Controller

Punter Southall Aspire

Personal data we collect

Name, date of birth, home address, phone number(s), email address, financial details

Personal data obtained from third parties

None.

Does it include special category (sensitive) data?

For example (health, sexual orientation, trade union or political affiliation, and religious beliefs)

If relevant, while gathering information to help us assess your financial position and aims.

How we use your information (our processing activities)

To verify your identity and administration.

Lawful basis for obtaining and processing this data

Pre-Contract administration and

Legal obligation for identity checks.

Who are recipients of this data?

SmartSearch, Intelligent Office.

Is data transferred outside the UK?

Not ordinarily.

How long the data is kept?

3 years, or longer if you agree a contract with us.

Your data rights

•  To be informed
•  Get access to it
•  Rectify or change it
•  Erase or remove it
•  Restrict or stop processing it
•  Move, copy or transfer it

Our Data Protection Officer

Richard Garmon-Jones

data.protection@puntersouthallgroup.com 

For more details, please read our Privacy Policy

www.puntersouthall.com/psa-retail-client-privacy-policy

Our contact details

11 Strand, London, WC2N 5HR

+44 (0)20 3327 5500  

sayhello@psaspire.com

www.puntersouthall.com