Privacy & Cookie Policy

Succession Advisory Services Limited is committed to protecting and respecting your privacy.

This policy, together with our website terms of use and any other documents referred to in it, tells you what information we collect from you, or that you may give to us, how the information is collected, and how the information will be processed by us. Please ensure that you have read this policy and that you understand how we will collect and use your personal data. By visiting http://www.successionadvisoryservices.co.uk (“our site”) you are accepting and consenting to the practices described in this policy.

For the purpose of the General Data Protection Regulation (GDPR), the data controller is Succession Advisory Services Limited (“we”).

Details of our privacy notice can be found on the Succession Investment Platform.

 

Information we may collect from you

We may collect and process the following data about you:

Information you give us

You may give us information about you by filling in forms on our site or by corresponding with us by phone, e-mail or otherwise. This includes information you provide if you use our site, subscribe to our service, participate in discussion boards or other social media functions on our site, and when you report a problem with our site. The information you give us may include your name, address, e-mail address and phone number, and financial information

Information we collect about you

With regard to each of your visits to our site, we may automatically collect the following information:

Information we receive from other sources

We may receive information about you if you use any of the other websites we operate or the other services we provide. In this case we will have informed you when we collected that data that it may be shared internally and combined with data collected on this site. We are also working closely with third parties (including, for example, business partners, sub-contractors in technical, payment and delivery services, advertising networks, analytics providers, search information providers, credit reference agencies) and may receive information about you from them.

Cookies

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site. By continuing to browse the site, you are agreeing to our use of cookies.

A cookie is a small file, often including a unique identifier, that is sent to your device’s browser from a web server and is stored on your device’s hard drive.

They are widely used in order to make websites work, or work more efficiently, as well as to provide information to the owners of the site. Each website can send its own cookie to your browser if your browser’s preferences allow it, but (to protect your privacy) your browser only permits a website to access the cookies it has already sent to you, not the cookies sent to you by other websites. Many websites do this whenever a user visits their website in order to track online traffic flows.

No personal information is stored in our cookies.

We use the following cookies:

Cookie Purpose Further Information
Google Analytics To monitor web traffic https://www.google.co.uk/analytics/

 

This website uses Google Analytics, a popular web analytics service provided by Google, Inc. Google Analytics uses cookies to help us compile reports to analyse how users use the site – meaning that we use them to see how many users come to our website, the pages that generate interest and the links that users most often click on (amongst other things) so that we may then improve the site. Google Analytics uses cookies which do not enable any website user to be individually identified and these cookies will only be used for website analytics purposes.

For an overview of privacy at Google please visit www.google.co.uk/intl/en/analytics/privacyoverview.html. By using this website, you consent to the use of the Google Analytics cookie in the manner and for the purposes set out above.

Although no personal information is stored in our cookies once you are registered user of our investment services, a unique user identification number will be generated for your account.

These unique user identification numbers will be submitted to Google Analytics but only for the purposes of tracking the use of the website so we can understand where we can make website improvements and future modifications and no personal information will be associated or accessible by reference to the unique user identification numbers.

Most browsers are initially set to accept cookies. However, you have the ability to disable cookies if you wish, generally through changing the internet software browsing settings. It may also be possible to change the settings to enable acceptance of specific cookies. Please refer to the help section on your browser. If cookies are disabled it may mean that not all services of a site, or indeed any, might be available.

For more information about cookies and how to disable them please visit www.allaboutcookies.org (please note that this link will take you to an external website).

Uses Made Of The Information

We use information held about you in the following ways:

Information you give to us

We will use this information:

If you do not want us to use your data in this way, or to pass your details on to third parties for marketing purposes, please tick the relevant box situated on the document(s) on which we collect your data.

Information we collect about you

We will use this information:

Information we receive from other sources

We may combine this information with information you give to us and information we collect about you. We may us this information and the combined information for the purposes set out above (depending on the types of information we receive).

Disclosure of your information

We may share your personal information with any member of our group, which means our subsidiaries, our ultimate holding company and its subsidiaries, as defined in section 1159 of the UK Companies Act 2006.

We may share your information with selected third parties including:

We may disclose your personal information to third parties:

Where we store your personal data

All information you provide to us is stored on our secure servers or on secure servers operated by a third party, within the European Economic Area (“EEA”). It may be processed by staff operating outside the EEA, who work for, or on behalf of us, or for one of our suppliers. Such staff maybe engaged in, among other things, the fulfilment of your order, the processing of your payment details and the provision of support services. By submitting your personal data, you agree to this transfer, storing or processing. We will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this privacy policy.

Unfortunately, the transmission of information via the internet is not completely secure. Once received, we take reasonable steps to protect your personal data by using strict procedures and security features to prevent unauthorised access, but we cannot guarantee the security of your data whilst transmitting it to our site; any transmission is at your own risk.

Your rights

You have the right to ask us not to process your personal data for marketing purposes. We will usually inform you (before collecting your data) if we intend to use your data for such purposes. You can exercise your right to prevent such processing by checking certain boxes on the document(s) we use to collect your data. You can also exercise the right at any time by contacting us by clicking here. Our site may, from time to time, contain links to and from the websites of our partner networks, advertisers and affiliates. If you follow a link to any of these websites, please note that these websites have their own privacy policies and that we do not accept any responsibility or liability for these policies. Please check these policies before you submit any personal data to these websites.

Access to information

Under GDPR you have the right to access information held about you. Your right of access can be exercised in accordance with the regulation. Subject to certain exceptions, you are entitled to have access to all personal and sensitive personal data held by us. We will provide this free of charge, unless the request is manifestly unfounded, excessive or repeated. If a fee is charged, this will only reflect the costs incurred in delivering the information.

Changes to our privacy policy

Any changes we may make to our privacy policy in the future will be posted on this page and, where appropriate, notified to you by e-mail. Please check back frequently to see any updates or changes to our privacy policy.

Contact

Questions, comments and requests regarding this privacy policy are welcomed, please click here to contact us