Call us TODAY: 0208 398 6677
Knight James Associates Limited (“we” “us” “our”) is committed to protecting and respecting your privacy. We are the data controller and will process your personal data in accordance with the Data Protection Act 1998 as amended or replaced by the General Data Protection Regulation 2016 and any national laws which relate to the processing of personal data (“data protection legislation”).
Please read the following carefully to understand our views and practices regarding Your Data and how we will treat it.
This policy applies to information we collect about:
Our Site may, from time to time, contain links to and from the websites of third parties. Please note that if you follow a link to any of these websites, such websites will apply different terms to the collection and privacy of your personal data and we do not accept any responsibility or liability for these policies. Please check before you submit your information to these websites.
We will collect details such as name, address, email address, contact number, date of birth, national insurance number and financial information in order to provide services to clients. We may also receive details of credit checks undertaken where you have supplied these to us.
We will share client personal information with our employees to manage our relationship with you and we will retain client personal data in accordance with the guidelines set down by our Regulators.
We will use your personal data provided to comply with our contractual obligations arising from the agreements we enter into with our Clients and share the data with financial institutions who can assist in the provision of financial services to clients including product providers, lenders, banks, insurers, fund managers, platform providers and third party compliance advisers.
We will use client personal data for our legitimate interests including:
• sharing personal data with our compliance services supplier;
• with your consent, marketing our other products and services by mail and email; and
• with your consent, obtaining your sensitive personal data from third parties including your health, ethnic origin, or criminal prosecutions from third parties such as employers and credit reference agencies, fraud prevention agencies and other similar organisations.
We will not transfer any client personal data outside the European Economic Area (“EEA”).
We will collect details such as contact names, address, email address and telephone number in order to contact you about goods and/or services we have ordered from you, to comply with our contractual obligations and to place further orders. We may share your personal data with our employees to manage our relationship with you and we will keep your personal data for as long as we require your goods and/or services subject to guidelines set down by our Regulators. We will not transfer your personal data outside the EEA.
We may use client personal data to provide you with details about our services, and business updates and events which we think may be of interest.
You have the right to opt-out of receiving this information at any time. To opt-out of receiving such information you can:
• email us at firstname.lastname@example.org or call 020 8398 6677 providing us with your name and contact details.
Where you have subscribed to receive marketing correspondence from us we will keep your personal data according to the guidelines set down by our Regulators from when you subscribed to receiving marketing information from us or until you unsubscribe from receiving such correspondence from us (whichever is earlier).
LEGAL BASIS FOR PROCESSING YOUR PERSONAL DATA
In accordance with data protection legislation we are required to notify you of the legal basis upon which we process your personal data. We process your personal data for the following reasons:
• for performance of a contract we enter into with you;
• where necessary for compliance with a legal obligation we are subject to; and
• for our legitimate interests (as described within this policy).
We will also process your personal data including personal sensitive data where we have obtained your explicit consent.
DISCLOSURE OF YOUR DATA TO THIRD PARTIES
In addition to the third parties mentioned previously in this policy, we may disclose your personal data to third parties for the following legitimate business purposes:
• staff members in order to facilitate the provision of services to you;
• IT software providers that host our website and store data on our behalf; and
• to a prospective buyer of some or all of our business or assets, in which case personal data including your data will also be one of the transferred assets.
We may disclose your personal data to the police, regulatory bodies, legal advisors or similar third parties where we are under a legal duty to disclose or share your personal data in order to comply with any legal obligation, or in order to enforce or apply our agreements; or to protect our rights, property, or safety of our clients, or others. This includes exchanging information with other companies and organisations for the purposes of fraud protection and credit risk reduction.
We will not sell or distribute your personal data to other organisations without your approval.
CROSS-BORDER DATA TRANSFERS
We do not transfer personal data outside the EEA. Where this is required in the future, we will ensure that safeguards are in place so that such transfers comply with data protection legislation.
Information you provide to us is shared on our secure servers. We have implemented appropriate physical, technical and organisational measures designed to secure your information against accidental loss and unauthorised access, use, alteration or disclosure. In addition, we limit access to personal data to those employees, agents, contractors and other third parties that have a legitimate business need for such access.
Where we have given you (or where you have chosen) a password which enables you to access certain parts of our Site, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.
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 information transmitted to our Site; any transmission is at your own risk.
ACCESS TO, UPDATING, DELETING AND RESTRICTING USE OF YOUR DATA
It is important that the personal data we hold about you is accurate and current. Please keep us informed if the personal data we hold about you changes.
Data protection legislation gives you certain rights in relation to your personal data. You have the right to object to the processing of your personal data in certain circumstances and to withdraw your consent to the processing of your personal data where this has been provided.
You can also ask us to undertake the following:
• update or amend your personal data if you feel this is inaccurate;
• remove your personal data from our database entirely subject to our regulatory requirements.
• send you copies of your personal data in a commonly used format and transfer your information to another entity where you have supplied this to us, and we process this electronically with your consent or where necessary for the performance of a contract;
• restrict the use of your personal data; and
• provide you with access to information held about you and for this to be provided in an intelligible form.
We may request specific information from you to help us confirm your identity. Data protection legislation may allow or require us to refuse to provide you with access to some or all the personal data that we hold about you or to comply with any requests made in accordance with your rights referred to above. If we cannot provide you with access to your personal data, or process any other request we receive, we will inform you of the reasons why, subject to any legal or regulatory restrictions.
Please send any requests relating to the above to our data privacy officer email@example.com specifying your name and the action you would like us to undertake.
RIGHT TO WITHDRAW CONSENT
Where you have provided your consent to the collection, processing and transfer of your personal data, you may withdraw that consent at any time. This will not affect the lawfulness of data processing based on consent before it is withdrawn. To withdraw your consent please contact us.
Registered Office: Knight James
6 Station Road, Thames Ditton, Surrey, KT7 0NR
Reg in England no 7704870
Knight James Associates Ltd is authorised and regulated by the Financial Conduct Authority.
FCA Registration No.: 563896