Privacy Statement & Data Protection Notice

Last updated:
23 05 2018
VSL Wealth Management operates
http://http://www.vslwealth.com/ (the "Site").

This page informs you of our policies regarding the collection, use and disclosure of Personal Information we receive from users of the Site.

We take your privacy very seriously and ask that you read this notice carefully as it contains important information about who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data and on how to contact us and supervisory authorities in the event that you have a complaint.

WHO WE ARE

VSL Wealth Management Limited collects, uses and is responsible for personal data about you. We are required to comply with data protection regulation and we are responsible as the data controller of that personal data for the purposes of the law.

We provide financial planning, financial advice and intermediary product arrangement services to individuals and businesses.

PERSONAL DATA WE COLLECT FROM YOU

In the course of providing our service to you we may collect the following personal data when you provide it to us:

Contact information This includes any information that can be used to contact a person such as title, forename, surname, personal telephone number and email address. This may also include work contact information such as business name, work telephone number and email address.

 

Our Contact Us form is hosted by a third party, Caspio, Inc. Santa Clara, California. (www.caspio.com). Your submitted data will be stored on their system and distributed to Us. Their Terms and Conditions can be found here.

HOW WE USE YOUR PERSONAL DATA

The below table sets out how we use your personal data, the the lawful bases upon which we collect and use your personal data who we routinely share your personal data with:

Reason for Data Processing Lawful Basis for Data Processing
To provide you with details of products and services from ourselves and third parties that may be of interest to you in accordance with your preferences. Consent

In the course of our activities relating to the prevention, detection and investigation of financial crime, we may process criminal conviction or offence information. Where we do so, in addition to the lawful basis for processing this information set out in the above table, we will be processing it for the purpose of compliance with regulatory requirements relating to unlawful acts and dishonesty.

LOG DATA

We do not collect information that your browser sends whenever you visit our Site ("Log Data").
We may use third party services such as Google Analytics and data from our web host that collect, monitor and analyze Log Data that may include information such as your computer's Internet Protocol ("IP") address, browser type, browser version, the pages of our Site that you visit, the time and date of your visit, the time spent on those pages and other statistics.

COOKIES

Cookies are files with small amount of data, which may include an anonymous unique identifier. Cookies are sent to your browser from a web site and stored on your computer's hard drive. Like many sites, we may use analytics and other "cookies" from third parties to collect information. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our Site.

MARKETING

We may use personal data that we hold about you to help us identify, tailor and provide you with details of products and services from us or third parties that may be of interest to you in accordance with your preferences.
You can opt-out of receiving marketing material, or you can change your marketing preferences at any time by emailing your instructions to: dataprotection@ljfp.co.uk
You can also opt-out of marketing by clicking the 'Unsubscribe' link at the bottom of any marketing email.

WHEN INFORMATION MUST BE PROVIDED BY YOU

We will tell you if providing some personal data is optional and ask for your consent to process it. In all other cases you must provide your personal data in order for us to provide you with our services.

HOW LONG YOUR PERSONAL DATA WILL BE KEPT

We will retain personal information we collect when we have an ongoing legitimate need to do so.
When we no longer have a legitimate need to retain personal information, we will either delete it or anonymise it, or, if this is not possible then we will securely store it and isolate it from any further processing until deletion becomes possible.

INTERNATIONAL DATA TRANSFERS

We will not transfer personal data from this website to countries which are located outside the European Economic Area.

YOUR RIGHTS

You have legal rights under data protection regulation in relation to your personal data as follows:

1. If you wish to access, correct, update or request deletion of your personal information, you can do so at any time by contacting us using the contact details provided under the “How to contact us” heading below;

2. In addition, you can object to processing of your personal information, ask us to restrict processing of your personal information or request portability of your personal information. Again, you can exercise these rights by contacting us using the contact details provided under the “How to contact us” heading below.

3. You have the right to opt-out of marketing communications that we send you at any time. You can exercise this right by clicking on the “Unsubscribe” or “Opt-out” link in the marketing e-mails we send you. To opt-out of other forms of marketing (such as postal marketing or telemarketing), then please contact us using the contact details provided under the “How to contact us” heading below.

4. Similarly, if we have collected and processed your personal information with your consent, then you can withdraw your consent at any time. Withdrawing your consent will not affect the lawfulness of any processing we conducted prior to your withdrawal, nor will it affect processing of your personal information conducted in reliance on lawful processing grounds other than consent. For specific information about our processing of your sensitive category personal data with your consent, please see the "Your consent to us processing your special category personal data" heading below.

5. You have the right to complain to a data protection authority about our collection and use of your personal information. For more information, please contact your local data protection authority. Contact details for data protection authorities in the European Economic Area, Switzerland and certain non-European countries (including the US and Canada) are available at http://ec.europa.eu/justice/data-protection/article-29/structure/data-protection-authorities/index_en.htm.
We respond to all requests we receive from individuals wishing to exercise their data protection rights in accordance with applicable data protection laws.

KEEPING YOUR PERSONAL DATA SECURE

We have appropriate security measures in place to prevent personal data from being accidentally lost, 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.

OUR SUPERVISORY AUTHORITY

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 (ICO). 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 the ICO.

HOW TO CONTACT US

If you are not satisfied with the level of information provided, or you would like to exercise any of the above rights or make a complaint, please email: The Data Protection Officer at dataprotection@ljfp.co.uk, or write to: The Data Protection Officer 750 Mandarin Court, Warrington, WA1 1GG, with enough information to identify you, e.g. name, telephone number, email address.
Please also provide proof of your identity and address, and explain the information to which your request relates.

Changes To This Privacy Policy

This Privacy Policy is effective as of 04 04 2017 and will remain in effect except with respect to any changes in its provisions in the future, which will be in effect immediately after being posted on this page.
We reserve the right to update or change our Privacy Policy at any time and you should check this Privacy Policy periodically. Your continued use of the Service after we post any modifications to the Privacy Policy on this page will constitute your acknowledgment of the modifications and your consent to abide and be bound by the modified Privacy Policy.
Policy edited 06 04 17. Updated 23 05 18.

Contact Us

If you have any questions about this Privacy Policy, please contact us. Return to Home Page.

VSL Wealth Management Limited is an appointed representative of LJ Financial Planning Limited which is authorised and regulated by the Financial Conduct Authority. Indepenent Financial Advisor