Privacy Policy

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Data Protection Notice

We take your privacy very seriously and ask that you read this notice carefully as it contains important information about who we are, how and why we collect, store, use and share personal data, your rights in relation to your personal data, and how to contact us and supervisory authorities in the event that you have a complaint.

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Who We Are

Corbel Partners Limited collects, uses, and is responsible for personal data about you. We are required to comply with data protection regulation, and we are responsible as the data controller of that personal data for the purposes of the law.

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We provide financial planning, financial advice and intermediary product arrangement services to individuals and businesses.

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Personal Data We Collect From You

In the course of providing our service to you we may collect the following personal data when you provide it to us:​

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How We Use Your Personal Data

The below information sets out how we use your personal data, the lawful bases upon which we collect and use your personal data, and who we routinely share your personal data with:

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Marketing

We may use personal data that we hold about you to help us identify, tailor and provide you with details of products and services from us or third parties that may be of interest to you in accordance with your preferences.

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You can opt-out of receiving marketing material, or you can change your marketing preferences at any time by emailing: dataprotection@corbelpartners.co.uk

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You can also opt out of marketing by clicking the ‘Unsubscribe’ link at the bottom of any marketing email.

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When Information Must Be Provided By You

We will tell you if providing some personal data is optional and ask for your consent to process it. In all other cases you must provide your personal data in order for us to provide you with our services.

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How Long Your Personal Data Will Be Kept

We will retain personal information we collect when we have an ongoing legitimate need to do so. When we no longer have a legitimate need to retain personal information, we will either delete it or anonymise it, or, if this is not possible, securely store it and isolate it from any further processing until deletion becomes possible.

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International Data Transfers

The transfer of personal data to countries that are located outside the European Economic Area is generally prohibited unless:

• The jurisdiction in which the recipient is located is deemed to provide an adequate level of data protection;

• The data exporter puts in place appropriate safeguards; or

• A derogation or exemption applies.

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Your Rights

You have legal rights under data protection regulation in relation to your personal data:

• Access, correct, update, or request deletion of your personal information

• Object to processing or request portability of your data

• Withdraw consent at any time (if consent was basis for processing)

• Complain to the Information Commissioner’s Office (ICO)

We respond to all requests from individuals wishing to exercise their data protection rights in accordance with applicable laws.

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Keeping Your Personal Data Secure

We have appropriate security measures in place to prevent personal data from being accidentally lost, used or accessed in an unauthorised way. We limit access to your personal data to those who have a genuine business need to know it.

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Those processing your information will do so only in an authorised manner and are subject to a duty of confidentiality. We also have procedures in place to deal with suspected data breaches. We will notify you and any regulator if legally required to do so.

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Our Supervisory Authority

If you are not happy with the way we collect or use your data, you have the right to complain to the Information Commissioner’s Office:

Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF.
Tel: 0303 123 1113 | Fax: 01625 524510 | www.ico.org.uk

We ask that you try to resolve any issues with us first before contacting the ICO.

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How to Contact Us

If you would like to exercise your rights or make a complaint, please contact:

• The Data Protection Officer at dataprotection@corbelpartners.co.uk, or write to: The Data Protection Officer 750 Mandarin Court, Warrington, WA1 1GG, with enough information to identify you, e.g. name, telephone number, email address.

Please provide proof of identity and explain the data your request relates to.