Privacy Notice
OVERVIEW
This notice applies to personal information held by ‘clients’ of Blue Square Wealth Management Limited. It explains what information we collect about you, how we will use that information, who we will share it with and in what circumstances. It also explains what steps we will take to make sure the information stays private and secure. We may need to retain your information even after we cease providing relevant products and services to you and in those circumstances this Privacy Notice will continue to apply.
HOW WE COLLECT AND USE YOUR INFORMATION
This is an overview of:
the type of information we collect about you
how we collect and use it
who we might share it with
the steps we will take to make sure it stays private and secure
your right to your information
WHO WE ARE
The data controller for the purpose of this notice will be Blue Square Wealth Management Limited.
WHEN THIS POLICY APPLIES
This privacy notice applies to you if you are a client that is, you apply for, or now, or have in the past applied full, or being our client in relation to any of our personal products or services. it will also apply to you if your personal data is or has been provided to us in relation to a client. this may be the case if you are or were an authorised signatory on a client account. you undertake dealings on behalf of a client (a trustee, executor, or are an attorney under a power of attorney), Or are an authorised signatory of those parties (a related party).
If you are an insurance client, it also means you, named insurers or beneficiaries under your policy, dependent's, claimants, and other third parties involved in an insurance policy or claim.
THE INFORMATION WE COLLECT
We collect information about you from different places including:
directly from you
from a third party acting on your behalf e.g. an intermediary or broker
from publicly available sources
when we generated ourselves
from other organisations
We will only collect your information in line with the relevant regulations and law and this may relate to any of our products or services you apply for, currently hold, or have held in the past.
You're responsible for making sure you give us accurate and up to date information. If you provide information for another person relating to your account, you need to tell him how to find the privacy notice and make sure they agree to us using their information for the purposes set out in it.
HOW WE WILL USE YOUR INFORMATION
We will use it to provide any products and services you requested and other purposes for example:
to confirm your identity and address
to understand how to use your accounts
to carry out your instructions
to improve our products and services
to offer you other service we believe may benefit you unless you ask us not to
We will only use your information where we're allowed to by law e.g. carrying out an agreement we have with you, fulfilling a legal obligation, because we have a legitimate business interest, or where you agree to it .
WHO WE CAN SHARE YOUR INFORMATION WITH
We may share your information with other companies we work in partnership with. We may also share your information with others outside or Blue Square Wealth Management Limited, e.g. regulators, insurers, investment companies, banks, brokers, as well as fraud prevention agencies.
HOW LONG WILL KEEP YOUR INFORMATION
We will keep your information for as long as you have a relationship with us. After it ends we'll keep it where we may need it for our legitimate purpose, e.g. to help us respond to queries or complaints, or for other reasons such as fighting fraud and financial crime, and responding to requests from regulators.
TRANSFERRING YOUR INFORMATION OVERSEAS
Your information may be transferred and stored in countries outside of the European economic area including some that may not have laws that provide the same level of protection for personal information. When we do this, We will ensure it has the appropriate level of protection.
YOUR RIGHTS
You have a number of rights relating to your information:
to access what we hold
to ask us to share it with another party
ask us to update incorrect or incomplete details
to object to or restrict processing of it
To complain
You can exercise your rights by contacting us using the details set out in the more details about your information section below. you also have the right to complain to the data protection regulator in the Isle of man.
The Information Commissioner, Isle of Man - www.inforights.im
MORE DETAILS ABOUT YOUR INFORMATION
If you would like further information on anything we've said in this privacy notice or to contact our Data Protection Officer, contact us at the below address:
Blue Square Wealth Management Limited
2nd Floor Victoria House
41-43 Victoria Street
Douglas
Isle of Man
IM1 2LF