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Privacy and Fair Processing Notice

PRIVACY

MCB Financial Planning Limited has generated this privacy statement to demonstrate its commitment to maintaining and protecting the privacy of its customers, suppliers, employees and visitors. The following discloses our information gathering and dissemination practices for this website: http://www.mcbfinancial.co.uk

We use your IP address to help diagnose problems with our server and to administer our websites. Your IP address is used to gather broad demographic information and to provide impersonal statistics on the numbers and types of visitors who come to this site.

We do not currently use cookies on this site although we reserve the right to do so in the future. If we do use them we will alter this document to explain what we are doing and why.

This site contains links to other sites. We are not responsible for the privacy practices or the content of such web sites although we are choosy who we link to and will investigate any complaints you make about such sites.

This site has security measures in place to protect the loss, misuse and alteration of the information under our control. All email addresses recorded by forms on the site are stored where they cannot be viewed from the web.

If you have any questions about this privacy statement, the practices of this site, or your dealings with MCB Financial Planning Limited , please contact:
sales@bfs.uk.net

Our webmasters are TSO Host who will gladly explain any aspect of the site's privacy policy and who will also answer any other questions on the workings of this site. You can telephone them on 01628 200161 or visit their web site which is http://www.tsohost.com or participate in a live webchat on their website at http://www.tsohost.com/support

FAIR PROCESSING NOTICE

1.Scope

All data subjects whose data is processed by MCB Financial Planning Limited.

2. Responsibilities

Miss Lisa A Barnett is responsible for ensuring that this notice is placed in front of potential data subjects prior to MCB Financial Planning Limited collecting/processing their personal data.

All Employees of MCB Financial Planning Limited who interact with data subjects are responsible for ensuring that this notice is drawn to the data subject’s attention and their consent to the processing of their data is secured.

3. Fair Processing Notice

The personal data we collect from you will be used for the following purposes:

  • Suitability of Advice

  • Suitability of Marketing

By consenting to this, you are giving us permission to perform those actions.

You may withdraw consent at any time.

What is Personal Data?

Under the EU’s General Data Protection Regulation, Personal Data is defined as

 “any information relating to an identified or identifiable natural person ('data subject'); an identifiable natural person is one who can be identified, directly or indirectly, in particular by reference to an identifier such as a name, an identification number, location data, an online identifier or to one or more factors specific to the physical, physiological, genetic, mental, economic, cultural or social identity of that natural person”.

Special Categories of Personal Data

Certain data is classified under the Regulation as ”special categories”:

  • Racial

  • Ethnic origin

  • Political Opinions

  • Religious Beliefs

  • Trade-union membership

  • Genetic Data

  • Biometric Data

  • Health Data

  • Data concerning a natural person's sex life

  • Sexual orientation

  • Other

Consent is required for MCB Financial Planning Limited to process both types of personal data, but it must be explicitly given. Where we are asking you for sensitive personal data we will always tell you why and how the information will be used.

Why does MCB Financial Planning Limited need to collect and store personal data?

In order for us to provide you with services, we need to collect personal data for correspondence purposes and/or detailed service provision

In any event, we are committed to ensuring that the information we collect and use is appropriate for this purpose, and does not constitute an invasion of your privacy. We may pass your personal data on to Third Party service providers who are contracted to MCB Financial Planning Limited in the course of dealing with you.

Our contractors are obliged to keep your details securely, and use them only to fulfil the service requested. Once your service need has been satisfied or the case has been closed, they will dispose of the details in line with our firm’s procedures. If we wish to pass your sensitive personal data onto a third party we will only do so once we have obtained your consent, unless we are legally required to do so.

How MCB Financial Planning Limited uses your information

MCB Financial Planning Limited will process – that means collect, store and use – the information you provide in a manner that is compatible with the EU’s General Data Protection Regulation (GDPR).

We will endeavor to keep your information accurate and up to date and not keep it for longer than is necessary. In some instances, the law sets the length of time information has to be kept, but in most cases, we will use its discretion to ensure that we do not keep records outside of our normal business requirements.

Our aim is not to be intrusive, and we undertake not to ask irrelevant or unnecessary questions. Moreover, the information you provide will be subject to rigorous measures and procedures to minimise the risk of unauthorised access or disclosure.

Using your personal data

We will use the information you provide for the following purposes:

  • To tailor our advice, to you, the individual

  • To tailor out marketing, to you, the individual

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MCB Financial Planning Limited
Silver End Business Park, Brettell Lane, Brierley Hill, West Midlands DY5 3LG
Tel.01384 70300. Fax 01384 70311
Email: info@bfs.uk.net