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Privacy Policy

Joslin Rhodes is committed to ensuring that your privacy is protected. Should we ask you to provide certain information by which you can be identified when using this website, then you can be assured that it will only be used in accordance with this privacy statement.

Joslin Rhodes may change this policy from time to time by updating this page. You should check this page from time to time to ensure that you are happy with any changes. 

In order to provide you with financial planning services we will collect and hold personal data about and on you.  We are also required to comply with the General Data Protection Regulation (Regulation (EU) 2016/679 (the “GDPR)) and below we set out the details relating to your rights and how we process your data.

We need your data in order for us to:

Where we collect data directly from you, we will undertake:

You may at any time, by giving notice to us in writing, request that we cease to process your data.  We will undertake to comply with any such request as soon as is reasonably practicable. Where the legal basis for the processing of your data is to adhere to compliance with a statutory or contractual obligation, or the necessary precondition to entering into a contract, including compliance with the requirements of any Regulator, we will inform you as to:

Where we obtain your data otherwise than directly from you, you will have the same or equivalent rights to those set out above. Save in the circumstance as detailed below, we will inform you which source the data originated from and whether it came from publicly accessible sources.  The information to be provided will be in accordance with the following time periods, whichever shall occur first:

You have the right to complain in regard to any aspect of the processing of your data and any breach of the above rights to the relevant supervisory authority, who in the case of the United Kingdom is the Information Commissioners Office, whom may be contacted at:

Holding your data:

We undertake to review the data we hold on you on a regular basis to ensure compliance with data protection law.  In the course of any review, we will:

Data Security:

When you give us personal information, we take steps to ensure that it is retained securely and processed in a confidential manner. Your information may be accessed by your adviser and our support staff for the purposes of providing our services to you. In addition, it may be accessed by senior managers and our compliance consultants (or the FCA) for the purposes of ensuring compliance with our regulatory obligations and reviewing the quality of our advice.

Information may be transmitted normally over the Internet, and this can never be guaranteed to be 100% secure. As a result, while we strive to protect your personal information, we cannot guarantee the security of any information that passes between us, and you should consider the risk of this. Once we receive your information, we make our best effort to ensure its security on our systems. Where we have given (or where you have chosen) a password which enables you to access certain parts of our websites, you are responsible for keeping this password confidential. If we do provide you with a password, it is your responsibility to change it on first use. We ask you not to share your password with anyone.

Marketing:

We will not use your data for marketing purposes unless you have expressly given us your prior consent.  You may withdraw your consent to marketing at any time by giving us notice in writing.  The use of your data as detailed in the remainder of this agreement is not affected by whether you choose to consent to the use of data for marketing purposes.

Cookies:

Like many companies, the Joslin Rhodes website uses cookies. 'Cookies' are small pieces of information sent by an organisation to your computer and stored on your hard drive to allow that website to recognise you when you visit. They collect statistical data about your browsing actions and patterns and do not identify you as an individual. For example, we use cookies to store your country preference. This helps us to improve our website and deliver a better more personalised service.

It is possible to switch off cookies by setting your browser preferences. 

Note - Turning cookies off may result in a loss of functionality when using our website.

For more information on our Cookie Policy please see – https://www.joslinrhodes.co.uk/cookie-policy

Whom we may share your data with:

In order to carry out our legitimate business and to provide you with financial planning services, we have entered into agreements with and will share your information with the following types of companies, for the purposes of Compliance, IT systems security, data management and control and auditing.  Full details of these companies, their addresses and contact details are available on request:

We reserve the right to change this list from time to time, however you will be notified if this event occurs.

Links to other websites:

Our website may contain links to other websites run by other organisations. This privacy policy applies only to our website‚ so we encourage you to read the privacy statements on the other websites you visit. We cannot be responsible for the privacy policies and practices of other sites even if you access them using links from our website.

In addition, if you linked to our website from a third party site, we cannot be responsible for the privacy policies and practices of the owners and operators of that third party site and recommend that you check the policy of that third party site.

Transferring your information outside of Europe:

As part of the services offered to you through this website, the information which you provide to us may be transferred to countries outside the European Union (“EU”). By way of example, this may happen if any of our servers are from time to time located in a country outside of the EU. These countries may not have similar data protection laws to the UK. By submitting your personal data, you’re agreeing to this transfer, storing or processing. If we transfer your information outside of the EU in this way, we will take steps to ensure that appropriate security measures are taken with the aim of ensuring that your privacy rights continue to be protected as outlined in this Policy.

If you use our services while you are outside the EU, your information may be transferred outside the EU in order to provide you with those services.

Legal Terms:

If any provision, or part thereof, of this agreement is found by any court or administrative body of competent jurisdiction to be invalid, unenforceable or illegal, the other provisions shall remain in force.

In the event of any change in Data Protection Law occurring after the date of this agreement, which requires the adoption of revised provisions dealing with data retention or portability, the parties will use all reasonable endeavours to agree such consequential changes to this agreement as may reasonably be required to comply with the requirements of Data Protection Law and incorporate the same as an amendment to this agreement.

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