W8 Advisory is a unique wealth management practice, established and managed by Africans, in the best stewardship tradition of a Family Office. Central to our wealth management message is our commitment to upholding the highest standards of data protection for our customers and interested parties.
If you wish to amend any of the personal information that we hold about you, or update your marketing preferences, you can do so at any time by logging into our e-mail marketing portal.
If you have any queries about how we use your personal information, please contact our Data Controller at email@example.com – Please use the subject title: GDPR - queries about how we use your personal information
Information we collect
This section details the information we may collect about you. We explain why, and how, we use it in later sections.
Personal contact details we hold in relation to e-mail marketing are:
- Personal contact - Title, Full Name, Address, E-mail Address, Phone number
- Work details – such as job title, department, company name, company address, work email address and office phone number;
- Payment details – such as your bank account and payment card information.
On occasion, we will ask you to voluntarily provide additional information, for example:
- Your opinion of our services;
- Your preferences, including newsletters or W8 Advisory topics;
- W8 Advisory Events - Information such as your dietary preferences and accessibility requirements when attending.
Information we obtain from partners and public sources
In some circumstances, we collect information about you from our partners or from publicly available websites to help us better understand our audience and enhance the relevance of our content. For example, in some cases we obtain the contact details of potential speakers for W8 Advisory Events from public websites.
Information we obtain through cookies and similar tools
Lawful basis for processing
We only process personal information where we have a lawful basis for doing so, such as the following:
- User consent – This is where you have given us explicit permission to process personal information for a given purpose. For example, if you complete one of our general enquiry forms, we would ask for your consent if we wanted to use your personal information for any other purpose. You have the right to withdraw this consent at any time. You can manage your preferences within your account or by contacting our data controller.
- Legitimate business purposes – This is where we have a legitimate interest, as a business, to process personal information. For example, this is where we have a statutory obligation to obtain ‘Know Your Client’ (KYC) information, which includes a copy of your passport and proof of residential address and a copy of your bio or CV.
- Contractual necessity – This is where we have to process personal information to meet our contractual obligations. For example, if you are a delegate attending an event, or customer and we need to deliver hard copy materials to your property
- Legal obligation – This is where we have to process personal information in order to comply with the law. For example, we process and retain customer invoice information to comply with financial regulations.
How we use your personal information
We collect personal information for eight main reasons:
- To provide our service – We require some of your basic personal information so our services work as you would expect, for example, notifying you of changes to our services and dealing with customer services queries.
- To improve and maintain performance – In order to provide you with the best possible user experience, we need to make sure that our services work as they should. Using personal information helps us understand how our visitors use our Sites so we can make improvements.
- To bill our customers – We, along with our authorised payments processors, securely process your payment information to take payments, give refunds and to detect and prevent fraudulent activity. We will also update your payment information in the event that a payment is unsuccessful. You can manage your payment information at any time by contacting our Data Controller.
- To monitor compliance with our policies and terms – We monitor for breaches of our terms and conditions and copyright policies. For example, you are using our content in breach of the terms and conditions or copyright policies of our Sites. We also monitor activity on our Sites to detect and prevent invalid or fraudulent traffic.
- To personalise our products and services – We improve your experience of our services by personalising parts of our Sites and apps with the information you give us and what we learn about you. This includes showing you articles you may be interested in.
- To communicate service changes – We want you to get the most out of our services, including showcasing our latest content and newsletters. We will contact you with exclusive event invitations and announcements. You can opt-out of communication service updates change by contacting Data Controller.
Who we share your personal information with
We disclose personal information to facilitate the running of our business or to provide specific services you have requested. Commonly, we will disclose information to:
How long we retain your personal information
Where we don’t need to keep all of your information in full, we will obfuscate or aggregate it, for example, web activity logs and survey responses. This is to ensure that we do not retain your information for any longer than is necessary.
A summary of how long your personal information is retained can be found below:
It is sometimes necessary for us to keep your personal information for longer periods of time, for example:
- If there is a statutory requirement to retain it;
- If we require the information for legal reasons or there is a legitimate business need for us to retain it;
- To ensure we do not contact you if you have asked us not to.
How we keep your personal information secure
We have appropriate technical and administrative security measures in place to help ensure that our users’ information is protected against unauthorised or accidental access, alteration, or loss
Under data protection laws, you have rights as an individual in relation to the personal data we hold about you. These rights include:
- The right to object to direct marketing.
- The right to access the personal data that we process about you;
- The right to request the deletion of your personal data;
- The right to request the rectification of your personal data.
- You can exercise these rights by contacting our data controller.
- You also have the right to lodge a complaint with a supervisory authority. In the UK, this is the Information Commissioner’s Office (ICO).