Privacy Notice – corporate benefits
Overview
Please read this Privacy Notice carefully. It sets out how we use and protect any information that you and your employer give us.
We take your privacy very seriously and are committed to ensuring that your privacy is protected. Whenever we receive information about you, be assured that it will only be used in accordance with this Privacy Notice. We do not share data with other organisations unless the law permits us to do so. We do not sell individuals’ information.
Information we collect
… information your employer and you give us
When we are engaged to provide our services we will receive and ask for information about you. This will include information such as your name, date of birth, employment status, payroll information, National Insurance number and health information. We may also collect “special categories” of data which are considered to be sensitive by nature such as data concerning health.
What information we collect will depend on the type of services your employer has engaged us for.
We won’t be able to provide our services without this information.
… information about connected individuals
We may need to gather personal information about your close family members and dependants in order to provide our services effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us.
… information we collect about you
We will typically collect information about you from your employer by email and phone, or from you either 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 on our database.
How we use the information
We must have a good reason, known as a “lawful basis” to use your information.
The primary legal basis that we intend to use for the processing of your data is for the “performance of our contract(s)” with your employer. The information that we collect about you is essential for us to be able to carry out effectively the services required from us.
In some cases we collect personal data in order to fulfil our “legal and regulatory obligations” to prevent financial crime, terrorist financing or money-laundering.
We will also process some of your data on the basis of “our legitimate interests” such as information relating more generally to your relationship with us, our services, monitoring our services for regulatory compliance and for improving the service we provide.
Disclosure of your information
You agree that we have the right to share your personal information with:
Third Parties – We may share your data with carefully selected third parties necessary in providing our services to you. These may include product providers that we use to arrange financial products, professional compliance consultants or legal services firms. This includes sharing special category data. Please contact us if you would like a list of the third parties we share your information with.
Regulatory and Legal Authorities – We may share your data with regulatory and legal authorities in order to comply with our legal obligations, to enforce our legal agreements and to protect our rights, property or safety and that of our clients and others.
Analytics Services – We also collect information on our website which helps us optimise our website by understanding how visitors use/navigate our site.
We will not share your information for marketing purposes with any third parties.
Security and where your personal data is stored
We are committed to ensuring that your information is secure. In order to reduce the risk of unauthorised access or disclosure, we have procedures in place to secure the data on our internal systems and databases.
You should remember that transmission of information via the internet is not completely secure. Any transmission is at your own risk.
Before we share your information with any third parties 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.
How long we keep your personal data
We will retain your personal data for the duration of our contract with you and for a reasonable period of time afterwards.
We are subject to a legal regulatory obligation to retain your data for specified minimum periods.
We will not normally keep your personal data for longer than 10 years after the termination of our contract with your employer. However, we reserve the right to retain data for longer where we believe it is in our legitimate interests to do so.
You have the right to request deletion of your personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
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 data, you may change your mind and withdraw this consent at any time by emailing or writing to us.
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 hello@edisonwm.com. Or write to us at Edison Wealth Management, 6 Duke Street St James’s, London, SW1Y 6BN.
More information
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
0303 123 1113 (local rate)
Cookies and use of our website
Our website may contain links to other websites. This privacy notice only applies to our website so when you link to other websites you should read their own privacy policies. Please refer to the Terms of Use and Cookie policy on our website for further details.
Updates to this Privacy Notice
We may change this notice from time to time by updating this page. You should check this page periodically for any changes. This page was last updated on 08 June 2018.