1. Who we are
We are committed to protecting and respecting your privacy.
This privacy notice provides you with details of how we collect and process your personal data through your use of our site, https://www.jdpfinancial.com including any information you may provide through our site when you purchase a product or service, sign up to our newsletter or take part in a prize draw or competition.
By providing us with your data, you warrant to us that you are over 13 years of age.
“We”, “us” and “our” refer to JDP Financial Services Ltd. We are registered in England and Wales under company number 1557207 and have our registered office at: –
JDP Financial Services Ltd
We operate the following website: https://www.jdpfinancial.com
The data controller is JDP Financial Services Limited and the person responsible for data protection is John Cleverley.
If you are not happy with any aspect of how we collect and use your data, you have the right to complain to the Information Commissioner’s Office (ICO), the UK supervisory authority for data protection issues (www.ico.org.uk). We should be grateful if you would contact us first if you do have a complaint so that we can try to resolve it for you.
It is very important that the information we hold about you is accurate and up to date. Please let us know if at any time your personal information changes by emailing us at email@example.com.
2. What information/data do we collect about you?
We collect information when you contact or engage us for financial advice services or planning advice. This is personal data capable of identifying you as an individual.
Personally Identifiable Information will include but is not limited to the following: –
Identity Data includes first name, maiden name, last name, username or similar identifier, marital status, title, date of birth and gender.
Contact Data may include your billing address, delivery address, email address and telephone numbers.
Financial Data includes bank account and payment card details
Transaction Data includes internet protocol (IP) address, your login data, browser type and version, time zone setting and location, browser plug-in types and versions, operating system and platform and other technology on the devices you use to access our website.
Profile Data Could include your username and password, purchases or orders, your interests, preferences, feedback and survey responses.
Usage Data includes information about how you use our website, products, services and systems.
Marketing and Communications Data may include your preferences in receiving marketing communications from us and our third parties and your communication preferences.
There may also be a need to obtain specific information including health issues. This is necessary for the provision of our services.
We also collect, use and share Aggregated Data such as statistical or demographic data for any purpose. Aggregated Data may be derived from your personal information but is not considered personal data in law as this data does not directly or indirectly identify you. For example, we may aggregate your Usage Data to calculate the percentage of users making use feature of our website. However, if we combine or connect Aggregated Data with your personal data so that it can directly or indirectly identify you, it will be treated as personal data in accordance with this privacy notice.
We do not collect any Special Categories of Personal Data about you (this includes details about your race or ethnicity, religious or philosophical beliefs, sex life, sexual orientation, political opinions, trade union membership, information about your health (although it may be necessary in certain circumstances for the provision of our services) and genetic and biometric data). Nor do we collect any information about criminal convictions and offences.
If you fail to provide personal information
Where we need to collect personal information by law, or under the terms of a contract we have between us and you fail to provide that information when requested, we may not be able to perform the contract we have or are trying to enter into with you (for example, to provide goods and services to you). In this case, we may have to cancel a product or service you have with us but we will notify you if this is the case at the time.
Information about connected individuals
We may need to gather personal information about your close family members and dependants 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’ll can provide a copy of this privacy notice for them or, where appropriate, ask you to pass the privacy information to them.
We may process your personal data without your knowledge or consent where this is required or permitted by law.
3. How is your personal data collected?
We collect data about you through a variety of different methods including:
You may provide data by filling in forms on our site (or otherwise) or by communicating with us by post, phone, email or otherwise, this includes personal data when you:
- Order/apply our products or services;
- create an account on our site;
- subscribe to our service or publications;
- request resources or marketing be sent to you;
- enter a competition, prize draw, promotion or survey; or
- give us feedback.
Automated technologies or interactions:
Third parties or publicly available sources:
We may receive personal data about you from various third parties and public sources as set out below:
- analytics providers such as Google based outside the EU;
- advertising networks such as Google AdWords based outside the EU;
- search information providers such as Google based outside the EU;
- Contact, Financial and Transaction Data from providers of technical, payment and delivery services based inside the EU;
- Identity and Contact Data from publicly available sources such as Companies House and the Electoral Register based inside the EU.
- Identity and Contact Data from providers to enable us to comply with anti-money laundering regulations.
4. How we use your personal data
We will only use your personal data when the law allows us to. Most commonly, we will use your personal data:
- Where we need to perform a contract or service between us
- Where we need to comply with a legal or regulatory obligation.
- Where it is necessary for our legitimate interests (or those of a third party) and your interests and fundamental rights do not override those interests.
- Where you have given your consent to the processing of your personal data for a particular purpose.
Generally, we do not rely on consent as a legal ground for processing your personal data, other than in relation to sending marketing communications to you via email or text message. You have the right to withdraw consent to marketing at any time by emailing us at firstname.lastname@example.org
Purposes for processing your personal data
Set out below is a description of the ways we intend to use your personal data and the legal grounds on which we will process such data. We have also explained what our legitimate interests are where relevant.
We may process your personal data for more than one lawful ground, depending on the specific purpose for which we are using your data. Please email us at email@example.com if you need details about the specific legal ground we are relying on to process your personal data where more than one ground has been set out in the table below.