+44 (0)20 8207 4860 advisers@deltafinancial.co.uk

Privacy policy statement

This privacy policy explains how we use any personal information we collect about you when you use our services.

 

Important subjects:


What information do we collect about you?

How will we use the information about you?

Marketing Access to your information and correction

Cookies

Other websites

Changes to our privacy policy

How to contact us

 

What information do we collect about you?


We collect information about you before you engage our services and subsequently when we place an order to execute transactions for products or services. We will update the information when necessary. We may also collect information about you if you voluntarily complete customer surveys or provide feedback, for example. If and when we use our website to collect information about you, the information may be collected using cookies. We will therefore, process your personal data where you have given your consent or where the processing is necessary to comply with our legal or contractual obligations. In other cases, processing may be necessary for our legitimate interests. We will only process special categories of personal data about race, ethnic origin, politics, religion, trade union membership, genetics, biometrics, health, sex life or sexual orientation where a further condition is also met. Usually this will mean that you have given your explicit consent to process.  As part of our client on-boarding process we carry out certain background searches to verify whether there are any potential issues that may mean we cannot work with a particular person (to identify criminal convictions, politically exposed persons, sanctions or other potential reputational issues).

How will we use the information about you?


We will collect information about you to provide you with advice, periodically process your orders, manage your account and, if you consent, to contact you about products and services we think may be of interest to you. When you provide information through our website, we use that information collected from the website to personalise your repeat visits to the website. If you have agreed, we will pass on your relevant personal information to other firms, to facilitate transactions. We may be required to share your information with our regulators, compliance consultants and fraud prevention agencies (including for tax and anti-money laundering purposes).

In order to collect our fees or costs, we will use Personal Information to agree payment arrangements and to enable any third party to recover these costs on our behalf.

We keep records of all business transactions for at least three years; most of them until the data subject is deceased to meet with our regulatory obligations.

Where data is processed solely based on consent, you have the right to withdraw this consent at any time.

Marketing


We would like to send you information about products and services of ours which may be of interest to you. If you have consented to receive marketing, you may opt out at any time by sending an email to advisers@deltafinancial.co.uk or adjusting your preferences on our website.   You have the right at any time to stop us from contacting you for marketing purposes.

Access to your information and correction


You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all your personal information, please email or write to us at the address below. We may make a small charge for this service, although not generally. We want to make sure that your personal information is accurate and up to date and you may ask us to correct or remove information you think is inaccurate. You have the right, in certain circumstances, to both the erasure of your data records and the right to have your data ported to another firm.

Cookies


Cookies are text files placed on your computer to collect standard internet log information and visitor behaviour information. This information is used to track visitor use of the website and to compile statistical reports on website activity. For further information visit www.aboutcookies.org or www.allaboutcookies.org. You can set your browser not to accept cookies and the above websites tell you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.

Other websites


Our website contains links to other websites. This privacy policy only applies to our own website so when you link to other websites you should read their own privacy policies.

Changes to our privacy policy


We keep our privacy policy under regular review and we will place any updates on this web page. This privacy policy was last updated on 22nd May 2018

How to contact us


Please address any queries or concerns to:

The Data Protection Officer

Delta Financial Management Ltd

Unit 5, Elstree Gate, Elstree Way

Borehamwood

Herts

WD6 1JD

Alternatively, our telephone number is: 020 8207 4860

Your right to complain


If at any time you wish to complain about anything we have done, or you have any concerns about how we treat your privacy or data, you can complain to: Information Commissioners Office, Wycliffe House, Water Lane, Wilmslow, Cheshire SK9 5AF or telephone 0303 123 1113