Ruth Whitehead Associates are independent financial advisers. This privacy policy explains how we use any personal information we collect about you when you use our services.
Our contact details:
Name: Ruth Whitehead Associates
Address: St Matthias Hall
Wordsworth Road
London
N16 8DD
Phone: 020 7254 8262
Email: info@rwafinance.co.uk
Website: www.rwafinance.co.uk
Sections:
· What information we collect about you – types of information we gather
· How we use the information about you
· Reasons we are holding this information:
· How we store your information and how we keep it secures:
· Who has access to your information:
· Your data protection rights:
· Communications
· Access to your information and correction
· Cookies
· Other websites
· Changes to our privacy policy
· How to contact us
What information we collect about you
We collect financial and personal identification information about you once you have asked to use our services and subsequently when we place an order to execute transactions for products or services. We may also collect information about you if you voluntarily complete customer surveys or provide feedback, for example. If, and when, we use our website to collect information about you, the information may be collected using cookies.
How we use the information about you
We collect information about you to provide you with advice, periodically process your orders, manage your account and, if you agree, to contact you about products and services we think may be of interest to you. When you provide information through our website, we use that information to personalise your future visits to our site.
If you have agreed, we will pass on your relevant personal information to other firms party to transactions. We may be required to share your information with our regulators, compliance consultants, credit reference agencies, and fraud prevention agencies (for tax and anti-money laundering purposes).
Reasons we are holding this information:
Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are:
· Your consent. You are able to remove your consent at any time. You can do this by contacting info@rwafinance.co.uk
· We have a contractual obligation.
· We have a legal obligation.
How we store your information and how we keep it secure:
We are committed to doing all that we can to keep your data secure. We have set up systems and processes to prevent unauthorised access or disclosure of your data – for example, we protect your data using varying levels of encryption.
We also make sure that any third parties that we deal with keep all personal data they process on our behalf secure.
Who has access to your information:
Only members of our team have access to your data.
Your data protection rights:
Under data protection law, you have rights including:
· Your right of access – You have the right to ask us for copies of your personal information.
· Your right to rectification – You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
· Your right to erasure – You have the right to ask us to erase your personal information in certain circumstances.
· Your right to restriction of processing – You have the right to ask us to restrict the processing of your personal information in certain circumstances.
· Your right to object to processing – You have the right to object to the processing of your personal information in certain circumstances.
· Your right to data portability – You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.
You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.
Please email us at info@rwafinance.co.uk or call us on 020 7254 8262 if you wish to make a request.
Communications
We would like to send you information about products and services of ours which may be of interest to you, plus our fundraising and events. If you have consented to receive communications/marketing, you may opt out at a later date. You have the right at any time to stop us from contacting you for marketing purposes. Please tell us to do so by emailing the address below.
Access to your information and correction
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of your personal information, please email or write to us at the address below. We may make a small charge for this service. We want to make sure that your personal information is accurate and up to date. You may ask us to correct or remove information you think is inaccurate.
Cookies
Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org. You can set your browser to not accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
Other websites
Our website contains links to other websites. This privacy policy only applies to our own website, so when you link to other websites you should read their own privacy policies.
Changes to our privacy policy
We keep our privacy policy under regular review. This privacy policy was last updated in July 2023.
How to contact us
If you have any concerns about our use of your personal information, you can contact us by emailing us on info@rwafinance.co.uk or by writing to us at Ruth Whitehead Associates, St Matthias Hall, Wordsworth Road, London, N16 8DD.
You can also contact the ICO if you are unhappy with how we have used your data.
ICO address: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF
ICO Helpline number: 0303 123 1113
ICO website: https://www.ico.org.uk