Privacy Policy

The privacy policy explains how we use any personal information we collect about you in order for us to advise you properly (your personal data).

What information do we collect about you?

We obtain both personal and financial details about you, which include personal information from your professional advisors such as your Accountant or Solicitor.

How will we use the information about you?

We will use the information obtained to advise you on your financial planning which would include the suitability for particular products and services.

This would include using such information being disclosed to third parties (e.g. credit reference agencies and product providers) for the purpose of processing your application/s.

We use an electronic identity verification system to meet Anti-Money Laundering Requirements and we may conduct these checks from time to time throughout our relationship, not just at the beginning. These checks may therefore leave a footprint on your check history.

Where you ask us to assist you with for example your insurance / ethical investments, in particular life insurance and insurance that may assist you in the event of an accident or illness, we will ask you for information about your ethnic origin, your health and medical history (Your Special Category Data). We will record and use Your Special Category Data in order to make enquiries of insurance / investment providers in relation to insurance products that may meet your needs, and to provide you with advice/guidance regarding the suitability of any product that may be available to you.

We will use Special Category Data in the same way as Your Personal Data generally, as set out in this Privacy Notice. In order to process your Special Category Data, however, we do require explicit consent.

Access to your information and correction

You have the right to request a copy of the information that we hold about you. If you would like a copy of some or all your personal information, please email at theteam@monentipartners.com or write to us at Monenti Partners, Summit House, 12 Red Lion Square, London, WC1R 4QH.

We want to make sure that your personal information is accurate and up to date and you may ask us to correct or remove information if you think it is inaccurate.

Right to erasure

Under the regulation of GDPR you do have the right to have any information about you erased unless we have a legal obligation not to erase your data.

Monenti Partners for the purpose of legal defence will have a legal obligation to hold your information under the regulations of the Financial Conduct Authority because we have a mandatory requirement to retain your data for specified periods, and for some situations, we are required to retain this data indefinitely.

You therefore accept that your information will be held indefinitely and you will not have the automatic right to erasure. However, if no advice has been given to you we will not communicate with you unless you contact us for any reason.

Changes to our privacy policy

We keep this privacy policy under regular review and we will inform you of any update.

Please contact us if you have any questions about our privacy policy or the information we hold about you.

Cookies

 We use cookies to track visitor use of the website and to compile statistical reports on website activity.

For further information visit http://www.allaboutcookies.org/

You can set your browser not to accept cookies and the above website tells you how to remove cookies from your browser. However, in a few cases, some of our website features may not function as a result.

 What can you do if you are unhappy with how your personal data is processed?

 You also have a right to lodge a complaint with the supervisory authority for data protection. In the UK this is:

Information Commissioner’s Office
Wycliffe House
Water Lane
Wilmslow
Cheshire
SK9 5AF

0303 123 1113 (local rate)

How to contact us

Please contact us if you have any questions about our privacy policy or information we hold about you: by email at theteam@monentipartners.com

Or write to us at Monenti Partners, Summit House, 12 Red Lion Square, London, WC1R 4QH

Monenti Partners – Privacy Policy V1.3 – August 2023