Capitalsave Investment Partners Group (“us”, “we”, or “our”) operates the website. We are a ‘data controller’ of the personal information we process. This means that we decide why and how personal information is used.
This page informs you of our policies regarding the collection, use, and disclosure of personal data when you use our service and the choices you have associated with that data. We use your data to provide and improve the service. By using the service, you agree to the collection and use of information in accordance with this policy. Unless otherwise defined in this Privacy Policy, terms used in this Privacy Policy have the same meanings as in our Terms and Conditions, accessible from Capitalsave Investment Partners Group.
INFORMATION COLLECTION AND USE
We collect several different types of information for various purposes to provide and improve our service to you. These include;
PERSONAL DATA
While using our service, we may ask you to provide us with certain personally identifiable information that can be used to contact or identify you (“Personal Data”). Personally, identifiable information may include, but is not limited to:
- Email address
- Phone number
- Cookies and Usage Data
USAGE DATA
We may also collect information how the service is accessed and used (“Usage Data”). This Usage Data may include information such as your computer’s Internet Protocol address (e.g. IP address), browser type, browser version, the pages of our service that you visit, the time and date of your visit, the time spent on those pages, unique device identifiers and other diagnostic data.
TRACKING & COOKIES DATA
We use cookies and similar tracking technologies to track the activity on our service and hold certain information. Cookies are files with small amount of data which may include an anonymous unique identifier. Cookies are sent to your browser from a website and stored on your device. Tracking technologies also used are beacons, tags, and scripts to collect and track information and to improve and analyse our service. You can instruct your browser to refuse all cookies or to indicate when a cookie is being sent. However, if you do not accept cookies, you may not be able to use some portions of our service. Examples of Cookies we use:
- Session Cookies : We use Session Cookies to operate our service.
- Preference Cookies : We use Preference Cookies to remember your preferences and various settings.
- Security Cookies : We use Security Cookies for security purposes.
USE OF DATA
Capitalsave Investment Partners Group uses the collected data for various purposes:
- To provide and maintain the service.
- To notify you about changes to our service.
- To allow you to participate in interactive features of our service when you choose to do so.
- To provide customer care and support.
- To provide analysis or valuable information so that we can improve the service.
- To monitor the usage of the service.
- To detect, prevent and address technical issues.
If you are an investor in one of our funds:
- Processing your investment application
- Verifying your identity and preventing fraud.
- Fulfilling any legal or regulatory obligations.
- Completing any requests you make keeping you updated about your investment with regular reports.
- Producing tax reports.
- Maintaining a backup of the investment register for business continuity purposes.
If you are/were a tenant of one of our properties:
- Managing our properties
- Ensuring our properties are properly valued, benchmarked and our accountancy requirements are met
- Insuring our properties.
If you are an adviser, wealth manager, an employee of an existing or potential institutional client, or are exercising investment control for an institutional client:
- Verifying your identity and preventing fraud.
- Fulfilling any legal or regulatory obligations.
- Managing the relationship with our institutional or wholesale clients
- Keeping you updated with regular reports.
- Monitoring the flow of investments, from the platforms we use to distribute our funds.
- Researching our customers’ opinions and exploring new ways to meet their needs
- Assessing and developing our products, systems, prices and brand
- Sending you marketing emails and contacting you by phone about our products and services
WHAT ARE MY RIGHTS?
Your rights are outlined below. The easiest way to exercise any of your rights would be to contact our Data Protection Officer at the contact details provided. We’ll provide a response within 30 days, if not sooner. There’s normally no charge for exercising any of your rights.
Accessing your personal information
You have the right to find out what personal information we hold about you, in many circumstances.
Correcting or adding to your personal information.
If any of your details are incorrect, inaccurate or incomplete you can ask us to correct them or to add information.
Data portability
In some circumstances you can ask us to send an electronic copy of the personal information you have provided to us, either to you or to another organisation.
Objecting to the use of your personal information for legitimate interest
You also have the right to object to any processing done under legitimate interest. We’ll re-assess the balance between our interests and yours, considering your particular circumstances. If we have a compelling reason we may still continue to use your information.
Objecting to direct marketing
You have a specific right to object to our use of your information for direct marketing purposes, which we will always act upon.
Restricting the use of your personal information
If you are uncertain about the accuracy or our use of your information, you can ask us to stop using your information until your query is resolved. We will let you know the outcome before we take any further action in relation to this information.
Accessing your personal information
You have the right to find out what personal information we hold about you, in many circumstances.
Right to Erasure
You can ask us to delete your personal information in some circumstances, such as if you no longer invest with us and we do not need to keep your information for legal or regulatory reasons. If we are using consent to process your information and you withdraw it, you can ask us to erase your information.
Accessing your personal information
You have the right to find out what personal information we hold about you, in many circumstances.
TRANSFER OF DATA
Your information, including Personal Data, may be transferred to — and maintained on — computers located outside of your state, province, country or other governmental jurisdiction where the data protection laws may differ than those from your jurisdiction. Your consent to this Privacy Policy followed by your submission of such information represents your agreement to that transfer.
Capitalsave Partners security department will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Policy and no transfer of your personal information. Personal Data will take place to an organization or a country unless there are adequate controls in place including the security of your data and other personal information.
CHANGES TO OUR PRIVACY
Making sure that we keep you up to date with privacy information is a continuous responsibility and we keep this notice under review. We’ll update our notice as changes are required.This privacy notice was last updated on 10th September 2019.
LINKS TO OTHER SITES
Our service may contain links to other sites that are not operated by us. If you click on a third party link, you will be directed to that third party’s site.We strongly advise you to review the Privacy Policy of every site you visit.We have no control over and assume no responsibility for the content, privacy policies or
HOW LONG DO WE KEEP PERSONAL INFORMATION FOR?
We’ll keep your personal information for as long as it’s considered necessary, for the purpose for which it was collected, and to comply with our legal and regulatory requirements. This will involve keeping your information for a reasonable period of time after your investment or your relationship with us has ended.In the absence of specific legal, regulatory or contractual requirements, any other personal information is kept for our baseline retention period - this is seven years after your investment or lease has ended. In some circumstances we may retain your information for longer. For example we are required by the FCA to keep some pension transfer information indefinitely.
SECURITY
We use Transport Layer Security (TLS) to encrypt and protect email traffic. However if your email service doesn’t support TLS, any emails we send or receive won’t be protected. We recommend you don’t send anything confidential to us by email. Once we receive your information, we use strict procedures and security features to protect your information from unauthorized access.