Vintage Asset Management
This privacy notice explains how we use any personal information we collect about you.
What information we collect
We collect information about you when you engage us for investment management services; this information will relate to your personal and financial circumstances.
The information may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services. We shall obtain your explicit consent in order to collect and process such information.
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We shall provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.
Use of your personal data
The primary basis for the use of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out effectively the services that you require from us. We also need some of your personal data to fulfil our legal and regulatory obligations.
We will not share your information for marketing purposes with any other company.
In order to deliver our services to you effectively we may provide your 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 for client relationship.
We shall have a contract in place with such third parties 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 we need to forward your personal data to a third party we shall use appropriate security measures to protect it in transit, including encrypted folders.
We may send your details to third party agencies for identity verification purposes in order to fulfil our obligations in respect of prevention of money-laundering and other financial crime.
Keeping your information
During the course of our relationship with you we shall retain personal data which is necessary to provide services to you. We shall take all reasonable steps to keep your personal data up to date throughout our relationship. Please ask us to correct or remove any information that you think is incorrect.
We shall need to meet our regulatory requirements to retain your data for specified minimum periods. We shall review the data we hold to confirm if we need to retain it.
You have the right to request deletion of your personal data. We shall comply with this request, subject to the restrictions of our regulatory obligations.
Access to information
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 of your personal information please email or write to us using the contact details noted below.
Right to complain
You have the right to lodge a complaint with the supervisory authority for data protection. In the UK this is:
Information Commissioner’s Office
Tel: 0303 123 1113 (local rate)