{"data":{"tab":"Help and support","hideFromSearch":false,"keywords":"","pageCategory":"Help and Support","navigationTitle":"Privacy notice","umbracoNaviHide":true,"blockModules":[{"content":{"subtitle":"We respect your data","title":"Bestinvest Data Privacy Notice","contentType":null,"key":"525ba5dc-4814-4c00-b105-6bee297de2c7","properties":null},"settings":{"purpleBlockStyle":false,"contentType":null,"key":"83087292-7835-44b8-b26c-db9539aca7c4","properties":null},"blockType":"smallHeaderBlock"},{"content":{"text":"
The privacy of your personal information is very important to us. This Privacy Notice explains how we (the data controllers identified below) use your personal information. It also describes your data protection rights, including a right to object to some of the processing which we carry out.
\nFor the purpose of this Privacy Notice, “you” or “your” means you a user of our website.
\nIn relation to any information we collect about you and any information we process in relation to you, the data controller is Evelyn Partners Group Limited.
\nHow do we receive your information?
\nWe may receive information about you from one or more of the following sources:
\nWhat information do we collect from you?
\nInformation we process about you includes (but is not limited to):
\nWe do not collect sensitive information about you on our website. Sensitive information includes information about your health, ethnicity, political or philosophical beliefs, or criminal offences.
\nHow will we use the information we collect about you?
\nOur primary purpose in collecting user information is to provide you with a safe, smooth, efficient, and customised experience and to provide the services you have requested. We may also use the information that you have provided to ensure that the content on our website and mobile applications is presented in the most effective manner for you and your computer and/or other device.
\nWe use the personal information about you for a number of reasons:
\nWhere necessary to perform a contract with you
\nWhere necessary to comply with a legal obligation
\nWhere it is in our or a third party’s legitimate interests, as listed below, and where these interests are not overridden by your fundamental rights and freedoms
\nYou have the right to object to processing where it is in our or a third party’s legitimate interests by contacting us at: The Data Protection Officer, Evelyn Partners, 45 Gresham Street, London, EC2V 7BG or by email: dataprotection@evelyn.com.
\nWith your consent
\nYou have the right to withdraw your consent at any time. This will not affect the lawfulness of any processing that we carried out before your withdrawal. If you choose to withdraw your consent, we may not be able to provide you with certain products and services.
\nProviding third party information to us
\nSometimes we receive personal information relating to third parties, for example family members, joint account holders, underlying clients or beneficiaries. When this information is provided to us, we expect that you have obtained any necessary permissions from such persons to the reasonable use of their personal information for the purposes referred to in this Privacy Notice.
\nCookies
\nWe use cookies and similar technologies on our websites, mobile applications and in our emails. These technologies do many different things, such as letting you navigate between web pages efficiently and remembering your preferences. In emails they help us to understand whether you have opened the email and how you have interacted with it.
\nPlease refer to our Cookie Policy for further details on these technologies, how and where we use them and how you can control them.
\nWho do we share your information with?
\nInformation is normally only provided to a third party if it is required in order to deal with your enquiry, but there may be other circumstances where it is necessary for Evelyn Partners to provide information, including as a result of legal or regulatory process.
\nThe following categories of recipients may receive your personal information and process it for the purposes outlined in this Privacy Notice:
\nEvelyn Partners do not undertake marketing activities for third parties, nor does it provide information to third parties for their own marketing purposes.
\nTransfers of personal information outside the United Kingdom (UK)
\nPersonal information in our possession may be transferred to countries and jurisdictions which are outside the UK. These may be where your investments are held, where transactions are effected, from where you receive or transmit information about your investments and where underlying managers conduct their activities.
\nThese countries and jurisdictions may have differing (and potentially less stringent) laws relating to the protection of personal information. They may also have less stringent laws relating to the degree of confidentiality afforded to your information.
\nInformation can become subject to the laws and disclosure requirements of such territories, including disclosure to governmental bodies, regulatory agencies and private persons as a result of applicable governmental or regulatory inquiries, court orders or other similar processes.
\nIf we transfer your information outside the UK, we will make sure that it is done lawfully and will only occur where:
\nSecurity of your information
\nWe will take appropriate steps to store, process and send your personal information securely and employees are trained on and are aware of their responsibility to maintain your privacy.
\nWe will take appropriate technical and organisational security measures against the accidental loss, destruction, damage and/or the unauthorised or unlawful use of your personal information. These will include ensuring that any service provider provides sufficient security guarantees in relation to any data processing it undertakes on our behalf.
\nLinks
\nOur website contains links to other websites. Evelyn Partners are not responsible for the privacy policies of third-party websites to which links are provided. You should check the privacy policies on these sites before providing any personal information. This privacy statement relates only to information contained on, or gathered, via our website.
\nHow long do we keep hold of your information?
\nWe will only keep the information we collect about you, through your use of our website or otherwise, for as long as required for the purposes set out above or as required to comply with any legal obligations to which we are subject. This will involve us regularly reviewing our files to check that information is accurate, up-to-date and still required.
\nOnce we no longer need your personal information, we securely destroy it.
\nWhat are your rights in relation to the personal information we hold about you?
\nThis section explains what rights you have under data protection law. If you want to exercise any of these rights, or if you would like further information about them, you can contact us using the details set out in the ‘Contact Us’ section below.
\nWe will grant your rights request only to the extent that, following an assessment of your request, we are allowed and required to do so under data protection law. Your rights may be limited; for example, if fulfilling your request would unfairly reveal personal information about another person, or if you ask us to delete information which we are required by law or have a compelling legitimate interest to keep.
\nYou have the right to:
\nContact us
\nYou can contact the Evelyn Partners Privacy Office to exercise any of the rights relating to your personal information as set out above, or if you have any questions or comments about privacy issues, or wish to raise a complaint about how we are using your personal information, by emailing dataprotection@evelyn.com or using the unsubscribe links at the bottom of our communications.
\nYou may also contact our Data Protection Officer by post: The Data Protection Officer, Evelyn Partners, 45 Gresham Street, London, EC2V 7BG.
\nChanges to our Privacy Notice
\nWe keep our Privacy Notice under regular review and we will update this document from time to time as required. This Privacy Notice was last updated in July 2022.
\nPrivacy Notices for specific services
\nIf you are a client or prospective client, or a job applicant for Evelyn Partners and want to know more about how we process your personal information, copies of our Privacy Notices for our various service lines can be found here:
\n\n\n\n\n\nTax & Business Services (Ireland)
\nTax & Business Services (Jersey)
\nRestructuring & Recovery Services
\n\n\n\n
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