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Our Privacy Notice explains how we use your personal data, describes the categories of personal data we process and for what purposes. We are committed to collecting and using such data fairly and in accordance with the requirements of the General Data Protection Regulation (GDPR). We may change this policy from time to time by updating this page. You should check this page periodically to ensure that you are happy with any changes.
We take your privacy seriously and you can find out more here about your privacy rights and how we gather, use and share your personal information.
Fathom Financial Limited, of Prosperity House, 1 Barnfield Road, Spennymoor, Co. Durham, DL16 6EB acts as controller for the personal information you provide to us.
You have the right to object to how we process your personal information. You also have the right to access, correct, sometimes delete and restrict the personal information we use. In addition, you have a right to complain to us and to the data protection regulator. Contact details are shown here.
We need to obtain information about you, so that we can provide the financial advice you require. This information is normally obtained directly from clients in a face to face meeting. It may also be obtained by telephone, post or other means. We hold such information as Data Controllers in accordance with the requirements of the Data Protection Act 2018 and the EU General Data Protection Regulation, together referred to as the ‘Regulations’. We use this information to analyse your current and future financial needs so that we can ensure that any subsequent advice takes due account of, and is suitable to your circumstances. We will not share your information with any other party except as indicated in this Privacy Statement or where required to do so by any statutory, governmental or regulatory body for legitimate purposes.
Where necessary to the provision of our service, we may share your personal information with third parties. The categories of third party are listed later in this notice. We will confirm the actual third parties with whom we might/will share your information when we have identified the product/service providers that we recommend you use. This will usually be done in our suitability report in which we detail our recommendations to you.
Until you have been informed of the actual third parties with whom we might share your information, and provided that you have not terminated our contract or otherwise objected to that sharing, we will only share in a way that does not enable the third party to identify you. Sometimes we transfer personal information to other countries outside the UK for these purposes, where suitable protection is in place.
We keep your personal information securely for as long as we need to for the purpose of providing you with financial advice under the terms of our service/fee agreement (contract) or for as long as we are required to by relevant regulations.
The legal basis on which most of the information that you provide will be collected and processed is to enable us to provide the financial advice that we have agreed you require. However, some types of information require your explicit consent. In particular, in relation to any adverse health history you might have. We will seek your consent if required. Where you have given us consent, you have the right to withdraw it at any time.
We take your privacy seriously and you can find out more here about your privacy rights and how we gather, use and share your personal information.
You have the right to see what personal information we hold about you and you can ask us to correct inaccuracies, delete or restrict personal information or ask for some of your personal information to be provided to someone else. You have the right to object to how we use your personal information. If you need to contact us in relation to any of your rights or wish to make a complaint about how we have used your personal information directly to us or to the Information Commissioner’s Office, you can use the contact details indicated on the first page of this notice.
The legal basis on which most of the information that you provide will be collected and processed is to enable us to provide the financial advice that we have agreed you require.
However, some types of information require your explicit consent. In particular, where we identify that it is relevant to obtain details from you in relation to any adverse health history you might have, we will seek your explicit consent.
Where you have given us consent, you have the right to withdraw it at any time.
We use information relating to your personal situation and financial position.
We obtain personal information:
We hold your personal information as Data Controllers in accordance with the requirements of the Data Protection Act 2018 and the EU General Data Protection Regulation, together referred to as the ‘Regulations’.
We use this information to analyse your current and future financial needs so that we can ensure that any subsequent advice takes due account of, and is suitable to, your circumstances.
We will not share your information with any other party except as indicated in this Privacy Statement or where required to do so by any statutory, governmental or regulatory body for legitimate purposes.
Where necessary to the provision of our service, we may share your personal information with third parties. The categories of third party are listed below.
We will confirm the actual third parties with whom we might/will share your information when we have identified the product/service providers that we recommend you use. This will usually be done in our suitability report in which we will detail our recommendations to you.
Until you have been informed of the actual third parties with whom we might share your information, and provided that you have not terminated our contract or otherwise objected to that sharing, we will only share in a way that does not enable the third party to identify you.
Where necessary to implement the service that you require, your personal information might be transferred to other countries outside the UK, but only to jurisdictions where suitable protection is in place.
We keep your personal information securely for as long as we need to for the purpose of providing you with financial advice under the terms of our service/fee agreement (contract) or for as long as we are required to by relevant regulations.
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This privacy policy sets out how Fathom Financial Limited uses and protects any information that you supply when you use this website.
Fathom Financial Limited is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.
Under the General Data Protection Regulation (Regulation (EU) 2016/679) (the “GDPR”), we are required to give you certain information about the way your personal information is used.
This notice sets out the basis on which any personal information we collect from you, or that you provide to us, will be processed by us.
You may give us information about you by corresponding with us by phone, by email, in writing or otherwise, by filling in forms on our websites, when you sign-up for newsletters or by downloading guides.
All telephone calls (incoming and outgoing) to our office are recorded. We do this for training and monitoring to enhance our services to you and for your protection.
We may collect and record the following information:
It may be you will provide other information but this we will not record
We may also collect information about you electronically when you visit our sites or use our services. We may automatically collect the following information:
Please note that this is aggregated data and will not contain information that could be used to personally identify an individual. This information is automatically purged from our systems 14 months after receipt.
We may collect information at receipt and opening of emails as follows:
We collect this information in an effort to assess if the information we deliver to you is (or is not) of interest so we can better serve appropriate information to you in future.
We require this information to understand your needs and provide you with a better service. Under the GDPR regulations, we must have a valid reason for processing your data that passes defined tests. What we will do with your data and our reason for doing so are outlined below.
How we use your data - (* = Our Legal Basis)
We are committed to ensuring that your information is secure. In order to prevent unauthorised access or disclosure, we have put in place suitable physical, electronic and managerial procedures to safeguard and secure the information we collect online.
We will not sell, distribute or lease your personal information to third parties. We will not disclose your personal information unless we are required to by law.
We may use your personal information to tell you about relevant products and offers. We will only contact you for marketing purposes if you have an existing relationship with us or have provided your explicit consent for us to do so.
We review the information we have on you to form a view on what we think may be of interest to you. This is how we decide which products, services and offers may be relevant for you.
You have the right to ask us not to process your personal information for marketing purposes. You can exercise your right to prevent such processing by contacting us by phone, post or email by writing to us at Prosperity House, 1 Barnfield Road, Spennymoor, County Durham, DL16 6EB.
We will keep your personal information for marketing purposes for a maximum of 24 months. We will then email you to ask if you would like us to delete your data. Of course, you may unsubscribe from any email communication we may send at any time.
You have the right to request a copy of the personal information we hold about you, subject to certain exemptions. If you would like a copy of some, or all, of this information you may contact us at Prosperity House, 1 Barnfield Road, Spennymoor, County Durham, DL16 6EB. We will NOT charge a fee for providing you with this information.
If any of the information we hold about you is inaccurate or incomplete, you can ask us to make any necessary amendments to your data. Please contact us at Prosperity House, 1 Barnfield Road, Spennymoor, County Durham, DL16 6EB if you want to do this. We will take reasonable steps to check its accuracy and correct it.
Our website may contain links to enable you to visit other websites of interest easily. However, once you have used these links to leave our site, you should note that we do not have any control over that other website.
Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.
Our sites may include functionality to enable sharing via third party social media applications, such as the Facebook Share button and Twitter widget. These social media applications may collect and use information regarding your use of our sites.
Any personal information that you provide via such social media applications may be collected and used by that social media application and such interactions are governed by the privacy policies of the companies that provide the application. We do not have control over, or responsibility for, those companies or their use of your information.
