Beckett Investment Management Group – Privacy Notice
Including Beckett Financial Services Ltd and Beckett Asset Management Ltd. Beckett Financial Services Ltd (BFS) and Beckett Asset Management (BAM) is part of the Beckett Investment Management Group.
This privacy notice explains how we use any personal information we collect about you.
What information do we collect about you?
We collect information about you and your employees if required when you employ us for the purposes of financial planning and investment management services.
This information will relate to your personal and financial circumstances and also that of your employees when required. It may also include special categories of personal data such as information regarding yours or your employee’s health if this is necessary, for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Information relating to usage of our website is collected using cookies when a warning will be issued automatically for any user of the site to agree or disagree before continuing.
If the user is in agreement text files are placed on your computer to collect standard internet log information and visitor behaviour information. We’ll use your information collected from the website to personalise your repeat visits to the site
Why do we need to collect and use your personal data?
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we’d also be unable to fulfil our legal and regulatory obligations.
Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.
How will we use the information about you?
We will collect information about you in order to provide you with the services for which you have engaged with us for.
Who might we share your information with?
If you have agreed to and signed our declaration showing you have agreed, we’ll pass on your personal information to our group of companies so that they may offer you their products and services.
We won’t share your information for marketing purposes with any other companies.
In order to deliver our services to you effectively, we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
Where third parties are involved in processing your data will have previously contracted with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they’ll only act in accordance with our written instructions.
Where necessary, your personal data will be forwarded to a third party who will have security measures in place at all times to protect your personal data in transit.
Where we are required to transfer Special Categories of Data for example health information, we will transfer this information via secure postal services or through the use of encryption software to ensure the safe and secure receipt by the intended product provider.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
How long do we keep hold of your information?
In principle, your personal data shouldn’t be held for longer than is required under the terms of our contract for services with you. However, we are subject to regulatory requirements to retain data for specified minimum periods.
We also reserve the right to retain data for longer than this due to the possibility that it may be required to defend a future complaint against us by you or any third party representative.
In any case, we’ll not retain your personal data for longer than the required period allowable by regulation.
In all cases we will not retain any individual client information for longer then two years from that persons date of death.
You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as stated above.
How can I access the information you hold about me?
You have the right to request a copy of the information that we hold about you. If you’d like a copy of some or all of your personal information please email or write to us using the contact details noted below.
When your personal data is processed by automated means you have the right to ask us to move your personal data to another organisation for their use.
We have an obligation to ensure that your personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We may like to send you information about our products and services and those of other companies in our group, which may be of interest to you at some future date but only if you have agreed to receive marketing information from Beckett Financial services Ltd.
You may choose to opt out from receiving any marketing information at anytime.
You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us immediately by either post telephone or email.
For further information visit http://www.allaboutcookies.org/
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.
What can you do if you are unhappy with how your personal data is processed?
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
Phone: 0303 123 1113 (local rate)
How to contact us
By telephone 01284 773758
Or write to us at: Beckett Financial Services Ltd, Dettingen House, Dettingen Way, Bury St Edmunds, Suffolk, IP33 3TU