Further explanations may be provided for specific pages or features of this website in order to help you understand how we, this website and its third parties (if any) interact with you and your computer / device in order to serve it to you.
Our contact information is provided if you have any questions.
Personal data we collect about you
The type of personal data we collect about you and how it is used depends on what you contact us about, your needs, the relationship you have with us, the products and services you hold or enquire about.
We are committed to ensuring that your privacy is protected. When you to provide certain information by which you can be identified when using this website, it will only be used in accordance with this policy statement.
The information which we obtain about you (the client) and includes you name, address, telephone number, email address, and any other contact details.
We also hold information as a data processor when you engage us for financial planning services, this information will relate to personal and financial circumstances gathered by the Data Controller.
It can also include information which either you give to us about your clients or which we obtain about your clients on your behalf. It may also include special categories of personal data such as data about health, if this is necessary for the provision of our services.
Paraplanning Hub shall only process the Data on the written instructions from the Data Controller only process the Data for completing the Services
Under the data protection legislation, you have the right to request access to information held about you. Where you have provided your consent to the collection, processing and transfer of your personal data, you may withdraw that consent at any time. This will not affect the lawfulness of data processing based on consent before it is withdrawn. To withdraw your consent please contact us at email@example.com
You also have the right to:
- Object to processing of personal data that is likely to cause, or is causing, damage or distress
- Prevent processing for the purpose of direct marketing
- Object to decisions being taken by automated means
- In certain circumstances, have inaccurate personal data rectified, blocked, erased or destroyed.
- Receive a copy of the personal information you have provided to us or have this information be sent to a third party, this will be provided to you or the third party in a structured, commonly used and readable format
- Claim compensation for damages caused by a breach of the Data Protection regulations
Certain personal data will also be reported to government authorities where required by law and for tax or other purposes. We will not sell your personal data to any third party. We do not transfer personal data outside the EEA. If this is required in the future, we will ensure that safeguards are in place so that such transfers comply with data protection legislation.
Note that in relation to requests to access personal data, we reserve the right to charge a reasonable fee to comply with your request.
If you have a concern about the way we are collecting or using your personal data, we request that you raise your concern with us in the first instance. Alternatively, you can contact the Information Commissioner’s Office at https://ico.org.uk/concerns/.
Storing this information
We hold a person’s data under Legitimate interest and will be held for as long as you remain a client of Paraplanning Hub and require us to continue within the original client terms of engagement. Due to the nature of the service we offer, it may be required for us to retain personal data even after an account has been closed for legal or operational reasons under the guidance of the FCA.
You have a right to challenge our legitimate interest if you believe we do not have a valid reason to collect, use, share or hold your data. You can withdraw your consent at any time. If you withdraw your consent for marketing you may miss out on information about our products, services, offers and other news that may be of interest to you. We will however continue to contact you regarding the administration of your existing accounts and relationship with us.
automated process where they have given their explicit permission. Subscriber personal details are collected, processed, managed and stored in accordance with the regulations named in ‘The policy’ above. Subscribers can unsubscribe at any time through an automated online service, or if not available, other means as detailed in the footer of sent marketing messages. The type and content of marketing messages subscribers receive, and if it may contain third party content, is clearly outlined at the point of subscription.
Email marketing messages may contain tracking beacons / tracked clickable links or similar server technologies in order to track subscriber activity within email marketing messages. Where used, such marketing messages may record a range of subscriber data relating to engagement, geographic, demographics and already stored subscriber data.
External Website Links & Third Parties
Although we only look to include quality, safe and relevant external links, users are advised to adopt a policy of caution before clicking any external web links mentioned throughout this website. (External links are clickable text / banner / image links to other websites.
Shortened URL’s; URL shortening is a technique used on the web to shorten URL’s (Uniform Resource Locators) to something substantially shorter. This technique is especially used in social media and looks similar to this (example: http://bit.ly/zyVUBo). Users should take caution before clicking on shortened URL links and verify their authenticity before proceeding.
We cannot guarantee or verify the contents of any externally linked website despite our best efforts. Users should therefore note they click on external links at their own risk and we cannot be held liable for any damages or implications caused by visiting any external links mentioned.
Social Media Policy & Usage
We adopt a Social Media Policy to ensure our business and our staff conduct themselves accordingly online. While we may have official profiles on social media platforms users are advised to verify authenticity of such profiles before engaging with or sharing information with such profiles. We will never ask for user passwords or personal details on social media platforms. Users are advised to conduct themselves appropriately when engaging with us on social media.
There may be instances where our website features social sharing buttons, which help share web content directly from web pages to the respective social media platforms. You use social sharing buttons at your own discretion and accept that doing so may publish content to your social media profile feed or page. You can find further information about some social media privacy and usage policies in the resources section below.
Paraplanning Hub will approach third party institutions, on your behalf, to obtain information relating to your Client’s financial arrangements; provided you have obtained the necessary authority from the Client concerned, and you have given us express permission to do so. Paraplanning Hub shall not involve any other third party in the processing of the Data without the consent of the Data Controller. If consent is given a further processing agreement will be required with the Third Party.
Paraplanning Hub agree to fulfil the Data Controllers’ obligation to respond to requests from individuals exercising their rights laid down in Chapter III of GDPR – rights to erasure, rectification, access, restriction, portability, object and right not to be subject to automated decision making etc
Paraplanning Hub will assist the Data Controller in ensuring compliance with the obligations pursuant to Articles 32 to 36 of GDPR security, notification of data breaches, communication of data breaches to individuals, data protection impact assessments and when necessary consultation with the ICO.
We may also gather data from the use our website ‘contact us’ form to enquire about products and services or register to receive one of our newsletters.
Sharing your personal information
Paraplanning Hub will only share your personal data where data protection law allows it, with adequate protection and where appropriate will have contracts in place to protect the security and confidentiality of your data for the following purposes:
- To provide you with the information, products and services that you have requested from us.
- To meet a legal or regulatory obligation.
- To marketing our own products and services by mail and email in accordance with your communication preferences
We may, from time to time, contact you on behalf of external business partners about a particular offering that may be of interest to you. In those cases, we do not transfer Personal Information to the third party.
When we use third party service providers, we disclose only the personal information that is necessary to deliver the service and we have a contract in place that requires them to keep your information secure and not to use it for their own direct marketing purposes.
We will not sell or distribute your personal data to other organisations without your approval.
Your individual rights
Requesting access to your personal data
Security of your Personal Information
We use a variety of security technologies and procedures to help protect your Personal Information from unauthorised access, use or disclosure. We secure the Personal Information you provide on computer servers in a controlled, secure environment, protected from unauthorised access, use or disclosure. All Personal Information is protected using appropriate physical, technical and organisational measures and securely backed up on a regular basis.
Paraplanning Hub ensures that all employees and other representatives accessing the Data are aware of the terms of this Agreement and have received comprehensive training on Data Protection Laws and related good practice, and are bound by a commitment of confidentiality
Where we have given you (or where you have chosen) a password which enables you to access certain parts of our Site, you are responsible for keeping this password confidential. We ask you not to share a password with anyone.
You can find out more about deleting or controlling cookies by visiting www.aboutcookies.org
Downloads & Media Files
Any downloadable documents, files or media made available on this website are provided to users at their own risk. While all precautions have been undertaken to ensure only genuine downloads are available users are advised to verify their authenticity using third party anti-virus software or similar applications.
We accept no responsibility for third party downloads and downloads provided by external third-party websites and advise users to verify their authenticity using third party anti-virus software or similar applications.
Contact & Communication With us
Users contacting us through this website do so at their own discretion and provide any such personal details requested at their own risk.
Email Mailing List & Marketing Messages
We operate an email mailing list program, used to inform subscribers about products, services and/or news we supply/publish. Users can subscribe through an online
Resources & Further Information
- Overview of the GDPR – General Data Protection Regulation
- Privacy and Electronic Communications Regulations 2003
- The Guide to the PECR 2003
Review of this Policy