Richmond House Corporate Services Limited, Richmond House Wealth Management Limited and Richmond House Investment Management Limited are sister companies under common ownership. We are classed as Data Controllers for the personal information we obtain in order to provide our services to you. This privacy notice explains how we use any personal information we collect about your company.
We collect information about your company and your employees when you engage us for corporate benefits, corporate planning, financial advice and investment management services. This information will relate to the company and individual’s personal and financial circumstances. It may also include special categories of personal data such as data about employee’s health, if this is necessary for the provision of our services.
We may also collect information when you voluntarily complete client surveys or provide feedback to us.
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 will use your information collected from the website to personalise your repeat visits to the site
It will be your responsibility as employer to ensure that you have the consent of the people concerned to pass their information on to us. We suggest you pass a copy of this privacy notice to them for information. Should we subsequently engage directly with any of your employees we will provide them with our Private Client Privacy Notice.
Where special category data is required, you will need to obtain employees’ explicit consent in order to collect and provide this information to us. We will ask you to confirm you have the appropriate consents before receiving any employee data.
The primary legal basis that we intend to use for the processing of your company and employee data is for the performance of our contract with you. The information that we collect about you and your employees is essential for us to be able to carry out the services that you require from us effectively. Without collecting this personal data, we would be unable to fulfil our legal and regulatory obligations.
We collect information about you and your employees in order to provide you with the services for which you engage us.
In order to deliver our services to you effectively we may send your company and employee 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.
Where third parties are involved in processing your company and employee data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.
Where it is necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit. For example, secure e mail, password encryption or the use of secure data rooms.
To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
If you agree, we may email you about other products or services that we think may be of interest to you.
If you agree, we will pass on your personal information to our group of companies so that they may offer you their products and services.
We will not share your information for marketing purposes with companies outside our group of companies.
During the course of our relationship with you we will retain your company and employee personal data which is necessary to provide services to you. We will take all reasonable steps to keep your company and employee personal data up to date throughout our relationship.
We are also subject to regulatory requirements to retain your company and employee data for specified minimum periods. These are, generally:
These are minimum periods, during which we have a legal obligation to retain your records.
We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so. We will not normally keep your company and employee personal data for longer than 75 years after our relationship with you has ended.
You have the right to request deletion of your company and employee personal data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.
You have the right to request a copy of the information that we hold about you and, with specific authority, your employees. If you would like a copy of some or all of your personal information please email or write to us using the contact details noted below.
When your company and employee personal data is processed by automated means you have the right to ask us to move this data to another organisation for their use.
We have an obligation to ensure that your company and employee personal information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.
We would like to send you information about our products and services and those of other companies in our group which may be of interest to you. If you’ve agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email at firstname.lastname@example.org
For further information visit http://www.allaboutcookies.org/
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
0303 123 1113 (local rate)
Herts, SG1 2AD