WHO WE ARE
Verso Wealth Management (‘We’) is a company registered in England (Company no. 02625986). We are committed to protecting your privacy and complying with applicable data protection and privacy laws. This privacy notice (‘Notice’) is designed to help you understand what kind of personal data we collect and how we process and use such data: it also sets out your rights in relation to how we look after your personal data.
We act as a data controller for the personal data we hold about you.
PERSONAL DATA WE COLLECT
In most instances, we collect your personal data when you interact with us. Below are examples of the categories of the data we collect about you.
For the most part, you can visit our websites without having to identify yourself. However, certain technical information is normally collected by us as a standard part of our services. This information relates to your IP-address, information about your device and other technical information your browser provides us with. We also collect data about your use of our websites (such as when you use the website and interact with the content). If you call us, information such as your telephone number may be saved as a standard part of that process. All inbound and outbound telephone calls are recorded for monitoring purposes.
INFORMATION YOU PROVIDE US
To communicate with you, we may ask you to provide information such as your name, email address, phone number and the name of the company you work for. You may send us copies of your CV.
YOUR TRANSACTIONS WITH US
We collect details of the queries or requests you have made, records of contacts and communications, information and details relating to the content you have provided us with. We may, in accordance with applicable law, record your calls to our team or with other similar contact points.
PERSONAL DATA OBTAINED FROM THIRD PARTIES
We may obtain personal data about you from third party sources such as social media analytics.
WHY WE NEED YOUR PERSONAL DATA
We collect and process your data for one or more of the following reasons:
we may need to collect or process in order to enter into an agreement with you, or to advise you or provide you with an illustration
we are obliged to collect or process certain information to comply with the regulations, such as Anti-Money Laundering
we may collect or process the information to offer you services
You have provided us with your consent
Where you have given your informed consent, we will process your data in accordance with the permission you have given us and this Notice. You may withdraw your consent at any time.
OUR OTHER LEGITIMATE INTERESTS IN USING YOUR DATA
Taking into account your interests, we process your personal data for the following purposes:
COMMUNICATING WITH YOU
In the event of an interruption or the cessation of our business, we need to ensure that we can implement our business continuity procedures (for example, we may need to rebuild our IT systems) or wind down planning to protect your interests. This may involve a transfer of your personal data to a third party (see below).
TRANSFERS OF YOUR PERSONAL DATA
Event driven transfers
To protect your, or our, legitimate interests, certain events—such as the cessation, sale or transfer of our business; civil, criminal, legal or regulatory proceedings; or insurance claims—may require us to transfer your personal data to third parties.
HOW LONG DO WE KEEP PERSONAL DATA?
Your personal data is kept only for as long as it is reasonable for us to do so, depending on the nature of the data, our processing requirements and the grounds on which we collected it. However, we may be obliged to store certain records of our relationship to comply with our legal obligations and rules of the Financial Conduct authority, in which case we will instead restrict access through our archiving processes.
Information we use for marketing purposes will be kept by us until you notify us that you no longer wish to receive marketing information. Once you have notified us that you no longer wish to receive marketing information, we will not keep any information that would have been used for marketing purposes.
WHAT ARE YOUR RIGHTS?
You have the right to request information and have access to the personal data we hold about you. You also have the right to request that we correct or delete any incomplete, incorrect, unnecessary or outdated personal data we hold on you. However, we cannot delete personal data that is necessary for compliance, our binding legal obligations or if the personal data must be retained according to applicable laws or is required for the exercise or defence of a legal claim.
You may request restriction or deletion of processing of your personal data if:
You consider your personal data collected by us to be inaccurate, but you do not wish your personal data to be deleted
WE HAVE USED YOUR PERSONAL DATA UNLAWFULLY
You have objected to the processing and the existence of legitimate grounds for processing is still under consideration
YOU NO LONGER HAVE A RELATIONSHIP WITH US (SUBJECT TO ANY LEGAL RESTRICTIONS)
You may also, at any time, object to your personal data being processed for direct marketing purposes, sending promotional materials, profiling, or for the performance of market research. Furthermore, where your personal data is processed based on your consent, you have the right to withdraw your consent for such processing at any time.
Should you wish to exercise the rights mentioned above, you may, as appropriate and in accordance with applicable laws, do so by contacting us through the contact points below in this Notice. In some cases, especially if you wish us to delete or cease the processing of your personal data, this might mean that we are unable to continue providing our services to you.
Please note that we may need to identify you and to ask for additional information to meet the above requests. Please also note that applicable law may contain restrictions and other provisions that relate to your above rights.
HOW TO CONTACT US
If you wish to contact us, please email email@example.com
You can block cookies by changing the settings on your browser, but please be aware that doing so will prohibit you from using our website.
The types of cookies we use are:
STRICTLY NECESSARY COOKIES
Certain cookies are essential to the operation of our website. They include, for example, cookies that enable you to register and log into secure areas of the website.
They help us recognise and count the number of visitors to our site and show us how visitors move around our website when they are on it. That information helps us improve the way our website works—for example, we can make sure that users find what they are looking for quickly and easily.
Cookies that recognise you as a previous visitor to our website. This enables us to personalise our content for you and remember your preferences (for example, your choice of language or region).
These cookies record your visit to our website, the pages you have visited and the links you followed. That information helps us make our website, and the advertising displayed on it, more relevant to your interests. We may also share this information with third parties for the same purpose.
If you want more information about how cookies operate, or how to manage them, please visit our Cookies Policy.
CHANGES TO THIS NOTICE
We may change this Notice from time to time. You should check this Notice occasionally to ensure you are aware of the most recent version.
This Notice was last updated on 14/3/23.