Privacy Policy

This Privacy Policy explains how Trigpoint Financial Planning uses your personal information.

What information do we collect about you?

When you engage us for financial planning, financial advice and investment management services, we collect information about you. This information will relate to your personal and financial circumstances. It may also include special category personal data, such as data about your health, if necessary for providing our services.

We may also collect information when you voluntarily complete client surveys or provide feedback to us. Information relating to the usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We may use the information collected from the website to personalise your repeat visits to the site.

Information about connected individuals

We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. Where appropriate, we would ask you to refer them to this privacy notice.

Legal basis for the collection and use of your personal data

We collect, control and process your personal information because this is necessary to provide you with information, answer any queries you may have and provide our services to you. Contractual necessity is, therefore, the lawful basis for collecting, controlling and processing your personal details and those of your employees and service providers other than special category personal data for which we require your consent to process other than for insurance underwriting purposes, which includes pensions and some insurance based investments as well as protection insurance covers; in this case, we are allowed to process special category data based on necessity to contract.

Special category personal data

We would discuss with you the need to provide special category data before you give this information. These categories include:

Racial or ethnic origin
Political opinions
Religious or philosophical beliefs
Trade union membership
Genetic data
Biometric data
Data concerning health
Data concerning sex life or sexual orientation

It is entirely up to you whether you choose to provide us with any information. If you choose not to, we may be unable to assist you.

Sharing your data

In order to deliver our services to you effectively, we may send your details to third parties, such as those that we engage for professional compliance, accountancy or legal services, as well as product and platform providers that we use to arrange financial products for you.

Where third parties are involved in processing your data, we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party we’ll use appropriate security measures to protect your personal data in transit, using password protection and/or data encryption.

To fulfil our obligations with respect to the prevention of money laundering and other financial crimes, we may send your details to third-party agencies for identity verification purposes.

Retention

We will keep your personal data throughout our business relationship. At the end of any contractual relationship, we are required to continue to hold personal data under current legislation for varying periods and, in some circumstances, indefinitely. We may also consider it necessary to keep data beyond these timescales to defend any future legal action. Where we no longer need regular access to your data, we will transfer your data to a secure archive to avoid unnecessary processing.

Your rights

Under data protection law, you have the right to ask us for a copy of the information we hold about you and to have any inaccuracies corrected or removed. You may also ask us to delete or cease processing all personal data held by us or any processor with whom we have shared your data. We may not always be able to comply with a deletion request, but you can ask us to cease processing your data.

In addition, you have the right to be informed about the data we collect, where it is located, with whom it is shared, the processing we undertake, and to question any automated decision-making processes.

To do this, or if you require more information, please get in touch with us; our contact details are below.

Marketing

The information we collect about you is used solely for the purposes for which it was provided. We will never share your data for marketing purposes. Any communication about our services will be sent on the basis of contract or legitimate interests.

We may use cookies to track visitor use of the website and to compile statistical reports on website activity. For further information visit http://www.allaboutcookies.org/

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

Complaints

The UK Information Commissioner’s Office is our supervising authority, where you can refer any complaints about data protection for more information.

How to contact us

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

Trigpoint Financial Planning
Name: Rebecca Bonner

Email: rebeccabonner@trigpointfp.com
Telephone: 01943 290123

Address: Unit 4 The Old Armoury, Back Church Street Court, Ilkley, LS29 9DR.