At Quilter Cheviot, we are committed to protecting your privacy and ensuring that your personal information is collected and used appropriately, lawfully and transparently.
This privacy notice explains:
In addition to our network of regional offices throughout the UK, we have also established a branch in Jersey with number 23676 and a branch in the Dubai International Financial Centre with number 2084. Accordingly, we are authorised and regulated by the UK Financial Conduct Authority; regulated by the Jersey Financial Services Commission for the conduct of investment business and funds services business and regulated by the Dubai Financial Services Authority. Accordingly, in some respects the regulatory system that applies will be different from that of the United Kingdom. We have also established a wholly-owned subsidiary in Ireland: Quilter Cheviot Europe Limited, which is regulated by the Central Bank of Ireland. For more information about Quilter Cheviot Europe Limited, please see our Irish website www.quiltercheviot.com/ie. More information about who we are can be found on our website www.quiltercheviot.com here.
We collect certain personal information about you, which may include your name, address, phone number and other information. We collect this information about you when you:
The types of personal information we collect will depend on the purpose for which it is collected but may include:
We collect personal information directly from you. For example, we ask for personal information at the start of our relationship (eg: when you apply for one of our services) and in subsequent communications in order to check your identity. This is a legal requirement and is important to help safeguard you and us against potential crime.
Where we provide our services to trusts, we may collect personal information about the settlor, beneficiaries and trustees of that trust. Where we provide our services to companies we may collect personal information about the directors, shareholders and beneficial owners of the company. Where we provide our services to charities, we may collect personal information about the trustees or directors of that charity.
Where it is necessary, we collect more sensitive information (such as criminal convictions or detailed health information). If this is the case we will explain what information we require, why it is needed and where required, will ask you for consent.
We may also collect information about you from other sources such as:
We keep your personal information only as long as is necessary for the purpose for which it was collected, or for legal or regulatory reasons. Personal information will be securely disposed of when it is no longer required in accordance with our Personal Data Retention and Disposal Schedule.
We process your personal information for the following purposes.
To perform our contract with you and to support and maintain our relationship. This includes the following:
To comply with legal and regulatory requirements. These requirements include the following:
For specific business purposes to enable us to provide you with appropriate services and a secure experience. Such business purposes include the following:
Profiling activity – using basic identifiers about you such as your name and address and matching this with information from Experian Marketing Services to create demographics and infer customer ‘types’. This helps us define groups based on factors like interests, age, location and more so we can better understand our customers to adapt and improve our products and services. If you would like to know more about the information we get from Experian Marketing Services, you can visit their Consumer Information Portal which explains who Experian Marketing Services are, what they do and why.
You have the right to object to us processing your personal information for the business purposes listed above but, if you do so, this may impact on our ability to provide some or all of our services to you.
We share your information with trusted third parties who perform tasks for us and help us to provide our services to you. We may also share your information with agencies where required by law, court order or regulation. These third parties include:
We are committed to ensuring the confidentiality of the personal information that we hold about you and regularly review our security controls and related policies and procedures to ensure that your personal information remains secure.
When we contract with third parties we require them to have appropriate security, privacy and confidentiality measures in place to ensure that personal information is kept secure.
If we work with third parties in countries outside the EU we ensure that the European Commission has confirmed that such countries provide an adequate level of protection for personal information or that the third party has adequate safeguards in place and agrees to give your information the same level of protection as we would.
You have the right to ask us:
In certain circumstances you also have the right to:
Information about your individual rights, including how to correct, restrict, delete, or make changes to your personal information, can be found on our website here.
If you wish to request a copy of the personal information we hold about you please use our Data Subject Access Request (DSAR) form.
More information about your data protection rights can be found here:
You may give and withdraw consent to the receipt of marketing information and tell us your communication preferences at any time. If you wish to change your preferences regarding the receipt of marketing or other communications from us, please contact [email protected] or telephone 0207 150 4000.
please contact our Data Guardian by post at Quilter Cheviot Limited, One Kingsway, London, WC2B 6AN by email at [email protected] or by telephone on 0207 150 4000.
If you wish to raise a complaint about how we have handled your personal data, please contact our Group Data Protection Officer who will investigate the matter.
The Data Protection Officer
Old Mutual House
If you are not satisfied with our response you can complain to our regulator:
The Information Commissioner’s Office (ICO)
Information Commissioner’s Office