Domus Financial Services | Privacy Notice

Privacy Notice

WHO ARE WE?

Domus Financial Services is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who is part of the Quilter Group of companies.

For further details on the companies in our group, please visit

This Privacy Notice explains:

Who we are
What personal information we collect
How we use your personal information
Who we share your information with and why
How we keep your information secure
Your rights
How to contact us

WHO WE ARE

Domus Financial Services provide financial planning solutions and advice through experienced and qualified advisers based in the UK.

Currently, Domus Financial Services and Quilter Financial Planning (Quilter) jointly determine the purposes and means of processing personal client data relating to giving advice. This means we’re joint data controllers for these core advice giving activities and therefore responsible for managing this client data and ensuring compliance.

However, Domus Financial Services is solely responsible for some activities, for example, any direct marketing that we undertake.

WHAT PERSONAL INFORMATION WE COLLECT

Personal information includes your name, address, or phone number and other information that isn’t otherwise publicly available. We collect personal information about you when you contact us about products and services, visit a financial advisor, visit a website we may have or register to receive one of our newsletters.

The type of personal information we collect will depend on the purpose for which it is collected and includes:

Contact details
Information to verify your identity
Family, lifestyle, health and financial information
Payment detail

We collect personal information directly from you. For example, we ask for personal information at the start of our relationship and in subsequent communications, in order to check your identity and protect you from fraud. This is a legal requirement and is important to help safeguard you against potential crime.

SPECIAL CATEGORY INFORMATION

In some instances, it is necessary to collect more sensitive information (such as health or lifestyle information) which is called special category data. This is to allow us to provide our financial advice service to you. We will always obtain your consent during the advice process to gather this data and explain what information we require and why it is needed. Sensitive personal information will always be processed and stored securely. You can withdraw your consent at any time to us processing this data, however, this may mean that you can no longer access the service or product the information was gathered for.

We also collect information about you from other sources. For example, our website automatically collects information from your computer using “cookies” which provides us with limited personal information. Cookies are small text files that are placed on your computer by websites that you visit. They’re widely used in order to make websites work, or work more efficiently, as well as to provide information to the website owners. For further information visit or www.allaboutcookies.org.

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

DATA RETENTION

We keep your personal information only as long as is necessary for the purpose for which it was collected and to meet regulatory or legislative requirements.

Advice data is retained for 50 years to meet our regulatory requirements.

Personal information will be securely disposed of when it’s no longer required, in accordance with our Data Retention and Disposal Schedule. A copy of this is available using the contact details below.

Domus Financial Services is an appointed representative of Quilter Financial Services Limited and Quilter Mortgage Planning Limited who are part of the Quilter Group of companies. For further details on the companies in our group, please click here.

If you have any questions or wish to get in touch, please see our details below;

The Office of Data Protection,

Quilter Financial Planning Ltd,

Wiltshire Court

Farnsby Street,

Swindon

SN1 5AH

Email: QFPDataGuardian@quilter.com

Telephone: 0161 488 3559