Premier Wealth Management based in Birmingham, UK
At Temple Row Wealth Management, we understand our obligations to you and your private life. We have rigorous systems and controls in place, ensuring your privacy, rights and freedoms are protected.
Temple Row Wealth Management undertakes to meet its obligations under the Data Protection Act 1998/2018, the Privacy and Electronic Communications Regulations 2003 and the EU General Data Protection Regulation (GDPR).
Your personal information will be processed by The Temple Row Wealth Management team initially. After this, your data will be processed by On-line Partnership Group Limited on behalf of its subsidiary company, The On-Line Partnership Limited. They act as our Principal for regulatory purposes. We can assure you, all parties will process your personal data in accordance with this privacy notice.
For us to take the steps to enter you into a contract and to perform such a contract, your personal information is required, allowing us to proceed.
This could include reviewing assets and liabilities, bank account validation, identity and age verification checks, credit checks, preventing and detecting fraud, money laundering or other crimes and any other requirements in accordance with rules set by the Financial Conduct Authority (FCA) or other applicable legislation.
Though there are some legal exceptions, if we need to process your personal data for a purpose unrelated to those you have been informed of, we will let you know.
We need your personal information for us to be able to take steps at your request prior to entering a contract or to perform a contract to which you are a party. Without this information, we won’t be able to provide you with a financial service.
The processing is essential:
We ensure your information is recorded exactly as it is received from you. We are happy to update your information at any time, at your request. We will action updates promptly and, where possible, notify relevant third parties of any changes.
Unless we are processing because it is necessary for reasons of substantial public interest, we will only process sensitive personal data, such as data concerning health, with your explicit and informed consent for specific processing activities.
In a case like this, you will be asked to sign a separate consent form to show this and to show that you understand the purpose(s) of processing this data. You can withdraw your consent at any time.
You have the right to object to processing for these purposes and we shall cease immediately unless we can demonstrate that we have compelling, legitimate grounds to continue.
The information provided will be used to protect members of the public against dishonesty, money laundering or fraudulent activities. It is necessary that this is carried out without your consent to ensure this function is not prejudiced.
Part of this processing involves verifying your identity using third parties such as GB Group Plc or Creditsafe Business Solutions Ltd.
We only collect information that is essential to carry out the purposes listed above. This includes information you supply and data we receive from reference agencies. Where practical and lawful, we will inform you about any personal data we receive about you from third parties that you may be unaware of.
We will ensure that your data is only accessible to authorised people in our firm and will be confidential at all times. Security measures are put in place to stop unauthorised access, alteration, disclosure, loss, damage or destruction of your information. If we have a contract with another organisation to provide us with services or a service on our behalf to process your personal information, we’ll make sure they give reassurances regarding appropriate security measures in place and only process your information in the way we’ve authorised them to do so. These organisations won’t be permitted to use your personal information for their own purposes. If necessary, our security teams will check them to make sure they meet the security requirements we’ve put in place.
There is a possibility your information will be shared with:
We do not usually transfer any of your personal data outside of the EU except when we need to perform pre-contractual measures (credit and identity checks) or because the checks we request are necessary for important reasons of public interest. Some companies, like Creditsafe Business Solutions Ltd, may transfer data outside of the EU to countries which do not, in the view of the EU Commission, offer an adequate level of protection. In such cases Creditsafe encrypts any data it sends to other agencies and only transfers information necessary to carry out checks.
(A list of countries used to perform checks include Germany, Netherlands, Belgium, France, Sweden, Norway, Finland, Luxembourg, Switzerland, Liechtenstein, Spain, USA, Estonia, Latvia, Lithuania, Poland, Slovakia, Czech Republic, Hungary, Slovenia, Bosnia, Serbia, Montenegro, Croatia, Macedonia, Kosovo, Albania, Bulgaria, Romania, Ukraine, Austria, Denmark, Moldova, Portugal, Italy, Canada, Brazil, Greenland, China, India, Australia, Russia, South Korea, Taiwan, Mexico, South Africa, New Zealand, Hong Kong, UK.)
The information that has been given to us now and in the future will be used to carry out direct marketing activities. These are legitimate interests pursued by us. Sometimes this includes, with your consent, sharing data with product providers for their marketing activities. You can let us know your preferred method of contact (by email, telephone, SMS or post) and you have the right to object at any time to the use of your personal data for this purpose. If you do not wish to receive direct marketing, we will cease immediately.
We sometimes use automated processes when making decisions, but you will not be subject to a decision based solely on automated processing. This includes profiling.
In line with The Telecommunications (Lawful Business Practice) (Interception of Communications) Regulations 2000, we may record incoming or outgoing telephone conversations for the following purposes:
The Financial Conduct Authority lays down rules relating to how long information should be held for and we will keep your information to meet these requirements. We will not keep your information for longer than is necessary.
You may ask for a copy of the information we hold about you at any time – it is your legal right. We will provide you with a copy of any non-exempt personal information within one month unless we ask you for an extension of time. To protect your personal data, we will ask you to verify your identity before we release any information. We may refuse your request if we are unable to confirm your identity.
On the grounds relating to your situation, you have the to object to processing which is carried out as part of our legitimate interests or in the performance of a task carried out in the public interest at any time. We will no longer process your data unless we can demonstrate there are compelling legitimate grounds which override your rights and freedoms or unless processing is necessary for the establishment, exercise or defence of legal claims.
You have the right to object to processing your personal data for marketing activities at any time. In such a case, we must stop processing for this purpose.
In addition to the rights listed above, here are your other legal rights:
If you wish to exercise any of these rights. please contact us.
You can contact our data privacy officer/data protection officer about any data protection or marketing issues by:
Data Privacy Officer
Temple Row Wealth Management
The Colmore Building
20 Colmore Circus Queensway
Telephoning: 0121 262 4171
You can contact our Principal, The On-Line Partnership Limited or the group company, On-Line Partnership Group Limited by:
The On-Line Partnership Limited
50-56 North Street
Telephoning: 01403 214200
Information Commissioner’s Office
Telephoning: 0303 123 1113
By using their website: https://ico.org.uk/for-organisations/report-a-breach/