GS Private Office is committed to protecting the privacy and security of your personal information. This Privacy Policy describes how we collect, use, and disclose personal information when you use our services or interact with us in compliance with the General Data Protection Regulation (GDPR) and other applicable UK data protection laws.
Information We Collect:
We may collect the following types of personal information:
- Contact Information: Such as your name, address, email address, and phone number.
- Financial Information: Such as your income, assets, investments, and financial goals.
- Identification Information: Such as government-issued identification numbers (e.g., National Insurance Number), date of birth, and other information necessary to verify your identity.
- Transaction Information: Such as details about your transactions with us or our affiliates.
How We Use Your Information:
We may use your personal information for the following purposes:
- Providing Services: To provide you with wealth management and financial advisory services.
- Communications: To communicate with you about your account, transactions, and other relevant information.
- Improving Services: To analyze and improve the quality of our services.
- Legal Compliance: To comply with applicable laws, regulations, and legal processes.
Lawful Basis for Processing:
We will only process your personal information when we have a lawful basis to do so under the GDPR, which may include:
- Contractual Necessity: Processing is necessary for the performance of a contract with you.
- Legitimate Interests: Processing is necessary for our legitimate interests or those of a third party.
- Consent: Processing is based on your consent.
- Legal Obligations: Processing is necessary to comply with legal obligations.
Information Sharing:
We may share your personal information with third parties in the following circumstances:
- Service Providers: We may share your information with third-party service providers who assist us in providing services to you.
- Legal Requirements: We may disclose your information when required by law or in response to legal process.
- Business Transfers: In the event of a merger, acquisition, or sale of assets, your information may be transferred as part of the transaction.
- With Your Consent: We may share your information with third parties with your consent.
Data Security:
We have implemented appropriate security measures to protect your personal information from unauthorized access, alteration, disclosure, or destruction in accordance with GDPR requirements.
Your Rights:
Under the GDPR, you have certain rights regarding your personal information, including:
- Access: You have the right to request access to your personal information.
- Rectification: You have the right to request correction of inaccurate or incomplete personal information.
- Erasure: You have the right to request erasure of your personal information under certain circumstances.
- Restriction: You have the right to request restriction of processing of your personal information under certain circumstances.
- Data Portability: You have the right to receive your personal information in a structured, commonly used, and machine-readable format.
Complaints:
If you have any concerns about our handling of your personal information, you have the right to lodge a complaint with the Information Commissioner's Office (ICO) or another supervisory authority.
Changes to This Policy:
We may update this Privacy Policy from time to time. Any changes will be posted on this page, and the revised policy will be effective immediately upon posting.