Privacy Policy

If you have any questions about this Privacy Policy or require further clarification, please contact us at:

Telephone: 0203 769 7394
Email: admin@addlington-westlegal.co.uk
Write to us: Business Resource Network, Office Three, 53 Whateleys Drive, Kenilworth, Warwickshire. CV8 2GY.

Last Updated: 3rd October 2024

Introduction
Addlington-West Legal Limited is committed to protecting your privacy and ensuring that your personal data is handled securely and responsibly. This Privacy Policy explains how we collect, use and protect your personal information when you use our website, products and services.

This Privacy Policy should be read in conjunction with all our Legal Terms, which outline the full legal conditions governing your use of our website, products, services and investment opportunities.

We particularly draw your attention to the Disclaimer and Investment Terms, as this Privacy Policy explains how we handle your data, whereas the Disclaimer outlines key information regarding investor self-certification, eligibility and our limitations of liability. The Investment Terms govern all aspects of the investment process.

By using our website or services, you acknowledge and agree to comply with all applicable legal terms. For a comprehensive understanding of your responsibilities, please review each document here.

This notice explains how Addlington-West Legal Limited collects, uses and processes your personal data.

Personal Data

Personal data refers to information that relates to you as a living, identifiable individual. Addlington-West Legal Limited processes your personal data in accordance with applicable data protection and privacy laws, including the Data Protection Act 2018, the UK GDPR and the EU GDPR.

We retain personal data related to investments for as long as necessary to fulfil our legal and regulatory obligations, including tax, anti-money laundering and reporting requirements, which may require us to keep records for a minimum of five years after the relationship ends.

What Information May We Hold About You?

In the course of our activities, we may collect and process various types of personal data about you. This may be provided by you directly or obtained from third parties, such as professional advisers, witnesses, opponents, courts, counterparties, or public sources.

The personal data we may hold includes, but is not limited to:

Contact details
Details of your interactions with us through telephone, email or in writing
Information gathered by the use of cookies in your web browser
Bank account details (if you provide them) to process any returns
Identification documents/photo ID (e.g., National Insurance number, utility bill/s passport, driving licence
Information related to matters we are handling for you
Financial information (e.g., invoicing details, credit checks, bank and tax information)
Biographical data, such as your age, gender, marital status, date of birth and profession
Images captured by CCTV at our offices and audio from telephone recordings
Marketing information (e.g., details of services relevant to you, website visits, event attendance)
We may also generate personal data about you through our work or marketing activities.

If you create a login account on our website, any personal data you provide, such as your name, email and other identifying details, will be securely stored. We use this information to manage your account, provide updates on relevant services and tailor our offerings to your needs. We take steps to ensure your data is secure and you may request access to or deletion of this data at any time.

Account Security

When you create an account on our website, you are responsible for maintaining the confidentiality of your login credentials, including your password. We recommend using a strong and unique password to ensure your account remains secure. Addlington-West Legal Limited is not responsible for any loss or damage resulting from the unauthorised access to your account due to your failure to protect your login information.

If you forget your password, you can use the password recovery options provided on our website, but we do not guarantee recovery of access in all circumstances. If you suspect that your account has been compromised, please contact us immediately.

We implement appropriate technical and organisational measures to protect personal data against unauthorised access, loss or destruction. This includes secure storage and regular system audits to ensure data security.

For your convenience, Addlington-West Legal Limited may offer the option to log in to your account using your social media credentials, such as Facebook or LinkedIn. While we take every measure to protect your personal data, it is important to ensure that your social media account is secured with a strong password and two-factor authentication (if available). Addlington-West Legal Limited is not responsible for any unauthorised access to your account that may result from your failure to secure your social media login credentials.

When you use these third-party platforms to sign in, we may receive certain information from your social media account, such as your name, email address and public profile information, depending on the privacy settings you have with the social media provider. By logging in through social media, you authorise us to collect and process this information in accordance with our Privacy Policy. This data is used to streamline your login experience and to personalise your interactions with our website.

Purpose and Legal Basis for Processing Your Personal Data

We act as a data controller when processing personal data related to our professional services, exercising our professional judgement, or when receiving instructions. On occasion, we may act as a data processor, for instance when handling personal data without providing legal advice. The legal basis for processing your personal data depends on our relationship with you and the type of data involved.

Common bases include:

Processing necessary for the performance of a contract or to take steps before entering into a contract.
During investment due diligence or risk assessment processes.
Compliance with our legal and professional obligations to clients, courts, regulators and other parties, including anti-money laundering reporting and financial crime prevention measures, including AML checks, Know Your Customer (KYC) processes, and reporting to the National Crime Agency (NCA) or other relevant bodies, such as counter-terrorist financing, including identity verification and reporting suspicious activities.
Legitimate interests, such as maintaining system security, conducting internal training and marketing our services to clients and potential clients.

Data Sharing Policy

In order to provide you with our services efficiently and comply with legal requirements, Addlington-West Legal Limited may need to share your personal data with third parties. We are committed to ensuring that your data is handled with the highest level of security and confidentiality.

We may share your data with trusted third parties, including but not limited to:

Professional advisors such as solicitors, accountants, auditors and barristers, in order to assist with the services we provide to you.
Service providers that support our operations, including IT support, cloud storage, marketing services and website hosting.
Regulatory bodies and law enforcement authorities when required to comply with legal obligations, including anti-money laundering checks, court orders or requests from regulators such as the Financial Conduct Authority (FCA).
Business partners in the event of a merger, acquisition or joint venture, where it is necessary for the operation of our business.

From time to time we outsource certain business functions, such as administration services, regulatory compliance support and legal services to provide you with the best possible service. All our outsourced providers are professional in their fields and have strict data processing procedures in place.

In order to provide you with the best service, we may also share your information with trusted partners and associates within our industry. These associates and partners are carefully selected to ensure they adhere to privacy and data protection standards. By engaging with us, you consent to the collection and sharing of your data in accordance with this policy. However, we will only share your data for legitimate purposes such as improving our services, offering relevant products or for business operations and we ensure that your information will not be misused.

Whenever we share your data with a third party, we ensure that they are subject to strict data protection obligations and that your information is only used for the purpose for which it was shared. These third parties are also required to safeguard your data in line with our own security measures and the relevant legal standards.

Data Shared with Social Media Platforms

When you choose to log in via social media, your interactions with our website may also be shared with the social media platform, including your usage patterns, preferences and actions on our site. The social media provider may use this data for their own purposes, including targeted advertising or analytics. Please review the privacy settings and policies of your social media accounts to manage how your data is shared and used.

International Data Transfers

If we need to transfer your personal data outside the UK or European Economic Area (EEA), we will ensure that your data remains protected by implementing appropriate safeguards, such as using standard contractual clauses. When this occurs, we will ensure your data is adequately protected in line with UK legal requirements and where applicable, the EU GDPR.

Your Rights and Control Over Your Data

We respect your rights regarding your personal data. If you have any concerns or wish to know more about how your data is shared or if you want to opt out of certain data sharing arrangements, please contact us.

Marketing

We may use your contact details to inform you about our work, services and events we believe may be of interest to you. You can opt-out of receiving marketing communications at any time by contacting us or using the unsubscribe link provided in our emails.

Special Category Data and Criminal Offence Data

Certain personal data, such as racial or ethnic origin, health conditions or criminal offences, is subject to additional legal safeguards. We may process such data to fulfil legal or regulatory obligations. We will only process sensitive personal data with your explicit consent, unless we are legally required to do so.

Consent and Withdrawing Consent

If we process your data based on your consent, you may withdraw your consent at any time. This will not affect the legality of processing based on consent prior to its withdrawal.

Consequences of Not Providing Data

If you choose not to provide requested personal data, we may be unable to fulfil our professional, legal or regulatory obligations, which could result in us being unable to act on your behalf or enter into a contract with you.

Who Will See or Use Your Data?

Your data may be accessed by our staff, including partners, lawyers and support staff, in the course of their duties. We may also share your data with third parties, such as professional advisers, auditors, courts or IT service providers, where necessary to fulfil our professional obligations or in accordance with legal requirements.

We may need to share data with third parties in the event of a merger, acquisition or similar business transaction involving Addlington-West Legal Limited.

Data Retention

We retain your personal data in accordance with legal requirements, professional obligations and best practices. Data may be held for a period beyond its usual retention if required by ongoing legal proceedings.

Cookies and Tracking Technologies

Our website uses cookies and other tracking technologies to improve user experience and gather analytics. Cookies are small text files stored on your device to help improve the functionality of our site.

Types of Cookies We Use:
Essential Cookies: These cookies are necessary for the website to function correctly.
Analytics Cookies: These help us understand how visitors interact with the site by collecting and reporting information anonymously.
Marketing Cookies: These are used to track visitors across websites and display relevant advertisements.

You can manage or disable cookies through your browser settings.

Your Rights on Social Media

If you engage with us via social media, you maintain control over your data on these platforms and can modify your privacy settings directly within the platform. You also have the right to request that we stop using your data for social media advertising or analytics purposes at any time. To do so, please contact us.

Age Restriction
Our website and services are intended for individuals aged 18 and over. We do not knowingly collect or process personal data from children under the age of 18. If you are under 18, please do not use our website, provide any personal data or attempt to create an account. If we become aware that personal data has been collected from a child under the age of 18 without verified parental consent, we will take immediate steps to delete that information. If you believe we may have inadvertently collected such data, please contact us.

Your Rights

You have the right to request access to your personal data, request corrections and in some cases, request that we stop processing or erase your data. Please contact us if you wish to exercise any of these rights.

Complaints
If you believe we have not complied with our legal obligations regarding your personal data, you have the right to lodge a complaint with the Information Commissioner’s Office (ICO).