Identity Data (name, marital status, title, date of birth, gender, username and password, purchases made by you, your interests and preferences, feedback and survey responses)
Contact Data (billing address, delivery address, email address and telephone numbers)
Financial Data (bank account and payment details)
Transaction Data (details about payments to and from you and other services you have purchased through us)
Technical Data (internet protocol address, login information, browser type and version, time zone setting, browser plug-in types and versions, operating system and platform, identification number, online identified, location data and other similar identifying information required for the customer’s device(s) to communicate with websites and applications on the internet)
Usage Data (how you use our website products and services, the full uniform resource locators clickstream to, through and from our site (including date and time), download errors, lengths of visit to certain pages, page interaction information, methods to browse away from the page and any phone numbers you use to call us)
Marketing and Communications Data (your marketing preferences from us and our third parties and your communication preferences)
create an account on our website;
subscribe to our service or publications;
request marketing to be sent to you;
contact us through social media;
walk-in to our branch offices or telephone our call centre;
enter a competition, promotion or survey; or
Providing our advice, products or services to you;
Carrying out transactions you have requested;
Confirming and verifying your identity for security purposes;
Credit scoring and assessment, and credit management (where applicable);
Detecting and preventing fraud, crime, money laundering or other malpractice.
Enhancing, modifying, and personalizing our services for the benefit of our customers;
Providing communications which we think will be of interest to you;
Market or customer satisfaction research or statistical analysis;
Audit and record keeping purposes
Enhancing the security of our network and information systems.
Third parties to verify your identity, in line with money laundering or other requirements (this may involve carrying out checks with credit reference databases);
contacting us at any time by emailing email@example.com.
Other organizations, including regulatory bodies, the police and fraud prevention agencies, to prevent and detect fraud;
Third parties where required by law, court order or regulation; and
Third parties as part of an acquisition or sale.
Quilter Financial Services Ltd Group;
Other adviser firms in the network for the purpose of providing you with advice (with your knowledge);
Quilter group companies to enhance the services and products we can offer you;
the purpose(s) for which we are processing your information;
the categories of personal information we hold about you;
the recipients or categories of recipient to whom the personal data have been or will be disclosed;
the period for which we will store your information, or the criteria used to determine that period;
ask that any inaccurate information we hold about you is corrected;
ask that we delete the personal data we hold about you in certain situations;
ask that we stop using your personal data for certain purposes;
by emailing firstname.lastname@example.org
ask that personal data we hold about you is given to you, or where technically feasible a third party chosen by you, in a commonly used, machine-readable format.