Registration Number: Z3627732
Date Registered: 28 March 2013 Registration Expires: 27 March 2018
Data Controller: J C RATHBONE HOLDINGS LIMITED
12 ST JAMES'S SQUARE
This register entry describes, in very general terms, the personal data being processed by:
J C RATHBONE HOLDINGS LIMITED
Nature of work - Consultant
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 consultancy and advisory services, to promote our services, 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, lifestyle and social circumstances
- business activities of the person whose personal information we are processing
- goods and services provided
- financial details
- education details
- employment details
We also process sensitive classes of information that may include:
- physical or mental health details
- offences and alleged offences
- racial or ethnic origin
- religious or other beliefs of a similar nature
Who the information is processed about
We process personal information about our customers, clients and employees, complainants and enquirers, suppliers, advisers and other professional experts.
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:
- business associates and other professional advisers
- family, associates and representatives of the person whose personal data we are processing
- financial organisations
- current, past or prospective employers
- educators and examining bodies
- suppliers and services providers
- traders in personal data
Providing Financial Services and Advice
Personal information is also processed in order to provide financial services and advice. For this reason the information processed may include name, contact details, family details, lifestyle and social circumstances, financial details, goods and services and sensitive classes of information that may include physical or mental health details. This information may be about clients, family and associates of clients, suppliers and enquirers. Where necessary or required this information is shared with the data subjects themselves, professional advisers and consultants, services providers, credit reference agencies.
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.