Privacy Policy
How we handle your personal data and protect your privacy. This guide explains how Kereds Advisory meets the requirements of data protection legislation and how your information is used.
Who will process my data?
Kereds Advisory is an appointed representative of HL Partnership Limited which is authorised and regulated by the Financial Conduct Authority. As such, both Kereds Advisory and HL Partnership Limited will process your data in order to provide our services.
What data will you ask me for?
To fully understand your financial needs and provide suitable advice, we collect information about you, your family, your circumstances and preferences. Some information may be sensitive, including details about income, expenditure, health, debts, credit commitments or legal matters.
Do I have to provide my personal data?
In order for us to provide suitable advice, we ask that information is supplied as openly and honestly as possible. If you prefer not to disclose certain information, please tell us and we will assess whether this affects the advice we are able to give.
How we use your data
- Assess and provide advice based on your circumstances
- Introduce you to suitable lenders or service providers
- Administer cases and process applications
- Inform you about changes to products arranged for you
- Provide information about relevant services unless you opt out
We may also process your information to comply with regulatory obligations, including FCA rules and the prevention of financial crime.
How long we store your data
Your information is only kept as long as necessary. In most cases, data will be stored indefinitely as we must retain records demonstrating compliance with regulatory obligations.
Your rights
Access to your data
You can request a copy of any personal data we hold about you by contacting our Data Controller. We will provide this within one calendar month once your identity has been verified.
Correction of data
If any information we hold is incorrect or incomplete, you have the right to request it be corrected.
Erasure
If advice or a transaction has been carried out, we are normally required to retain records for regulatory purposes and may not be able to delete the information.
Data Controller
| Name | Howard Jones |
|---|---|
| Address |
Rookery Nook Drayton Lane Horsford Norfolk |
| Telephone | 01603 300400 |
| info@keredsadvisory.co.uk | |
| ICO Registration | ********* |
Further information
Data Protection Officer
HL Partnership Limited
6 Merus Court
Meridian Business Park
Leicester
LE19 1RJ
Email: compliance@hlpartnership.co.uk
Complaints
If you are not satisfied with how your data has been handled, you can contact the Information Commissioner’s Office.
Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF