This Privacy Notice tells you what to expect in relation to the personal information about you which is collected, handled and processed by Chelsea Financial Services PLC.
Chelsea Financial Services PLC of St James Hall, Moore Park Road, London, SW6 2JS is the Data Controller for the purposes of this Privacy Notice.
We acknowledge and agree that any personal data of yours that we handle will be processed in accordance with all applicable data protection laws in force from time to time.
The information about you we may collect, hold and process is set out below:
This information will have been provided, or will be provided, by you in the course of your contracting with Chelsea Financial Services PLC.
Visitors to our website who register to receive our email newsletter, provide the following personal information during the sign-up process:
We will obtain all or some of the information above when you contract with us for the provision of investment services. As a client of Chelsea Financial Services PLC, you are required to advise us of any change in your personal information so that we may update our records accordingly. From time to time, in the ordinary course of business we may also contact you to verify that the information that we hold is accurate and up to date.
The above information is used to provide our services to you in our capacity as a provider of execution only investment services.
The information we collect may be used as follows:
All the personal data we have is stored on our database in the UK / EU or in hardcopy form. Hardcopy information is securely stored at St James Hall, Moore Park Road, London SW6 2JS.
Where Chelsea Financial Services PLC are required to continue holding and processing your data due to legal or regulatory obligations, we will advise you of this fact in our response to your request to withdraw your consent.
When you apply for an account at Chelsea Financial Services you must provide certain personal information. We may carry out credit and identity checks when you apply for a product or services for you or your business. We may use Credit Reference Agencies and Fraud Prevention Agencies to help us with this.
Using information about you in this way is necessary for us to make this decision and if you do not provide it to us, we may not be able to offer you an account or service. Your information will be used by us and these agencies as follows:
If you would like full details about how your information will be used by us, Credit Reference Agencies and Fraud Prevention Agencies, including details of your rights in relation to your information, or you would like to obtain contact details of the Credit Reference and Fraud Prevention Agencies, please visit: visit www.experian.co.uk/crain or www.equifax.co.uk/crain or www.transunion.co.uk/legal/privacy-centre
We may disclose your information to our agents and service providers for the purposes of the administration and servicing of your account, your investments and all other related activities. We may also disclose your information to organisations (including the Financial Conduct Authority and HMRC) for the purposes of complying with legal and regulatory obligations.
Where our agreement with you includes a contractual relationship, either new or existing, with Aegon, Aegon and Chelsea Financial Services PLC will both act in the capacity of Data Controller. Aegon will use your information for the administration and servicing of your account, your investment and all other related activities.
Personal data shall not be transferred to a country or territory outside the EEA by Chelsea Financial Services PLC, unless that country or territory ensures an adequate level of protection or the appropriate safeguards are in place for your rights and freedoms.
We will rely on your consent to process the information which is collected at the outset of the account opening process through your contracting with Chelsea Financial Services Plc.
You currently have the right at any time to ask for a copy of the information about you that we hold. If you would like to make a request for information, please email: email@example.com
In addition to this right of access, you also have the following rights:
Should you wish to exercise any of the above rights, please email: (firstname.lastname@example.org)
Where Chelsea Financial Services PLC are required to continue holding and processing your data due to legal or regulatory obligations, we will advise you of this fact in our response to your request.
Your data will be retained for no longer than is necessary for the satisfaction of our legal and regulatory obligations and in accordance with our Data Retention Policy, a copy of which is available on our website at www.chelseafs.co.uk
If you have provided us with your consent to process your data for the purpose of using our services, you have the right to withdraw this at any time. In order to do so you should contact us by emailing email@example.com.
If you have a concern about the way we are collecting or using your personal data, you should raise your concern with us in the first instance or directly to the Information Commissioners Office at www.ico.org.uk
Please address any questions, comments and requests regarding our data processing practices to firstname.lastname@example.org.
This Privacy Notice may be changed by us at any time. An up-to-date copy of our Privacy Notice will be maintained on this page.