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Data Protection Register - Entry Details


Registration Number: Z2488321

Date Registered: 25 January 2011    Registration Expires: 24 January 2018

Data Controller: INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED

Address:
GRAFTON HOUSE
26 GRAFTON ROAD
WORTHING
WEST SUSSEX
BN11 1QT

Other Names:

INVESTMENT SOLUTIONS

This register entry describes, in very general terms, the personal data being processed by:

INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED

Nature of work - Independent Financial Adviser


Description of processing

The following is a broad description of the way this organisation/data controller processes personal information. To understand how your own personal information is processed you may need to refer to any personal communications you have received, check any privacy notices the organisation has provided or contact the organisation to ask about your personal circumstances.


Reasons/purposes for processing information

We process personal information to enable us to provide financial services and advice, to maintain our own accounts and records and to support and manage our employees.


Type/classes of information processed

We process information relating to the above reasons/purposes. This information may include:


We also process sensitive classes of information that may include physical or mental health details, racial or ethnic origin and trade union membership.


Who the information is processed about

We process personal information about our customers, clients and suppliers and our employees.


Who the information may be shared with

We sometimes need to share the personal information we process with the individual themself and also with other organisations. Where this is necessary we are required to comply with all aspects of the Data Protection Act (DPA). What follows is a description of the types of organisations we may need to share some of the personal information we process with for one or more reasons.


Where necessary or required we share information with:


Transfers

It may sometimes be necessary to transfer personal information overseas. When this is needed information is only shared within the European Economic Area (EEA). Any transfers made will be in full compliance with all aspects of the data protection act.


Statement of exempt processing:

This data controller also processes personal data which is exempt from notification





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