We ask that you read this privacy notice carefully as it contains important information on who we are, how and why we collect, store, use and share personal information, your rights in relation to your personal information and on how to contact us and supervisory authorities in the event you have a complaint.
This notice was last updated on 01 July, 2021 and complies to the UK GDPR, underpinned by the Data Protection Act (2018) and ICO (Information Commissioners Office), and covers post-BREXIT regulatory compliance.
Our scope is all data subjects, whose personal data is collected, in line with the requirements of the UK GDPR. The Data Protection Officer (DPO) is responsible for ensuring that this notice is made available to data subjects prior to King’s Court Financial Planning LLP collecting/processing their personal data.
All employees of King’s Court Financial Planning LLP who interact with data subjects are responsible for ensuring that this notice is drawn to the data subject’s attention and their consent to the processing of their personal data is secured.
King’s Court Financial Planning LLP is an advisory firm of financial planners and asset managers. We help individuals, families, charities, and businesses achieve their financial goals by creating, enhancing, and stewarding their wealth, providing peace of mind and enabling them to achieve their goals.
King’s Court Financial Planning LLP collects, uses and is responsible for certain personal information about you.
We are responsible as the ‘data controller’ and ‘data processor’ for all personal information collected for the purposes of those laws. The Data Protection Officer (DPO) is Mark Crofts of King’s Court Financial Planning LLP, Arlington House, 72 Fore Street, Trowbridge, Wiltshire, England, BA14 8HQ.
King’s Court Financial Planning LLP can be contacted via email to firstname.lastname@example.org or by phone on 01225 777 343.
Legal bases for processing of personal data:
The lawful bases for processing are set out in Article 6 of the UK GDPR. At least one of these must apply whenever King’s Court Financial Planning LLP processes your personal data:
You can find more about the UK GDPR lawful bases by visiting www.ico.org.uk
Special Category data:
Special category data is personal data that needs more protection because it is sensitive. Such data is personal data revealing racial or ethnic origin, political opinions, religious or philosophical beliefs, or trade union membership, and the processing of genetic data, biometric data for the purpose of uniquely identifying a natural person, data concerning health or data concerning a natural person’s sex life or sexual orientation.
To lawfully process special category data, King’s Court Financial Planning LLP must identify both a lawful basis under Article 6 of the UK GDPR (see above) and a separate condition for processing under Article 9. These do not have to be linked.
Each individual data subject and their relevant special category data will be assessed.
Subsequently, King’s Court Financial Planning LLP will identify one of the following ‘conditions’ for processing the special category data:
If King’s Court Financial Planning LLP is relying on Employment, social security and social protection (if authorised by law) or Archiving, research and statistics (with a basis in law) as the ‘condition’ for processing the special category data then we will also abide by and meet the associated condition in UK law, set out in Part 1 of Schedule 1 of the Data Protection Act (2018).
While providing our services King’s Court Financial Planning LLP collects the following personal information when you provide it to us:
King’s Court Financial Planning LLP uses your personal information:
King’s Court Financial Planning LLP may share certain personal details with our approved financial product providers and partners, in addition to any required legal bodies, such as the Financial Conduct Authority (FCA). We would always inform you ahead of acting on any instructions to proceed with any of our services, should this be the case.
This data sharing enables King’s Court Financial Planning LLP to supply the above documented services to you in a professional and timely manner, whilst undertaking quality control and regulatory compliance procedures. Furthermore, it ensures compliance with all necessary UK GDPR and Data Protection Act (2018) lawful requirements.
King’s Court Financial Planning LLP will share personal information with law enforcement or other authorities if required by applicable law. We will not share your personal information with any other third party.
The provision of certain personal data including (but not limited to) contact name, registered address, email address, telephone number and certain financial information is required from you. This enables King’s Court Financial Planning LLP to provide our services to you. We will inform you at the point of collecting information from you, whether you are required to provide this and any other additional information to us.
Your Personal Data will be retained by us either electronically or in paper form indefinitely. This data will only be used if the data subject makes a complaint against King’s Court Financial Planning LLP or King’s Court Financial Planning LLP make a complaint against a third-party provider.
King’s Court Financial Planning LLP collects your personal data to enable us to provide our services to you.
King’s Court Financial Planning LLP may also contact you by email, phone, video call or letter in line with the service you have paid for. We may occasionally email you or send a letter about something relevant to the service you have paid for.
Furthermore, we may contact you, to inform you of company updates and items of interest via our official communication channels.
Under the UK GDPR, Data Protection Act (2018) and ICO guidance you have several important rights free of charge. At any point while we are in possession of or processing your personal data, you, the data subject, have the following rights:
For further information on each of those rights, including the circumstances in which they apply, see the Guidance from the Information Commissioner’s Office (ICO) on individuals rights under the UK General Data Protection Regulation.
If you would like to exercise any of those rights, please:
We have appropriate security measures in place to prevent personal information from being accidentally lost or used or accessed in an unauthorised way. We limit access to your personal information to those who have a genuine business and / or legal need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality. Any hard copy personal data that is to be destroyed, is securely stored pre-destruction and is destroyed with a Certificate of Destruction in line with our UK GDPR Secure Disposal Policy.
We also expect you to take reasonable steps to safeguard your own privacy when transferring information to us, such as not sending confidential information over unprotected email, ensuring email attachments are password protected or encrypted and only using secure methods of postage when original documentation is being sent to us.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator (e.g., ICO) of a suspected data security breach where we are legally required to do so.
If you want detailed information on how to protect your information and your computers and devices against fraud, identity theft, viruses, and many other online problems, please visit www.getsafeonline.org. Get Safe Online is supported by HM Government and leading businesses.
King’s Court Financial Planning LLP only use non-personal data essential cookies on this website to track the performance of the website via Google Analytics. This non personal data helps us to understand how to improve the website content for the benefit of all users. If you want to block cookies, then you can do this through your browser via the help function. You can also visit www.aboutcookies.org for further guidance.
We hope that we can resolve any query or concern you raise about our use of your personal data.
The UK General Data Protection Regulation also gives you right to lodge a complaint with a supervisory authority. The supervisory authority in the UK is the Information Commissioners Office (ICO) who may be contacted here or by telephone on 0303 123 1113.
This privacy notice was last reviewed and published on 01 July 2021.
King’s Court Financial Planning LLP is a UK based limited liability partnership, registered in England and Wales, under company registration number OC302355. We only provide our services to UK based data subjects.
We may change this privacy notice from time to time, when we do, we will inform you via letter or email.
Please contact us if you have any questions about this privacy notice or the information, we hold about you.
The Data Protection Officer (DPO) is Mark Crofts.
If you wish to contact us, please send an email to email@example.com or write to King’s Court Financial Planning LLP, Arlington House, 72 Fore Street, Trowbridge, Wiltshire, England, BA14 8HQ or call 01225 777343.
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