Data Protection

DATA PROTECTION

Your email address is required in order that we may send you a Login. We will not release your email address to any other party.

 

Registered Clients of Dawn Slater Wealth Management Ltd

 

Information provided by you may be held, processed, disclosed and used by ourselves, professional advisers, and any associated companies in servicing our relationship with you. However, strict confidentiality will be maintained at all times.

 

Data particular to you will only be made available for access by you on our Client Web Site if you specifically ask us to do so and after you have been sent Login details by us. Access to that information is through a password or a physical security key that you control and we cannot accept responsibility for unauthorised access however that may happen.

 

It is understood that, unless you notify us otherwise, you agree to the storage, use and disclosure of such information. This information may be disclosed to third party product providers in the course of providing our analysis and servicing of our relationship with you. No information will be passed to another party without your prior consent unless we are legally obliged to do so.

 

You also agree that for the purposes described above your data may be transferred to countries outside the European Economic Area (EEA). We may use and analyze your data, including the nature of your transactions, to provide you with information by post, telephone, fax or e-mail to service and update you, as well as informing you of new investment or tax planning opportunities.

 

If you would prefer to be excluded from these services, please write to us at Dawn Slater Wealth Management Ltd, The Pavilion, Newbury Business Park, London Road, Newbury, RG14 2PZ (01635 551926).

 

Data Protection and The Financial Service and Markets Act 2000

 

Dawn Slater Wealth Management Ltd is registered under the Data Protection Act, and is authorised and regulated by the Financial Conduct Authority.

 

Summary of Terms Used

 

Registered Client
A client of Dawn Slater Wealth Management Ltd who has received a written copy of our Terms of Business and who has provided financial planning criteria on which advice can be given by us or instructions executed.

 

Browser
Used to locate and display Web pages via a software application. The most popular ones are Moxilla Firefox, Safari, Opera, Google Chrome and Microsoft Internet Explorer.

 

IP (Internet Protocol)
All networks connected to the internet utilise IP, the technical standard that allows data to be transmitted between two devices. TCP/IP (Transmission Control Protocol/Internet Protocol) is responsible for transmitting/receiving messages from one host to another and that the messages are understood at each end.

 

IP Address
If you are connected to the Internet you have one. It looks like this 198.111.11.1.

 

Web Server
Delivers (serves up) web pages from a web site to your computer.

 

Cookies
Message given to a web browser by a web server. The browser then stores the message in a text file called, for example, username@cookie.txt. Each time the browser requests a page from the server, this message is sent back. A cookie’s main objective is to identify users and personalise their visit by customising web pages for them for example by welcoming them by name next time they visit the same site. A site using cookies will usually invite you to provide personal information such as your name, e-mail address and interests.

 

On the Dawn Slater Wealth Management Ltd website we use cookies to gather analytical information about the number of visitors and the pages that are of most interest to them. We do not share this information with anyone outside of Dawn Slater Wealth Management Ltd. We do not collect any personal information from visitors.