to the above reasons/purposes. This information
- personal details
- family details
- lifestyle and social circumstances
- goods and services
- financial details
- education and employment details
We also process sensitive classes of information that may include physical or
mental health details, racial or ethnic origin and trade union membership.
Who the information is processed about
We process personal information about our customers, clients and suppliers and our
Who the information may be shared with:
We sometimes need to share the personal information we process with the
individual themself and also with other organisations. Where this is necessary we
are required to comply with all aspects of the Data Protection Act (DPA). What
follows is a description of the types of organisations we may need to share some of
the personal information we process with for one or more reasons.
Where necessary or required we share information with:
- financial organisations
- credit reference agencies
- ombudsmen and regulatory authorities
- central government
- healthcare professionals
- social and welfare organisations
- current, past or prospective employers
- examining bodies
- service providers
Providing financial services and advice (through Smith Robinson & Co)
Personal information is also processed in order to provide financial services and
advice. For this reason the information processed may include name, contact
details, family details, lifestyle and social circumstances, financial details, goods
and services and sensitive classes of information that may include physical or
mental health details. This information may be about clients, family and associates
of clients, suppliers and enquirers. Where necessary or required this information is
shared with the data subjects themselves, professional advisers and consultants,
services providers, credit reference agencies.
Consulting and advisory services
Information is processed for consultancy and advisory services that are offered. For
this reason the information processed may include name, contact details, family
details, financial details, and the goods and services provided. This information may
be about customers and clients. Where necessary this information is shared with
the data subject themselves, business associates and other professional advisers,
current, past or prospective employers and service providers.