DW 2020 Limited (Dodd & Co Wealthcare) Privacy Notice
Together with all of our Dodd & Co connected companies, DW 2020 Limited respects your privacy and is committed to protecting your personal data.
1. IMPORTANT INFORMATION
Controller and contact information
Dodd & Co Wealthcare is a trading style of DW 2020 Limited. DW 2020 Limited is a company registered in England and Wales and its Company Number is 12369622.
DW 2020 Limited is authorised and regulated by the Financial Conduct Authority reference FRN 921450. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at www.financial-ombudsman.org.uk.
Our registered office address for correspondence is Fifteen Rosehill, Montgomery Way, Rosehill Estate, Carlisle Cumbria, CA1 2RW.
Telephone : 01228 530913
General email address: firstname.lastname@example.org
Nathan Glaister is based in our Carlisle office and can be contacted there, or by email at email@example.com
2. THE DATA WE COLLECT ABOUT YOU
Information about connected individuals
In all cases, where special category data is required we’ll obtain your explicit consent in order to collect and process this information.
We have an obligation to ensure your personal information is accurate and up to date. Please ask us to correct or remove any information you think is incorrect.
3.DISCLOSURES OF YOUR PERSONAL DATA
- Insurance providers
- Pension providers
- Annuity providers
- Investment Providers and Platforms, and
- Providers of pension transfer comparison reports.
You will be able to find details of these in our suitability report to you when we make our recommendations.
During the course of our relationship with you we’ll retain personal data which is necessary to provide services to you. We’ll take all reasonable steps to keep your personal data up to date throughout our relationship.
We’re also subject to regulatory requirements to retain your data for specified minimum periods.
These are, generally:
- Five years for investment business
- Indefinitely for pension transfers and opt-out business
- Three years for insurance business
- These are minimum periods, during which we have a legal obligation to retain your records.
We reserve the right to retain data for longer where we believe it’s in our legitimate interests to do so. In any case, we’ll not keep your personal data for longer than the regulatory requirements after our relationship with you has ended.