Privacy Notice

This privacy notice explains how we use any information we collect about you.

What information do we collect about you?
We collect information about you when you engage us. We may also collect information when you voluntarily complete client surveys or provide feedback to us.

Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We may use your information collected from the website to personalise your repeat visits to the site.

Why do we need to collect and use data?
The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your data we would be unable to fulfil our legal and regulatory obligations.

Where special category data is required we’ll obtain your explicit consent in order to collect and process this information.

How will we use the information about you?
We collect information about you in order to provide you with the services for which you engage us.

Who might we share your information with?
We won’t share your information for marketing purposes with companies outside our group of companies.

In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services.

Where third parties are involved in processing data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing data and that they will only act in accordance with our written instructions.

Where it’s necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit.

To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.

How long do we keep hold of your information?
During the course of our relationship with you we will retain personal data which is necessary to provide services to you. We will take all reasonable steps to keep your data up to date throughout our relationship.

We are also subject to regulatory requirements to retain relevant data for specified minimum periods. For details of these please ask.

We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so. In any case, we will not keep data for longer than necessary.

You have the right to request deletion of your data. We will comply with this request, subject to the restrictions of our regulatory obligations and legitimate interests as noted above.

How can I access the information you hold about me?
You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all of the information we hold on you, please email or write to us using the contact details noted below.

When your data is processed by automated means you have the right to ask us to move your data to another organisation for their use.

We have an obligation to ensure that your information is accurate and up to date. Please ask us to correct or remove any information that you think is incorrect.

Marketing
We may send you information about our products and services and those of other companies in our group which may be of interest to you. If you have agreed to receive marketing information, you may opt-out at a later date.

You have a right at any time to stop us from contacting you for marketing purposes or giving your information to other members of the group. If you no longer wish to be contacted for marketing purposes, please contact us by email or post,

Cookies
We use cookies to track visitor use of the website and to compile statistical reports on website activity.

For further information visit http://www.allaboutcookies.org/
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.

Other websites
Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.

What can you do if you are unhappy with how your personal data is processed?
You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is: Information Commissioner’s Office, Wycliffe House, Water Lane, Wilmslow, Cheshire, SK9 5AF. Tel. 0303 123 1113 (local rate)

Changes to our privacy policy
We keep our privacy policy under regular review and we will place any updates on this web page This privacy policy was last updated on 2nd March 2020.

How to contact us
Please contact us if you have any questions about our privacy policy or information we hold about you: by email at: pam.stott@baggette-am.co.uk
Or write to us at: Baggette Asset Management Ltd. North House, Braeside Business Park, Sterte Avenue West, Poole, Dorset. BH15 2BX