Privacy Policy
Objective
This policy applies to all processing of personal data carried out by JG Paraplanning LLP ("we", "us" or "our") and has the objective of informing users ("you" or "your") how and why we might collect, store, use and/or share ("process") your information when you use our services ("Services"), such as when you:
Visit our website https://www.jg-paraplanning.co.uk, or any other website of ours that links to this Privacy Policy ("Website").
Engage with us in other related ways, including any sales, marketing or events.
Questions or concerns? Reading this privacy policy will help you understand your privacy rights and choices. If you do not agree with our policies and practices, please do not use our Services. If you still have any questions or concerns, please contact us at privacy@jg-paraplanning.co.uk.
Processing identification - How do we collect personal data?
In compliance with current regulations on the protection of personal data, especially Regulation (EU) 2016/679 of the European Parliament and Council, dated April 27, 2016 on the protection of natural persons regarding the processing of personal data and the free circulation of these data (hereinafter, the 'GDPR'), JG Paraplanning collects personal data when you complete one or more of the following actions:
.svg)
Personal Data Collected - What personal data do we collect?
We collect personal information that you voluntarily provide to us when you express an interest in obtaining information about us or our products and Services, when you participate in activities on our Website, or otherwise when you contact us. This is mainly done by completing our online forms or by using features of our website like our live chat. As a rule, when personal data is requested to use a service or access certain content, its delivery will not be mandatory, except for those cases where it is specifically indicated that it is data required for the provision of our Services. In this case, you may freely choose not to register and/or not to contract our Services. All personal information that you provide to us must be true, complete and accurate, and you must notify us of any changes to such personal information. Such changes may be communicated to us using the contact details at the end of this policy. Any false or inaccurate statement that occurs as a result of the information and data given, as well as the damages that such information may cause, will be the responsibility of the user. Likewise, users of our Website acknowledge that the data required by JG Paraplanning is necessary, adequate, and not excessive to carry out the purposes expressed in the 'What do we use personal data for?" section, which would be impossible to fulfil if said data are not provided.
The information we collect includes:
Purpose - What do we use personal data for and how do we use it?
In short, we use your information to provide, improve, and administer our Services, communicate with you, for security, anti-money laundering and fraud prevention, and to comply with the law. We may also process your information for other purposes with your consent. The personal data you provide us will be used for the following purposes:
We will only use your data for the purposes stated at the time of collection, and not for any unrelated or incompatible purposes. However, your data may also be used for additional purposes, such as statistical analysis, incident management or market research. If we need to process your personal data for a purpose other than what was initially specified, we will conduct a compatibility analysis as required by applicable regulations. We will only proceed if the new purpose is compatible with the original one or is justified by a separate legal basis. In such cases, you will be informed of the changes in the purpose or legal basis for processing your data. We would also like to remind you that you have the right to opt out (unsubscribe) of receiving marketing communications from us at any time. To stop receiving emails from us, please either use the 'Unsubscribe' link in our correspondence or notify us by emailing privacy@jg-paraplanning.co.uk, and we will cease sending them as soon as possible after receiving your request. Please note that it may take up to 48 hours for your preferences to be updated. We will retain your personal information with us in line with relevant legal and regulatory body requirements (such as those of HMRC and the FCA) after your accounts with us remain idle or for as long as necessary to fulfil the purposes for which it was collected, as detailed in this Privacy Policy.
Consent
By providing personal data to JG Paraplanning, you declare that you accept its processing fully and without reservation by us. You give your free, express and informed consent to JG Paraplanning's use of the data collected for the purposes indicated above in this Privacy Policy, as well as its incorporation into our database. We carry out the processing of legitimised user data:
Validity - How long do we keep it?
In short, we will only keep your information for as long as necessary for the purposes outlined in this Privacy Policy, unless a longer data retention period is required or permitted by law (such as tax, accounting or another legal or regulatory body requirement). Personal data will be kept for as long as the business relationship is in force (and to the extent that you have not previously requested their deletion) and for as long as obligations, indemnities and/or liabilities may arise under the business relationship or for the Services provided. When we have no ongoing legitimate business need to process your personal information, we will either delete or anonymise such information, or, if this is not possible (for example, because your personal information has been stored in backup archives), then we will securely store your personal information and isolate it from any further processing until deletion is possible. JG Paraplanning informs you that it will retain information essential to identify the origin of the data stored for the duration of the client's relationship with JG Paraplanning and/or revocation of the user's consent in accordance with the information outlined in this Privacy Policy and/or as long as required by applicable law.
Confidentiality, Assignment and International Transfers - Do we disclose data to third parties?
JG Paraplanning will keep collected personal data private and confidential, and will not use it for purposes other than those set out above in this Privacy Policy. JG Paraplanning requires its employees and any relevant third parties providing services that access the contents of the databases to sign confidentiality and personal data processing agreements (or include such obligations in the service agreements it signs with such providers, as indicated in the following paragraph). Your personal data collected by JG Paraplanning will not be transferred, sold, exchanged, transmitted and/or communicated to third parties outside JG Paraplanning without the user's consent, except for legal obligation and/or for the purpose of providing our Services to you. This does not include certain employees and service providers enabling JG Paraplanning to keep our Website operational, fulfil our objectives set out as above in this Privacy Policy and/or provide Services to the user, who have undertaken the obligation to maintain the confidentiality of the data provided and undertake to comply with applicable regulations on the protection of personal data, at the time of contracting. Contracts with service providers stipulate the purpose, scope, content, duration, nature and purpose of data processing, the type of personal data, the categories of data subjects and the obligations and responsibilities of JG Paraplanning and contracted third parties.
With your consent, we may share your information with the following categories of third parties:
Please note that JG Paraplanning may share certain user-provided personal information internally within the organisation, with certain functions, such as administration, marketing or IT. In certain cases, JG Paraplanning transfers personal data based on legitimate interest and the economic and technical advantages associated with the use of specialised providers. In this sense:
Finally, you should be aware that JG Paraplanning may (and reserve the right to) disclose your information in the following cases:
Security - How do we ensure data security?
We aim to adopt the necessary technical and organisational measures to ensure the security, integrity and confidentiality of the data in accordance with the provisions of the UK GDPR in order to prevent its tampering, loss, consultation or unauthorised processing. We have implemented appropriate and reasonable technical and organisational security measures designed to protect the security of any personal information we process. We do not guarantee absolute privacy when using our Website, since the possibility that unauthorised third parties may have knowledge of it cannot be excluded. You acknowledge that the existing technical means that provide security are not impregnable and that even when all reasonable security precautions are taken, it is possible to suffer manipulation, destruction and/or loss of information. In the event that such a security incident is detected and entails a significant risk to the data controller, the event will be reported without delay to the relevant authority, together with the corrective and remedial measures implemented and/or to be implemented. We are not responsible for the loss or deletion of data by users. Similarly, JG Paraplanning accepts no responsibility for possible damage caused by computer viruses. Finally, it is important you also take measures to protect your information. JG Paraplanning insists that you take every precaution to protect your personal information while on the Internet. At the very least, it is advisable to change your password periodically, using a combination of letters and numbers, and to make sure you are using a secure browser and VPN if applicable. As an organisation, we hold the following accreditation to ensure that we can keep your information safe:
Data owner rights and procedures to respond to their exercise - What rights do you have as a data controller?
As the data controller, you may at any time exercise the rights of access, rectification, cancellation, opposition, limitation of processing, portability, confidentiality and deletion of your personal data, in accordance with the provisions of articles 15 and following of the GDPR, as applicable. The exercise of these rights may be carried out yourself by means e-mailing privacy@jg-paraplanning.co.uk, or by written communication using the contact details at the end of this Privacy Policy. JG Paraplanning may request the data necessary to validate the identification of the data subject or data controller. The deletion of some data shall not be carried out where it may cause damage to the legitimate rights or interests of third parties, or where there is a legal obligation to retain the data. As we are a UK business and support financial planners and advisory firms in the UK, data subjects have certain data protection rights in certain circumstances. Please contact us if you would like to exercise any of these rights:
Contact - How can you contact us about this privacy policy?
If you have questions or comments about this notice, you may contact us via email or post
