Find a Wealth Manager Limited (“FAWM”) provides individuals with a service through which they can find and compare wealth managers and investment firms and is the ‘controller’ of personal information which is gathered from such individuals in order to match them up with wealth managers and investment firms.
The personal data which we collect and use may include things such as your personal details (name, email address, phone number, etc.), information which is relevant to us providing any services to you (such as age and profession) and any details which you submit to us (for instance, when we have a phone call with you or when you allow our website to place cookies on your devices).
We only use your personal data where such use is permitted by laws that protect your privacy rights. We will process your personal data in the ways described below:
You have the right to access, correct, transfer to another service provider, in some cases delete, restrict and object to how we process, your personal data.
If you no longer wish to receive marketing materials from us, we will need to add you to our ‘do not contact’ list and this will require us to retain a limited amount of your personal data. Therefore, please note that exercising your right not to receive such materials may be a more appropriate request than asking us to delete all of your personal data as we could validly obtain your contact details in the future.
You also have a right to complain to the data protection regulator, the Information Commissioner (the “ICO“). Details of how to make a complaint to the ICO are contained on their website: ico.org.uk/. If you would like any further information about, or to exercise any of your rights, in the first instance you should direct such request to us by email at [email protected].
We may need some personal data before we can provide our services to you. In some cases we won’t be able to provide our services to you if we don’t have all the personal data we need.
We may share your personal data:
You acknowledge that your information may be sent internationally, including to countries outside of the European Economic Area. We will always take steps to ensure that any such transfer complies with applicable data protection laws.
We keep your personal data securely for as long as we need to for the purposes we have set out above and, in any event, in accordance with our retention policy. If you would like to see a copy of our retention policy please contact Lee Goggin at [email protected].
Sometimes we need your consent to use your personal data. We won’t always ask for consent to use personal data – for example if we need it to meet regulatory requirements or to perform a contract with you. Where you have given us consent, you have the right to withdraw it at any time by contacting Lee Goggin using the details above.