Why should you read this document?
Citygate Financial Planning Limited is the data controller for the purposes of UK data protection law.
Registered address: 80 Coleman St, City of London, London EC2R 5BJ
ICO registration number: 00019230081
Telephone: +44 203 576 3995
Email: plan@citygatefp.co.uk
As part of providing regulated financial advice and related services, we need to collect and process personal information about you. This includes information about your personal circumstances, financial position and objectives. In some cases, this may include information relating to your health or family health history where this is relevant to insurance or protection planning.
This information enables us to assess your needs, determine whether our services are appropriate for you, prepare recommendations, implement agreed solutions and provide ongoing servicing where applicable.
We are also required to collect and verify identity and address documentation to comply with our legal and regulatory obligations, including anti-money laundering requirements, before carrying out work on your behalf.
We process your personal data for the following purposes:
Our lawful bases for processing typically include:
Where we process special category data (such as health information), this is done only where necessary for insurance or protection planning, and with appropriate additional safeguards in accordance with data protection law.
In the course of providing our services, we may:
We do not sell personal data to third parties.
When you visit our website, we may collect limited technical information such as your IP address, browser type, device information and pages visited. This information is used for website security, performance monitoring and analytics purposes.
Where cookies or similar technologies are used, further information is provided in our Cookie Policy and through our website cookie settings.
Data sharing
Your personal data may be shared with third parties only where necessary to provide our services or meet legal or regulatory requirements. This may include:
All third parties are required to protect your personal data appropriately and only use it for specified purposes.
We retain personal data only for as long as necessary for the purposes for which it was collected, including to meet legal, regulatory, tax and professional obligations. In many cases this will be at least six years after our relationship ends, although certain records may need to be retained for longer where required by law or regulation.
You have rights under UK data protection law in respect of your personal data, including the right to:
Where we rely on consent for any processing activity (such as marketing communications), you may withdraw your consent at any time.
These rights are subject to legal limitations, which we will explain if relevant to your request.
Some of our systems or service providers may process personal data outside the UK. Where this occurs, appropriate safeguards are applied in accordance with data protection law to ensure your information remains protected.
