Legal & Privacy Terms
ACCEPTANCE & ACKNOWLEDGEMENT OF THE ENCLOSED TERMS IS MANDATORY.
Our use of your Personal Information
A.M. Donati Wealth Management has its registered office at A.M. Donati Wealth Management Head Office: A.M. Donati Wealth Management, 26 Canada Square , Canary Wharf , E14 5LB. For the purpose of the Data Protection Act 1998 the data controller is: The Data Protection Officer, 26 Canada Square , Canary Wharf , E14 5LB
A.M. Donati Wealth Management complies with its obligations under the Personal Data Protection Act 2012 (PDPA). You have the right to access and to request correction of any personal information concerning you held by A.M. Donati Wealth Management. In accordance with the PDPA, we have the right to charge a reasonable fee for the processing of any data access request.
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We will only collect personal information about you if you send us an e-mail enquiry via the 'contact us' facility or you register to receive your Unit Trust Manager's Reports by email. In order for this to happen, you will need to fill out the on line 'contact us' form or complete the registration details. The type of information being collected for an enquiry will be apparent from the layout of the 'contact us' form, which also tells you how this information will be used. The type of information collected to register to receive the Unit Trust Manager's Reports by email will be apparent from the details requested when you register. The information collected when you register will only be used to email your Unit Trust Manager's Reports and for no other reason.
We take all reasonable precautions to protect our visitors' information, both on and off line. If your personal information changes, please let us know and we will correct, update or remove any information that we hold about you on our active databases. We may however need to retain archive copies of that personal information for legal or audit purposes. If you have any queries regarding the way in which A.M. Donati Wealth Management handles data collected from you on this website, please visit the contact us page.
By using this website, you consent to the processing of data about you by Google in the manner and for the purposes set out in the above four paragraphs.
When might we disclose your Personal Information to others?
Please be assured that except for the reasons listed below, we will not disclose your Personal Information to others.
We may disclose your Personal Information to others in the following circumstances and/or for the following purposes:
- Where it is necessary for the provision of information or services to you.
- Where we are required to do so by the courts or to comply with other legal, statutory and/or regulatory obligations.
- To prevent and/or detect crime.
- Where we believe that you may be interested in the services offered by other organisations including our group companies. Please contact us if you would like details about these companies. If you do not wish to receive direct marketing from A.M. Donati Wealth Management, please write to us at A.M. Donati Wealth Management, 26 Canada Square , Canary Wharf , E14 5LB
- For credit reference purposes.
Personal information collected from you so that you may receive your Unit Reports by email will only be disclosed to third parties who process this information on our behalf for administrative purposes; where we are required to do so by the courts or to comply with other legal, statutory and/or regulatory obligations including accounting and taxation requirements and to prevent and/or detect crime.
Please note that if you communicate with us electronically, including by e-mail, telephone or fax, this communication may be randomly monitored and/or recorded to protect the interests of our business and our customers. This includes for the purposes of maintaining customer/service quality standards, detection of and/or prevention of crime and to ensure that A.M. Donati Wealth Management employees comply with legal obligations and A.M. Donati Wealth Management policies and procedures (including our customer relations practices).
Requests for access to Personal Information
We are happy to provide you with details of the Personal Information, which we process about you. To protect our customers' personal information, we follow strict storage and disclosure procedures, which mean that we will require proof of identity from you prior to disclosing such information. We may charge a small administration fee in relation to any requests for access to personal information. Please direct any such request to the Data Protection Officer : A.M. Donati Wealth Management, 26 Canada Square , Canary Wharf , E14 5LB
Please help us to keep your Personal Information current and accurate by contacting us if your Personal Information is or becomes inaccurate and/or out-of-date.
As you may be aware, no data transmission over the internet can be entirely secure. As a result, while we will always use reasonable endeavours to protect your Personal Information, we cannot guarantee the security of your Personal Information and the use of our Site (including the e-mail facilities) is at your own risk.
If you would like to learn more, contact one of our advisors using the buttons below.