{"id":7600,"date":"2026-08-05T12:42:59","date_gmt":"2026-08-05T12:42:59","guid":{"rendered":"http:\/\/62.233.124.245\/~soderbergtest1\/master\/?page_id=7600"},"modified":"2026-08-05T13:05:31","modified_gmt":"2026-08-05T13:05:31","slug":"privacy-policy","status":"publish","type":"page","link":"http:\/\/62.233.124.245\/~soderbergtest1\/master\/privacy-policy\/","title":{"rendered":"Privacy Policy"},"content":{"rendered":"\t\t
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XXXXX\n\n
Partner Privacy Notice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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A. This Notice<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Summary \u2013 This Notice explains how we Process Personal Data, including as appointed representatives of S\u00f6derberg & Partners Financial Planning Limited. This Notice may be amended or updated from time to time, so please check it regularly for updates.<\/p>

This Notice is issued by XXXXX<\/strong> (“we”, “us” and “our”) and is addressed to individuals outside our organisation with whom we interact, including visitors to our Sites, our clients, personnel of corporate clients and vendors, applicants for employment, and visitors to our premises (together, “you”). We are the Controller for the purposes of this Notice. Defined terms used in this Notice are explained in Section (Q) below.<\/p>

We are appointed by S\u00f6derberg & Partners Financial Planning Limited (“S\u00f6derberg & Partners”) as their appointed representative to provide financial planning, insurance, investment, and transactional advisory and arrangement services (the “Services”) to retail and commercial clients in the United Kingdom. In this context, S\u00f6derberg & Partners is the FCA authorised ‘principal’ and we act as S\u00f6derberg & Partners’ ‘appointed representative’. When providing Services to clients, we Process Personal Data as Joint Controllers with S\u00f6derberg & Partners. You can access S\u00f6derberg & Partners’ Privacy Notice here: soderbergpartners.co.uk\/privacy-policy.<\/p>

This Notice may be amended or updated from time to time to reflect changes in our practices with respect to the Processing of Personal Data, or changes in applicable law. We encourage you to read this Notice carefully, and to regularly check this page to review any changes we might make in accordance with the terms of this Notice.<\/p>

This Notice was last updated on 20\/07\/2026.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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B. Collection of Personal Data\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Welcome to our website, XXXXX<\/strong>, accessible on your computer or portable handheld device. The website is provided by us to you as a user of our website.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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Risk warnings\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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Summary \u2013 We collect or obtain Personal Data: when those data are provided to us (e.g., where you contact us); in the course of our relationship with you (e.g., if we provide Services to you, or your employer); when you make Personal Data public (e.g., if you make a public post about us on social media); when you visit our Sites; when you register to use any of our Sites, or Services; or when you interact with any third party content or advertising on a Site. We may also receive Personal Data about you from third parties (e.g., law enforcement authorities, background verification providers, tax authorities, etc.).<\/p>

Collection of Personal Data: We collect or obtain Personal Data about you from the following sources:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tData provided to us: We obtain Personal Data when those data are provided to us (e.g., where you contact us via email or telephone, or by any other means, in connection with our Services, or when you provide us with your business card, or when you submit a job application).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tData we obtain in person: We obtain Personal Data during meetings, networking events, during visits from sales or marketing representatives, or at other events we attend.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tRelationship data: We collect or obtain Personal Data in the ordinary course of our relationship with you (e.g., we provide a Service to you, or your employer).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tData you make public: We collect or obtain Personal Data that you manifestly choose to make public, including via social media (e.g., we may collect information from your social media profile(s), if you make a public post about us).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tSite data: We collect or obtain Personal Data when you visit any of our Sites or use any features or resources available on or through a Site.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tRegistration: We collect or obtain Personal Data when you use, or register to use, any of our Sites, or Services.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tContent and advertising information: If you interact with any third party content or advertising on a Site (including third party plugins and cookies) we receive Personal Data from the relevant third party provider of that content or advertising.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tPersonal Data from S\u00f6derberg & Partners: We receive Personal Data from S\u00f6derberg & Partners in the context of our partnership.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tThird party information: We collect or obtain Personal Data from third parties who provide it to us (e.g., credit reference agencies; law enforcement authorities; etc.).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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    C. Creation of Personal Data\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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    Summary \u2013 We create Personal Data about you (e.g., records of your interactions with us).<\/p>

    We also create Personal Data about you in certain circumstances, such as records of your interactions with us, meeting notes, call logs, call recordings, etc. We may also combine Personal Data from any of our Sites, or Services, including where those data are collected from different devices or sources.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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    D. Categories of Personal Data we Process\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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    Summary \u2013 We Process: your personal details (e.g., your name); your contact details (e.g., your address); your professional details (e.g., your CV); records of surveys or testing in which you have participated; demographic data (e.g., your age); visitor logs for our premises; records of your consents; payment details (e.g., your billing address); information about our Sites (e.g., the type of device you are using); details of your employer (where relevant); information about your interactions with our content or advertising; and any views or opinions you provide to us.<\/p>

    We Process the following categories of Personal Data about you:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tPersonal details: given name(s); preferred name; photograph; national insurance number; and the same information relating to family members \/ dependants.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tContact details: correspondence address; telephone number; email address; details of Personal Assistants, where applicable; messenger app details; online messaging details; and social media details.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tCorrespondence: records and copies of your correspondence if you contact us.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tProfessional details: your CV; records of your expertise; professional history; practising details and qualification details; information about your experience; participation in meetings, seminars, advisory boards and conferences; information about your professional relationship with other individuals or institutions; language abilities; and other professional skills.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tIdentification documents: passport; driving licence; other government issued identification documents; and proof of address (e.g., utility bills, mortgage statements, etc.).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tDemographic information: gender; date of birth \/ age; nationality; salutation; title; language preferences; and the same information relating to family members \/ dependants.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tVisitor logs: records of visits to our premises.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tConsent records: records of any consents you have given, together with the date and time, means of consent, and any related information (e.g., the subject matter of the consent).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tBank details: billing address; bank account information; BACS details; SWIFT details; and IBAN details.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tFinancial information: information relating to financial status, including investments, assets, income, and liabilities; risk appetite; and investment objectives.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tBackground checks: information surfaced by Know Your Client checks \/ credit checks (e.g., details of bankruptcies, county court judgements, etc.).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tCorrespondence and meeting notes: records and copies of your correspondence; meeting notes; logs of telephone calls; and telephone recordings.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tData relating to our Sites: device type; operating system; browser type; browser settings; IP address; language settings; dates and times of connecting to a Site; registration details; username; password; security login details; usage data; and aggregate statistical information.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tEmployer details: where you interact with us in your capacity as an employee of a third party; and the name, address, telephone number and email address of your employer, to the extent relevant.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tContent and advertising data: records of your interactions with our online advertising and content, records of advertising and content displayed on pages displayed to you, and any interaction you may have had with such content or advertising (e.g., mouse hover, mouse clicks, any forms you complete in whole or in part) and any touchscreen interactions.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tCookie data: we collect information via cookies and similar technologies. Please see our Cookie Policy for more details.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tSecurity information: your password(s); login attempt details; security settings; and other security-related information.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tViews and opinions: any views and opinions that you choose to send to us, or publicly post about us on social media platforms.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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      E. Sensitive Personal Data\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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      Summary \u2013 Where we need to Process Sensitive Personal Data for a legitimate purpose, we do so in accordance with applicable law.<\/p>

      We may request Sensitive Personal Data from you in connection with the provision of certain Services. In particular, we may Process information relating to criminal convictions during the course of conducting background checks, including in the context of recruitment. We may also Process details of current and\/or former health conditions in the context of advising on life insurance and income protection products, and\/or in the context of financial planning services (i.e., where your medical conditions may inform your investment objectives).<\/p>

      Where it becomes necessary to Process your Sensitive Personal Data for any reason, we rely on one of the following legal bases:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tCompliance with applicable law: We may Process your Sensitive Personal Data where the Processing is required or permitted by applicable law (e.g., to comply with our diversity reporting obligations).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tDetection and prevention of crime: We may Process your Sensitive Personal Data where the Processing is necessary for the detection or prevention of crime (e.g., the prevention of fraud).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tEstablishment, exercise or defence of legal claims: We may Process your Sensitive Personal Data where the Processing is necessary for the establishment, exercise or defence of legal claims.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tConsent: We may Process your Sensitive Personal Data where we have, in accordance with applicable law, obtained your express consent prior to Processing your Sensitive Personal Data (this legal basis is only used in relation to Processing that is entirely voluntary \u2013 it is not used for Processing that is necessary or obligatory in any way).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
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        If you provide Sensitive Personal Data to us, you must ensure that it is lawful for you to disclose such data to us, and you must ensure a valid legal basis applies to the Processing of those Sensitive Personal Data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

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        F. Purposes of Processing and legal bases for Processing\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
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        Summary \u2013 We Process Personal Data for the following purposes: providing our Sites and Services to you; compliance checks; operating our business; communicating with you; managing our IT systems; health and safety; financial management; conducting surveys; ensuring the security of our premises and systems; conducting investigations where necessary; compliance with applicable law; improving our Sites and Services; fraud prevention; establishment, exercise and defence of legal claims; and recruitment and job applications.<\/p>

        The purposes for which we Process the categories of Personal Data identified in Section (D) above, subject to applicable law, and the legal bases on which we perform such Processing, are as follows:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

        \n\t\t\t\t\t\t\t\t\t\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
        Purpose of Processing<\/strong><\/td>\nCategories of Personal Data<\/strong><\/td>\nLegal basis for Processing<\/strong><\/td>\n<\/tr>\n
        Provision of Sites and Services: providing our Sites or Services; providing promotional items upon request; and communicating with you in relation to those Sites or Services.<\/td>\nPersonal details; Contact details; Correspondence; Professional details; Demographic information; Consent records; Bank details; Financial information; Data relating to our Sites; Content and advertising data; Cookie data; Security information; Views and opinions; Sensitive Personal Data<\/td>\nContract necessity; or Legitimate interest in providing our Sites or Services; or Prior consent (voluntary Processing only, e.g., in connection with life insurance, income protection or financial planning services where medical conditions may inform investment objectives).<\/td>\n<\/tr>\n
        Customer relationship management (CRM) platform: setting you, or your employer, up as a client on S\u00f6derberg & Partners’ CRM platform; keeping your entry up to date; and communicating with you in relation to the CRM platform.<\/td>\nPersonal details; Contact details; Correspondence; Professional details; Demographic information; Consent records; Bank details; Financial information; Data relating to our Sites; Content and advertising data; Cookie data; Security information; Views and opinions; Sensitive Personal Data<\/td>\nContract necessity; or Legitimate interest in operating our business; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Compliance checks: fulfilling regulatory compliance obligations; Know Your Client checks; confirming and verifying identity; use of credit reference agencies; and screening against sanctions lists and other legal restrictions.<\/td>\nPersonal details; Contact details; Correspondence; Professional details; Identification documents; Demographic information; Consent records; Bank details; Financial information; Employer details; Security information; Sensitive Personal Data<\/td>\nLegal obligation; or Contract necessity; or Legitimate interest in fulfilling regulatory and compliance obligations; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Operating our business: operating and managing our Sites and Services; providing content to you; displaying advertising and other information to you; communicating and interacting with you; and notifying you of changes to our Sites or Services.<\/td>\nPersonal details; Contact details; Correspondence; Professional details; Identification documents; Demographic information; Consent records; Bank details; Financial information; Employer details; Security information; Sensitive Personal Data<\/td>\nContract necessity; or Legitimate interest in operating our business; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Planning: organisational planning; succession planning; mergers, acquisitions, demergers, liquidations, asset sales, divestitures, reorganisations and similar corporate structuring arrangements.<\/td>\nPersonal details; Contact details; Professional details; Demographic information; Background checks; Data relating to our Sites; Employer details; Content and advertising data; Views and opinions<\/td>\nLegitimate interest in planning the future operation of our business.<\/td>\n<\/tr>\n
        Communications and marketing: communicating with you to provide news items and other information of interest; personalising our Sites, products and Services for you; maintaining and updating contact information; enabling and recording opt-out choices.<\/td>\nPersonal details; Contact details; Correspondence; Demographic information; Consent records; Financial information; Data relating to our Sites; Content and advertising data; Cookie data; Views and opinions<\/td>\nContract necessity; or Legitimate interest in contacting you, subject to compliance with applicable law; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Management of IT systems: management and operation of our communications, IT and security systems; and audits and monitoring of such systems.<\/td>\nPersonal details; Contact details; Professional details; Identification documents; Demographic information; Consent records; Bank details; Financial information; Data relating to our Sites; Employer details; Content and advertising data; Cookie data; Security information; Views and opinions<\/td>\nLegal obligation; or Legitimate interest in managing and maintaining our communications and IT systems.<\/td>\n<\/tr>\n
        Health and safety: health and safety assessments and record keeping; providing a safe and secure environment at our premises; and compliance with related legal obligations.<\/td>\nPersonal details; Contact details; Correspondence; Visitor logs; Sensitive Personal Data<\/td>\nLegal obligation; or Legitimate interest in ensuring a safe environment at our premises; or Vital interests of any individual.<\/td>\n<\/tr>\n
        Financial management: sales; finance; corporate audit; and vendor management.<\/td>\nPersonal details; Contact details; Bank details; Financial information<\/td>\nLegitimate interest in managing and operating the financial affairs of our business; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Surveys: engaging with you to obtain your views on our Sites or Services.<\/td>\nPersonal details; Contact details; Correspondence; Demographic data; Financial information; Consent records; Views and opinions<\/td>\nLegitimate interest in conducting surveys, satisfaction reports and market research; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Security: physical security of our premises; CCTV recordings; and electronic security.<\/td>\nPersonal details; Contact details; Visitor logs<\/td>\nLegal obligation; or Legitimate interest in ensuring the physical and electronic security of our business and premises.<\/td>\n<\/tr>\n
        Investigations: detecting, investigating and preventing breaches of policy and criminal offences.<\/td>\nAll categories identified in Sections (D) and\/or (E), to the extent necessary.<\/td>\nLegal obligation; or Legitimate interest in detecting and protecting against breaches of our policies and applicable laws; or Establishment, exercise or defence of legal claims.<\/td>\n<\/tr>\n
        Legal compliance: compliance with our legal and regulatory obligations under applicable law.<\/td>\nAll categories identified in Sections (D) and\/or (E), to the extent necessary.<\/td>\nLegal obligation; or Legitimate interest in compliance with regulatory requirements or guidance.<\/td>\n<\/tr>\n
        Improving our Sites and Services: identifying issues; planning improvements; and creating new Sites or Services.<\/td>\nPersonal details; Contact details; Correspondence; Demographic information; Consent records; Data relating to our Sites; Content and advertising data; Views and opinions<\/td>\nLegitimate interest in improving our Sites or Services; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Training of artificial intelligence: training and developing artificial intelligence and similar technologies, including large language models and machine learning.<\/td>\nPersonal details; Contact details; Professional details; Identification documents; Demographic information; Consent records; Bank details; Financial information; Data relating to our Sites; Employer details; Content and advertising data; Cookie data; Security information; Views and opinions<\/td>\nContract necessity; or Legitimate interest in training and developing artificial intelligence and similar technologies; or Prior consent (voluntary Processing only).<\/td>\n<\/tr>\n
        Fraud prevention: detecting, preventing and investigating fraud.<\/td>\nAll categories identified in Sections (D) and\/or (E), to the extent necessary.<\/td>\nLegal obligation; or Legitimate interest in detecting and protecting against fraud; or Establishment, exercise or defence of legal claims.<\/td>\n<\/tr>\n
        Establishment, exercise and defence of legal claims: management of legal claims; collection, review and production of documents, facts, evidence and witness statements.<\/td>\nAll categories identified in Sections (D) and\/or (E), to the extent necessary.<\/td>\nLegal obligation; or Legitimate interest in establishing, exercising or defending our legal rights; or Establishment, exercise or defence of legal claims.<\/td>\n<\/tr>\n
        Recruitment and job applications: recruitment activities; advertising of positions; interview activities; analysis of suitability; records of hiring decisions; offer and acceptance details.<\/td>\nPersonal details; Contact details; Correspondence; Professional details; Demographic information; Visitor logs; Consent records; Data relating to our Sites; Employer details; Content and advertising data; Views and opinions; Sensitive Personal Data<\/td>\nLegal obligation (especially employment law); or Legitimate interest in recruitment activities and handling job applications; or Prior consent (e.g., for criminal records checks).<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
        \n\t\t\t\t\t

        G. Disclosure of Personal Data to third parties\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
        \n\t\t\t\t\t\t\t\t\t

        Summary \u2013 We disclose Personal Data to: legal and regulatory authorities; our external advisors; our Processors; any party as necessary in connection with legal proceedings; any party as necessary for investigating, detecting or preventing criminal offences; any purchaser of our business; and any third party providers of advertising, plugins or content used on our Sites.<\/p>

        We disclose Personal Data to other entities within our group, for legitimate business purposes and the operation of our Sites or Services to you, in accordance with applicable law. In addition, we disclose Personal Data to:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

        \n\t\t\t\t\t\t\t
          \n\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tS\u00f6derberg & Partners group companies, who we work in partnership with to provide the Services;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tyou and, where appropriate, your appointed representatives;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tour accountants, auditors, consultants, lawyers and other outside professional advisors, subject to binding contractual obligations of confidentiality;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tthird party Processors (such as payment services providers; etc.), located anywhere in the world, subject to the requirements noted below in this Section (G);<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tany relevant party, regulatory body, governmental authority, law enforcement agency or court, to the extent necessary for the establishment, exercise or defence of legal claims;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tany relevant party, regulatory body, governmental authority, law enforcement agency or court, for the purposes of prevention, investigation, detection or prosecution of criminal offences or the execution of criminal penalties;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tsubject to compliance with our legal and contractual obligations, a third party acquirer or successor in title, in the event that we sell or transfer our business or assets; and<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tany relevant third party provider, where our Sites use third party advertising, plugins or content. If you choose to interact with any such advertising, plugins or content, your Personal Data may be shared with the relevant third party provider. We recommend that you review that third party's privacy policy before interacting with its advertising, plugins or content.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
          \n\t\t\t\t\t\t\t\t\t

          If we engage a third-party Processor to Process your Personal Data, the Processor will be subject to binding contractual obligations to: (i) only Process the Personal Data in accordance with our prior written instructions; and (ii) use measures to protect the confidentiality and security of the Personal Data; together with any additional requirements under applicable law.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

          \n\t\t\t\t\t

          H. Profiling\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
          \n\t\t\t\t\t\t\t\t\t

          Summary \u2013 Personal Data are subject to automated decision-making and Profiling.<\/p>

          We Process Personal Data for the purposes of automated decision-making and Profiling, which is carried out for the following purposes:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

          \n\t\t\t\t\t\t\t\t\t\n\n\n\n\n\n
          Profiling activity<\/strong><\/td>\nLogic of the Profiling activity<\/strong><\/td>\nConsequences for you<\/strong><\/td>\n<\/tr>\n
          Automated financial recommendations<\/td>\nWe use artificial intelligence and similar technologies (including large language models and machine learning) to produce financial recommendations.<\/td>\nThis activity may affect whether specific financial products are recommended to you.<\/td>\n<\/tr>\n
          Provision of financial advice using artificial intelligence<\/td>\nWe use artificial intelligence and similar technologies (including large language models and machine learning) to produce financial advice.<\/td>\nThis activity may affect the nature and content of the financial advice you receive from us.<\/td>\n<\/tr>\n
          Credit scoring<\/td>\nWhere we engage a third party (e.g., a credit reference agency) to provide information about your credit score and\/or credit history, which is analysed to determine the most appropriate terms on which to offer you credit, where applicable.<\/td>\nThis activity may affect whether you are able to obtain credit, and the interest rates applicable to any such credit.<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t
          \n\t\t\t\t\t

          I. International transfer of Personal Data\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
          \n\t\t\t\t\t\t\t\t\t

          Summary \u2013 We transfer Personal Data to recipients in other countries. Where we transfer Personal Data from the UK or the EEA to a recipient outside the UK or the EEA (as applicable) that is not in an Adequate Jurisdiction, we do so on the basis of Standard Contractual Clauses or the UK equivalent (i.e., the UK International Data Transfer Agreement \/ UK addendum to the Standard Contractual Clauses).<\/p>

          Because of the international nature of our business, we transfer Personal Data within our group, and to third parties as noted in Section (G) above, in connection with the purposes set out in this Notice. For this reason, we transfer Personal Data to other countries that may have different laws and data protection compliance requirements to those that apply in the country in which you are located.<\/p>

          If an exemption or derogation applies (e.g., where a transfer is necessary to establish, exercise or defend a legal claim) we may rely on that exemption or derogation, as appropriate. Where no exemption or derogation applies, and we transfer your Personal Data from the UK or the EEA to recipients located outside the UK or the EEA (as applicable) who are not in Adequate Jurisdictions, we do so on the basis of Standard Contractual Clauses or the UK equivalent (i.e., the UK International Data Transfer Agreement \/ UK addendum to the Standard Contractual Clauses). You are entitled to request a copy of our Standard Contractual Clauses or the UK equivalent using the contact details provided in Section (P) below.<\/p>

          Please note that when you transfer any Personal Data directly to any group entity established outside the UK or the EEA (as applicable), we are not responsible for that transfer of your Personal Data. We will nevertheless Process your Personal Data, from the point at which we receive those data, in accordance with the provisions of this Notice.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

          \n\t\t\t\t\t

          J. Data Security\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
          \n\t\t\t\t\t\t\t\t\t

          Summary \u2013 We implement appropriate technical and organisational security measures to protect your Personal Data. Please ensure that any Personal Data that you send to us are sent securely.<\/p>

          We have implemented appropriate technical and organisational security measures designed to protect your Personal Data against accidental or unlawful destruction, loss, alteration, unauthorised disclosure, unauthorised access, and other unlawful or unauthorised forms of Processing, in accordance with applicable law.<\/p>

          Because the internet is an open system, the transmission of information via the internet is not completely secure. Although we will implement all reasonable measures to protect your Personal Data, we cannot guarantee the security of your data transmitted to us using the internet \u2013 any such transmission is at your own risk and you are responsible for ensuring that any Personal Data that you send to us are sent securely.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

          \n\t\t\t\t\t

          K. Data Accuracy\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
          \n\t\t\t\t\t\t\t\t\t

          Summary \u2013 We take every reasonable step to ensure that your Personal Data are kept accurate and up-to-date and are erased or rectified if we become aware of inaccuracies.<\/p>

          We take every reasonable step to ensure that:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

          \n\t\t\t\t\t\t\t
            \n\t\t\t\t\t\t\t
          • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tyour Personal Data that we Process are accurate and, where necessary, kept up-to-date; and<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
          • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tany of your Personal Data that we Process that are inaccurate (having regard to the purposes for which they are Processed) are erased or rectified without delay.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
            \n\t\t\t\t\t\t\t\t\t

            From time to time we may ask you to confirm the accuracy of your Personal Data.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

            \n\t\t\t\t\t

            L. Data Minimisation\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
            \n\t\t\t\t\t\t\t\t\t

            Summary \u2013 We take every reasonable step to limit the volume of your Personal Data that we Process to what is necessary.<\/p>

            We take every reasonable step to ensure that your Personal Data that we Process are limited to the Personal Data reasonably necessary in connection with the purposes set out in this Notice.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

            \n\t\t\t\t\t

            M. Data Retention\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
            \n\t\t\t\t\t\t\t\t\t

            Summary \u2013 We take every reasonable step to ensure that your Personal Data are only retained for as long as they are needed in connection with a lawful purpose.<\/p>

            We take every reasonable step to ensure that your Personal Data are only Processed for the minimum period necessary for the purposes set out in this Notice. The criteria for determining the duration for which we will retain your Personal Data are as follows:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

            \n\t\t\t\t\t\t\t\t\t

            We will retain Personal Data in a form that permits identification only for as long as:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

            \n\t\t\t\t\t\t\t
              \n\t\t\t\t\t\t\t
            • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tWe maintain an ongoing relationship with you (e.g., where we provide our Services to you or to your employer); or<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
            • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tYour Personal Data are necessary in connection with the lawful purposes set out in this Notice, for which we have a valid legal basis (e.g., where we are required to keep records of our activities in connection with our FCA status as appointed representative; or where we have any other legal obligation to retain your Personal Data),<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
              \n\t\t\t\t\t\t\t\t\t

              plus:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

              \n\t\t\t\t\t\t\t
                \n\t\t\t\t\t\t\t
              • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tAny applicable limitation period under applicable law (i.e., any period during which any person could bring a legal claim against us in connection with your Personal Data, or to which your Personal Data are relevant); and<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
              • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tAn additional two (2) month period following the end of such applicable limitation period (so that, if a person brings a claim at the end of the limitation period, we are still afforded a reasonable amount of time in which to identify any Personal Data relevant to that claim),<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
                \n\t\t\t\t\t\t\t\t\t

                and:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

                \n\t\t\t\t\t\t\t
                  \n\t\t\t\t\t\t\t
                • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tIf any relevant legal claims are brought, we continue to Process Personal Data for such additional periods as are necessary in connection with that claim.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
                  \n\t\t\t\t\t\t\t\t\t

                  During the periods noted in paragraphs (2)(a) and (2)(b) above, we will restrict our Processing of your Personal Data to storage of, and maintaining the security of, those data, except to the extent that those data need to be reviewed in connection with any legal claim, or any obligation under applicable law.<\/p>

                  Once the periods in paragraphs (1), (2) and (3) above, each to the extent applicable, have concluded, we will either:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

                  \n\t\t\t\t\t\t\t
                    \n\t\t\t\t\t\t\t
                  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tpermanently delete or destroy the relevant Personal Data; or<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                  • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tanonymise the relevant Personal Data.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
                    \n\t\t\t\t\t

                    N. Your legal rights\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
                    \n\t\t\t\t\t\t\t\t\t

                    Summary \u2013 Subject to applicable law, you may have a number of rights, including: the right not to provide your Personal Data to us; the right of access to your Personal Data; the right to request rectification of inaccuracies; the right to request the erasure, or restriction of Processing, of your Personal Data; the right to object to the Processing of your Personal Data; the right to have your Personal Data transferred to another Controller; the right to withdraw consent; and the right to lodge complaints with Data Protection Authorities. In some cases it will be necessary to provide evidence of your identity before we can give effect to these rights.<\/p>

                    Subject to applicable law, you may have the following rights regarding the Processing of your Relevant Personal Data:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

                    \n\t\t\t\t\t\t\t
                      \n\t\t\t\t\t\t\t
                    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tthe right not to provide your Personal Data to us (however, please note that we will be unable to provide you with the full benefit of our Sites, or Services, if you do not provide us with your Personal Data \u2013 e.g., we might not be able to process your requests without the necessary details);<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tthe right to request access to, or copies of, your Relevant Personal Data, together with information regarding the nature, Processing and disclosure of those Relevant Personal Data;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tthe right to request rectification of any inaccuracies in your Relevant Personal Data;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tthe right to request, on legitimate grounds: erasure of your Relevant Personal Data; or restriction of Processing of your Relevant Personal Data;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tthe right to have certain Relevant Personal Data transferred to another Controller, in a structured, commonly used and machine-readable format, to the extent applicable;<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\twhere we Process your Relevant Personal Data on the basis of your consent, the right to withdraw that consent (noting that such withdrawal does not affect the lawfulness of any Processing performed prior to the date on which we receive notice of such withdrawal, and does not prevent the Processing of your Personal Data in reliance upon any other available legal bases); and<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                    • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tthe right to lodge complaints regarding the Processing of your Relevant Personal Data with a Data Protection Authority (i.e., in relation to the UK, the Information Commissioner's Office (https:\/\/ico.org.uk\/) or in relation to the EU, the Data Protection Authority for EU Member State in which you live, or in which you work, or in which the alleged infringement occurred).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
                      \n\t\t\t\t\t\t\t\t\t

                      Subject to applicable law, you may also have the following additional rights regarding the Processing of your Relevant Personal Data:<\/strong><\/p>

                      The right to object, on grounds relating to your particular situation, to the Processing of your Relevant Personal Data by us or on our behalf, where such processing is based on Articles 6(1)(e) (public interest) or 6(1)(f) (legitimate interests) of the GDPR \/ UK GDPR; and<\/p>

                      The right to object to the Processing of your Relevant Personal Data by us or on our behalf for direct marketing purposes.<\/p>

                      This does not affect your statutory rights.<\/p>

                      To exercise one or more of these rights, or to ask a question about these rights or any other provision of this Notice, or about our Processing of your Personal Data, please use the contact details provided in Section (P) below. Please note that:<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

                      \n\t\t\t\t\t\t\t
                        \n\t\t\t\t\t\t\t
                      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\tin some cases it will be necessary to provide evidence of your identity before we can give effect to these rights; and<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                      • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\twhere your request requires the establishment of additional facts (e.g., a determination of whether any Processing is non-compliant with applicable law) we will investigate your request reasonably promptly, before deciding what action to take.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t
                        \n\t\t\t\t\t

                        O. Direct Marketing\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
                        \n\t\t\t\t\t\t\t\t\t

                        Summary \u2013 We Process Personal Data to contact you with information regarding Sites or Services that may be of interest to you. You may unsubscribe for free at any time.<\/p>

                        We Process Personal Data to contact you via email, telephone, direct mail or other communication formats to provide you with information regarding Sites, or Services that may be of interest to you. We also Process Personal Data for the purposes of displaying content tailored to your use of our Sites, or Services. If we provide Sites, or Services to you, we may send or display information to you regarding our Sites, or Services, upcoming promotions and other information that may be of interest to you, including by using the contact details that you have provided to us, or any other appropriate means, subject always to obtaining your prior opt-in consent to the extent required under applicable law.<\/p>

                        You may unsubscribe from our promotional email list at any time by simply clicking on the unsubscribe link included in every promotional electronic communication we send. Please note that it may take up to 2 weeks to process your unsubscribe request during which time you may continue to receive communications from us. After you unsubscribe, we will not send you further promotional emails, but in some circumstances we will continue to contact you to the extent necessary for the purposes of any Sites, or Services you have requested.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

                        \n\t\t\t\t\t

                        P. Contact Details\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
                        \n\t\t\t\t\t\t\t\t\t

                        If you have any questions about this Notice or wish to exercise any of your rights, please contact us at:<\/p>

                        XXXXX<\/strong><\/p>

                        Telephone:<\/strong> 01234 56789
                        Email:<\/strong> info@XXXXX<\/strong><\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t

                        \n\t\t\t\t\t

                        Q. Definitions\n<\/h2>\t\t\t\t<\/div>\n\t\t\t\t
                        \n\t\t\t\t\t\t\t
                          \n\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Adequate Jurisdiction\" means a jurisdiction that has been formally designated by the European Commission as providing an adequate level of protection for Personal Data.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Cookie\" means a small file that is placed on your device when you visit a website (including our Sites). In this Notice, a reference to a \"Cookie\" includes analogous technologies such as web beacons and clear GIFs.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Controller\" means the entity that decides how and why Personal Data are Processed. In many jurisdictions, the Controller has primary responsibility for complying with applicable data protection laws.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Data Protection Authority\" means an independent public authority that is legally tasked with overseeing compliance with applicable data protection laws.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"EEA\" means the European Economic Area.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"FCA\" means the Financial Conduct Authority, the independent statutory body responsible for regulating the financial services industry in the UK.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"GDPR\" means the General Data Protection Regulation (EU) 2016\/679.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Joint Controller\" means a party that acts as a Controller, in concert with one or more other Controllers, to determine the purposes and means of a given Processing activity.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Personal Data\" means information that is about any individual, or from which any individual is directly or indirectly identifiable, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that individual.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Process\", \"Processing\" or \"Processed\" means anything that is done with any Personal Data, whether or not by automated means, such as collection, recording, organisation, structuring, storage, adaptation or alteration, retrieval, consultation, use, disclosure by transmission, dissemination or otherwise making available, alignment or combination, restriction, erasure or destruction.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Processor\" means any person or entity that Processes Personal Data on behalf of the Controller (other than employees of the Controller).<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Profiling\" means any form of automated Processing of Personal Data consisting of the use of Personal Data to evaluate certain personal aspects relating to a natural person, in particular to analyse or predict aspects concerning that natural person's performance at work, economic situation, health, personal preferences, interests, reliability, behaviour, location or movements.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Relevant Personal Data\" means Personal Data in respect of which we are the Controller.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Sensitive Personal Data\" means Personal Data about race or ethnicity, political opinions, religious or philosophical beliefs, trade union membership, biometric data, physical or mental health, sexual life, any actual or alleged criminal offences or penalties, national identification number, or any other information that are deemed to be sensitive under applicable law.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Standard Contractual Clauses\" means template transfer clauses adopted by the European Commission or adopted by a Data Protection Authority and approved by the European Commission.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"Site\" means any website operated, or maintained, by us or on our behalf.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"UK GDPR\" has the meaning given to it in section 3(10) of the Data Protection Act 2018.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t
                        • \n\t\t\t\t\t\t\t\t\t\t\t\n\t\t\t\t\t\t\t<\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t\"UK International Data Transfer Agreement\" means the template transfer agreement adopted by the UK Information Commissioner's Office on 21 March 2022.<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"

                          XXXXX Partner Privacy Notice A. This Notice Summary \u2013 This Notice explains how we Process Personal Data, including as appointed representatives of S\u00f6derberg & Partners Financial Planning Limited. This Notice may be amended or updated from time to time, so please check it regularly for updates. This Notice is issued by XXXXX (“we”, “us” and […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-7600","page","type-page","status-publish","hentry"],"yoast_head":"\nPrivacy Policy - Soderberg<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Privacy Policy - Soderberg\" \/>\n<meta property=\"og:description\" content=\"XXXXX Partner Privacy Notice A. This Notice Summary \u2013 This Notice explains how we Process Personal Data, including as appointed representatives of S\u00f6derberg & Partners Financial Planning Limited. This Notice may be amended or updated from time to time, so please check it regularly for updates. 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This Notice Summary \u2013 This Notice explains how we Process Personal Data, including as appointed representatives of S\u00f6derberg & Partners Financial Planning Limited. This Notice may be amended or updated from time to time, so please check it regularly for updates. 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