As the operators of the website www.servoprivatewealth.com (“Website”), Servo Private Wealth Limited (“We”, “Us”) of Platf9rm, Tower Point, 44 North Road, Brighton, East Sussex, BN1 1YR is committed to protecting and respecting your privacy. This Privacy and Cookies Policy (together with and any other documents referred to therein) sets out the basis on which the personal data collected from you, or that you provide to Us will be processed by Us. Please read the following carefully to understand our views and practices regarding your personal data and how We will treat it.
For the purpose of the General Data Protection Regulation (“GDPR”, from the GDPR implementation date) or, until GDPR implementation date, the Data Protection Act 1998, (collectively the “Data Protection Laws”) the Data Controller is the Compliance Director at Best Practice IFA Group Ltd.
‘Strictly necessary’ cookies are essential to the operation of the website. They enable features such as the ability to log in to your account and to remember the data you submit as part of the booking process. Without these cookies the booking process will not work and you will not be able to make purchases from us online.
We use strictly necessary cookies to:
These are the cookies that we have defined as ‘Strictly Necessary’:
Information we collect from you
We collect and process some or all of the following types of information from you in the course of providing our services:
The provision of your name, address and date of birth, as well as other personal data is required from you to enable Us to fulfil our regulatory and legal obligations. We will inform you at the point of collecting information from you, whether you are required to provide the information to Us.
Information We Collect From Other Sources
Where Servo Private Wealth Limited obtains personal data from other sources, for example a professional introducer, the professional introducer should have sought your permission to share your personal data with us, prior to making any contact with Servo Private Wealth Limited. We will only use this data to make our initial contact with you, this does not affect your statutory rights and you are within your rights to request for us to make no further contact with you and to delete your data held by us.
‘Strictly necessary’ cookies are essential to the operation of the website. They enable features such as the ability to log in to your account and to remember the data you submit as part of the booking process. Without these cookies the booking process will not work and you will not be able to make purchases from us online.
We use strictly necessary cookies to:
These are the cookies that we have defined as ‘Strictly Necessary’:
‘Performance’ cookies enable us to collect anonymous information about how you use our website, the types of pages you visit, and problems you experience. We use the information to make improvements to the way the site works, understand the interests and motivations of our users and measure how effective our communications are.
We use performance cookies to:
These are the cookies that we have defined as ‘Performance’:
Lawful basis for processing
We rely on your consent as provided when you sign up to using our Services as the lawful basis on which We collect and use your personal data. Our legitimate interests in this data are to fulfil our contractual obligations to you and to fulfil our legal obligations as authorised and regulated firms.
Purposes of processing
We use information held about you in the following ways:
Marketing
In addition to the above uses We may use your information to notify you about goods or services which may be of interest to you. Where We do this, We will contact you by electronic means (e-mail or SMS) only if you have consented to such communication. If you do not want Us to use your data in this way please either (i) tick the relevant box situated on your service charter on which We collect your data ; (ii) unsubscribe from our electronic communications using the method indicated in the relevant communication; or (iii) inform Us at any time by contacting Us at the contact details set out below.
‘Functionality’ cookies are used to provide services or remember settings outside those preferences associated with a user account you may have with us.
We use ‘functionality’ cookies to:
These are the cookies that we have defined as `Functionality`:
We routinely disclose your personal data to third parties as follows:
We may disclose your personal data to any member of our corporate group, which means our subsidiaries, our ultimate holding company and its subsidiaries, as defined in section 1159 of the UK Companies Act 2006 (where applicable).
We may also disclose your personal data to third parties:
Other than as set out above, and save insofar as is necessary in order for Us to carry out our obligations arising from any contracts entered into between you and Us, We will not share your data with third parties unless We have procured your express consent to do so.
Security
We take appropriate measures to ensure that any personal data are kept secure, including security measures to prevent personal data from being accidentally lost, or used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it. Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality.
We also have procedures in place to deal with any suspected data security breach. We will notify you and any applicable regulator of a suspected data security breach where We are legally required to do so.
Unfortunately, the transmission of information via the internet is not completely secure. Although We will do our best to protect your personal data, We cannot guarantee the security of your data transmitted to the Website; any transmission is at your own risk. Once We have received your information, We will use strict procedures and security features to try to prevent unauthorised access.
The Website may, from time to time, contain links to and from the websites of our partner networks, advertisers and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and terms of use and that we do not accept any responsibility or liability for these policies and terms of use. Please check these policies before you submit any personal data to these websites.
Keeping your personal data up to date
If your personal details change you may update them by accessing this data through the wealth platform portal, or by contacting Us using the contact details below. If you have any questions about how We use data collected which relates to you, please contact Us by sending a request by email to [email protected]
We will endeavour to update your personal data within seven working days of any new or updated personal data being provided to Us, in order to ensure that the personal data We hold about you is as accurate and up to date as possible.
How long we keep your personal data
Where we store your personal data
All of the information that We hold about you is stored on our secure servers within the EEA.
If you would like further information please contact US or the Compliance Director at Best Practice IFA Group Limited, of which we are an Appointed Representative (see ‘Contact’ below). We will not otherwise transfer your personal data outside of the United Kingdom OR EEA or to any organisation (or subordinate bodies) governed by public international law or which is set up under any agreement between two or more countries.
Under the General Data Protection Regulation you have a number of important rights free of charge. In summary, those include rights to:
For further information on each of those rights, including the circumstances in which they apply, see the Guidance from the UK Information Commissioner’s Office (ICO) on individuals rights under the General Data Protection Regulation.
If you would like to exercise any of those rights, please:
We hope that We or our Compliance Director can resolve any query or concern you raise about our use of your information.
The General Data Protection Regulation also gives you right to lodge a complaint with a supervisory authority, in particular in the European Union (or European Economic Area) state where you work, normally live or where any alleged infringement of data protection laws occurred. The supervisory authority in the UK is the Information Commissioner who may be contacted at https://ico.org.uk/concerns/ or telephone: 0303 123 1113.
We reserve the right to modify this Policy at any time. Any changes We may make to our Policy in the future will be notified and made available to you using the Website. Your continued use of the services and the Website shall be deemed your acceptance of the varied privacy policy.
We may collect information about your mobile phone, computer or other device from which you access the Website including where available your IP address, operating system and browser type, for systems administration and to report aggregate information to third parties affiliates. This is statistical data about our users’ browsing actions and patterns, and does not identify any individual. We may, however, use such information in conjunction with the data We have about you in order to track your usage of our services.
Our Website uses cookies to distinguish you from other users of our Website. This helps Us to provide you with a good experience when you browse our Website and also allows Us to improve the Website. By using our Website you agree to our use of cookies as more specifically set out below.
A cookie is a small file of letters and numbers that We store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer’s hard drive.
The cookies We use include:
Please note that third parties affiliates may also use cookies, over which We have no control.
You may block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of the Website. Unless you have adjusted your browser setting so that it will refuse cookies, our system will issue cookies as soon as you visit our Website.
All questions, comments and requests regarding this Privacy and Cookies Policy should be addressed to [email protected], write to Us at Basepoint Business Centre, John de Mierre House, Bridge Road, Haywards Heath, West Sussex, RH16 1UA. Or alternatively please contact our Compliance Director at Best Practice IFA Group Ltd, Holmwood House, Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, RH12 4QP, telephone number 01403 334455, or via email at [email protected]
The values of investments can fall as well as rise. The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK. Servo Private Wealth Limited is an appointed representative of Best Practice IFA Group Limited, which is authorised and regulated by the Financial Conduct Authority. Servo Private Wealth Limited is entered on the FCA register under reference 913631. Servo Private Wealth Limited is registered in England, no. 12125902.
The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.