Important information for Email Communications
Emails sent by Edison Wealth Management are private and confidential. If you have received this message in error, please notify us immediately and delete it from your computer. Edison Wealth Management Ltd disclaims all responsibility and accepts no liability (including negligence) for the consequences of any unintended recipient of this email acting, or refraining from acting, on the information contained herein.
Any form of reproduction, dissemination, copying, disclosure, modification, distribution and/ or publication of this email message is strictly prohibited. Any views or opinions expressed are those of the individual sender and do not necessarily represent the views of Edison Wealth Management Ltd.
Communication by email may not be secure. Email may be corrupted or altered during or after transmission. We accept no responsibility for changes made to this email after it was sent. Please note that Edison Wealth Management Ltd does not accept any responsibility for viruses after transmission and it is your responsibility to scan or otherwise check this email and any attachments.
Edison Wealth Management Ltd may monitor email traffic data and also the content of email for the purposes of security and staff training.
Important information for Weekly Market Snapshot
This document has been issued by Edison Wealth Management Ltd on the basis of information sourced from Morningstar and, when required, other sources believed to be reliable. We have not independently verified such information and we do not give any warranty as to its accuracy. It is not intended as advice nor a solicitation to conduct investment business. All expressions of opinion are subject to change without notice.
The content of this website, including these terms, may be changed by us without notice, so you should check this page from time to time.
The company is registered in England and Wales at 6 Duke Street St James’s, London SW1Y 6BN. The company’s registration number is 06198377 and its VAT registration number is 909 8003 22.
The company is authorised and regulated by the Financial Conduct Authority (FCA) ensuring that it’s conduct and practices are governed by the rules of the FCA. Our FCA registration number is 467771 (www.fca.org.uk).
The Financial Ombudsman Service is available to address individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk.
Our website contains content that is for general information only and is not intended to be advice to you.
Edison Wealth Management Ltd accepts no liability for any losses or consequential loss incurred by you acting upon any information contained within this website.
Nothing in this site should be regarded as an offer or solicitation to conduct business in any jurisdiction outside the United Kingdom.
We make reasonable efforts to update the content on this site, however it may be out of date at any given time. We are under no obligation to update our content and we make no representations, warranties or guarantees that the content is accurate, complete or up-to-date. Any opinion expressed is based on our judgement at the time of writing and is subject to change without notice.
We don’t guarantee that our website will be secure or free from bugs or viruses. We recommend that you use your own virus protection software.
The value of investments and the income arising from them can go down as well as up, and is not guaranteed, which means that you may not get back what you invested. Past performance is not necessarily a guide to the future.
Changes in exchange rates may also cause an investment to fluctuate in value. Levels of taxation depend on your individual circumstances and the value of any applicable tax reliefs.
Any information contained within this website should not be deemed to constitute investment advice and should not be relied upon as the basis for a decision to enter into a transaction, or as the basis for an investment decision. Investors should always seek professional advice in regard to the suitability of any investment.
The contents of this site belong to Edison Wealth Management Ltd. Reproduction is not permitted without our prior written permission.
Links to and from our website
You may only use our website lawful purposes. You may link to the homepage of our website provided you do so in a way that is fair and legal, does not damage our reputation or take advantage of it nor suggest any form of association or endorsement on our part where none exists. We may withdraw this linking permission without notice.
Our website may contain links to other websites and resources provided by third parties. These links are provided for your information only and we have no control over the contents of those websites or resources.
You should note that there is no guarantee that we will receive e-mails you send. Important or urgent messages should be sent by mail or communicated by telephone.
Edison Wealth Management Ltd has approved this site for the purposes of the UK Financial Services and Markets Act 2000.
Pillar 3 Policy and Disclosure
For Edison Wealth Management Ltd’s Pillar 3 Policy and Disclosure document please follow this link.
Cookies are small files saved to your computer / device that track, save and store information about your interactions and usage of the website. This allows the website, through its server, to provide you with a more tailored experience.
If you wish to deny the use and saving of cookies from this website on to your computer / device, you should take necessary steps within your web browser’s security settings to block all cookies from this website.
Other cookies may be stored to your computer / device by external vendors when this website uses referral programs, sponsored links or adverts. Such cookies are used for conversion and referral tracking and typically expire after 30 days, though some may take longer. No personal information is stored, saved or collected.
Information we collect
… information you give us
Engaging with us about our service – If you express an interest in us and our services, we will ask you for basic contact information such as your name, email address, telephone number, postal address and the reason why you are contacting us.
We may also collect from you further information such as your financial circumstances and needs, and your existing financial arrangements. We do this in order to be able to assess the suitability of our services for you.
Marketing – Information you give us when we meet, or are introduced to us by a third party, will be kept so that we can to stay in touch with you and to send you regular updates.
Applying to work at Edison – If you are interested in applying to work at Edison, we will collect your contact details, details of qualifications, skills, experience, employment history (including current level of remuneration and benefits packages) and your entitlement to work in the UK. We will also record whether you have a disability which we need to make reasonable adjustments for during the recruitment process. The recruitment process will include interview(s) and other methods of assessments including case studies, reasoning or personality questionnaires. This information is collected in hard copy or electronically.
Information might be collected using application forms, CVs or resumes, or may be collected from your passport or other identity documents you supply to us.
… information we collect about you
We will typically collect information about you directly from you, in person, by phone, email or post. When you telephone us, calls are recorded and your phone number will be searchable within our call recording system. Correspondence by letter or email will be stored in our customer and contacts database.
Marketing – We may also receive information about you from trusted third parties such as Beauhurst or other sources of publicly available information such as LinkedIn.
Applying to work at Edison – During the recruitment process we may collect information about you from third parties such as referees, former employers, employment background check providers and criminal records checks. Your recruitment agent or recruitment jobs board may also share information with us about you.
How we use the information
We must have a good reason, known as a “lawful basis” to use your information.
Engaging with us about our services – When you contact us to discuss our services, we will process your data on the basis of “our legitimate interests”. This may be for the purpose of keeping in touch, discussing and assessing the suitability of our services, monitoring our services for regulatory compliance, customer satisfaction, complaints and future business strategy.
Marketing – We use your personal information for responding to your inquiries and/or sending you relevant material. We may process this data on the basis of your consent and you will be able to opt out easily. We may also process this data on the basis of “our legitimate interests” to build and develop relationships with individuals with an interest in our services. We will contact you in relation to services we think would be useful for you by email or by phone.
Applying to work at Edison – Generally, the lawful basis for processing your data will be “our legitimate interests” for the purpose of keeping in touch during the recruitment process, processing your application and establishing your suitability for the role.
We may also need to process your information to ensure we are “complying with our legal and regulatory obligations”. For example, we will use health information to make reasonable adjustments to the recruitment process for candidates with a disability and, for some roles, we are obliged to seek information about criminal offences and criminal convictions when we make you a formal job offer. If you are successful in your application we will provide you with an Employee Privacy Notice.
We will not use your personal data for any other purpose other than the recruitment process through which you have applied.
Disclosure of your information
You agree that we have the right to share your personal information with:
Data Processors – Carefully selected third parties necessary in marketing and providing our services to you.
Analytics Services – To assist with optimisation of our website and helping us to understand how visitors use / navigate our site.
Regulatory and Legal Authorities – To comply with legal obligations; to enforce our legal agreements; to protect our rights, property or safety and that of our clients and others. This could include exchanging information with other companies for fraud prevention purposes.
Security and where your personal data is stored
We are committed to ensuring that your information is secure. We have put procedures in place around our internal systems and databases in order to try to prevent unauthorised access or disclosure. You should remember that transmission of information by email is not completely secure. Any transmission is at your own risk.
Before we share your information with any data processors we make sure that they have appropriate technical and organisational security measures in place to keep your information safe and that they have undertaken to comply with data protection law and regulations.
Typically, the data that we collect from you will be transferred to, and stored at, a destination inside the European Economic Area (“EEA”). If for any reason we need to transfer and store your data outside the EEA, we will do so only where we have assessed that equivalent data protection measures are in place. By providing us with your personal information, you agree to this transfer, storing or processing.
Currently, we use Mailchimp, hosted in the USA, for some of our eMarketing. Mailchimp have certified under the EU-U.S. Privacy Shield certification, which allows us to legally transfer your personal data to them.
How long we keep your personal data
If you become a client of Edison, we will retain your personal data for the duration of our contract with you and for a reasonable period of time afterwards. We are bound by financial regulation to keep our records for set periods of time and will also wish to retain information where we have a legitimate interest in doing so.
Where you have given us consent to use your personal information for our regular marketing updates, we will seek to refresh that consent every two years.
If you apply to work at Edison, but do not become and employee, we will retain your application and personal information for a year after the end of the recruitment process.
If you would like further details on data retention periods for the information we have for you, please contact us.
Control of your personal data
You may choose to restrict the collection or use of your personal information in the following ways:
Consent – If you have previously agreed to us using your personal information for our own marketing purposes, you may change your mind and withdraw this consent at any time.
Access – You may request details of the personal information which we hold about you. We must provide this to you free of charge within 30 calendar days of your request.
Correction – If you believe that any information we are holding about you is incorrect or incomplete, please tell us as soon as possible. We will promptly correct anything found to be incorrect.
Objection, restriction or deletion – You may have the right to object to the way in which we process your data, you may ask us to restrict the processing of your data, or you may ask us to delete it.
Please direct all enquiries concerning your control over your personal information to firstname.lastname@example.org
The supervisory authority for data protection in the UK is the Information Commissioners Office. You have the right to complain to them about the way in which we process your data and their helpline number is 0303 123 1113.
We may change this policy from time to time by updating this page. You should check this page periodically for any changes.
Cookies and use of our website
Links to Other Websites