Leodis Wealth | Privacy Policy
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Privacy Policy

As a result of the operation of this website or your use of this website and also in connection with the Services provided by Leodis Wealth Limited, we may obtain certain information about you. This Privacy Policy sets out the principles governing our processing and use of that information.

By your access and use of this website and, if we ask you to register to use any Services by your registration, you agree to our processing and use of that information in accordance with the principles set out in this Privacy Policy. Words and phrases defined in the Disclaimer have the same meanings in this Privacy Policy.

We respect your privacy and will not sell or make available information about you to persons outside Leodis Wealth except to the limited extent specified in this Privacy Policy or with your express consent.

We may supplement the information you provide to us with information we receive from third parties. You have the right to receive details of personal data which we hold about you and certain other information under the Data Protection Act 1998. If you wish to receive such details or are concerned that any of the information we may hold about you is incorrect or incomplete please contact us at [email protected] and we will inform you of the appropriate procedure.

We have certain responsibilities under money laundering legislation to verify the identity of clients and may need to make certain enquiries and obtain certain information from you for that purpose. You confirm that all information you supply will be accurate and that we may pass on such information as we consider necessary to comply with any legal reporting requirements.

You agree that we may disclose to the FCA and to any other regulatory authority to which we are subject and to any investment exchange on which we may deal or to its related Clearing House (or to investigators, inspectors or agents appointed by them), or to any person in power to require such information by or under any legal enactment, any information they may request or require relating to you or, if relevant, any of your clients.

Data Protection

1. We may use your contact details and application data, submitted to us via this website, for the purposes of recruitment or marketing (see CAREERS and MARKETING below). We acknowledge that these details are confidential and will keep them confidential, in line with our internal procedures and the law.

2. You have the right to view and to correct any of your personal data held by us. To do this, send us a written request to the address given (see disclaimer) or by email to [email protected]

3. We may use storage companies for archiving. Any such storage company will be required to enter into a confidentiality agreement and to process your data solely in accordance with our instructions.

Careers

1. We acknowledge that you may submit sensitive personal data (being information on your racial or ethnic origin, political opinions, religious beliefs, trade union membership, physical or mental health, sexual life, commission of criminal offences and/or involvement in criminal proceedings) to us when applying for a post at Leodis Wealth Limited. We will keep this information confidential and only use it for the purposes for which it was originally collected.

2. We process application data for the sole purposes of considering applications and recruitment, and not for marketing.

3. Leodis Wealth Limited is an equal opportunity employer. We do not discriminate on the grounds of gender, ethnic origin, age, religion, sexual orientation, non disqualifying physical or mental disability or any other basis covered by equal opportunities legislation.

Business Cards

If you provide us with a business card, we may enter that information on our marketing database so we can send you legal updates on an area of law which may be of interest or to invite you to our seminars and other events. See Marketing (below) for instructions on how to opt-out of mailings from us.

Marketing

1. We may use the information you submit via this website to provide you with marketing information. You have the right to be removed from our marketing mailing list, and can do so by sending us a written request by email to [email protected]

Restricted Areas

1. Certain areas of this website may be restricted to authorised persons only. If you believe you have been granted access to any document or file by mistake, please leave the restricted area immediately and contact us by email at [email protected]lth.com as soon as possible.

2. The documents and files hosted on the restricted areas of this website are confidential. If you believe that you may have been granted access to a document or file by mistake you must not download it or use it, and you must not disclose its contents to any other person.

3. We reserve the right to remove you from the authorised list of users for any restricted area of this website at any time.

4. Whilst we make every effort to ensure that unauthorised people will not be able to access confidential information hosted on this website, we cannot guarantee this.