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SELF INVESTED PERSONAL PENSION SIPP HOW TO
SELF INVESTED PERSONAL PENSION SIPP UPDATE
SELF INVESTED PERSONAL PENSION SIPP REGISTRATION

Information we collect about you when you use our services

Entering competitions, promotions or surveys.

SELF INVESTED PERSONAL PENSION SIPP REGISTRATION

Application and registration forms/ identification documentation and.

By corresponding with us by post, phone, e-mail, live-chat or otherwise.

By using our website(s) and mobile device apps.

And we collect it through a variety of different ways: We use many different kinds of personal data dependent upon the relationship you have with us and the products and services that you use. The personal data we hold includes your name, postal address, email address and phone number, date of birth, financial information and for some accounts and transactions, additional information about you such as your National Insurance Number and Nationality to enable us to provide you with our products and services.

Corporate Sponsored Nominee and Deliveroo Community Share Offer Microsite.

Shareview Dealing and certificated dealing.

EQi Panel SIPPs - in conjunction with your chosen SIPP Trustees, who will have their own separate Privacy Notice.

EQi SIPP - in conjunction with the SIPP Trustee, which has its own separate Privacy Notice (available in our privacy hub).

EQi dealing account/ISA /Child Trust Fund / Investment Club.

This notice applies to all of the following EFSL products, services, website and App. Products and services covered by this Privacy Notice If you have questions about your products and services please contact your relevant Customer Experience team:Ģ. In this Privacy Notice, ‘we’, ‘us’ and ‘our’ will always mean EFSL, as Data Controller.

This means that we are responsible for deciding how and why we hold and use personal data about you.

Our registered address is Aspect House, Spencer Road, Lancing, West Sussex, BN99 6DA and our ICO registration number is: Z1028420.ĮFSL is a ‘Data Controller’. Our main business is investment and general insurance services.

SELF INVESTED PERSONAL PENSION SIPP HOW TO

Your personal data rights and how to exercise them Įquiniti Financial Services Limited (EFSL) is one company within the Equiniti Group, and is authorised and regulated by the Financial Conduct Authority.The conditions under which we can share it with others.Products and services covered by this Privacy Notice.This Privacy Notice is issued in compliance with UK GDPR and seeks to explain: The UK GDPR seeks to protect your rights to your personal data by setting out, amongst other things, the conditions under which the processing of personal data is lawful, the rights of data subjects and the standards that organisations handling personal data must adopt. The UK General Data Protection Regulation (GDPR) regulates the processing of personal data. Personal data can be held electronically or in certain paper records. This can include items such as your name, address, phone number, identification numbers (such as an account number or your national insurance number), location data or online identifiers. ‘Personal Data’ means any information relating to or which identifies you. We understand how important your personal data is and are committed to protecting and respecting your privacy. To do this we customise our communications to provide information about the products and services most relevant to you. We use your personal data to help us provide great customer service.We use auto decision making in limited circumstances to: calculate any account fees and to prevent and detect financial crime.We always implement appropriate controls to ensure your data stays protected. When we contact you via email, one of our providers uses services based in various locations outside of the UK. In order to offer you an efficient service some of our processing is undertaken overseas – this includes India and the USA.You can tell us how you would prefer to hear from us. In particular, you can choose if you want to receive information about offers, rewards and new products. You have rights over the data we hold about you. We always seek to use your data in ways you would expect, but we also have to hold data to meet legal and regulatory requirements relating to the products you use.

SELF INVESTED PERSONAL PENSION SIPP UPDATE

To contact you about other products and services we provide: you can update your permissions at any time.To protect the assets we hold on your behalf.To provide you with great products and services.Please read the following Privacy Notice pages if you want to know more. This summary details why we hold your data, including any ways that you might not expect. We are committed to keeping your data safe and using it in a clear and transparent way. Equiniti Financial Services Limited (EFSL) Privacy NoticeĮquiniti Financial Services Limited handles a large amount of personal data in providing services to millions of UK customers.