Privacy Notice

This Privacy Notice explains

• What personal information we collect
• How we use your personal information
• Who we share your information with and why
• How we keep your information secure
• Your rights
• How to contact us

What personal information we collect

Personal information includes your name, address, phone number and other information that is not otherwise publicly available. We collect personal information about you when you contact us about products and services, visit a financial adviser, visit our website or register to receive a newsletter. Ordinarily we will only collect personal data about you to provide advice or set up a scheme. The type of personal information we collect depends on the purpose for which it is collected and includes contact details, information to verify your identity, and payment details.

We collect personal information directly from you. For example, we ask for personal information at the start of our relationship and in subsequent communications to check your identity and protect you from fraud. This is a legal requirement and helps safeguard you against potential crime. We may also collect family, lifestyle, health and financial information.

In some instances it may be necessary to collect more sensitive information (such as health or lifestyle information), called special category data, to allow us to provide our financial advice service. We will always obtain your consent during the advice process to gather this data and explain what we require and why. Sensitive personal information will always be processed and stored securely. You can withdraw your consent at any time, however this may mean you can no longer access the service or product the information was gathered for.

Cookies

Our website automatically collects information from your computer using cookies, which provide us with limited personal information. Cookies are small text files placed on your computer by websites you visit; they are widely used to make websites work more efficiently and to provide information to website owners. For further information, visit www.aboutcookies.org or www.allaboutcookies.org.

You can set your browser not to accept cookies, and the above websites explain how to remove cookies from your browser. However, in a few cases some of our website features may not function as a result.

Data retention

We keep your personal information only as long as is necessary for the purpose for which it was collected and to meet regulatory or legislative requirements. Personal information will be securely disposed of when it is no longer required, in accordance with our Data Retention and Disposal Schedule. A copy of this is available using the contact details below.

On what basis do we collect data

The processing of your personal data is allowed under a number of lawful bases. Data required for the provision of products and services is processed on the basis that there is a contract with you to do so. Any relevant marketing activity we undertake is done because, as a firm, we have a legitimate interest to do so — however, you have rights (listed below) which impact how we can use and process your data.

How we use your personal information

We process your information to support and maintain our contractual relationship with you and to comply with legal and regulatory requirements. This includes:

• Providing our advice, products or services to you
• Carrying out transactions you have requested
• Confirming and verifying your identity for security purposes
• Credit scoring and assessment, and credit management (where applicable)
• Detecting and preventing fraud, crime, money laundering or other malpractice

Our business purposes

We also process your data for specific business purposes to give you the best and most secure experience. These may include:

• Enhancing, modifying and personalising our services for the benefit of our customers
• Providing communications which we think will be of interest to you
• Market or customer satisfaction research or statistical analysis
• Audit and record-keeping purposes
• Enhancing the security of our network and information systems

Who we share your information with

We share your information with trusted third parties who perform tasks for us and help us provide the services you require. These include:

• Our compliance providers
• Third parties to verify your identity, in line with money laundering or other requirements (this may involve checks with credit reference databases)
• Third parties who help us set up or service your plan (which may be based outside the EEA, subject to an assessment of safeguards in place)
• Other organisations, including regulatory bodies, the police and fraud prevention agencies, to prevent and detect fraud
• Third parties where required by law, court order or regulation, and as part of an acquisition or sale

How we keep your information secure

We are committed to ensuring the confidentiality of the personal information we hold and continually review our security controls, policies and procedures. When we contract with third parties, we impose appropriate security, privacy and confidentiality obligations on them. Where we work with third parties in countries outside the EU, we ensure they are in countries the European Commission has confirmed have an adequate level of protection, or that adequate safeguards are in place.

Your rights

Rehoboth Wealth Management Ltd tries to be as open as it can be about giving people access to their personal information. Further information about your data protection rights can be found at the ICO: https://ico.org.uk/for-organisations/guide-to-the-general-data-protection-regulation-gdpr/individual-rights/. Your rights include:

• The right to be informed — you can request fair processing information, typically through this notice
• The right of access — you may request a copy of the personal information we hold about you
• The right to rectification — you may ask us to update or correct your personal information
• The right to erasure — you may request deletion where there is no compelling reason for continued processing
• The right to object — you may object to processing based on legitimate interests
• The right to restrict processing — you may request we block or suppress processing
• The right to data portability — you may request to obtain and reuse your data
• The right not to be subject to automated decision-making, including profiling

How to contact us

If you have questions about this notice, need further information about our privacy practices, or wish to give or withdraw consent, exercise preferences or correct your personal information, please contact The Office of the Data Protection Officer, Rehoboth Wealth Management Ltd, Acorn Business Centre, Unit C, Aldow Enterprise Park, Manchester, M12 6AE — Tel: 0161 470 6509, Email: clientsupport@rehowealth.co.uk.

If you wish to raise a complaint about how we have handled your personal data you can contact our Data Protection Officer, who will investigate. If you are not satisfied with our response, or believe we are not processing your data in accordance with the law, you can complain to our regulator: the Information Commissioner's Office, Wycliffe House, Water Lane, Wilmslow, Cheshire — www.ico.org.uk/concerns.