Effective Date: 9th January 2024
1. Introduction
My Finance Friend Ltd ("we," "us," or "our") is committed to protecting the privacy and security of your personal information. This privacy notice explains how we collect, use, and safeguard your personal data in accordance with the General Data Protection Regulation (GDPR) and the UK GDPR. By engaging with our financial planning, financial advice, mortgage advice, or investment management services, you agree to the terms outlined in this notice.
2. Information We Collect
We collect and process personal and financial information about individuals when they engage with our services. This may include special categories of personal data, such as health information, if necessary for service provision. Additionally, information may be collected through voluntary client surveys, feedback, or website usage through cookies.
3. EU GDPR Notice
For clients based in the EU, we continue to abide by the EU GDPR, as it has been converted to the UK GDPR after the transitionary period.
4. Information About Connected Individuals
To provide effective services, we may need personal information about your close family members and dependants. It is your responsibility to ensure their consent for sharing this information.
5. Purpose of Data Collection and Legal Basis
We collect and process your personal data primarily for the performance of the contract with you. This information is essential to provide effective services and fulfill legal and regulatory obligations.
6. Use of Information
We use collected information to provide the services you engaged us for.
7. Sharing of Information
With your consent, we may email you about other products or services. Personal information may be shared with recognized group companies for relevant product and service offerings. We do not share information for marketing purposes with external companies.
8. Data Retention
We retain personal data necessary for service provision and comply with regulatory requirements for specified minimum periods. You have the right to request deletion of your personal data.
9. Access to Information
You have the right to request a copy of the information we hold about you. Contact us to correct or remove any inaccurate information.
10. Automated Decision Making and Profiling
We use automated processes for service delivery but do not use special category data without explicit consent. Security measures are in place to ensure data accuracy and fairness.
11. Marketing
You may opt out of receiving marketing communications at any time. Contact us to update your preferences.
12. Cookies
We use cookies to track website activity. You can adjust your browser settings to refuse cookies, but some features may not function correctly.
13. Other Websites
Our privacy policy applies only to our website. When linking to other websites, review their privacy policies.
14. Complaints
If you are unhappy with how your data is processed, you have the right to lodge a complaint with the Information Commissioner's Office.
15. Changes to Privacy Policy
We regularly review our privacy policy and will update it on our website. The last update was in [Month Year].
16. Contact Information
For any enquiries or to exercise your data protection rights, please contact My Finance Friend Ltd at:
mark@myfinancefriend.co.uk
0800 0477 5733
This privacy notice was last updated in January 2024.
