Last Updated 06/07/20220
We are happy to provide you with details of the Personal Information, which we process about you. To protect our customers’ personal information, we follow strict storage and disclosure procedures, which mean that we will require proof of identity from you prior to disclosing such information. For the purpose of the Data Protection Act 1998 the data controller is: The Data Protection Officer, St. James’s Place Plc, 1 Tetbury Road, Cirencester, Gloucestershire, GL7 1FP, United Kingdom.
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Additional Information on how we use your information.
In addition, we use Google’s remarketing technology to advertise online. In doing so, Google will place or read a unique ad-serving cookie on your computer and will use non-personal information about your browser and your activity on our sites to serve ads on their content network. Please click here for more information about remarketing or to opt-out of the Google remarketing cookie.
We will only collect personal information about you if you send us an e-mail enquiry via the ‘contact us’ facility. In order for this to happen, you will need to fill out the on line ‘contact us’ form. The type of information being collected for an enquiry will be apparent from the layout of the ‘contact us’ form, which also tells you how this information will be used.
We take all reasonable precautions to protect our visitors’ information, both on and off line. If your personal information changes, please let us know and we will correct, update or remove any information that we hold about you on our active databases. We may however need to retain archive copies of that personal information for legal or audit purposes. If you have any queries regarding the way in which Oundle Wealth Management Ltd Trading As Accession collected data from you on this website, please visit the contact us page.
By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out in the above paragraphs.
When might we disclose your personal information to others?
Please be assured that except for the reasons listed below, we will not disclose your personal information to others.
We may disclose your personal information to others in the following circumstances and/or for the following purposes:
Where it is necessary for the provision of information or services to you
Where we are required to do so by the courts or to comply with other legal, statutory and/or regulatory obligations including accounting and taxation requirements
To prevent and/or detect crime
Where we believe that you may be interested in the services offered by other organisations. Please contact us if you would like details about these companies. If you do not wish to receive direct marketing from Oundle Wealth Management Ltd Trading As Accession, please write to us at First Floor, 4 West St, Oundle, Peterborough PE8 4EF
Please note that if you communicate with us electronically, including by e-mail, telephone or fax, this communication may be randomly monitored and/or recorded to protect the interests of our business and our customers. This includes for the purposes of maintaining customer/service quality standards, detection of and/or prevention of crime and to ensure that St. James’s Place employees comply with legal obligations and St. James’s Place policies and procedures (including our customer relations practices).
Please help us to keep your Personal Information current and accurate by contacting us if your Personal Information is or becomes inaccurate and/or out-of-date.
St. James’s Place take their responsibility to look after your personal information and privacy seriously. In today’s world, we have all seen a growing trend in cybercrime and security breaches. They have a number of security measures in place to help prevent fraud and cybercrime.
They have a dedicated group, the ‘Information Security Oversight Committee’, that provides oversight and guidance to their information security and privacy programme.
The executive body responsible for privacy and data security is the Information Security Oversight Committee (ISOC) – chaired by the Chief Technology Officer, a member of the Executive Board. ISOC has a reporting line that enables effective escalation of issues up to the Board where appropriate.
Employees, Partners and contractors take part in an annual Information Security training and awareness program and must agree to adhere to the Data Protection Act and their own Information Security Policy that are designed to keep your information safe. These are refreshed each year to reflect the current trends that are being observed across the information security landscape. Information Security awareness also forms part of the new employee induction program. They also educate our employees in identifying potential financial crime and internal fraud; any suspicious activity is reported to the Financial Crime team.
When you use your web browser to login, view or share information with us, all electronic information exchanged is encrypted using 2048bit SSL (Secure Sockets Layer) certificate. You are able to identify this by looking for the HTTPS:// and the padlock in the address bar at the top of your browser.
To keep your information secure and to protect our clients from fraud, Oundle Wealth Management Ltd Trading As Accession will only interact with you in the following ways. If in doubt, call Oundle Wealth Management Ltd Trading As Accession directly or alternatively the Information Security Team on 01285 555 1234.
When interacting with you, we will:
Only send funds that you have requested to be withdrawn to a verified bank account in your name.
Verify who you are when speaking to you on the phone, by asking you security questions.
We will not:
Physical controls – As well as protecting your digital information, Oundle Wealth Management Ltd Trading As Accession also protects their premises and physical locations where personal data may be used and stored. These measures, security entrances, secure disposal of confidential waste and hardware, locks on doors and file storage cabinets.
Logical controls – Oundle Wealth Management Ltd Trading As Accession uses technical security measures to make sure our systems where we store and use confidential information are protected from unauthorised access. Tools such as authentication controls, antivirus, firewalls, malware detection and back-up procedures are used across the business. All employee emails and devices are encrypted to enable secure transfer and storage of personal information.
The purpose of Business Continuity Management and the St. James’s Place Business Continuity Plan, is to provide an effective, predefined and documented framework to respond to an incident affecting the Group’s activities. The key drivers in developing the business recovery plans are;
To mitigate the risks that could lead to the significant disruption of our products and services to our Clients.
To provide a recovery plan that supports a timely and full restoration of our products and services for our Clients.
However, whilst we take appropriate technical and organisational measures to safeguard your personal data, please note that we cannot guarantee the security of any personal data that you transfer over the internet to us.