As a financial adviser working with Royal London we use your information in a number of ways. This is a notice which we’re required to give you under the data protection laws.
We may update this notice from time to time and we’ll tell you about important updates. It’s not a legal contract between you and Royal London and doesn’t affect your rights under data protection laws. In this notice we’ve included the information that we feel would be most important to you. You’ll find all the details in our full privacy notice at royallondon.com/adviserprivacy
We receive your information from:
We use it to create and service your agency and meet our legal obligations, when:
We also use your information for activities other than agency administration or to comply with legal obligations. When we do this we need to have a ‘legitimate interest’. Activities are assessed and your rights and freedoms are taken into account to ensure nothing we do is too intrusive or beyond your reasonable expectations.
We use legitimate interests for:
If we lose touch we may source information through a trusted third party to find your contact details so we can get back in touch.
We may also monitor and record phone calls for training and quality purposes. This means we’ve got an accurate record of what you tell us to do.
If you’d like further information about how we use your information for our legitimate interests, you can contact us using the details below.
You also have the right to object to any processing done under legitimate interests. This means we may stop using your information in some circumstances.
Employees of Royal London who need to see or work on your agency are given access to your personal information in order to support you. For example, our call centre staff will access your details if you call us.
In addition to our own staff, we share your information with other companies so we can administer your agency and provide a full range of services to you. We only use trusted third parties, such as:
We make sure the use of your information is subject to the appropriate protection and we’ll never sell your information.
We sometimes use third parties located in other countries to provide support services. As a result, your personal information may be processed in countries outside the European Economic Area (EEA). We take specific steps to ensure your data is treated securely and has the appropriate legal safeguards.
If you want to know more read our full privacy notice at royallondon.com/adviserprivacy.
Access – You have the right to find out what personal information we hold about you.
Rectification – If any of your details are incorrect or incomplete, you can ask us to correct them for you.
Erasure – You can also ask us to delete your personal information in some circumstances.
Object – If you have concerns about how we’re using your information, you have the right to object in some circumstances.
Direct marketing – You have a specific right to object to direct marketing, which we’ll always act upon.
Restriction – You have the right to ask us to restrict the processing of your personal information in some circumstances.
Data Portability – You can ask us to send an electronic copy of the personal information you’ve provided us, either to you or to another organisation, in some circumstances.
More information can be found at royallondon.com/adviserprivacy
If you wish to exercise any of these rights please contact us in writing using the contact details below.
Our full privacy notice contains more detail on how we use your information, how long we keep it for, our ‘lawful basis’ and your rights under data protection laws.
You’ll find the full notice at royallondon.com/adviserprivacy
Royal London House
Alderley Road Wilmslow