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BV Services Independent Financial Advisers

 

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Privacy Policy

Information we hold about you

In order to advise you properly, BV Services must obtain certain information from you about your financial and personal circumstances.

BV Services is committed to keeping your personal data safe and, in order to do so, is bound by, and has implemented, the requirements of the new General Data Protection Regulations (GDPR), which came into force on 25th May 2018. We will control and protect your privacy and personal data as detailed in the Privacy Statement below.

This privacy statement is also included in our new Client Agreement, which will need to be signed by all clients in due course.

Internet security

We will communicate with you by email when appropriate and your signature on our Client Agreement will confirm your authorisation to do so as well as your awareness that email is not a secure means of communication and it is possible that information transmitted to us may be intercepted, read or obtained by other parties.

Privacy Statement

Definitions

Data Subject - Any living and identifiable persons whose personal data is held by us.

Data Controller - The person responsible for deciding how the data is handled.

Personal Data - All data concerning a living and identifiable individual who can be identified from the information held by us.

Processing - Any action that involves the deletion, disclosure, organisation, or obtaining, of the personal data.

Sensitive (non-Standard) Data - Personal data that differs from standard data (name and address etc) and contains private and often highly confidential information regarding the data subject. This includes that relating to health and biometric data and is likely to be used when applying for life assurance, for example, and we will need your express consent to acquire this from you.

Third Party - Any persons, or organisation, other than the data subject or Data Controller.

Processes

The lawful basis on which we will process your data is to fulfil the contract between us to provide you with financial advice and implement the purchase of financial products.

The purpose of collecting information from you is to enable us to provide you with advice and information relating to your requirements.

For the purpose of enabling us to fulfil our contract with you, it may be necessary for us to share some or all this information with third parties. These third parties may include product providers, and other professionals such as solicitors, secretarial staff, and compliance managers.

If certain data becomes out-of-date and of no further value, we will delete it.

If you require us to let you have a copy of the personal data we hold, please notify us in writing and we will send you this data by a means which is mutually convenient, e.g. electronically or on paper. We will send you the data you require within one month of your request.

If you tell us that information we hold is incorrect we will correct it promptly.

We will take steps to protect your personal data against loss or theft, as well as from unauthorised access, disclosure, copying, use or modification. We will retain your personal data for a period of at least 7 years from the end of the relationship to fulfil our record-keeping obligations and will not retain personal data longer than is necessary, unless there is a legal reason for extended retention.

If you become the client of another firm instead of us, that firm will be responsible for processing your data from the date of change. We will retain a copy of your data accumulated prior to that date.

It may be necessary for us to record telephone conversations or video calls. These may be used to evidence compliance with regulatory requirements or in the event of a dispute.

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© John Bramwell 2015 - BV Services is authorised and regulated by the Financial Conduct Authority