{"id":70745,"date":"2016-09-12T18:31:39","date_gmt":"2016-09-12T18:31:39","guid":{"rendered":"https:\/\/www.templewealth.co.uk\/?page_id=70745"},"modified":"2023-08-08T15:34:47","modified_gmt":"2023-08-08T15:34:47","slug":"privacy-policy-temple-wealth","status":"publish","type":"page","link":"https:\/\/www.templewealth.co.uk\/privacy-policy-temple-wealth\/","title":{"rendered":"Privacy Policy"},"content":{"rendered":"

[vc_row type=”container” padding_top=”” padding_bottom=””][vc_column][vc_column_text]<\/p>\n

Privacy Policy for Temple Wealth<\/h1>\n

Temple Wealth has established this Online Privacy Policy so that you can understand the care with which we intend to treat your Personal Information.<\/p>\n

Personal Information means any information that may be used to identify an individual, including, but not limited to, a first and last name, a home or other physical address, an e-mail address or other contact information, whether at work or at home. In general, you can use the Temple Wealth website without telling us who you are or revealing any Personal Information about yourself.<\/p>\n

Temple Wealth Management Ltd is an appointed representative of The Sense Network Ltd which is authorised and regulated by the Financial Conduct Authority.<\/p>\n

Temple Mortgage and Temple Health are trading styles of Temple Wealth Management Ltd.<\/p>\n

What Information do we collect about you?<\/h4>\n

We collect information about you when you request us to provide you with quotes for our services and engage us for financial advise, mortgage advice and insurance advice. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health if this is necessary for the provision of our services.<\/p>\n

We may also collect information when you voluntarily complete client surveys or provide feedback to us.<\/p>\n

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We\u2019ll use your information collected from the website to personalise your repeat visits to the site.<\/p>\n

We try at all times to keep all personal data collected and processed accurate and up-to-date.\u00a0 We check the accuracy of data when it is collected and at regular intervals thereafter.\u00a0 Where any inaccurate or out-of-date data is found, all reasonable steps will be taken to amend or erase that data, as appropriate.<\/p>\n

Information about connected individuals<\/h4>\n

We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases, it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We\u2019ll provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.<\/p>\n

Where special category data is required we\u2019ll obtain your explicit consent in order to collect and process this information.<\/p>\n

Why do we need to collect and use your personal data?<\/h4>\n

The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we\u2019d also be unable to fulfill our legal and regulatory obligations.<\/p>\n

Children’s\u2019 Privacy<\/p>\n

Temple Wealth website is not structured to attract children. Accordingly, we do not intend to collect Personal Information from anyone we know to be under 16 years of age.<\/p>\n

Who might we share your information with?<\/h4>\n

If you agree<\/em><\/strong>, we may email you about other products or services that we think may be of interest to you.<\/p>\n

We won\u2019t share your information for marketing purposes with companies outside our group of companies.<\/p>\n

In order to deliver our services to you effectively, we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.<\/p>\n

Where third parties are involved in processing your data we\u2019ll have a contract in place with them to ensure that the nature and purpose of the processing are clear, that they are subject to a duty of confidence in processing your data and that they\u2019ll only act in accordance with our written instructions.<\/p>\n

Where it\u2019s necessary for your personal data to be forwarded to a third party we\u2019ll use appropriate security measures to protect your personal data in transit through password protection and data encryption where required.<\/p>\n

How long do we keep hold of your information?<\/h4>\n

During the course of our relationship with you, we\u2019ll retain personal data which is necessary to provide services to you. We\u2019ll take all reasonable steps to keep your personal data up to date throughout our relationship.<\/p>\n

We are also subject to regulatory requirements to retain your data for specified minimum periods. These are, generally:<\/p>\n