Privacy Policy

Truscott Wealth Management Ltd has adopted the following privacy policy statement applicable to the website, www.truscottwm.co.uk, a website designed to supply information about Truscott Wealth Management Ltd, and its services. If you have any questions or concerns about this Privacy Policy, please contact us at enquiries@truscottwm.co.uk

Collection and Use of Information from User Information Requests

Users may, but are not required to, send inquiries or request further information about Truscott Wealth Management Ltd and its products and services through completing a contact or request form or sending us an email message. We collect information, including name, organisation, email address and the other information supplied through such contact or email. We may use such information to respond to the inquiry, supply information about Truscott Wealth Management Ltd and its products and services to the user from time to time and maintain a record of the contact.

Information Received from Internet Service Providers

This website receives information that is automatically generated by a user's Internet service provider (ISP). This information may include the IP address (a number automatically assigned to a computer by the ISP), the associated URLs, domain types, the location of the ISP's servers, the pages of our site that the user views during the visit, any search terms entered on this site. This information may be collected for system administration purposes, to gather broad demographic information and to monitor the level of activity on the site. Truscott Wealth Management Ltd will not link IP addresses to personal information; however, we reserve the right to link IP addresses and other information supplied by the ISP to personally identifiable information in order to protect the integrity of our system and for security purposes.

Security and retention of Your Personal Data

Your privacy is important to us and we will keep Your Personal Data secure in accordance with our legal responsibilities. We will take reasonable steps to safeguard Your Personal Data against it being accessed unlawfully or maliciously by a third party.

Your Personal Data will be retained by us either electronically or in paper format for a minimum of six years, or in instances whereby we have legal right to such information we will retain records indefinitely.

Your rights in relation to Your Personal Data

• Request access to your personal data. This enables you to receive a copy of the personal data we hold about you and to check that we are lawfully processing it.
• Request correction of the personal data that we hold about you. This enables you to have any incomplete or inaccurate data we hold about you corrected, though we may need to verify the accuracy of the new data you provide to us.
• Request erasure of your personal data. This enables you to ask us to delete or remove personal data where there is no good reason for us continuing to process it. You also have the right to ask us to delete or remove your personal data where you have successfully exercised your right to object to processing (see below), where we may have processed your information unlawfully or where we are required to erase your personal data to comply with local law. Note, however, that we may not always be able to comply with your request of erasure for specific legal reasons which will be notified to you, if applicable, at the time of your request.
• Object to processing of your personal data where we are relying on a legitimate interest (or those of a third party) and there is something about your particular situation which makes you want to object to processing on this ground as you feel it impacts on your fundamental rights and freedoms. You also have the right to object where we are processing your personal data for direct marketing purposes. In some cases, we may demonstrate that we have compelling legitimate grounds to process your information which override your rights and freedoms.
• Request restriction of processing of your personal data. This enables you to ask us to suspend the processing of your personal data in the following scenarios: (a) if you want us to establish the data's accuracy; (b) where our use of the data is unlawful but you do not want us to erase it; (c) where you need us to hold the data even if we no longer require it as you need it to establish, exercise or defend legal claims; or (d) you have objected to our use of your data but we need to verify whether we have overriding legitimate grounds to use it.
• Request the transfer of your personal data to you or to a third party. We will provide to you, or a third party you have chosen, your personal data in a structured, commonly used, machine-readable format. Note that this right only applies to automated information which you initially provided consent for us to use or where we used the information to perform a contract with you.
• Withdraw consent at any time where we are relying on consent to process your personal data. However, this will not affect the lawfulness of any processing carried out before you withdraw your consent. If you withdraw your consent, we may not be able to provide certain products or services to you. We will advise you if this is the case at the time you withdraw your consent.

Transmission of Information

The Internet is a global environment. By using this site and sending information to us electronically, you consent to trans-border and international transmission of any data that you may choose to supply us. Information transmissions to this site and emails sent to us may not be secure. Given the inherent operation and nature of the Internet, all Internet transmissions are done at the user's own risk.

Information Sharing and Disclosure

Information collected through this site may be supplied to affiliates of Truscott Wealth Management Ltd and other companies and organisations who perform work for us under contract or sell products or services that complement our products and services. We also may disclose personally identifiable information in the following situations: (a) in response to a court order or legal process, to the extent permitted and required by law; (b) to protect user security or the security of other persons, consistent with applicable laws; or; (c) in connection with a sale, joint venture or other transfer to some or all of the assets of Truscott Wealth Management Ltd. We otherwise exercise commercially reasonable care to not otherwise share or disclose the names of users or any personally identifiable information with third parties, except with the prior approval of the user.

Collection and Use of Children's Personal Information

This website is not directed to children or anyone under the age of 13. Truscott Wealth Management Ltd will not, through this website, knowingly collect, maintain or use any personally identifiable information about anyone under the age of 13. However, if Truscott Wealth Management Ltd learns that we have personal information on a child under the age of 13, we will delete that information from our systems.

Links to Other Sites

This site may contain links to other websites on the Internet that are owned and operated by third parties, or by Truscott Wealth Management Ltd or its affiliates. The information practices of those websites are not covered by this Privacy Policy, but by their own terms and policies, which you should read carefully. These other sites may send their own cookies to users, collect data or solicit personal information. This privacy policy only applies to the www.truscottwm.co.uk website. It is not intended to apply to other Truscott Wealth Management Ltd websites, which may have different privacy policies.

Changes to this Privacy Policy

We reserve the right to change the terms of this Privacy Policy from time to time by posting an updated Privacy Policy. We encourage you to review this Privacy Policy Statement periodically for any changes or updates.

Last Updated: 2nd October 2019