1. Introduction
Consilium Asset Management (“we”, “us”, or “our”) is committed to protecting and respecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your personal data in accordance with the UK General Data Protection Regulation (UK GDPR) and the Data Protection Act 2018.
2. Who We Are
Consilium Asset Management Vayre House, Hatters Lane, Chipping Sodbury, Bristol, BS37 6AA Tel: 01454 321511 Authorised and regulated by the Financial Conduct Authority (FCA No. 469507)
3. What Information We Collect
We may collect and process the following types of personal data:
– Identity data (e.g. name, date of birth, national insurance number)
– Contact data (e.g. address, email, phone number)
– Financial data (e.g. income, assets, liabilities, pension details)
– Employment and lifestyle data
– Technical data (e.g. IP address, browser type, cookies)
– Marketing preferences
4. How We Collect Your Data
We collect data through:
– Direct interactions (e.g. meetings, phone calls, emails)
– Our website (e.g. contact forms, cookies)
– Third parties (e.g. product providers, credit reference agencies)
5. How We Use Your Data
We use your personal data to:
– Provide financial advice and planning services
– Comply with legal and regulatory obligations
– Communicate with you about your financial arrangements
– Improve our services and website
– Send marketing communications (with your consent)
6. Legal Basis for Processing
We process your data under the following lawful bases:
– Performance of a contract
– Compliance with legal obligations
– Legitimate interests
– Consent (where required)
7. Sharing Your Data
We may share your data with:
– Product providers and platforms
– Professional advisers (e.g. accountants, solicitors)
– Regulatory bodies (e.g. FCA, HMRC)
– IT and cloud service providers
We ensure all third parties respect the security of your data and comply with data protection laws.
8. Data Retention
We retain your personal data only as long as necessary to fulfil the purposes we collected it for, including legal, regulatory, and accounting requirements.
9. Your Rights
You have the right to:
– Access your personal data
– Request correction or deletion
– Object to or restrict processing
– Withdraw consent
– Lodge a complaint with the Information Commissioner’s Office (ICO)
10. Cookies
Our website uses cookies to enhance your experience. You can manage your cookie preferences through your browser settings. For more details, see our [Cookie Policy].
11. Contact Us
If you have any questions about this policy or your data, please contact:
Data Protection Officer Email: [Insert Email] Phone: 01454 321511