Northseam Limited firmly respect the privacy and rights of all individuals we deal with. This privacy notice documents how we collect and process personal information from visitors to our website and individuals we deal with when operating and providing services. This notice should be read in conjunction with our website and we will naturally update this notice from time to time. You are therefore encouraged to review the notice whenever you visit our website and/or before providing us with personal data, to ensure you have access to the most up to date information at that time.
If you have any questions at all or would like to know more please do not hesitate to contact us by sending an email to firstname.lastname@example.org.
For the purposes of the General Data Protection Regulations (GDPR) the Data Controller in respect of any personal data controlled by the business is Northseam Limited, 14 Forts Orchard, Chilthorne Domer, Yeovil, Somerset, BA22 8RH. Registered in England & Wales, No. 767528. Northseam Independent Financial Planning is a trading style of Northseam Ltd which is an Appointed Representative of Vision Independent Financial Planning Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA).
Personal identification information
We may collect personal identification information from Users in a variety of ways, including, but not limited to, when Users visit our Site, complete our enquiry form, and in connection with being able to provide you financial advice.
We collect information about you when you engage us for financial planning and advice. This information will relate to your personal and financial circumstances.
Users may visit our Site anonymously. We will collect personal identification information from Users only if they voluntarily submit such information to us. Users can always refuse to supply personally identification information.
When you send us a message using our website contact form we will ask you to provide us with your name, phone number and email address. If you place an enquiry using our contact form, a full record of that data may be kept.
We promise to always use any information given to us by you solely in a manner related to the provision of providing you with the service requested.
Non-personal identification information
We may collect non-personal identification information about Users whenever they interact with our Site. Non-personal identification information may include the browser name, the type of computer and technical information about Users means of connection to our Site, such as the operating system and the Internet service providers utilised and other similar information.
Web browser cookies
How we use collected information
Northseam Limited collects and uses Users’ personal information for the following purposes:
To provide you with a service
We collect information about you in order to provide you with the services for which you engage us.
To improve our site
We continually strive to improve our website offerings based on the information and feedback we receive from you.
To improve customer service
Your information helps us to more effectively respond to your customer service requests and support needs.
To send periodic emails
We may offer the option for a User to opt-in to our mailing list so they will receive emails that may include company news, updates, related product or service information, etc. If at any time the User would like to unsubscribe from receiving future emails, we include detailed unsubscribe instructions at the bottom of each email. For more general marketing purposes, including in order to keep you informed (by letter, telephone, email and other electronic means) of services from us and other Rathbone Group members which may be of interest to you. If you do not wish to receive such information, please let us know now or at any time in the future, and your details will be removed from out mailing lists.
Why we collect and use your personal data
The primary legal basis that we intend to use for the processing of your data is for the provision of providing you with a service. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data, we would also be unable to fulfil our legal and regulatory obligations.
Access to your personal information
You are entitled to view, amend, or delete the personal information that we hold.
Email your request to email@example.com. We will respond to any such request within one month of receipt.
How we protect your information
We adopt appropriate data collection, storage and processing practices and security measures to protect against unauthorised access, alteration, disclosure or destruction of your personal information, username, password, transaction information and data stored on our Site.
Sharing your personal information
We won’t share your information for marketing purposes with any other company. We may use third party service providers to help us operate our business and the Site or administer activities on our behalf, such as sending out newsletters or surveys. We may share your information with these third parties for those limited purposes only if you have given us your permission.
In order to deliver our services to you effectively we may send your details to third parties, such as those that we engage for professional compliance or legal services, as well as product providers, that we use to arrange financial products for you.
Where third parties are involved in processing your data, we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our instructions.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime, we may send your details to third party agencies for identity verification purposes.
Third party websites
Users may find content on our Site that links to the sites and services of third parties. We do not control the content or links that appear on these sites and are not responsible for the practices employed by websites linked to or from our Site. In addition, these sites or services, including their content and links, may be constantly changing. These sites and services may have their own privacy policies and customer service policies. Browsing and interaction on any other website, including websites which have a link to our Site, is subject to that website’s own terms and policies.
Making a complaint
We hope that we can resolve any query or concern you raise about our use of your information.
If you have a complaint, please contact us:
14 Forts Orchard, Chilthorne Domer, Yeovil, Somerset, BA22 8RH
The Data Protection Laws also give you right to make a complaint with a supervisory authority. The supervisory authority in the UK is the Information Commissioner who may be contacted at ico.org.uk or telephone: 0303 123 1113.
By using this Site, you signify your acceptance of this policy. If you do not agree to this policy, please do not use our Site. Your continued use of the Site following the posting of changes to this policy will be deemed your acceptance of those changes.
This document was last updated on 12th December 2020.