Women’s Wealth is committed to protecting and respecting your privacy, as a common courtesy as much as a legal obligation. This policy (together with our terms and conditions and any other documents referred to in it) tells you how any personal information we collect from you, or that you provide to us, will be processed. Please take a moment to read the following carefully to understand our views and practices regarding your personal information and how we will treat it.
We may change this Policy from time to time so please check this page occasionally to ensure that you’re happy with any changes. Your use of the Women’s Wealth website signifies your consent to us collecting and using your personal information in accordance with the terms set out in this policy.
Your rights in relation to your information
Under new EU requirements you have a number of specific rights, these are summarised below:
Access – You may ask for a copy of the information Women’s Wealth hold about you and we will provide this within one month of receipt free of charge (we may charge a fee for subsequent or duplicate requests).
Rectification – You may ask us to correct any information that we hold that is inaccurate or incomplete.
Erasure – You may ask us to delete or cease processing data in certain situations. Please note that we will have regulatory obligations to retain information for certain time periods and we will retain such information as we believe is necessary to fulfil these obligations.
Restrict processing – You may ask us to cease processing information. This means that we will be able to retain it but no longer act upon it. In the event that you no longer need our services and terminate them we will automatically cease processing information.
Portability – You may have the right to have your data transferred to another service provider in an appropriate electronic format. Please note that we will have regulatory obligations to retain copies of the information as outlined previously.
Objection – You may have the right to object to us processing information or using it for marketing purposes.
This is a brief summary of your rights and there may be restrictions on some of them. If you wish to explore any of these rights at any time please contact us and we will be pleased to assist you.
Access to the website
Only Women’s Wealth clients are able to access all areas of the website, as you might expect. Visitors can access the public part of the website. If you wish to become a client, you can speak to us to ask about becoming one.
We reserve the right to refuse membership at our sole discretion.
What information does Women’s Wealth collect
How Women’s Wealth uses information you provide
Visitors who choose to register with our website may receive, via electronic communication, announcements of new services, new content and Women’s Wealth events. We will use your information to provide information to investment providers or life assurance firms for the purposes of arranging products and services for you. Provide our ongoing service to you. Meet our regulatory obligations in the services we provide to you.
There may be situations where the information we require is a special category of personal data under the legislation. In this case we will explain why we need it and obtain your consent to obtain the data. This situation most commonly occurs where we are arranging life assurance products and need to obtain medical information from you.
At any time, of course, you can choose to unsubscribe from Women’s Wealth – if that’s the case, we won’t trouble you again.
How long is information retained?
We are required by legislation and the Financial Conduct Authority rules to retain records for specified periods. These vary dependent upon the nature of the service provided.
Does Women’s Wealth share your information with others?
Women’s Wealth does not sell, rent or disclose our clients’ names, addresses, email addresses or other personal information to any non-Women’s Wealth entity. However, in order to maintain our website and provide membership services and electronic communication, we do employ selected third parties. As necessary, your personal information may be processed by these third parties – but again, there’s nothing to worry about. This is solely for the purpose of providing services to our clients or assisting Women’s Wealth in these endeavours, and it’s subject to strict contractual confidentiality obligations.
We do not otherwise disclose your information to third parties, unless we’re required to do so by law or in connection with a legal claim or proceeding.
Women’s Wealth values its clients’ privacy as a priority – we use appropriate security measures to protect the information you give us. However, while we do as much as we can to protect your personal information, clients must accept that no Internet data transmission can be guaranteed secure from access by unintended recipients, and we can’t be held responsible for any breach of security unless it’s due to our negligence.
Women’s Wealth cannot guarantee the proper functioning of the www.womens-wealth.co.uk website if you choose to disable your cookies and your visit to our website will be significantly enhanced if cookies are enabled. If you decide not to disable your cookies, you’re agreeing to accept our collection and storage of any of your personal information such cookies contain.
Where we store your personal data
All information you provide to us is stored on our secure servers. Where we have given you (or where you have chosen) a password which enables you to access certain parts of our website, it’s up to you to keep this password confidential. As of course you already know, it’s not a good idea to share your passwords with anyone.
Unfortunately, the transmission of information via the internet is never completely secure. Although we will do our best to protect your personal information, we can’t guarantee the security of your data transmitted to our website; we’ll look after the data you send us once we receive it, but the transmission is at your own risk. Once we have your information, we will use strict procedures and security features to try to prevent unauthorised access.
Use of our online service
If you’re a client with access to our online services we’d like to take a moment to remind you of the following terms:
- You must keep your username and password confidential and protect these from unauthorised use of or access to the service.
- We will endeavour to take all reasonable steps to protect your personal data, although we can’t totally guarantee the security of data disclosed online. You accept the inherent security implications of passing information over the internet and agree to the provision of our online services at your own risk.
- You agree to the exclusion of any liability in respect of errors, omissions or breaches of security beyond our reasonable control.
- We reserve the right to change the content, presentation, performance, user facilities and availability of any part of our online service at our sole discretion.
- We do not guarantee the accuracy, adequacy, quality or fitness for any particular purpose or use of the information on this service.
Canterbury Innovation Centre
Tel: 01227 931545
Women’s Wealth is a trading style of Pentins Financial Planners who is authorised and regulated by the Financial Conduct Authority.