Your personal privacy and the security of your personal data are of primary concern to us. We believe you should be aware of who we are, the types of information we may collect about you and what we do with your personal information.
This website is owned and operated by iWealth. When we refer to iWealth, we mean iWeath Financial Ltd., company number 13335250.
When we mention “iWealth”, “we”, “us” or “our” we are referring to iWealth Financial Ltd.
We provide Independent Financial Planning and Wealth Management services. In the provision of our service, iWealth Financial Ltd collects, uses, retains and is responsible for personal data about you. As such, we are required to comply with data protection regulations and iWealth is registered as a data controller.
iWeath Financial Ltd. is a company registered in England & Wales at 1 Garden Lane, Ravenfield, Rotherham, England, S65 4ND. Company number 13335250.
iWealth Financial Ltd is authorised and regulated by the Financial Conduct Authority, our Financial Conduct Authority number is 949845.
In the course of providing our service to you, we may collect the following types of personal data:
We may also obtain personal data from other sources in the course of providing our services. Where we obtain this information from another party it is their responsibility to make sure they explain that they will be sharing personal data with us and, where necessary, ask permission before sharing information with us.
The personal data we obtain from other sources may include the following:
The below table sets out how we use your personal data, the lawful bases upon which we collect and use your personal data and the justification for doing so.
|Purpose / Reason for Processing||Lawful basis for Processing||Justification|
|To provide you with independent financial advice and wealth management services.||Legitimate Interest||We need to obtain and process your personal details to be able to provide you with financial advice.|
|To retain records of any services or advice provided to you.||Legitimate Interest||We need to retain your personal details to comply with financial regulations.|
|To apply for a contract / product.||Contract||Third party suppliers for whom you an existing contract or wish to apply for a new contract will require your personal details.|
|To refer you to third-party professional advisers.||Consent||With your consent we may disclose your personal details to other professional such as solicitors and accountants.|
|To provide you with details of products and services from us and third parties that may be of interest.||Consent||With your consent we may contact you with an appropriate and relevant product or service / advice information.|
Certain types of personal data are considered more sensitive and so are subject to additional levels of protection under data protection legislation. These are known as ‘special categories of data’ and include data concerning your health, racial or ethnic origin, genetic data and sexual orientation. Data relating to criminal convictions or offences are also subject to additional levels of protection.
We may process:
The lawful basis for processing this information is set out in the above table, we will be processing it either for the purpose of advising on, arranging or administering a contract or to comply with financial regulations.
We may use personal data we hold about you to help us identify, tailor and provide you with details of products and services from us that may be of interest to you. We will only do this where we have obtained your consent and then have a legitimate business reason to do this and will do so in accordance with any marketing preferences you have provided.
In addition, where you provided your consent, we may provide you with details of products and services of third parties where they may be of interest to you.
You can opt out of receiving marketing at any time. If you wish to amend your marketing preferences, please contact us by:
Phone: 0113 880 0440
Email: [email protected]
Post: 20 Parklands Close, Moortown, Leeds, LS17 6TA
In addition, you can opt out of receiving marketing at any time by clicking the ‘unsubscribe’ link at the bottom of every marketing email we send or by amending your preferences on our Service Agreement.
We routinely disclose your personal data to third parties as follows:
We will tell you if providing some personal data is optional, including if we ask for your consent to process it. In all other cases, you must provide your personal data for us to provide you with intermediary services.
We take appropriate measures to ensure that any personal data are kept secure, including security measures to prevent personal data from being accidentally lost, or used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where We are legally required to do so.
Unfortunately, the transmission of information via the internet is not completely secure. Although We will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to the Website; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features to try to prevent unauthorised access.
If your personal details change you may update them by accessing this data through the wealth platform portal, or by contacting us using the contact details below. If you have any questions about how we use data collected which relates to you, please contact us by sending a request in writing or email to the contact details below.
We will endeavour to update your personal data within seven working days of any new or updated personal data being provided to us, to ensure that the personal data we hold about you is as accurate and up to date as possible.
We will hold your personal data for differing periods of time depending upon the reason we have for processing it. These retention periods are set out below.
|Type of Record||Retention Period|
|Client data where advice has been provided or a regulated product has been provided.||We will retain your personal data until your date of death.|
|Client data where you made an enquiry, but no advice or regulated products were provided.||We retain your personal data for 12 months from the date of our last contact with you.|
All of the information that We hold about you is stored on our secure servers within the EEA.
If you would like further information please contact us. We will not otherwise transfer your personal data outside of the United Kingdom OR EEA or to any organisation (or subordinate bodies) governed by public international law or which is set up under any agreement between two or more countries.
Under the General Data Protection Regulations you have a number of important legal rights in relation to your personal data:
If you would like to exercise any of these rights, please:
We hope that we or our Compliance Director can resolve any query or concern you raise about our use of your information.
If you are not happy with the way we are handling your information, you have a right to lodge a complaint with the Information Commissioners Office. It has enforcement powers and can investigate compliance with data protection regulation (www.ico.org.uk). We ask that you please attempt to resolve any issues with us before you contact the ICO.
A cookie is a small text file which includes a unique identifier that is sent by a web server to your computer, mobile phone or any other internet enabled device when you visit a website.
Cookies are widely used to make websites work efficiently and to collect information about your online preferences.
We use all or some of the following categories of cookies on our website:
Essential cookies. These cookies are essential for parts of our website to operate. They enable you to move around our website and allow us to recognise you within our website so that we can provide you with service that you have asked for such as remembering your sign-in details.
Functionality cookies. These cookies help us customise our site content based on your preferences. They remember choices you make such as identifying yourself as a particular investor type (Retail, Professional or Institutional), your language, the country you visit our website from and any changes you make to text size or other parts of our web pages. The information these cookies collect may be anonymised and they cannot track your browsing activity on other websites.
Performance cookies. These cookies collect information on how you use our website in order to help us improve areas such as navigation and to help us fix technical issues or errors. For example, we use these cookies to help us understand how you arrive at our website, browse or use our website and highlight areas where we can improve. The information stored by these cookies never shows personal details from which your identity can be established.
Targeting cookies. These cookies collect information about your browsing habits in order to make advertising, and the content we deliver, more relevant to you and your interests. They are also used to limit the number of times you see an advert or particular content, as well as help measure the effectiveness of an advertising or marketing campaign. These cookies are usually placed by third party advertising networks. They remember the websites you visit and that information is shared with other parties such as advertisers.
Social Media cookies. These cookies allow you to share our website on social media such as Facebook and Twitter. These cookies are not within our control. Please refer to the respective privacy policies for how their cookies work.
Web beacons. Some of our web pages may contain electronic images known as web beacons (also known as clear gifs or pixels) that allow us to count users who have visited our pages. Web beacons collect only limited information, e.g. a cookie number, time and date of a page view, and a description of the page on which the web beacon resides. We may also carry web beacons placed by third party advertisers. These beacons do not carry any information that could directly identify you.
You can find more information about cookies, behavioral advertising and online privacy at www.allaboutcookies.org or www.youronlinechoices.eu.
At any time, you can prevent cookies from being set on your browser. For instructions on how to block, delete or disable any cookies, please consult your browser’s ‘Help’ or ‘Support’ section. Please note that by deleting our cookies or disabling future cookies you may not be able to access certain areas or features of our website.
All questions, comments and requests regarding this Privacy and Cookies Policy should be addressed to [email protected], or write to us at 20 Parklands Close, Moortown, Leeds, LS17 6TA.
Marian, North Yorkshire
A client since January 2017.
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A client since November 2016.