Data Protection Policy

Introduction

At Jackson Swiss Partners, we take your privacy seriously. This Data Protection Policy explains how we collect, use, and protect your personal information, in line with relevant data protection laws. We are committed to ensuring your data is secure and used only in ways that respect your rights.

Scope

This Data Protection Policy applies to all current and prospective clients of Jackson Swiss Partners. It does not cover employee or applicant data, which is governed by separate internal policies.

What Information We Collect

We collect the following types of personal information to better serve our clients and comply with legal obligations:

  • Contact Details: Your name, address, email, phone number, etc.

  • Identification Documents: Necessary for identity verification and regulatory compliance.

  • Financial Information: Details about your financial status, such as bank account and payment information.

  • Transaction History: Records of transactions made through our services.

  • Communication Preferences: Information about how you prefer to receive communications from us, including marketing materials (where applicable).

How We Use Your Information

We process your personal information to serve you better and meet regulatory requirements:

  • Account Management: To manage your account, process transactions, and provide customer support.

  • Legal and Regulatory Compliance: To meet our obligations under laws and regulations governing financial services.

  • Marketing (with your consent): To inform you about relevant products and services, with your explicit consent.

  • Service Improvement: To enhance our services based on feedback and analytics.

Legal Basis for Processing

We process your data based on the following legal grounds:

  • Consent: Where you have given us explicit consent to use your data.

  • Contractual Necessity: To fulfil our contractual obligations to you.

  • Legal Obligations: To comply with applicable laws and regulations.

Your Rights

You have the following rights regarding your personal data:

  • Access: You have the right to request access to the personal information we hold about you.

  • Correction: You can request corrections to any inaccurate or incomplete data.

  • Deletion: You may request the deletion of your personal data, subject to legal or contractual limitations.

  • Restriction: You can request that we limit the processing of your data under certain conditions.

  • Objection: You have the right to object to certain uses of your personal data, particularly for direct marketing purposes.

To exercise any of these rights, please contact Adam Wright, Data Protection Officer.

Data Security

We implement strict security measures to protect your personal data from unauthorised access, loss, or misuse. These measures include encryption, secure servers, and regular audits to ensure the integrity of your data.

Data Retention

We retain the data for varying periods, depending on the type of data and the legal requirements:

Data Type Retention Period
Marketing Consents Until you withdraw consent
Call Recordings 12 months (longer if necessary for legal or regulatory reasons)
Client Account Data 5 years after account closure (or longer if legally required)

Contact

If you have any questions or concerns about your personal information, please contact us at operations@jacksonswiss.com