Macleman Wealth Ltd is registered in Scotland at 16 Carron Street, NAIRN, IV12 5SJ. Company Registration Number 288161. We are on the financial services register, FRN 439179. AUTHORISED AND REGULATED BY THE FINANCIAL CONDUCT AUTHORITY. This site is meant for UK residents only.
Privacy Policy
Who are we?
Macleman Wealth Ltd (the controller).
What is the legal basis for processing my person data?
Macleman Wealth Ltd, or any third party associated with us, will only process your personal data for the purpose of fulfilling our contractual obligations to you as detailed in our Letter of Engagement and Terms of Business, or to meet a pre-contractual request, for example, providing a quotation. This lawful basis is referred to as ‘Contract’. However, we will only process special categories of data with your explicit consent.
Who should I contact about my personal data?
Write to the Macleman Wealth Ltd Protection officer at 16 Carron Street, Nairn, IV12 5SJ or telephone 07843 591942. You can also email [email protected].
Is my data protected?
Your personal information is very important to us.
The information that you provide to us, or others on your behalf, as part of the financial planning process is subject to the General Data Protection Regulation. Some information provided may also contain Special categories of personal data (also referred to as ‘sensitive’ personal data).
Special Categories of personal data includes, but is not limited to, racial or ethnic origins, political opinion, religious or similar belief, trade union membership, your physical or mental health, sexual life or any commission or offence, committed or alleged. Where we ask for special categories of personal data we will always tell you why this is needed and how the information will be used and would always gain your explicit consent prior to collating and processing this category of data. Why do we need to collect your data and with whom do we share your information? In order to provide you with the services described in our service agreement, we may need to process, both manually and by electronic means, your personal data and where necessary, your sensitive personal data, for the purposes of providing advice, administration, transacting and management or any other purpose necessary for the service you have requested. “Processing” includes obtaining, recording, holding and storing information or data and transferring it to other companies associated with us, product providers, our compliance consultants, the FCA or any other statutory, governmental or regulatory body for legitimate purposes including, where relevant, to solicitors and/or other debt collection agencies for debt collection purposes and carrying out operations on the information or data.
What are my rights?
This section details your rights in brief, but should you require further details or you have any concerns about our information rights practices, you can refer to the full Macleman Wealth Ltd Fair Processing Notice as detailed at the end of this summary or contact the Macleman Wealth Ltd Data Protection Officer. If we are unable to resolve your concerns, you have the right to refer these to the Information Commissioner’s Office. Full details can be found at: https://ico.org.uk
Your rights under the General Data Protection Regulation may include:
- A right to be informed about the collection and use of your personal data
- A right of access to your personal data and any supplementary information • A right to have any inaccurate or incomplete data rectified
- A right to request that your personal data is erased
- A right to request the restriction or suppression to the processing of your personal data • A right to obtain and reuse your data across different services in certain circumstances • A right to object to processing, particularly where processing is, or is likely to cause damage or distress
- A right to prevent processing for direct marketing
- A right to object to decisions being taken solely by automated means
Please note that limitations on the above may apply, where contract is the legal basis for processing data. Full details can be found at: https://ico.org.uk
Will I be contacted for marketing purposes?
We may, with your explicit consent, also contact you or pass your details to other companies associated with us to contact you (including by telephone) with details of any other similar products, promotions, or for related marketing purposes in which we think you may be interested.
How will my data be stored?
Product Providers, Lenders and Investment Managers may administer your policy, any existing policies you may have with them and provide other services, from centres in countries outside Europe (such as India and the USA) that do not always have the same standard of data protection laws as the UK. However, they are required to put a contract in place to ensure that your information is adequately protected, and they will remain bound by their obligations under the Regulation even when your personal information is processed outside Europe. Macleman Wealth Ltd will only store data outside of the UK, where suitable protection is in place.
Macleman Wealth Ltd treat all personal data and sensitive personal data as confidential and will not process it other than for the purpose it was collected. Steps are taken to ensure that the information is accurate, kept up to date and not kept for longer than is necessary. Measures are also taken to safeguard against unauthorised or unlawful processing, accidental loss, destruction or damage to the data.
Subject to certain exceptions, you are entitled to have access to all personal and sensitive personal data held by us. Macleman WealthLtd will provide this free of charge, unless the request is manifestly unfounded, excessive or repeated. If a fee is charged, this will only reflect the costs incurred in delivering the information.
How long will you keep my personal data?
Macleman Wealth Ltd will keep your personal data securely for as long as is necessary for the purpose it was collected. You can withdraw consent at any time. Our Retention policy is available upon request.
FULL DETAILS OF OUR FAIR PROCESS NOTICE AND RETENTION POLICY CAN BE OBTAINED BY SIMPLY CONTACTING US VIA THE DETAILS PROVIDED EARLIER IN THIS NOTICE SUMMARY.