Privacy Policy
INTRODUCTION
This notice provides you with information concerning our collection and use of personal data. If you have any queries regarding this statement, you can contact us by post or email. Our contact details are here.
INFORMATION HELD ABOUT YOU
We collect and use information in the course of doing business with you. This includes your contact information, information about your finances and other data that helps us advise you. We may also receive information from other parties, such as funds you've invested in.
If you provide us with information about third parties (such as family members) we will assume you have obtained their consent to share this with us.
All your personal data is collected, stored and processed in accordance with the Data Protection Act 2018 and other applicable data protection regulation.
SHARING YOUR DATA
We may share your information with other parties as part of providing our services, managing our business or where required by law. Unless we're required to do so by law, we won't share your data without your consent.
Your data will not normally be shared with organisations outside of the European Union. Exceptions to this may apply depending on your specific needs and will be explained to you. For example, if you are a US Passport Holder we may be required to share data with the US Internal Revenue Service.
USE OF DATA FOR MARKETING PURPOSES
We may you use data to send you promotional information about products and services that may be of interest to you. We will not start sending you marketing communications until we have obtained your consent. You can opt out of this communication at any time.
We may also send you information about the products you've invested in.
EMAIL NEWSLETTER
If you subscribe to our email newsletter, we will use your name and email address to send you copies. We may collect data from your use of the newsletter, such as whether you open it or click on links.
You can unsubscribe at any time by clicking on the link included in the message.
USE OF OUR WEBSITE
We use cookies to help track how people use our site so we can improve and maintain it.
If you use our website we may record information about you. This could include your TCP/IP address, the pages that you open and how long you spend viewing them. We may also record whether you click on links. Cookies can be deleted at any time by visiting the recent browsing data or recent history from within your chosen web browser.
YOUR DATA PROTECTION RIGHTS
The Data Protection Act gives you certain rights over your personal data.
Your right of access
You have the right to ask us for copies of your personal information. This right always applies. There are some circumstances where we may not be able to provide you with all the information we hold or process.
Your right to rectification
You have the right to ask us to rectify information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
Your right to erasure
You have the right to ask us to erase your personal information. We may not be able to comply with this if we need to retain your information for legal reasons.
Your right to restriction of processing
You have the right to ask us to restrict the processing of your information. This could include asking us to stop providing advice.
Your right to object to processing
You have the right to object to our processing of your personal data. We may not be able to do this if it is necessary to process your data for legal or business reasons.
Your right to data portability
You have the right to ask us to transfer the information we have about you to another organisation.
You can exercise any of these rights by writing to us. There is no cost to you for doing this. We may ask you for additional information to confirm your identity before we respond to your request.
RIGHT TO COMPLAIN
If you are unhappy with how we have collected, stored or processed your data, you should notify us as soon as possible.
After our investigations have been completed, if you remain unhappy you can complain directly to the Information Commissioner's Office (ICO). Details on how to do this can be found here: ico.org.uk/make-a-complaint/
UPDATING THIS PRIVACY POLICY
We may update this policy from time-to-time to comply with the law or our changing business needs. You should review this document from time to time to ensure you are familiar with the latest version. Where we make significant changes we will notify our clients and other contacts by email or post.
USE OF EXTERNAL LINKS
By clicking on any links within this website you will leave the website of Isca Wealth Managent Limited and view the content of an external website. Isca Wealth Management Limited cannot be held responsible for the content of external websites.
CONTACT US
If you wish to contact us about this privacy policy, or exercise your Data Protection Rights, please write to:
The Data Protection Officer
ISCA Wealth Management Ltd
21 Afon Gardens
Newport NP18 1PR.
You also have the right to lodge a complaint with the Information Commissioner's Office (ICO) (the UK data protection regulator). For further information on your rights and how to complain to the ICO, please refer to the ICO website. (By clicking on this external link you will leave the website of Isca Wealth Management Limited and view the content of an external website. Isca Wealth Management Limited cannot be held responsible for the content of external websites.)