This Privacy Notice explains how we use any personal information we collect about you
This policy applies between you, the user of this website, and MacKenzie Webb Associates Ltd (MWA), the owner and provider of this website. This policy applies to our use of any and all data collected by us in relation to your use of the website and any services or systems therein.
1) Definitions and Interpretation
In this Policy the following terms shall have the following meanings: “Account” means collectively the personal information, Payment Information and credentials used by Users to access Material and / or any communications System on the website; “Content” means any text, graphics, images, audio, video, software, data compilations and any other form of information capable of being stored in a computer that appears on or forms part of this website; “Cookie” means a small text file placed on your computer by MWA Ltd when you visit certain parts of this website. This allows us to identify recurring visitors and to analyse their browsing habits within the website “Data” means collectively all information that you submit to the website. This includes, but is not limited to, Account details and information submitted using any of our Services or Systems; “MacKenzie Webb Associates Limited” means MacKenzie Webb Associates Limited, 17 Mary Vale, Godalming, Surrey, GU7 1SW “Service” means collectively any online facilities, tools, services or information that MWA Ltd makes available through the website either now or in the future; “System” means any online communications infrastructure that MWA Ltd makes available through the website either now or in the future. This includes, but is not limited to, web-based email, message boards, live chat facilities and email links “User” / “Users” means any third party that accesses the website and is not employed by MacKenzie Webb Associates Limited and acting in the course of their employment; and “website” means the website that you are currently using www.mackenziewebb.co.uk and any sub-domains of this site unless expressly excluded by their own terms and conditions.
2) Data Collected
Without limitation, any of the following Data may be collected:
- Name
- Date of birth
- Gender
- Job title
- Profession
- Contact information such as email addresses and telephone numbers
- Demographic information such as post code, preferences and interests
- Financial information such as credit / debit card numbers
- IP address (automatically collected)
- Web browser type and version (automatically collected)
- Operating system (automatically collected)
- A list of URLS starting with a referring site, your activity on this website, and the site you exit to (automatically collected); and cookie information.
We collect information about you when you request us to provide you with quotes for our services and engage us for financial planning, financial advice and investment management services. This information will relate to your personal and financial circumstances. It may also include special categories of personal data such as data about your health, if this is necessary for the provision of our services. We may also collect information when you voluntarily complete client surveys or provide feedback to us.
Information relating to usage of our website is collected using cookies. These are text files placed on your computer to collect standard internet log information and visitor behaviour information. We will use your information collected from the website to personalise your repeat visits to the site.
We try at all times to keep at all personal data collected and processed accurate and up-to-date. We check the accuracy of data when it is collected and at regular intervals thereafter. Where any inaccurate or out-of-date data is found, all reasonable steps will be taken to amend or erase that data, as appropriate.
Connect Individuals:
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We will provide a copy of this Privacy Notice for them or, where appropriate, ask you to pass the privacy information to them.
We may need to gather personal information about your close family members and dependants in order to provide our service to you effectively. In such cases it will be your responsibility to ensure that you have the consent of the people concerned to pass their information on to us. We will provide a copy of this Privacy Notice for them or, where appropriate, ask you to pass the privacy information to them.
3) Our Use of Data
The primary legal basis that we intend to use for the processing of your data is for the performance of our contract with you. The information that we collect about you is essential for us to be able to carry out the services that you require from us effectively. Without collecting your personal data we would also be unable to fulfil our legal and regulatory obligations.
Where special category data is required we will obtain your explicit consent in order to collect and process this information.
Any personal Data you submit will be retained by MWA Ltd for as long as you use the Services and Systems provided on the website. Data that you may submit through any communications System that we may provide may be retained for an indefinite period of time.
Unless we are obliged or permitted by law to do so, and subject to Clause 4, your Data will not be disclosed to third parties. This includes our affiliates and or other companies within our group. All personal Data is stored securely in accordance with the principles of the Data Protection Act 1998. For more details on security, see Clause 9 below.
Any or all of the above Data may be required by us from time to time in order to provide you with the best possible service and experience when using our website. Specifically, Data may be used by us for the following reasons:
- Internal record keeping
- Improvement of our products / services
- Transmission by email of promotional materials that may be of interest to you
- Contact for market research purposes which may be done using email, telephone, fax or mail. Such information may be used to customise or update the website.
If you agree, we may email you about other products or services that we think may be of interest to you. We use tools supplied by 3rd parties for profiling customers and agreements are in place to protect your data in accordance with data protection laws and policies.
In order to deliver our services to you effectively we may send your details to third parties such as those that we engage for professional compliance, accountancy or legal services as well as product and platform providers that we use to arrange financial products for you.
Where third parties are involved in processing your data we will have a contract in place with them to ensure that the nature and purpose of the processing is clear, that they are subject to a duty of confidence in processing your data and that they will only act in accordance with our written instructions.
Where it is necessary for your personal data to be forwarded to a third party we will use appropriate security measures to protect your personal data in transit. To fulfil our obligations in respect of prevention of money-laundering and other financial crime we may send your details to third party agencies for identity verification purposes.
4) Third Party Websites and Services
MWA Ltd may, from time to time, employ the services of other parties for dealing with matters that may include, but are not limited to, payment handling, delivery of purchased items, search engine facilities, advertising and marketing. The providers of such services do not have access to certain personal Data provided by Users of this website.
5) Changes of Business Ownership and Control
MWA Ltd may, from time to time, expand or reduce its business and this may involve the sale of certain divisions or the transfer of control of certain divisions to other parties. Data provided by Users will, where it is relevant to any division so transferred, be transferred along with that division and the new owner or newly controlling party will, under the terms of this Policy, be permitted to use the Data for the purposes for which it was supplied by you.
In the event that any Data submitted by Users will be transferred in such a manner, you will be contacted in advance and informed of the changes. When contacted you will be given the choice to have your Data deleted or withheld from the new owner or controller.
6) Controlling Access to your Data
Wherever you are required to submit Data, you will be given options to restrict our use of that Data. This may include the following use of Data for direct marketing purposes; and sharing Data with third parties.
7) Your Right to Withhold Information
You may access certain areas of the website without providing any Data at all. However, to use all Services and Systems available on the website you may be required to submit Account information or other Data. You may restrict your internet browser’s use of Cookies.
8) Accessing your own Data
You may access your Account at any time to view or amend the Data. You may need to modify or update your Data if your circumstances change. Additional Data as to your marketing preferences may also be stored and you may change this at any time. You have the right to ask for a copy of your personal Data.
9) Security & Marketing
We may like to send you information about our products and services which may be of interest to you. If you have agreed to receive marketing information, you may opt out at a later date.
You have a right at any time to stop us from contacting you for marketing purposes. If you no longer wish to be contacted for marketing purposes, please contact us by email or post.
Data security is of great importance to MWA Ltd and to protect Data we have put in place suitable physical, electronic and managerial procedures to safeguard and secure Data collected online.
10) Cookies
MWA Ltd may set and access Cookies on your computer. Cookies that may be placed on your computer are detailed in Schedule 1 to this Policy.
A Cookie is a small file that resides on your computer’s hard drive and often contains an anonymous unique identifier and is accessible only by the website that placed it there, not any other sites. You may delete Cookies, however you may lose any information that enables you to access the website more quickly. You can choose to enable or disable Cookies in your web browser. By default, your browser will accept Cookies, however this can be altered. For further details please consult the help menu in your browser. Disabling Cookies may prevent you from using the full range of Services available on the website.
We use cookies to track visitor use of the website and to compile statistical reports on website activity.
For further information visit https://www.allaboutcookies.org/
You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However in a few cases some of our website features may not function as a result.
11) Other Websites
Our website contains links to other websites. This privacy policy only applies to this website so when you link to other websites you should read their own privacy policies.
12) Changes to this Policy
MWA Ltd reserves the right to change this Privacy Policy as we may deem necessary from time to time or as may be required by law. Any changes will be immediately posted on the website and you are deemed to have accepted the terms of the Policy on your first use of the website following the alterations. This Privacy Policy was last updated on 06/04/2021.
Privacy Statement
For a full breakdown of our Privacy Statement please download the Statement using the button below: