Personal data relates to a living individual who can be identified from that data; sensitive personal data covers specific information such as health details, origins and opinions. Identification can be by the information alone or in conjunction with any other information in the data controller’s possession or likely to come into such possession. The processing of personal data is governed by the General Data Protection Regulation 2016/679 (the ‘GDPR’) and the Data Protection Act 2018.
Laura Conning is the Data Controller (‘we’, ‘us’). This means they decide how your personal data is processed and for what purposes.
We comply with our obligations under the GDPR by keeping personal and sensitive data up to date; sensitive personal data covers specific information such as health details, origins and opinions by storing and destroying it securely; by not collecting or retaining excessive amounts of data; by protecting personal data from loss, misuse, unauthorised access and disclosure and by ensuring that appropriate technical measures are in place to protect your data.
We use your personal and sensitive data for the following purposes:
Consent of the data subject; where we are marketing to the public.
Processing is necessary for the performance of a contract with the data subject or to take steps to enter into a contract; where we have been engaged to provide financial services.
Explicit consent of the data subject; where we wish to tell people about events, news, services.
Processing is necessary for the establishment, exercise or defence of legal claims or where courts are acting in their judicial capacity
Your personal and sensitive data will be treated as strictly confidential and will be shared only with Julian Harris Networks and providers of financial service products, third-party data storage providers and legal or regulatory authorities if obliged to do so.
We keep your personal and sensitive data for no longer than reasonably necessary and we only retain your data for servicing the financial services provided where agreed and in case of any legal claims and for regulatory purposes.
Unless subject to an exemption under the GDPR, you have the following rights with respect to your personal data:
If we wish to use your personal and sensitive data for a new purpose, not covered by this Data Protection Notice, then we will provide you with a new notice explaining this new use prior to commencing the processing and setting out the relevant purposes and processing conditions. Where and whenever necessary, we will seek your prior consent to the new processing.
Please be aware that there is a significant risk posed by cyber fraud, specifically affecting emails enclosing bank account details. If you receive an email from Laura Conning requesting or providing bank details, please contact your adviser immediately for clarification. All payment requests should be verbally validated.
By using this website and our services, you are confirming that you have read this Data Protection Notice and that you are consenting to Laura Conning holding and processing your Personal Data for the following purposes:
To keep you informed about news, events, activities and services
To contact you with surveys about current events
Send you offers of other products and services that we offer.
You can grant consent to all the purposes; one of the purposes or none of the purposes. Where you do not grant consent, we will not be able to use your personal data for marketing purposes but may process the data in certain limited situations, such as where required to do so by law or to protect members of the public from serious harm.
If you do grant consent, please note you can withdraw your consent to all or any one of the above purposes at any time by contacting the Data Controller. Please note that any new processing of your personal data will cease once you have withdrawn consent but this will not affect any personal data that has already been processed prior to this point nor our legal or regulatory responsibilities.