Introduction

Juniper Wealth Management is committed to protecting the individual privacy rights and choices of all our clients, and the personal information you share with us.

Our Privacy Policy contains important information about the types of personal information we collect; what we do with it; who we may share it with and why; and your rights when it comes to the personal information you provide us with.

We may need to make changes to our Privacy Policy in line with regulatory requirements; so please check our website for updates from time to time. If there are significant changes such as where your personal data will be processed; we will contact you to let you know.

This version of our Privacy Policy was last updated OUR LAUNCH DATE.

Who we are

We are Juniper Wealth Management Limited, a company registered in England & Wales. Company No: 07588034. Registered office: OUR ADDRESS

How to contact us

If you have any questions about our Privacy Policy or the information we collect or use about you, please contact;

The Data Protection Officer
Juniper Wealth Management
OUR ADDRESS

Email: enquiries@beaufortgroup.co.uk

Collecting and using your information

Types of information we collect and use

Depending on how you choose to interact with us, the information about you that we collect and use includes:

  • Information about who you are e.g. your name, date of birth and contact details
  • Information connected to your product or service with us e.g. your bank account and financial details
  • Information about your contact with us e.g. meetings, phone calls, emails / letters
  • Information that is automatically collected e.g. via cookies when you visit one of our websites (please see our section on cookies)
  • Information if you visit one of our offices e.g. visual images collected via closed circuit television (CCTV)
  • Information classified as ‘sensitive’ personal information e.g. relating to your health, marital or civil partnership status. This information will only be collected and used where it’s needed to provide the products or services you have requested or to comply with our legal obligations
  • Information you may provide us about other people e.g. joint applicants or beneficiaries for products you have with us
  • Information on children e.g. where a child is named as a beneficiary on the policy taken out by a parent or guardian on their behalf. In these cases, we will collect and use only the information required to identify the child (such as their name, age, gender)
  • Demographic information such as postcode, preferences and interests
  • Other information relevant to customer surveys/and or offers

Who we may share your information with

We may share your information with third parties for the reasons outlined in ‘What we collect and use your information for.’

These third parties include:

  • Companies within The Beaufort Group
  • Your adviser
  • Companies we have chosen to support us in the delivery of the products and services we offer to you and other customers e.g. research, consultancy or technology companies; or companies who can help us in our contact with you
  • Our Regulators and Supervisory Authority e.g. the Financial Conduct Authority (FCA), the Information Commissioner’s Office for the UK (the ICO)
  • Law enforcement, credit and identity check agencies for the prevention and detection of crime
  • HM Revenue & Customs (HMRC) e.g. for the processing of tax relief on pension payments or the prevention of tax avoidance

We will never sell your details to someone else. Whenever we share your personal information, we will do so in line with our obligations to keep your information safe and secure.

Links to other websites

Our website may contain links to enable you to visit other websites of interest easily. However, once you have used these links to leave our site, you should note that we do not have any control over that other website. Therefore, we cannot be responsible for the protection and privacy of any information which you provide whilst visiting such sites and such sites are not governed by this privacy statement. You should exercise caution and look at the privacy statement applicable to the website in question.

Processing, protecting and storing your information

Where your information is processed

The majority of your information is processed in the UK and European Economic Area (EEA).

However, some of your information may be processed by us or the third parties we work with outside of the EEA, including countries such as the United States, Australia and India.

Where your information is being processed outside of the EEA, we take additional steps to ensure that your information is protected to at least an equivalent level as would be applied by UK / EEA data privacy laws e.g. we will put in place legal agreements with our third party suppliers and do regular checks to ensure they meet these obligations.

Your individual rights

You have several rights in relation to how Juniper Wealth Management uses your information. They are:

The right to be informed

You have a right to receive clear and easy to understand information on what personal information we have, why and who we share it with. This can be found in our Privacy Policy and privacy notices.

The right of access

You have the right of access to your personal information. If you wish to receive a copy of the personal information we hold on you, you may make a data subject access request (DSAR).

The right to request that your personal information be rectified

If your personal information is inaccurate or incomplete, you can request that it is corrected.

The right to request erasure

You can ask for your information to be deleted or removed if there is not a compelling reason for Juniper Wealth Management to continue to have it.

The right to restrict processing

You can ask that we block or suppress the processing of your personal information for certain reasons. This means that we are still permitted to keep your information – but only to ensure we don’t use it in the future for those reasons you have restricted.

The right to data portability

You can ask for a copy of your personal information for your own purposes to use across different services. In certain circumstances, you may move, copy or transfer the personal information we hold to another company in a safe and secure way. For example, if you were moving your pension to another pension provider.

The right to object

You can object to Juniper Wealth Management processing your personal information where: it’s based on our legitimate interests (including profiling); for direct marketing (including profiling); and if we were using it for scientific/historical research and statistics.

Rights related to automatic decision making including profiling

You have the right to ask Juniper Wealth Management to:

  • give you information about its processing of your personal information
  • request human intervention or challenge a decision where processing is done solely by automated processes
  • carry out regular checks to make sure that our automated decision making and profiling processes are working as they should.

How to make a complaint

We will always strive to collect, use and safeguard your personal information in line with data protection laws. If you do not believe we have handled your information as set out in our Privacy Policy, please write to us using the contact details above and we will do our utmost to make things right.

If you are still unhappy, you can make a complaint to the Information Commissioners Office. Their contact details can be found by following this link: https://ico.org.uk/

Jon DoylePrivacy Policy