Privacy Policy
Our contact details:
Name: Treasury Wise Limited
Address: 5 Maclean Walk, Dunfermline, KY11 8TX
Phone Number: 0131 031 6315
E-mail: data.protection@treasurywise.co.uk
The type of personal information we collect
We currently collect and process the following information:
Name and contact information such as addresses, phone numbers, and email addresses,
Dates, times and details of meetings held,
Social media profile addresses and data obtained from those profiles. Sites would include, but are not limited to, LinkedIn, Facebook, Instagram, Twitter and Threads,
Web-site access and usage data,
Information provided by you for satisfying any required customary know-your-customer checks e.g. identity documents and proofs of addresses.
How we get the personal information and why we have it
Most of the personal information we process is provided to us directly by you for one of the following reasons:
Carrying out our ongoing business relationship with you and any contracts and engagements we have agreed with you, and
for satisfying any required customary know-your-customer checks
We also receive personal information indirectly, from the following sources in the following scenarios:
When you access our website,
From other customers or contacts known to you or us.
We use and may share the information that we have received with other people or organisations in order to assist you introduce others to you where we think they will be of assistance to you.
Under the UK General Data Protection Regulation (UK GDPR), the lawful bases we rely on for processing this information are:
Your consent. You are able to remove your consent at any time. You can do this by contacting data.protection@treasurywise.co.uk
We have a contractual obligation.
We have a legal obligation.
We have a vital interest.
We need it to perform a public task.
We have a legitimate interest.
How we store your personal information
Your information is securely stored.
We keep all the personal information referred to above until no longer required or we receive your request to delete. We will then dispose your information by electronic deletion and if in hard copy by permanent destruction.
Your data protection rights
Under data protection law, you have rights including:
Your right of access - You have the right to ask us for copies of your personal information.
Your right to rectification - You have the right to ask us to rectify personal information you think is inaccurate. You also have the right to ask us to complete information you think is incomplete.
Your right to erasure - You have the right to ask us to erase your personal information in certain circumstances.
Your right to restriction of processing - You have the right to ask us to restrict the processing of your personal information in certain circumstances.
Your right to object to processing - You have the the right to object to the processing of your personal information in certain circumstances.
Your right to data portability - You have the right to ask that we transfer the personal information you gave us to another organisation, or to you, in certain circumstances.
You are not required to pay any charge for exercising your rights. If you make a request, we have one month to respond to you.
Please contact us at Treasury Wise Limited, 5 Maclean Walk, Dunfermline, KY11 8TX, Email: data.protection@treasurywise.co.uk, Phone: 0207 031 6315 if you wish to make a request.
How to complain
If you have any concerns about our use of your personal information, you can make a complaint to us at Treasury Wise Limited, 5 Maclean Walk, Dunfermline, KY11 8TX, Email: data.protection@treasurywise.co.uk, Phone: 0207 031 6315.
You can also complain to the ICO if you are unhappy with how we have used your data.
The ICO’s address:
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF
Helpline number: 0303 123 1113
ICO website: https://www.ico.org.uk
