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Privacy and Data Protection Policy

Rowanmoor trading as Rowanmoor Executive Pensions Limited, Rowanmoor Personal Pensions Limited and Rowanmoor Trustees Limited will collect personal information about you such as your name and address (“Personal Data”). Rowanmoor Executive Pensions Limited and Rowanmoor Personal Pensions Limited will be the Data Controllers as defined under UK Data Protection legislation and regulations.

We will only process your personal data where we have a legal basis for doing so. This includes:

  • Where you have provided positive consent to the company
  • Processing is necessary for the performance of a contract between you and the firm or to take steps to enter into a contract;
  • Processing is necessary for compliance with a legal or regulatory obligation
  • The company has a legitimate interest upon which the data may be processed. Any decision to process data on the basis of legitimate interest will be made on a case by case basis and in line with the guidance set out in UK Data Protection legislation.

We may disclose your Personal Data to other companies within the Embark Group of companies and third parties which provide services in connection with the administration of your account.

We may also share your Personal Information for legitimate business reasons or as may be required by applicable law and regulations with your Financial Adviser, third parties appointed by your Financial Adviser, third party investment managers, and product providers with whom you or your Financial Adviser instructs us to invest.

We may disclose your Personal Information to a credit reference agency in order to verify your details both during the application process and the ongoing administration of your account. This information will be used to prevent fraud and money laundering and to check your identity. Any checks performed may be recorded on your credit history.

We will disclose your Personal Information to any governmental, legal or regulatory body if required to do so by applicable law and regulation.

We may need to disclose sensitive Personal Data about you to third parties, such as information relating to your health where required to do so to give effect to an instruction from you or your Financial Adviser in respect of your account

We may need to transfer your Personal Data to another country, in which case we will ensure that your Personal Data is afforded the same level of protection as is required under UK Data Protection legislation and regulations prior to sending your Personal Data.

We will otherwise keep your personal information confidential and never use it for any other purpose or pass your details to any third parties without your consent.

We will retain your Personal Data for no longer than is necessary to provide the services under the Terms and Conditions applicable to the account and to meet any legal or regulatory obligations that may apply.

You have a number of rights under the Data Protection laws, including:

  1. the right to request a copy of the personal information we hold on you.  When you request this information, this is known as making a Subject Access Request (SAR). In most cases, this will be free of charge, however in some limited circumstances, for example, repeated requests for further copies, we may apply an administration fee;
  2. the right to have personal information we hold about you transferred securely to another service provider in electronic form;
  3. the right to have any inaccurate personal information corrected;
  4. the right to have any out of date personal information deleted once there’s no business need or legal requirement for us to hold it;
  5. the right to object or restrict some processing, in limited circumstances and only when we don’t have legitimate grounds for processing your personal information;
  6. the right to object to your personal information being used to send you marketing material.  We will only send you marketing material where you’ve given us your consent to do so.  You can remove your consent at any time.

If you have any questions regarding how the firm uses the data it collects please contact:

The Group Data Protection officer

The Embark Group

100 Cannon Street

London

EC4N 6EU

If you are not satisfied with any aspect of how we have managed your data you have the right to complain to the Information Commissioners Office. For further details of your rights under the UK’s data protection legislation and regulation please contact the Information Commissioner’s Office at https://ico.org.uk/for-the-public/

By signing the application form, you consent to the use of your Personal Information for the purposes and on the terms set out above. You have the right to withdraw consent at any time.

Phone calls

To help us improve our service, we may record or monitor incoming and outgoing phone calls. Calls will be charged at normal rates. Please see the contact us page for details.

Internet email

You may contact us by Internet email enquiries@rowanmoor.co.uk. Such emails are not a 100% secure method of communication and there is no guarantee that they will be received. Rowanmoor accepts no responsibility for any loss you may suffer as a result of interception of your email, or delivery failure. We advise that you do not transmit any of your account information or account details by Internet email. We regret that we cannot send to you confidential information by Internet email.

We may monitor the use and content of emails, which are sent from or received by us. This is to ensure compliance with our own email policy. We reserve the right to identify and take action against unlawful or improper use of email, including attacks on, our systems.

Online enquiry facility

If you make an enquiry via the online enquiry facility on our websites, the information we collect, such as your name, email address and your status, will be used to answer your enquiry. We may cross reference the information you provide with information held on our systems, to ascertain the most appropriate departmental area to handle your enquiry and may hold this data for future analysis, or reference purposes.

Testimonials

The Testimonials on the Rowanmoor website have been provided, by independent third parties, pleased with our services. We do not disclose personal details of these third parties unless we have their specific written permission to do so. If you recognise a Testimonial you have provided, which you would like us to remove from the site please contact us.

Site tracking information

There are a number of ways in which we may capture information about your actions, either directly or indirectly, whilst you are browsing our websites. Our system collects server log data, and we use third-party tracking. We use the data collected, which may include your IP address, the browser and operating system you have used, the time of day you visited, pages you viewed, and search requests you made.

This generic information is collected using cookies. We do not and will not link any information collected on the websites with any of your personal information.

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By subscribing to etalk, you agree to receive product and service information from Rowanmoor Group via email. You can unsubscribe or update your personal details at any time. For further information on how we hold and use your details please read our Privacy and Data Protection Policy and Legal Notices.

Privacy and Data Protection Policy