Privacy Policy — Augur Wealth Ltd

Introduction

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Augur Wealth Ltd is committed to protecting your personal information and respecting your privacy. This Privacy Notice explains your rights together with how we gather, use and share your personal information when providing our services to you.

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We rely primarily on lawful bases other than consent (such as performance of a contract or legal obligation), but we may request your consent where this is required for specific processing activities. We confirm that all such information is essential for the provision of regulated advice and satisfies the requirements of the Financial Conduct Authority.

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Who we are

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Augur Wealth Ltd acts as the Data Controller for the personal information you provide. We may share personal data with our authorising network, ValidPath Limited, which may act as a joint controller where required for supervision and compliance oversight.

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If you have any questions about this notice or how we handle your personal information, please contact the Data Protection Officer using the details provided within this Data Protection and Privacy Notice.

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What Personal Data We Collect and Why

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We collect and process various personal data about you in order to:

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• Provide financial advice, planning and associated services

• Carry out identity, credit, and fraud checks

• Communicate with you and maintain accurate records

• Meet our legal and regulatory obligations

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How We Gather and Use Personal Information

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We collect information about you, so that we can provide the financial advice and related services you require. This information may include your personal and financial circumstances.

We obtain personal information:

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• Directly from you, usually in a meeting, by telephone, or by electronic communication

• From product providers (e.g. investment, pension, or insurance providers) where you have authorised data sharing

• From your professional advisers, where you have given permission

• From recorded or noted conversations and meetings to maintain an accurate record of discussions

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We hold and process this information as Data Controllers in accordance with applicable data protection law in the United Kingdom (currently the Data Protection Act 2018 and the UK General Data Protection Regulation).

 

Your Privacy Rights

 

Under data protection law, you have the following rights:

 

•          Right to withdraw consent: Where you have given us your consent to use personal information, you can withdraw your consent at any time.

•          Access to your personal information: You can request access to a copy of your personal information.  We will not normally charge for providing this information to you.

•          Portability: You can ask us to provide you or a third party with some of the personal information that we hold about you in a commonly used electronic form.

•          Rectification: You can ask us to change or complete any inaccurate or incomplete personal information held about you.

•          Erasure: You can ask us to delete your personal information where it is no longer necessary for us to use it and you have withdrawn consent, or where we have no lawful basis for keeping it. Note that we might be required by regulations to retain your information even if you want it to be deleted.

•          Right to object: You can object to our processing of your personal information.

•          Restriction: You can ask us to restrict the personal information we use about you where you have asked for it to be erased or where you have objected to our use of it.

 

To exercise any of these rights, please contact our Data Protection Officer using the details shown on our website. You also have the right to complain to us, and if you remain dissatisfied, to the Information Commissioner’s Office (ICO), the UK regulator for data protection, via www.ico.org.uk/global/contact-us.

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