Privacy notice
This is a draft privacy notice for the website. It needs confirmed business details and formal approval before the site goes live.
Who is responsible for your information
The final notice must name the relevant data controller, registered address, company details and privacy contact. It should also explain the role of Equity & General Financial Services Limited where this affects how information is used.
Information we may collect
This may include your contact details, enquiry, financial circumstances, goals, communications and any sensitive information needed to provide advice or meet legal and regulatory duties.
How we may use your information
We may use information to answer enquiries, assess and provide services, arrange financial products, prevent financial crime, keep required records and meet legal or regulatory duties.
Who we may share information with
Depending on the service, information may be shared with our principal firm, product providers, platforms, lenders, insurers, professional advisers, technology suppliers and public authorities where the law requires it.
How long we keep information and how we protect it
The final notice should explain how long information is kept and the steps used to protect it.
Your rights
UK data protection law may give you rights over your personal information, including access, correction, deletion, restriction, portability and objection. You may also complain to the Information Commissioner's Office.
This page is a website concept and should be completed with confirmed firm details and approved by Equity & General Financial Services Limited.