OBJECTIVE

This policy outlines:

• What information we collect about you and why when you visit the website
• How we use your personal information
• How we protect your personal information
• What rights you have in relation to the personal information that we hold about you

Lairgate Financial Ltd is deemed to be a ‘data controller’ and are registered with the Information Commissioner’s Office, registration number ZA259143.  Unless we are obliged or permitted to do so by law, we will not disclose of any of your data to another third party without your consent.

WHAT INFORMATION WE COLLECT ABOUT YOU

We may collect the following data, which includes personal data from you, when you visit our website:

• Name
• Contact details such as email addresses or telephone numbers
• Reason for getting in touch (i.e. – Investment advice, tax planning, pensions, financial protection).
• Cookies

WHY WE COLLECT THE INFORMATION ABOUT YOU?

The data collected will be used by us to:

• Contact you if have clicked the ‘Contact Us’ button

Please refer to our cookie policy for further information in relation to why cookies are collected.

WHY CAN WE USE YOUR PERSONAL INFORMATION?

We will contact you based on the understanding that you have submitted your personal details, requesting further information from us, which we deem to be a legitimate business interest.

HOW WE PROTECT YOUR PERSONAL INFORMATION?

Data that you enter into the website will be sent directly to us to enable us to enact upon your request. Once we have received the data and contacted you, no data is retained, unless we go on to do business with you, or we have obtained consent from you to remain in contact.

LOCATION OF YOUR DATA

The recipients of any personal data submitted on the website will be staff members of Lairgate Financial Ltd and all data is retained in the UK.

RETENTION PERIOD OF YOUR DATA

If after our initial conversation you proceed to enter into a business relationship with us, we will provide you with further information as to what information we will hold about you, why this information is collected and how long this information is retained.

If you have provided us with consent to remain in contact with you, we will deem your consent to be valid for 12 months. After which your data will be deleted, unless we have formed a business relationship with you, or you have confirmed you are still happy for us to remain in contact with you.

YOUR RIGHTS

In relation to the data that we hold about you, you may have the following rights:

• Right to be informed – you have the right to ask to see what data we hold about.
• Right to access – to your personal data. If you wish to obtain a copy of the information, we hold about you please contact the relevant individual (contact details below) in writing with the subject ‘Subject Access Request’. Generally, the information will be provided within one month, however, please be aware that we will take necessary takes to evidence your identity prior to releasing any personal information for your own security.
• Right to rectification – if you believe the information, we hold about you to be incorrect or incomplete you have the right to ensure this rectified. For further information please contact the individual stated below. This rectification should typically be complete within one month.
• Right to erasure – also known as the right to be forgotten. In specific circumstances you will have the right to have your personal data erased or to prevent processing. We can refuse your request for erasure if we have a legal obligation to continue to hold your data.

CONTACT DETAILS

Further information can be obtained from info@lairgatefinancial.co.uk

RIGHT TO LODGE A COMPLIANT

Whilst we would like to be given the opportunity to put right any issues you may have initially; you have the right to lodge a complaint with the Information Commissioner’s Office (ICO) if you are unhappy with how we have handled your personal data.

https://ico/org.uk/complain

0303 123 1113

DATE LAST REVIEWED: March 2023