Registration Number: Z2488321
Date Registered: 25 January 2011 Registration Expires: 24 January 2019
Data Controller: INVESTMENT SOLUTIONS WEALTH MANAGEMENT LIMITED
26 GRAFTON ROAD
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:
- personal details
- family details
- lifestyle and social circumstances
- goods and services
- financial details
- education and employment details
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:
- financial organisations
- credit reference agencies
- ombudsmen and regulatory authorities
- central government
- healthcare professionals
- social and welfare organisations
- current, past or prospective employers
- examining bodies
- service providers
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