We will collect personal information about you which you provide to us when using the Site. Such information may include (but is not limited to) your full name, address, telephone number and email address. We will keep your information while you have a relationship with us and for any retention period that we are required to meet for legal or regulatory purposes. You must ensure that the personal information you provide to us is accurate and complete.
Purposes for which we use your personal information
We collect, use, store and otherwise process personal information about you for the following purposes:(i) to enable you to access and use the Site; and
(ii) to enable us to provide any services which you have requested through use of the Site; and
(iii) to personalise aspects of our overall service to you; and
(iv) to provide you with information regarding products and services that we feel may be of interest to you (see the “Marketing” section below).
Disclosing information about you
We will disclose personal information obtained from you to third parties to enable us to perform services requested by you, or with your prior consent.
Keeping your personal information secure is very important to us. We will take appropriate and up-to- date measures to protect your personal information. However, no data transmission over the Internet can be guaranteed to be totally secure. As a result, whilst we strive to protect your personal information, we cannot ensure or warrant the security of any information which you send to us, and you do so at your own risk.
Transferring your information abroad
We may store, process and/or transfer the personal information you submit to us through use of the Site to countries outside of the European Economic Area including (without limitation) Switzerland and Hong Kong. Personal data transferred outside of the EEA will be stored and processed by Bachmann & Welser Capital Ltd or representative offices for business and management purposes, to perform a contractual obligation owed by us to you and/or to provide you with information or services that you have requested. By using this Site, you consent to us transferring your personal information to countries outside the EEA for our legitimate business purposes as outlined in this paragraph. We will take appropriate steps to protect your personal data.
Links to other sites
Our Site contains links to other websites. We are not responsible for the privacy practices of any site other than our own. Please check the privacy policies of those sites if you have any concerns about their practices.
Privacy-related questions or complaints
Recording of calls
To help us continually improve our service and in the interests of security, we may monitor and/or record your telephone calls.